On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Google's antitrust issues, IBM and Nvidia's White House announcements, Taiwan's semiconductor regulations, and Intel's Foundry Day. The hosts debate the consolidation of AI into big tech and its need for regulation. They analyze recent earnings reports from major tech companies, highlighting strong performances in enterprise AI and cloud services. The podcast concludes with a preview of their upcoming Six Five Summit, featuring industry leaders like Michael Dell.

Tom Gillis, SVP and GM at Cisco, shares insights on revolutionizing threat detection and response for the AI era on Six Five On The Road.

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Dave Russell and Emilee Tellez from Veeam join hosts to share crucial strategies for cyber incident preparedness, emphasizing the importance of stakeholder alignment and proactive resilience.

Vasu Murthy, Chief Product Officer at Cohesity, shares insights on leveraging the Cohesity-Veritas partnership to introduce RecoveryAgent, pushing the envelope in data security and management, and the promising future of Agentic AI in their offerings.

Jeetu Patel, EVP & Chief Product Officer at Cisco, joins Daniel Newman and Patrick Moorhead to discuss the complexities of securing AI and Cisco’s innovative strategies in this field.

Don Schuerman, CTO at Pega, joins Keith Kirkpatrick to share his insights on responsibly leveraging Agentic AI for impactful business transformation.

Nikesh Arora, Chairman and CEO at Palo Alto Networks, joins the Six Five team to discuss the company's innovative strides in AI-driven security, amidst emerging cybersecurity needs and competitive challenges.

Erik Day, Senior VP at Dell Technologies, joins Tiffani Bova to discuss the exciting AI adoption landscape for SMBs and Dell's unique offerings in this space.

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.