Anand Swaminathan, EVP at Infosys, joins host Patrick Moorhead to break down enterprise insights from Davos—covering evolving AI priorities, investment trends, and how Infosys is helping businesses navigate rapid technological change.

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.