On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss OpenAI's massive $38 billion AWS deal to the controversial approval of Elon Musk's potential trillion-dollar pay package at Tesla. The duo analyzes the market meltdown that hit tech stocks hard, breaking down earnings from ARM, AMD, Qualcomm, Coherent, and Lattice. They debate whether China's Kimmy 2 model really trained for just $4.6 million (spoiler: they're skeptical), examine Trump's shifting stance on chip exports to China versus the UAE, and discuss Google's Ironwood TPU rollout. With candid takes on XPU adoption, hyperscaler strategies, and whether we're in an AI bubble, Moorhead and Newman deliver their signature blend of technical insight and industry analysis—complete with F1 references and Sunday morning banter between besties.

Tim Coogan, SVP Global Partner Sales at Cisco, joins Six Five hosts to share how Cisco 360 is redefining partner growth—focusing on transparency, profitability, and actionable steps partners can take today to prepare for the next era.

IBM executives joined Six Five hosts at TechXchange to discuss the latest announcements, AI advancements with watsonx, and how ecosystem partnerships are driving real customer impact—offering a snapshot of key themes and on-the-ground insights.

Will Eatherton, SVP of Infrastructure Engineering at Cisco, joins Matt Kimball to discuss how Cisco and NVIDIA are advancing AI network infrastructure—offering new ways for enterprises to scale smarter with platforms like Nexus Hyperfabric AI.

Chris Hein, Field Chief Technology Officer at Google Public Sector, joins host Patrick Moorhead to explore how Gemini for Government is driving AI-powered modernization and secure workflow transformation across federal agencies.

Jeetu Patel, President & Chief Product Officer at Cisco, joins Daniel Newman for insights on how Cisco’s Unified Edge is transforming the deployment of AI at scale, securing intelligent experiences across industries, and shaping the future of edge computing.

‍

Ron Bushar, Chief Security Officer at Google Public Sector, joins Patrick Moorhead to discuss how a full-stack AI approach and proactive security strategies are transforming defense for federal agencies. Gain insights into Google’s roadmap for autonomous SecOps.

Elizabeth Moon, Managing Director at Google, joins Patrick Moorhead to discuss Google Public Sector’s AI-driven innovations, advanced security strategies, and recent momentum in serving federal agencies with mission-critical cloud solutions.

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Nvidia's GTC conference, where Jensen Huang delivered his strongest keynote yet, announcing $500 billion in AI chip bookings and seven new supercomputers. The duo explores OpenAI's restructuring deal with Microsoft, Qualcomm's ambitious entry into data center AI chips, and Amazon's massive job cuts amid AI automation. They debate whether government equity stakes in critical tech industries represent smart capitalism or creeping socialism, examining investments in Intel, quantum computing, and rare earth materials. The earnings segment covers the Mag Seven's capex surge, with Meta, Google, Microsoft, and Amazon all increasing AI infrastructure spending despite market concerns. ServiceNow's continued Rule of 50 performance and Apple's disappointing iPhone numbers round out a packed discussion on AI infrastructure buildout, energy constraints, and the race for technological supremacy.

Kaya Gangesan, Program Director at IBM, joins Jason Andersen to discuss AI-driven advancements for infrastructure-as-code, sharing practical insights on error reduction, integration, and security in DevOps operations.