On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discussMeta's $14 billion infrastructure deal with Core Weave, OpenAI's $6 billion agreement, and the ongoing debate about custom chips versus merchant silicon for AI. The hosts explore Microsoft's strategic move in appointing Judson Altoff as commercial CEO and the implications for enterprise AI adoption. They also touch on the US government shutdown, its impact on various sectors, and the challenges in interpreting economic data. Throughout the episode, Newman and Moorhead offer insightful analysis on AI's influence on job markets, the future of chip manufacturing, and the broader economic landscape.

Snorre Kjesbu, SVP & GM at Cisco, and Deepu Talla, VP at NVIDIA, join Melody Brue to discuss how a decade of partnership is empowering AI-driven collaboration and what’s ahead for the employee experience in the modern workplace.

Jeetu Patel, President & Chief Product Officer at Cisco, joins Melody Brue to analyze what’s slowing AI adoption for enterprises—from infrastructure hurdles to leadership concerns—and what could change over the next five years.

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discussNvidia's $100 billion investment in OpenAI, Oracle's leadership changes, Microsoft's addition of Anthropic to Copilot, and Intel's potential partnerships with Apple and TSMC. The hosts also analyze Qualcomm's Snapdragon Summit announcements, including advancements in AI and PC performance. They debate the merits of Apple and TSMC investing in Intel, and examine recent market trends and earnings reports from companies like Micron and Marvell. Throughout the episode, Patrick and Daniel offer insightful commentary on the evolving landscape of AI, semiconductors, and tech industry dynamics.

Bob Rosenberry, Commercial Notebook Product Manager at HP, joins Ryan Shrout to discuss how HP’s collaboration with AMD is shaping business laptops equipped for AI-driven productivity, enterprise security, and emerging work styles.

Enzo Damato, President of Rice Telecom, joins hosts to discuss bridging generational gaps in IT, his journey from mainframe hobbyist to AI innovator, and how future technologists can succeed in a rapidly evolving landscape.

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the recent partnership between Intel and Nvidia, analyzing its implications for the tech industry. They explore the strategic benefits for both companies, potential impacts on competitors like AMD and ARM, and the broader context of geopolitical tensions affecting chip manufacturing. The hosts also touch on Meta's new AR glasses, the Federal Reserve's interest rate decision, and Elon Musk's recent Tesla stock purchase. Throughout the episode, they offer insights on market trends, company valuations, and the evolving landscape of AI and quantum computing, highlighting notable developments from companies like IonQ and Google.

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Apple's recent product launch event, focusing on the new iPhone Air and Apple Watch features. The hosts discuss Apple's apparent shift away from AI, contrasting it with other tech giants' AI-focused strategies. They also analyze recent developments in the chip industry, including Intel's leadership changes and ASML's investment in Mistral AI. The podcast concludes with a brief overview of recent earnings reports from major tech companies like Oracle, Adobe, and Synopsys, highlighting the impact of AI on their financial performance and market valuations.

Antonio Neri, CEO at HPE, and his team join Diana Blass to share their insights on how HPE is revolutionizing the integration of AI across industries with its comprehensive infrastructure, showcasing real-world applications and future AI potentials.

Explore the reasons behind CoreWeave's explosive growth and its impact on the AI cloud infrastructure landscape with insights from industry leaders and customers.

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Sanjay Mirchandani, CEO at Commvault, joins Patrick Moorhead and Daniel Newman to discuss Commvault’s strategy for advancing cyber resilience through acquisitions, AI, and upcoming SHIFT event highlights.

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Alexandru Costin, VP of Generative AI at Adobe, joins Daniel Newman and Patrick Moorhead to discuss the evolution of Adobe Firefly, integration with creative tools, and how generative AI is redefining content creation and productivity for the enterprise.