Patrick Moorhead and Daniel Newman dig into the week's biggest moves in enterprise AI: Anthropic and OpenAI launching PE-backed enterprise JVs on the same day, Anthropic filling its compute gap with SpaceX's Colossus, Cerebris filing for a $3.5 billion IPO, NVIDIA going deep on co-packaged optics with Corning, and a full IBM Think and ServiceNow recap. Plus, for The Flip, hosts debate whether Anthropic, at $1.2 trillion, is the most important company in enterprise tech.

Kareem Yusuf Ph.D, SVP, Ecosystem, Strategic Partners & Initiatives at IBM, joins Tiffani Bova at IBM Think in Boston to discuss how AI maturity is reshaping partner ecosystems, how IBM is deploying AI inside its own channel operations, and what it actually took to build Kareem.ai, an internal channel health analytics tool now in active pilot.

Retail SMBs are under pressure to deliver seamless customer experiences while managing tighter margins and limited resources. AI offers a path forward, but only when applied to specific operational challenges.

This conversation explores how targeted AI use cases, integrated security, and ecosystem partnerships are reshaping how SMB retailers compete and scale.

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This week: four hyperscalers reported earnings on the same day, NVIDIA briefly crossed $5 trillion in market cap, OpenAI broke Azure exclusivity, and Google put $40 billion into Anthropic. Patrick Moorhead and Daniel Newman call it the most consequential week in AI infrastructure history and suggest the bull thesis just got its vote of confidence.

Jason Andersen and Mike Leone, Moor Insights & Strategy, and Brad Shimmin, Futurum, deliver their analyst recap of Google Cloud Next 2026, covering the shift to agentic enterprise workflows, Google's TPU-8 infrastructure strategy, the data platform's evolution into an agent runtime, Agent Gateway and Wiz security governance, and Google Cloud's competitive positioning relative to AWS and Microsoft heading into the second half of 2026.

Ryan Shrout and Russ Fellows speak with Vincent Sheu of HPE about what edge AI infrastructure actually requires in production environments. The conversation focuses on the HPE ProLiant DL145 Gen11, predictable inference performance, and why thermal behavior, acoustics, and remote operations matter as much as raw compute.

Varun Parmar, SVP and GM of Adobe GenStudio and Firefly Enterprise, joins Patrick Moorhead and Daniel Newman at Adobe Summit 2026 to discuss how Adobe is transforming the content supply chain into an agentic operating layer. The conversation covers Adobe Brand Intelligence, deterministic Firefly Creative Production workflows, the five-pillar GenStudio architecture, and the Adobe-NVIDIA partnership bringing 3D digital twins into enterprise marketing production.

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Patrick Moorhead and Daniel Newman recap Google Cloud Next 2026 live from Las Vegas, breaking down the week's most consequential signals for enterprise AI: the TPU-8 training and inference split, Google's full-stack co-design argument, the data layer's return to the center of the agentic conversation, the Wiz acquisition's integration into the agent security platform, and Google Distributed Cloud's maturation as a sovereign AI deployment path for regulated industries and governments.

Francis DeSouza, COO and President of Security Products at Google Cloud, joins Patrick Moorhead at Google Cloud Next 2026 to examine the shift to AI-native enterprise security. The conversation covers the expanding threat surface, Google's AI-powered SOC agent strategy, internal deployment results including 90% faster threat detection, and the integration of Wiz into Google's multicloud security platform.

At Google Cloud Next 2026, Patrick Moorhead and Muninder Sambi, VP of Google Distributed Cloud, examine the five infrastructure shifts enterprises must execute to support AI agents at production scale. From Fluid Compute and Agent Gateway to sovereign AI deployment via Google Distributed Cloud, the conversation maps the architectural decisions that determine how far agentic execution can scale.