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Tae-won (Tony) Chey on the 15-Year Bet Behind SK hynix’s Nasdaq Listing and the Future of AI Infrastructure
Tae-won (Tony) Chey, Chairman of SK Group, joins Daniel Newman at Nasdaq in New York following SK hynix’s ADR listing to trace the strategic decisions, from the 2012 Hynix Semiconductor Inc. acquisition to the 2019 push into AI, that positioned SK Group at the center of today's AI memory market.
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AI Inferencing Everywhere: Scaling Enterprise AI from Core to Edge
As AI moves into production, enterprises must solve for distributed execution across core and edge environments. This conversation explores how infrastructure is evolving to support scalable, real-time AI inferencing.

Rethinking AI Infrastructure: Why Memory Now Drives Performance
As AI workloads scale, memory is emerging as the defining constraint on performance. This conversation explores how innovations in HBM and system integration are reshaping the future of AI infrastructure.

The Inference Inflection: MiTAC on Building Flexible AI Infrastructure for Enterprise Scale
As AI moves into production, infrastructure flexibility, orchestration, and data performance are becoming critical. MiTAC outlines how modular platforms and integrated partnerships are enabling scalable, high-performance AI deployments.

The Rise of the AI-Native Phone: From Assistants to Action - Six Five In The Booth
Div Garg, Founder & CEO of AGI, joins Nick Patience at MWC 2026 to discuss the rise of the AI-native phone, the shift from assistants to agents, and how on-device AI will reshape trust, privacy, and mobile business models.

AI Is Writing the Code Now: Cisco’s Vision for the Agent Era - Six Five On The Road
Enterprises are under pressure to move beyond AI pilots and deliver real outcomes. This conversation explores the infrastructure, data, and operational shifts required to scale AI effectively across environments.

Lenovo’s AI Acceleration: From Device Innovation to Global Impact | Six Five On The Road at MWC 2026
At MWC Barcelona, Luca Rossi discusses Lenovo’s record market share, the launch of Qira ambient AI, hybrid AI architecture, and how long-term supply commitments are positioning Lenovo for sustained growth.
The Six Five Pod | EP 296: GTC Expectations, Copilot’s AI Shift, and Apple’s Low-CapEx AI Bet
AI is reshaping how software gets built, how infrastructure gets deployed, and how platforms compete for relevance. On Episode 296, Patrick Moorhead and Daniel Newman break down GTC expectations, Microsoft’s Anthropic-powered Copilot shift, Adobe’s leadership transition, Apple’s AI strategy, and the infrastructure debates shaping the next phase of enterprise AI.
The Six Five Pod | EP 295: Vibe Coding, AI Infrastructure, and the Future of the App Economy
AI development is getting easier, but building production-ready systems remains a challenge. From vibe coding experiments at Mobile World Congress to shifts in AI silicon, networking infrastructure, and the evolving app economy, Patrick Moorhead & Daniel Newman explore what’s actually changing inside enterprise technology on this episode of The Six Five Pod.

Intel’s Telco Commitment: AI in the Network and the Path to 6G
At MWC 2026, Intel’s Kevork Kechichian and Cristina Rodriguez join Patrick Moorhead and Daniel Newman to discuss Intel’s renewed telco commitment, the evolving role of CPU in AI-driven networks, and how operators can prepare for 6G without forcing a hardware reset.
The Six Five Pod | EP 294: AI Capital, Sovereign Cloud, and the Infrastructure Arms Race
AI funding rounds are getting bigger. Infrastructure bets are getting steeper. And the SaaS model is back under pressure. On episode 294 of The Six Five Pod, Patrick Moorhead and Daniel Newman break down the $110B OpenAI raise, Amazon’s expanded role, AMD’s $100B Meta deal, sovereign cloud momentum, and whether or not the SaaS premium is being permanently eroded.

Improving AI Inference with AMD EPYC Host CPUs | Signal65 Webcast
On this episode of Signal65, Ryan Shrout and Russ discuss how CPU selection and system-level design are influencing AI inference performance as workloads scale.
The Rise of Companion Silicon: Rethinking AI Architecture from Edge to Cloud
Patrick Moorhead and Daniel Newman break down the week’s biggest AI signals, from $650B in hyperscaler CapEx and Anthropic’s breakout momentum to the SaaS repricing debate and a Flip segment on how fast AI can realistically disrupt white-collar work.