Nathan Thomas, VP Multicloud at Oracle, joins host Patrick Moorhead to share insights on Oracle's surging multicloud solutions, new Universal Credits, and partner innovations, offering a snapshot of where the company sees multicloud opportunities accelerating.

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss OpenAI's new browser Atlas, AWS's major outage, Google's quantum computing breakthrough, and the potential threat to Google Chrome. The hosts analyze earnings from IBM, Intel, Tesla, SAP, and T-Mobile, offering insights on AI investments, market performance, and industry trends. They debate the impact of AI on various sectors and explore the challenges of quantum computing adoption. The episode provides a comprehensive overview of current tech industry developments, blending expert analysis with engaging banter between the hosts.

Chris Wolf, Venkat Balabhadrapatruni, George DeCandio, and industry experts join Diana Blass to reveal how private and hybrid AI strategies are redefining what's possible for regulated sectors balancing innovation, compliance, and security.

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss recent developments in the tech industry. They cover Oracle's financial analyst day, highlighting the company's impressive growth projections and AI infrastructure plans. The hosts also delve into OpenAI's partnerships with Broadcom and other tech giants, exploring the implications for the AI cloud market. They touch on Apple's latest chip announcements and debate Oracle's potential to challenge the top cloud providers. The episode concludes with insights on TSMC's strong earnings and its impact on the semiconductor industry, as well as a brief discussion on ASML's performance. Throughout, the hosts provide candid analysis and occasional humor, offering listeners a comprehensive overview of the week's most significant tech news.

Michi Alexander, VP of Product Marketing at Adobe, joins the webcast to discuss how Acrobat Studio’s AI-powered tools are transforming document productivity for enterprises by automating insights, enhancing collaboration, and delivering polished outputs.

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss AMD's groundbreaking deal with OpenAI, Cisco's advancements in AI networking, Intel's foundry progress, and Qualcomm's strategic acquisition of Arduino. The hosts also explore IBM's Tech Exchange event, debating whether we're in an AI bubble, and analyze Dell's ambitious growth forecasts. With insights on Oracle's AI economics, XAI's funding round, and the rise of AI utility companies, this episode offers a comprehensive look at the rapidly evolving AI landscape and its impact on the tech industry.

PD Rajput, Associate Vice President at MediaTek, joins hosts to share insights on how edge AI, custom silicon, and advanced device capabilities are transforming client computing across Chromebooks and personal AI supercomputers.

Manish Mehta, VP of Marketing and Operations at Broadcom, discusses the launch and impact of the Tomahawk 6-Davisson CPO Ethernet switch, highlighting industry-first bandwidth and efficiency advances for next-generation AI networking.

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.