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NEW RELEASES: SIX FIVE ON SCREEN

The View from Davos with IonQ’s CEO Niccolo de Masi

Niccolo de Masi, CEO of IonQ, joins Patrick Moorhead from Davos to discuss why quantum computing is moving into practical deployment, how security urgency is reshaping priorities, and why sovereign quantum systems are becoming central to global competitiveness.

The View from Davos with IonQ’s CEO Niccolo de Masi
The View from Davos with IonQ’s CEO Niccolo de Masi

Niccolo de Masi, CEO of IonQ, joins Patrick Moorhead from Davos to discuss why quantum computing is moving into practical deployment, how security urgency is reshaping priorities, and why sovereign quantum systems are becoming central to global competitiveness.

The Six Five Pod | EP 290: Celebrating 100,000 Subscribers: AI Milestones, Custom Silicon Debates, and Apple’s AI Gamble

Welcome to a very special edition of the Six Five Podcast! In this milestone episode, hosts Patrick Moorhead and Daniel Newman come together live in studio to celebrate hitting 100,000 YouTube subscribers. The duo takes a moment to reflect on the journey so far, their ever-growing community, and the audience of VCs, tech investors, and enterprise leaders who tune in each week.

But it’s not just about commemorating the past—our hosts dive right into the latest headlines shaping the tech industry, unpacking Apple’s ongoing AI challenges and the strategy behind its latest collaboration with Google’s Gemini. They break down OpenAI’s $10 billion deal with Cerebras, and the explosive race to build out global data centers and energy capacity. Plus, a debate on what custom silicon means for the future of AI, Meta’s recent layoffs at Reality Labs, TSMC’s strong quarterly earnings, and they share predictions for enterprise AI in 2026.

The Six Five Pod | EP 290: Celebrating 100,000 Subscribers: AI Milestones, Custom Silicon Debates, and Apple’s AI Gamble
The Six Five Pod | EP 290: Celebrating 100,000 Subscribers: AI Milestones, Custom Silicon Debates, and Apple’s AI Gamble

Welcome to a very special edition of the Six Five Podcast! In this milestone episode, hosts Patrick Moorhead and Daniel Newman come together live in studio to celebrate hitting 100,000 YouTube subscribers. The duo takes a moment to reflect on the journey so far, their ever-growing community, and the audience of VCs, tech investors, and enterprise leaders who tune in each week.

But it’s not just about commemorating the past—our hosts dive right into the latest headlines shaping the tech industry, unpacking Apple’s ongoing AI challenges and the strategy behind its latest collaboration with Google’s Gemini. They break down OpenAI’s $10 billion deal with Cerebras, and the explosive race to build out global data centers and energy capacity. Plus, a debate on what custom silicon means for the future of AI, Meta’s recent layoffs at Reality Labs, TSMC’s strong quarterly earnings, and they share predictions for enterprise AI in 2026.

The View from Davos with Activate Consulting’s Michael J. Wolf: Why Human Creativity Matters More as AI Scales

Michael J. Wolf of Activate Consulting joins Daniel Newman from Davos to discuss why today’s AI buildout differs from past tech bubbles, how infrastructure and energy constraints are shaping scale, and why human creativity and trust matter more as AI output accelerates.

The View from Davos with Activate Consulting’s Michael J. Wolf: Why Human Creativity Matters More as AI Scales
The View from Davos with Activate Consulting’s Michael J. Wolf: Why Human Creativity Matters More as AI Scales

Michael J. Wolf of Activate Consulting joins Daniel Newman from Davos to discuss why today’s AI buildout differs from past tech bubbles, how infrastructure and energy constraints are shaping scale, and why human creativity and trust matter more as AI output accelerates.

The View from Davos with Snowflake: From AI Ambition to Enterprise Impact

AI ambition is everywhere. Enterprise impact is not. From Davos, this session examines why data foundations, governance, and execution discipline now determine which organizations can turn AI into real business outcomes.

The View from Davos with Snowflake: From AI Ambition to Enterprise Impact
The View from Davos with Snowflake: From AI Ambition to Enterprise Impact

AI ambition is everywhere. Enterprise impact is not. From Davos, this session examines why data foundations, governance, and execution discipline now determine which organizations can turn AI into real business outcomes.

The Data Problem: Building Infrastructure for the World’s Most Valuable Enterprise Asset - Six Five On The Road

Vlad Rozanovich of Lenovo joins Patrick Moorhead and Daniel Newman on Six Five On The Road to discuss why enterprise data remains underutilized and what it takes to operationalize data and AI at scale.

