Patrick Moorhead and Daniel Newman break down the week’s biggest AI signals, from $650B in hyperscaler CapEx and Anthropic’s breakout momentum to the SaaS repricing debate and a Flip segment on how fast AI can realistically disrupt white-collar work.

AI momentum is accelerating, but real-world constraints are tightening. From hyperscaler infrastructure lock-ins and sovereign AI expansion to RAM shortages and enterprise AI pivots, Ep. 293 examines what truly determines leadership in the next phase of AI.

AI investment is accelerating at historic levels, but so are the questions. From trillion-dollar semiconductor forecasts and 100-year bonds to the debate over AI’s impact on jobs, Ep. 292 explores whether we are witnessing a sustainable transformation or a systemic shock

Lenovo’s strategy for enterprise AI centers on scaling inference into real-world operations. At CES 2026, the company unveiled hybrid AI solutions spanning edge, on-prem, and cloud environments—backed by advanced liquid cooling and rack-scale architectures built with NVIDIA and AMD.

John Kamen, President and CEO of Blue Hill Data Services, joins Daniel Newman and Greg Lotko to discuss how small and mid-sized businesses can run the mainframe efficiently while managing hybrid IT environments and modernization challenges.

‍

The Six Five Pod is back with Episode 291. Daniel Newman and Patrick Moorhead are fresh off trips to Davos and Abu Dhabi, where they’ve explored the full AI stack up close (models, infrastructure, healthcare/genomics). This episode dives into what really matters right now in the markets and tech. From Microsoft’s Maia 200 inference push, to NVIDIA’s $2B CoreWeave bet, OpenAI’s Codex closing the coding gap, the “SaaSpocalypse” panic, Cisco’s AI Summit, and a no-BS debate on whether AI agents are actually enterprise-ready.

Girish Cherussery, VP/GM AI Solutions at Micron, joins David Nicholson to explore the latest memory technologies powering AI and HPC, breaking down current bottlenecks, emerging architectures, and what data center leaders need to know now.

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

Broadcom President & CEO Hock Tan joins Daniel Newman live at VMware Explore 2025 to discuss the impact of VMware Cloud Foundation 9.0 on unifying IT and development teams and overcoming cloud infrastructure friction.