Arun Narayanan, SVP, Compute & Networking at Dell, joins David Nicholson to discuss enterprise AI inferencing, tackling scaling challenges, flexible infrastructure design, and key real-world deployment insights across industries.

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Dr. Nick Tan, GM at Delta Electronics & Jeff H. Chang, Sales Manager, joins David Nicholson to discuss Delta’s innovations from chip-level cooling to large-scale systems and how these technologies are powering the sustainable evolution of AI data centers.

Todd Cione, President of Worldwide Sales at OpenText, joins hosts to share insights on how enterprise AI buyers are prioritizing measurable outcomes, rapid deployment, and trusted governance in a changing partner ecosystem.

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Sandy Ono, EVP & CMO at OpenText, joins The Six Five On the Road to share how information readiness and AI maturity are shaping customer engagement and marketing innovation—plus practical enterprise use cases and strategies to balance automation with human insight.

Marcel Mitran, IBM Fellow and CTO of IBM LinuxONE, joins Patrick Moorhead to discuss key strategies for boosting IT efficiency, reducing costs, and building sustainability into enterprise technology operations.

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss a variety of hot topics in the tech world, starting with a light-hearted discussion about our recent workouts and the ongoing banter about our fitness levels. We then transition into the significant news surrounding Saudi Arabia's massive investments in U.S. technology companies, including Nvidia, AMD, and Cisco, as they aim to diversify their economy beyond oil.

Savinay Berry, EVP & Chief Product/Technology Officer at OpenText, joins Patrick Moorhead and Daniel Newman to discuss how context-aware AI, open platforms, and unified data management are shaping the future of enterprise AI at OpenText World 2025.

Saurabh Kapoor, Director, Product Management & Strategy at Dell Technologies, joins Daniel Newman and Patrick Moorhead for an in-depth look at SONiC and open networking’s impact on data center scalability, reliability, and AI readiness.

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Brendan Burns and Arun Kishan of Microsoft join hosts to discuss the momentum and adoption of Azure Cobalt 100 VMs, sharing insights on migration, performance, and how these custom Arm-based VMs are shaping the future of cloud-native workloads.

Jim Wynia, Director Product Management, Networking at Dell Technologies and Hemal Shah, Distinguished Engineer at Broadcom join host David Nicholson to discuss how Tomahawk 6 silicon, PowerSwitch Z9964, and Enterprise SONiC are advancing AI data center fabrics for scalability, cooling, and manageability.

Nicolas Sagnes, Product Marketing Leader at Cisco, joins host Matt Kimball to share how Cisco’s Secure AI Factory with NVIDIA enables enterprises to connect scattered data for secure, production-grade AI—highlighting real-world use cases for RAG and agentic AI.

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss MD's Financial Analyst Day projections to the ongoing AI infrastructure buildout. The duo debates GPU depreciation schedules—four versus six years—examining what's reasonable given compute intensity and market dynamics. They analyze SoftBank's $5 billion Nvidia exit to fund OpenAI investments, Anthropic's $50 billion data center commitment, and IBM's quantum computing roadmap targeting 2029 for practical applications. Cisco's enterprise AI momentum and Core Weave's capacity challenges round out earnings coverage. The hosts challenge conventional wisdom on AI bubbles, arguing we're in a genuine tech super cycle despite pockets of frothiness. With characteristic candor and technical depth, they separate hype from reality in AI infrastructure investing.