Automotive Ethernet and the Software Defined Vehicle
The software defined car is coming, but it will require a new hardware foundation. Ethernet is central to this effort as it will unlock the barriers to bringing high level of computing to vehicles. The effort also comes at a time when the relationship between automakers and technology companies is changing
- The software defined car is coming, but it will require a new hardware foundation.
- Ethernet is central to this effort as it will unlock the barriers to bringing high level of computing to vehicles.
- The effort also comes at a time when the relationship between automakers and technology companies is changing
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NVIDIA’s $500B AI Bet, Anthropic’s Watermark Gamble & the Edge AI Debate | Ep. 315
NVIDIA mobilizes over $500 billion in third-party capital to finance AI infrastructure, Anthropic doubles down on data-center ownership and mandatory content watermarking, and Patrick Moorhead and Daniel Newman debate whether distributed AI at the edge is finally ready to accelerate, all on Ep. 315 of The Six Five Pod.
Modern Mainframes, Al, and Quantum: Rethinking Enterprise Infrastructure
AI keeps getting framed as the disruption that finally sidelines the mainframe. Tom McPherson, General Manager of IBM Z and LinuxONE, joins Daniel Newman and Greg Lotko on The Main Scoop to explain why the opposite is happening, and what platform-native modernization delivers that lift-and-shift migration can't.
Six Five Pod Ep. 314: TeraFab, Memory's Comeback, and the Custom Silicon Debate
Patrick Moorhead and Daniel Newman cover Tesla and SpaceX's $16.8 billion TerraFab chip factory, Samsung's zHBM debut at FMS 2026, a week of frontier model launches, and a simulated debate for “The Flip” over whether custom silicon will capture the majority of AI workload dollars by 2028. The episode closes with earnings from SpaceX, Palantir, AMD, Astera Labs, IonQ, and Lattice Semiconductor.
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CYBERSECURITY

Threat Intelligence: Insights on Cybersecurity from Secureworks
Alex Rose from Secureworks joins Shira Rubinoff on the Cybersphere to share his insights on the critical role of threat intelligence in modern cybersecurity efforts, underscoring the importance of proactive, intelligence-driven defense mechanisms.
QUANTUM

Quantum in Action: Insights and Applications with Matt Kinsella
Quantum is no longer a technology of the future; the quantum opportunity is here now. During this keynote conversation, Infleqtion CEO, Matt Kinsella will explore the latest quantum developments and how organizations can best leverage quantum to their advantage.

Accelerating Breakthrough Quantum Applications with Neutral Atoms
Our planet needs major breakthroughs for a more sustainable future and quantum computing promises to provide a path to new solutions in a variety of industry segments. This talk will explore what it takes for quantum computers to be able to solve these significant computational challenges, and will show that the timeline to addressing valuable applications may be sooner than previously thought.

