Patrick Moorhead and Daniel Newman unpack this year's View from Davos conversations, exploring how AI adoption is entering a new phase focused on execution, operational readiness, and scalable enterprise and industrial deployments.

Antonio Neri, President and CEO of HPE, joins Patrick Moorhead and Daniel Newman from Davos to discuss why enterprise AI is moving beyond centralized clouds, how sovereignty and competitiveness can work together, and what leaders must do to build resilient, distributed AI strategies.

Rob Thomas of IBM joins Patrick Moorhead and Daniel Newman from Davos to discuss why enterprise AI success depends less on experimentation and more on execution discipline, operational focus, and cultural readiness.

At Davos, Qualcomm’s Nakul Duggal joins Patrick Moorhead and Daniel Newman to explain how Edge AI and physical intelligence are redefining how AI scales, and why robotics, efficiency, and real-time execution are becoming the next major frontier beyond the data center.

From Davos, Patrick Moorhead speaks with MBZUAI President Eric Xing about why world models may define the next frontier of AI research, how to recognize progress beyond narrow intelligence, and what role universities play in balancing innovation, openness, and responsibility.

Daniel Ives of Wedbush Securities joins Daniel Newman from Davos to discuss why AI adoption is entering a monetization phase, how enterprise software and modernization are driving ROI, and why the current cycle looks more like the early stages of a long-term buildout than a speculative bubble.

From Davos, Check Point CEO Nadav Zafrir joins Daniel Newman to discuss why cybersecurity has become a foundational requirement for AI transformation, and how prevention-first strategies and AI-powered defense are essential as agents move into real-world systems.

Vanessa Candela of Celonis joins Patrick Moorhead in Davos to explain why enterprise AI depends on trust, process intelligence, and clean data, and why agentic AI amplifies process quality rather than fixing it.

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Cisco’s Jeetu Patel joins Patrick Moorhead and Daniel Newman to discuss why infrastructure, security, and data readiness now determine whether enterprise AI can scale.

From Davos, Daniel Newman joins Ericsson’s Niklas Heuveldop and Åsa Tamsons to break down why enterprise AI and automation depend on trusted connectivity, a complete stack, and execution discipline, not just better models.

Anand Swaminathan, EVP at Infosys, joins host Patrick Moorhead to break down enterprise insights from Davos—covering evolving AI priorities, investment trends, and how Infosys is helping businesses navigate rapid technological change.

 AI fluency depends less on model sophistication and more on whether enterprises can trust the data feeding their systems. From Davos, Daniel Newman speaks with Workiva CSO Mike Rost about why governance, accuracy, and execution discipline are becoming the foundation for scaling AI in regulated, high-stakes environments.

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Niccolo de Masi, CEO of IonQ, joins Patrick Moorhead from Davos to discuss why quantum computing is moving into practical deployment, how security urgency is reshaping priorities, and why sovereign quantum systems are becoming central to global competitiveness.

Michael J. Wolf of Activate Consulting joins Daniel Newman from Davos to discuss why today’s AI buildout differs from past tech bubbles, how infrastructure and energy constraints are shaping scale, and why human creativity and trust matter more as AI output accelerates.

AI ambition is everywhere. Enterprise impact is not. From Davos, this session with Sridhar Ramaswamy, Patrick Moorhead, and Daniel Newman examines why data foundations, governance, and execution discipline now determine which organizations can turn AI into real business outcomes.