On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the whiplash-inducing tariff announcements affecting US-China trade, Intel's strategic move to sell a majority stake in Altera to Silver Lake, and activist investor Elliott Management's stake in HPE. The hosts engage in a lively debate on the merits of selling AI chips to China, exploring the complex interplay between national security, economic interests, and technological advancement.

Colleen Kapase, VP at Google Cloud, joins Tiffani Bova to share insights on enhancing partner opportunities and harnessing AI for growth.

Mark Lohmeyer, VP & GM Compute and ML Infrastructure at Google, joins the Six Five team to explore how Google Cloud's customized infrastructure meets the diverse needs of AI and cloud workloads.

Hayete Gallot, President of Customer Experience at Google, joins Patrick Moorhead and Daniel Newman to discuss the evolving role of customer experience in the AI-driven landscape.

In an insightful dialogue on Six Five Connected, industry leaders from Solidigm and Dell Technologies dive into the cutting-edge technology behind 122TB SSDs and their pivotal role in powering AI workloads efficiently.

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On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Google Cloud's infrastructure advancements, IBM's new mainframe capabilities, and the potential impact of tariffs on tech companies, particularly Apple. The hosts debate the effectiveness of Trump's trade policies and explore how various tech sectors might fare amid economic uncertainty.

Brett Tanzer and Karan Batta discuss the groundbreaking Oracle Database capabilities within Microsoft Azure's cloud, emphasizing real-world applications and strategic expansions.

Cody Bowman and Eben Albertyn join Will Townsend to share expert insights on the pivotal role of AI, security, and QoE in the evolution towards autonomous networks.

Tina Tarquinio and Chris Berry from IBM join hosts to explore the z17's cutting-edge advancements and reliability in the tech world.

David Watts delve into IBM's z17 with Greg Lotko & Daniel Newman, discussing its innovative features and how it addresses client challenges in data security and AI.

Ross Mauri, GM IBM Z & LinuxONE, shares insights on the highly anticipated z17, emphasizing IBM's focus on AI and hybrid cloud innovations to maximize business agility.

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Microsoft's consumer Copilot announcements, Qualcomm's IoT acquisitions, Intel's Vision event featuring new, the potential TSMC-Intel partnership, its implications for the semiconductor, and current market volatility.