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Scaling AI at Inference: The Road to Agent-Driven ROI

Roman Chernin joins Patrick Moorhead and Daniel Newman to discuss how AI infrastructure is shifting from training to inference, why Nebius built Token Factory to optimize system-level performance, and how agent-driven ROI will define AI success in 2026 and beyond.

Scaling AI at Inference: The Road to Agent-Driven ROI
Scaling AI at Inference: The Road to Agent-Driven ROI

Roman Chernin joins Patrick Moorhead and Daniel Newman to discuss how AI infrastructure is shifting from training to inference, why Nebius built Token Factory to optimize system-level performance, and how agent-driven ROI will define AI success in 2026 and beyond.

The Main Scoop Ep. 41 | Preparing for Quantum Computing: This is Your Wake-up Call

Tom Cosenza joins Daniel Newman and Greg Lotko to discuss how quantum computing is reshaping enterprise security strategy, the risks of delaying post-quantum preparation, and why building a cryptographic inventory is the first critical step toward resilience.

The Main Scoop Ep. 41 | Preparing for Quantum Computing: This is Your Wake-up Call
The Main Scoop Ep. 41 | Preparing for Quantum Computing: This is Your Wake-up Call

Tom Cosenza joins Daniel Newman and Greg Lotko to discuss how quantum computing is reshaping enterprise security strategy, the risks of delaying post-quantum preparation, and why building a cryptographic inventory is the first critical step toward resilience.

Fusion’s Future: Accelerating AI-Driven Superconductor Discovery

AI is accelerating breakthroughs in fusion energy and materials science, but infrastructure remains the limiting factor. Lenovo and Quantum Formatics explore how private AI environments and purpose-built systems are enabling the next wave of discovery.

Fusion’s Future: Accelerating AI-Driven Superconductor Discovery
Fusion’s Future: Accelerating AI-Driven Superconductor Discovery

AI is accelerating breakthroughs in fusion energy and materials science, but infrastructure remains the limiting factor. Lenovo and Quantum Formatics explore how private AI environments and purpose-built systems are enabling the next wave of discovery.

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The Six Five Pod | EP 297: AI Control, Compute Power, and the Fight for the Stack

AI is becoming a scale and control business. On Episode 297 of The Six Five Pod, Patrick Moorhead and Daniel Newman examine the companies building the infrastructure, forming the alliances, and making the moves that will define who wins and who gets squeezed out. Control is shifting across compute, models, infrastructure, and enterprise distribution as NVIDIA, Microsoft, OpenAI, Meta, and others push to control the next phase of the AI market.

The Six Five Pod | EP 297: AI Control, Compute Power, and the Fight for the Stack
The Six Five Pod | EP 297: AI Control, Compute Power, and the Fight for the Stack

AI is becoming a scale and control business. On Episode 297 of The Six Five Pod, Patrick Moorhead and Daniel Newman examine the companies building the infrastructure, forming the alliances, and making the moves that will define who wins and who gets squeezed out. Control is shifting across compute, models, infrastructure, and enterprise distribution as NVIDIA, Microsoft, OpenAI, Meta, and others push to control the next phase of the AI market.

Dell’s PC Strategy for the AI Era

Jeff Clarke and Rob Bruckner join Patrick Moorhead and Daniel Newman to discuss Dell’s commercial PC strategy, the role of engineering excellence in the Dell Pro lineup, and how AI-enabled devices are reshaping enterprise computing.

Dell’s PC Strategy for the AI Era
Dell’s PC Strategy for the AI Era

Jeff Clarke and Rob Bruckner join Patrick Moorhead and Daniel Newman to discuss Dell’s commercial PC strategy, the role of engineering excellence in the Dell Pro lineup, and how AI-enabled devices are reshaping enterprise computing.

From AI Momentum to Reality: HPE on Building the AI Factory

AI is moving fast, but most organizations are not ready for what it takes to deploy it at scale. HPE’s Trish Damkroger explains why infrastructure, not models, is now the limiting factor and how the “AI factory” is redefining enterprise execution.

From AI Momentum to Reality: HPE on Building the AI Factory
From AI Momentum to Reality: HPE on Building the AI Factory

AI is moving fast, but most organizations are not ready for what it takes to deploy it at scale. HPE’s Trish Damkroger explains why infrastructure, not models, is now the limiting factor and how the “AI factory” is redefining enterprise execution.

AI Gigafactories: From Design to First Token at Scale

As AI moves from design to deployment, infrastructure constraints are becoming the primary bottleneck. Lenovo and IREN explore how gigafactory-scale systems, vertical integration, and time-to-first-token metrics are redefining AI at scale.

AI Gigafactories: From Design to First Token at Scale
AI Gigafactories: From Design to First Token at Scale

As AI moves from design to deployment, infrastructure constraints are becoming the primary bottleneck. Lenovo and IREN explore how gigafactory-scale systems, vertical integration, and time-to-first-token metrics are redefining AI at scale.

AI Inferencing Everywhere: Scaling Enterprise AI from Core to Edge

As AI moves into production, enterprises must solve for distributed execution across core and edge environments. This conversation explores how infrastructure is evolving to support scalable, real-time AI inferencing.

AI Inferencing Everywhere: Scaling Enterprise AI from Core to Edge
AI Inferencing Everywhere: Scaling Enterprise AI from Core to Edge

As AI moves into production, enterprises must solve for distributed execution across core and edge environments. This conversation explores how infrastructure is evolving to support scalable, real-time AI inferencing.

Rethinking AI Infrastructure: Why Memory Now Drives Performance

As AI workloads scale, memory is emerging as the defining constraint on performance. This conversation explores how innovations in HBM and system integration are reshaping the future of AI infrastructure.

Rethinking AI Infrastructure: Why Memory Now Drives Performance
Rethinking AI Infrastructure: Why Memory Now Drives Performance

As AI workloads scale, memory is emerging as the defining constraint on performance. This conversation explores how innovations in HBM and system integration are reshaping the future of AI infrastructure.

C-Suite Vision

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

The View from Davos with Snowflake: From AI Ambition to Enterprise Impact
Broadcom CEO Hock Tan from VMware Explore 2025 Live Recap
The View from Davos with HPE CEO Antonio Neri
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