On this episode of Six Five Connected, host Diana Blass and Dell Technologies leaders discuss Dell’s PC reset at CES 2026 and why real improvements in battery life, thermals, design, and displays—not AI hype—will drive the next upgrade cycle.

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On this episode of The Six Five Pod, Patrick Moorhead and Daniel Newman unpack why today’s AI moment feels less like the endgame and more like Netflix’s DVD-by-mail phase—the very beginning of a transformation that will redefine the tech industry. They dig into soaring AI valuations and the growing debate over whether today’s leaders signal durable platforms or bubble dynamics, then shift to what really matters under the hood—AI infrastructure, with a sharp focus on networking and memory, informed by insights from Marvell’s Industry Analyst Day. This episode also breaks down recent market moves across major tech players, before closing with a forward-looking take on where AI is headed and what it will take to stay competitive as the pace of change continues to accelerate.

Steve Kearns, GM of Search Solutions at Elastic, joins Nick Patience to share how Elastic is enabling enterprises to move from RAG to agentic AI, solving operational challenges, and powering the next generation of autonomous workflows.

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.