On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss MD's Financial Analyst Day projections to the ongoing AI infrastructure buildout. The duo debates GPU depreciation schedules—four versus six years—examining what's reasonable given compute intensity and market dynamics. They analyze SoftBank's $5 billion Nvidia exit to fund OpenAI investments, Anthropic's $50 billion data center commitment, and IBM's quantum computing roadmap targeting 2029 for practical applications. Cisco's enterprise AI momentum and Core Weave's capacity challenges round out earnings coverage. The hosts challenge conventional wisdom on AI bubbles, arguing we're in a genuine tech super cycle despite pockets of frothiness. With characteristic candor and technical depth, they separate hype from reality in AI infrastructure investing.

Russell Rice, Senior Director, Product Management at Cisco, joins host Matt Kimball to discuss how Nexus Hyperfabric AI is streamlining complex AI networking with scalable, plug-and-play infrastructure—plus insights on the G200 switch and cloud-managed operations.

Daniel McGinniss, VP Product Management, Compute at Cisco, joins Daniel Newman to share how Cisco Unified Edge is enabling enterprise-grade AI at the edge, simplifying operations, and building in security from the start. Tune in for edge AI insights in action.

Liz Centoni, EVP & Chief Customer Experience Officer at Cisco, joins Daniel Newman to unpack how Cisco IQ shifts IT teams from reactively solving problems to proactively preventing them, while helping partners and customers realize the full potential of AI-powered operations.

Seamus Jones, Director, Technical Marketing Engineering at Dell Technologies, joins the webcast to discuss how AI advances like LLMs and Agentic AI are redefining network topology analysis and scaling for data centers—essential insights for AI infrastructure leaders.

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.

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 Summit, joins host Patrick Moorhead to explore how Gemini for Government is driving AI-powered modernization and secure workflow transformation across federal agencies.