John Kamen, President and CEO of Blue Hill Data Services, joins Daniel Newman and Greg Lotko to discuss how small and mid-sized businesses can run the mainframe efficiently while managing hybrid IT environments and modernization challenges.

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The Six Five Pod is back with Episode 291. Daniel Newman and Patrick Moorhead are fresh off trips to Davos and Abu Dhabi, where they’ve explored the full AI stack up close (models, infrastructure, healthcare/genomics). This episode dives into what really matters right now in the markets and tech. From Microsoft’s Maia 200 inference push, to NVIDIA’s $2B CoreWeave bet, OpenAI’s Codex closing the coding gap, the “SaaSpocalypse” panic, Cisco’s AI Summit, and a no-BS debate on whether AI agents are actually enterprise-ready.

Girish Cherussery, VP/GM AI Solutions at Micron, joins David Nicholson to explore the latest memory technologies powering AI and HPC, breaking down current bottlenecks, emerging architectures, and what data center leaders need to know now.

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.

Broadcom President & CEO Hock Tan joins Daniel Newman live at VMware Explore 2025 to discuss the impact of VMware Cloud Foundation 9.0 on unifying IT and development teams and overcoming cloud infrastructure friction.

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.

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.

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.

Nick Patience speaks with Lars Göbel of evoila about how European enterprises are redefining sovereign cloud in practical terms, why Broadcom's VCF is becoming a standardized private cloud foundation, and what hyperlocal delivery models and repatriation signal for the next phase of modernization.

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.

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.

Swami Sivasubramanian, VP, Agentic AI at AWS, joins Patrick Moorhead to discuss how the AWS innovation engine transforms research breakthroughs into real-world cloud services shaping digital transformation.