The Data Problem: Building Infrastructure for the World’s Most Valuable Enterprise Asset - Six Five On The Road
The Data Problem: Building Infrastructure for the World’s Most Valuable Enterprise Asset - Six Five On The Road

Vlad Rozanovich of Lenovo joins Patrick Moorhead and Daniel Newman on Six Five On The Road to discuss why enterprise data remains underutilized and what it takes to operationalize data and AI at scale.

Case Studies in Action: How Real-World Enterprises Are Deploying Hybrid AI Today - Six Five On The Road

Robert Daigle of Lenovo joins Patrick Moorhead and Daniel Newman on Six Five On The Road to discuss how enterprises are deploying hybrid AI in production and what determines whether those initiatives continue to scale.

Case Studies in Action: How Real-World Enterprises Are Deploying Hybrid AI Today -  Six Five On The Road
Case Studies in Action: How Real-World Enterprises Are Deploying Hybrid AI Today - Six Five On The Road

Robert Daigle of Lenovo joins Patrick Moorhead and Daniel Newman on Six Five On The Road to discuss how enterprises are deploying hybrid AI in production and what determines whether those initiatives continue to scale.

Scaling AI Infrastructure: Lessons from the Lenovo and Nscale Partnership - Six Five On The Road

Patrick Moorhead and Daniel Newman are joined by Lenovo’s Conor Malone and NSCALE’s Stu Pann to discuss the real-world challenges of scaling AI infrastructure from pilot projects into production environments.

Scaling AI Infrastructure: Lessons from the Lenovo and Nscale Partnership - Six Five On The Road
Scaling AI Infrastructure: Lessons from the Lenovo and Nscale Partnership - Six Five On The Road

Patrick Moorhead and Daniel Newman are joined by Lenovo’s Conor Malone and NSCALE’s Stu Pann to discuss the real-world challenges of scaling AI infrastructure from pilot projects into production environments.

Software-Defined Systems: The Architecture Decisions Shaping The Future Of How We Move, Live And Work - Six Five On The Road at CES 2026

Mark Ng of Texas Instruments joins Six Five On The Road at CES 2026 to discuss how software-defined architectures, real-time intelligence, and semiconductor design are reshaping vehicles and other intelligent physical systems, and why long-term architectural decisions now matter more than ever.

Software-Defined Systems: The Architecture Decisions Shaping The Future Of How We Move, Live And Work - Six Five On The Road at CES 2026
Software-Defined Systems: The Architecture Decisions Shaping The Future Of How We Move, Live And Work - Six Five On The Road at CES 2026

Mark Ng of Texas Instruments joins Six Five On The Road at CES 2026 to discuss how software-defined architectures, real-time intelligence, and semiconductor design are reshaping vehicles and other intelligent physical systems, and why long-term architectural decisions now matter more than ever.

Infrastructure for the AI Era: From Experimentation to Execution - Six Five On The Road at Lenovo Tech World

Lenovo’s Vlad Rozanovich joins Patrick Moorhead and Daniel Newman to discuss why infrastructure, not ambition, is the key to moving AI from experimentation to execution at scale.

Infrastructure for the AI Era: From Experimentation to Execution - Six Five On The Road at Lenovo Tech World
Infrastructure for the AI Era: From Experimentation to Execution - Six Five On The Road at Lenovo Tech World

Lenovo’s Vlad Rozanovich joins Patrick Moorhead and Daniel Newman to discuss why infrastructure, not ambition, is the key to moving AI from experimentation to execution at scale.

Cooling, Power, and Running AI in Production - Six Five On The Road

Scott Tease of Lenovo joins Patrick Moorhead and Daniel Newman on Six Five On The Road to discuss how power, heat, and efficiency are shaping the next phase of enterprise AI.

Cooling, Power, and Running AI in Production - Six Five On The Road
Cooling, Power, and Running AI in Production - Six Five On The Road

Scott Tease of Lenovo joins Patrick Moorhead and Daniel Newman on Six Five On The Road to discuss how power, heat, and efficiency are shaping the next phase of enterprise AI.

C-Suite Vision

THE CEO SERIES

Hear from top execs on how they’re optimizing now, and where they’re placing bets for tomorrow.

The View from Davos with IonQ’s CEO Niccolo de Masi
Transforming Cyber Resilience with Commvault
AI, Cloud, and the Channel: A Conversation with Ingram Micro’s CEO
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