On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss recent antitrust rulings affecting Google, the availability of Nvidia's H100 and H200 GPUs, and the impact of AI on job markets. The hosts analyze earnings reports from Salesforce, HPE, and Broadcom, offering insights into their AI strategies and market positions. They debate the concentration risk for Nvidia with its top customers and explore the economic implications of recent unemployment data. Throughout the episode, Newman and Moorhead provide expert commentary on the evolving AI landscape, its effects on various tech companies, and the broader economic outlook.

Ritika Gunnar, GM of Data & AI at IBM, joins Daniel Newman to discuss IBM’s role at the US Open, innovations in AI-powered fan experiences, and how new platforms like watsonx.data and recent acquisitions are enabling enterprise data transformation.

Paul Bay, CEO at Ingram Micro, joins Patrick Moorhead and Daniel Newman to discuss how AI, cloud, and the Xvantage platform are redefining the global tech channel and supporting partners’ skill development for future growth.

Marc Boroditsky, CRO at Nebius, joins host Patrick Moorhead and Daniel Newman to share insights on Nebius' Yandex roots, its vertically integrated AI cloud platform, and enterprise trends as organizations move AI workloads into production.

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Adam King, VP and GM at MediaTek, joins the webcast to share insights on the company's approach to bringing advanced AI capabilities to consumer devices, including smart home tech, Chromebooks, and AR glasses.

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the recent Federal Reserve comments, Nvidia's impressive Q2 earnings, and Dell's strong AI server performance. The hosts debate whether enterprise AI is a bubble or the start of something big, offering insights on market valuations and growth projections. They also analyze earnings from Pure Storage, Marvell, and HP, highlighting the impact of AI on various tech sectors. Throughout the episode, Patrick and Daniel provide candid commentary on industry trends, market reactions, and the challenges facing tech companies in the rapidly evolving AI landscape.

Jorge Carrera, Mainframe Infrastructure Technical Leader, Banco de Crédito BCP, joins Daniel Newman and Greg Lotko to share insights on the growth of open banking and democratic tools like Yape, and the impact these shifts are having on accessibility and small business empowerment in Peru.

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Anand Swaminathan, EVP at Infosys, joins host Patrick Moorhead to reveal how the company's new venture with Telstra and Versent is reshaping AI-driven cloud and digital transformation in Australia, setting a template for sovereign cloud innovation.

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On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Intel's potential government stake, China's reliance on Nvidia, and the impact of Fed interest rate decisions on the economy. The hosts debate the future of SaaS companies like Workday and Zoom, while also touching on cybersecurity firm Palo Alto Networks' performance. The conversation wraps up with anticipation for Nvidia's upcoming earnings report and its market dominance in AI chips. Throughout, the hosts blend industry insights with playful banter, offering listeners a mix of expert analysis and entertaining commentary on the fast-paced world of technology.