On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Apple's recent product launch event, focusing on the new iPhone Air and Apple Watch features. The hosts discuss Apple's apparent shift away from AI, contrasting it with other tech giants' AI-focused strategies. They also analyze recent developments in the chip industry, including Intel's leadership changes and ASML's investment in Mistral AI. The podcast concludes with a brief overview of recent earnings reports from major tech companies like Oracle, Adobe, and Synopsys, highlighting the impact of AI on their financial performance and market valuations.

Antonio Neri, CEO at HPE, and his team join Diana Blass to share their insights on how HPE is revolutionizing the integration of AI across industries with its comprehensive infrastructure, showcasing real-world applications and future AI potentials.

Explore the reasons behind CoreWeave's explosive growth and its impact on the AI cloud infrastructure landscape with insights from industry leaders and customers.

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Sanjay Mirchandani, CEO at Commvault, joins Patrick Moorhead and Daniel Newman to discuss Commvault’s strategy for advancing cyber resilience through acquisitions, AI, and upcoming SHIFT event highlights.

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Alexandru Costin, VP of Generative AI at Adobe, joins Daniel Newman and Patrick Moorhead to discuss the evolution of Adobe Firefly, integration with creative tools, and how generative AI is redefining content creation and productivity for the enterprise.

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss recent antitrust rulings affecting Google, the availability of Nvidia's H100 and H200 GPUs, and the impact of AI on job markets. The hosts analyze earnings reports from Salesforce, HPE, and Broadcom, offering insights into their AI strategies and market positions. They debate the concentration risk for Nvidia with its top customers and explore the economic implications of recent unemployment data. Throughout the episode, Newman and Moorhead provide expert commentary on the evolving AI landscape, its effects on various tech companies, and the broader economic outlook.

Ritika Gunnar, GM of Data & AI at IBM, joins Daniel Newman to discuss IBM’s role at the US Open, innovations in AI-powered fan experiences, and how new platforms like watsonx.data and recent acquisitions are enabling enterprise data transformation.

As AI demand explodes, enterprises require purpose-built cloud infrastructure to stay ahead. See how Nebius, NVIDIA GPUs, and decades of deep-tech engineering expertise are building next-gen infrastructure for AI at scale.

Paul Bay, CEO at Ingram Micro, joins Patrick Moorhead and Daniel Newman to discuss how AI, cloud, and the Xvantage platform are redefining the global tech channel and supporting partners’ skill development for future growth.

Marc Boroditsky, CRO at Nebius, joins host Patrick Moorhead and Daniel Newman to share insights on Nebius' Yandex roots, its vertically integrated AI cloud platform, and enterprise trends as organizations move AI workloads into production.

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