Recent Videos
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The Six Five Pod | EP 280: Qualcomm, AMD, & Intel: Navigating the AI Revolution's Key Players
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.

Broadcom’s Breakthrough CPO Architecture for Scale-Up and Scale-Out AI Networking - Virtual Webcast
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.