Marc Boroditsky, CRO at Nebius, joins host Patrick Moorhead and Daniel Newman to share insights on Nebius' Yandex roots, its vertically integrated AI cloud platform, and enterprise trends as organizations move AI workloads into production.

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Adam King, VP and GM at MediaTek, joins the webcast to share insights on the company's approach to bringing advanced AI capabilities to consumer devices, including smart home tech, Chromebooks, and AR glasses.

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the recent Federal Reserve comments, Nvidia's impressive Q2 earnings, and Dell's strong AI server performance. The hosts debate whether enterprise AI is a bubble or the start of something big, offering insights on market valuations and growth projections. They also analyze earnings from Pure Storage, Marvell, and HP, highlighting the impact of AI on various tech sectors. Throughout the episode, Patrick and Daniel provide candid commentary on industry trends, market reactions, and the challenges facing tech companies in the rapidly evolving AI landscape.

 Broadcom’s leadership joins Six Five hosts to break down the biggest VMware Explore 2025 announcements – including VCF 9.0, new AI partnerships, and strategies for secure hybrid infrastructure. Discover the path ahead for enterprise IT.

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Jorge Carrera, Mainframe Infrastructure Technical Leader, Banco de Crédito BCP, joins Daniel Newman and Greg Lotko to share insights on the growth of open banking and democratic tools like Yape, and the impact these shifts are having on accessibility and small business empowerment in Peru.

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Anand Swaminathan, EVP at Infosys, joins host Patrick Moorhead to reveal how the company's new venture with Telstra and Versent is reshaping AI-driven cloud and digital transformation in Australia, setting a template for sovereign cloud innovation.

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On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Intel's potential government stake, China's reliance on Nvidia, and the impact of Fed interest rate decisions on the economy. The hosts debate the future of SaaS companies like Workday and Zoom, while also touching on cybersecurity firm Palo Alto Networks' performance. The conversation wraps up with anticipation for Nvidia's upcoming earnings report and its market dominance in AI chips. Throughout, the hosts blend industry insights with playful banter, offering listeners a mix of expert analysis and entertaining commentary on the fast-paced world of technology.

Dawood Shahdad, VP at Boost Mobile, and Dr. Srinivas Bhattiprolu, Head of Advanced Consulting Services at Nokia, join host Will Townsend to discuss how AI and innovation are reshaping telecom—from new revenue streams to trust and transparency in automation.

Paul Turner, VP at Broadcom, joins Daniel Newman to recap VMware Explore 2025 highlights—covering Private AI, developer agility, cyber resilience, and strategic partnerships driving VMware Cloud Foundation innovation.

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss NVIDIA's dominance in AI, Intel's potential government investment, and Apple's foray into robotics. The hosts analyze earnings from companies like Cisco, Lenovo, and Applied Materials, offering insights on market trends and industry shifts. Featuring special guest Jeetu Patel, President & Chief Product Officer, joining for Off the Record!

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Trump's tariff threats on semiconductors, Apple's investment commitments, and Intel's leadership challenges. The hosts analyze AMD's earnings, Palantir's soaring valuation, and Lattice Semiconductor's market position. They also touch on quantum computing developments and AI server market dynamics. Throughout the episode, Newman and Moorhead engage in friendly banter, share personal anecdotes, and offer candid insights on industry developments, showcasing their deep knowledge and entertaining dynamic.

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman break down the latest tech earnings and market trends, with expert insights on Intel's foundry strategy, NVIDIA's chip sales to China, and quarterly earnings results from Amazon, Microsoft, Meta, Apple, and more. Tune in for deep dives into the EU's €40B AI chip deal with the U.S., Palo Alto Networks’ potential $25B acquisition of CyberArk, and ongoing tensions between Microsoft and OpenAI. Get timely analysis on AI, semiconductors, cloud, and cybersecurity and their perspectives on market trends, geopolitical factors affecting the tech sector, and the competitive landscape among industry giants.