Avi Shetty, Hecheng Han, Dr. George Zhang, Neil Edmunds, John Griffith, Josh Grossman, and Francesca Cain-Watson join Diana Blass to discuss the evolution of liquid cooling in AI systems, exploring design tradeoffs, architectures, and deployment strategies.

This week, 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.

Steve Kearns, GM of Search Solutions at Elastic, joins Nick Patience to share how Elastic is enabling enterprises to move from RAG to agentic AI, solving operational challenges, and powering the next generation of autonomous workflows.

Baha Azarmi, General Manager of Observability at Elastic, joins host Jason Andersen to discuss how agentic AI is advancing observability tools, enabling faster insights, automated operations, and improved root cause detection for modern IT teams.

Mike Nichols, General Manager, Security at Elastic, joins host Mitch Ashley to discuss how agentic AI and the Elasticsearch platform are driving faster, more intelligent threat detection and response for today’s security teams.

Seamus Jones, Director, Technical Marketing Engineering at Dell, joins David Nicholson and Brian Martin to share lab-based insights on the evolution of RAG—including how Agentic RAG and advanced AI infrastructure are raising the bar for enterprise-ready, trustworthy generative AI.

Aaron Newman, CEO at Cloud Storage Security, joins Alex Smith to discuss the company’s product-led growth strategy on AWS Marketplace, detailing how digital-first tactics have accelerated customer acquisition and created a scalable path for success.

Thomas Zaki, Global Director of Deal Desk & Sales Operations at Varonis Systems, joins Alex Smith to discuss how Varonis leverages AWS Marketplace to expand globally, streamline customer acquisition, and optimize regional go-to-market strategies.

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Nandini Ramani, VP, Cloud Operations & Search at AWS, joins Daniel Newman to discuss how AWS is advancing cloud observability through unified data lakes, integrated security analytics, and native AI-driven monitoring in CloudWatch.

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Shahar Noy and Rahul Sandil of MediaTek join Patrick Moorhead and Daniel Newman to discuss why custom silicon is vital for advancing AI and how MediaTek’s partnerships and legacy are driving cloud data center innovation.

Pasquale DeMaio, VP at AWS, joins the Six Five team to share insights on how Amazon Connect is driving AI-powered innovation at scale in customer service, key product advancements, and the future direction of customer engagement technology.

Scott Tease, VP, ISG Product Group at Lenovo, and Dr. Erwin Laure, Director at MPCDF, join the Six Five team to discuss how their organizations are partnering to drive innovation in HPC, data, and AI for groundbreaking scientific research across Europe.

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