The Views From Davos 2026
The View from Davos with Snowflake: From AI Ambition to Enterprise Impact
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.
The View from Davos - AI Moves From Conversation to Execution
Patrick Moorhead and Daniel Newman unpack this year's View from Davos conversations, exploring how AI adoption is entering a new phase focused on execution, operational readiness, and scalable enterprise and industrial deployments.
The View from Davos with HPE CEO Antonio Neri
Antonio Neri, President and CEO of HPE, joins Patrick Moorhead and Daniel Newman from Davos to discuss why enterprise AI is moving beyond centralized clouds, how sovereignty and competitiveness can work together, and what leaders must do to build resilient, distributed AI strategies.
The View From Davos with IBM's Rob Thomas on Turning AI Spend Into Real Enterprise Value
Rob Thomas of IBM joins Patrick Moorhead and Daniel Newman from Davos to discuss why enterprise AI success depends less on experimentation and more on execution discipline, operational focus, and cultural readiness.
Edge AI, Physical Intelligence, and the Path to Scalable Automation
At Davos, Qualcomm’s Nakul Duggal joins Patrick Moorhead and Daniel Newman to explain how Edge AI and physical intelligence are redefining how AI scales, and why robotics, efficiency, and real-time execution are becoming the next major frontier beyond the data center.
The View from Davos with MBZUAI’s Eric Xing
From Davos, Patrick Moorhead speaks with MBZUAI President Eric Xing about why world models may define the next frontier of AI research, how to recognize progress beyond narrow intelligence, and what role universities play in balancing innovation, openness, and responsibility.
The View from Davos with Wedbush’s Daniel Ives
Daniel Ives of Wedbush Securities joins Daniel Newman from Davos to discuss why AI adoption is entering a monetization phase, how enterprise software and modernization are driving ROI, and why the current cycle looks more like the early stages of a long-term buildout than a speculative bubble.
The View from Davos with Check Point CEO Nadav Zafrir
From Davos, Check Point CEO Nadav Zafrir joins Daniel Newman to discuss why cybersecurity has become a foundational requirement for AI transformation, and how prevention-first strategies and AI-powered defense are essential as agents move into real-world systems.
The View from Davos with Celonis Chief Trust Officer Vanessa Candela
Vanessa Candela of Celonis joins Patrick Moorhead in Davos to explain why enterprise AI depends on trust, process intelligence, and clean data, and why agentic AI amplifies process quality rather than fixing it.