Microsoft Build 2026 announced an end-to-end agentic AI stack. COMPUTEX Taipei confirmed heterogeneous AI infrastructure across ARM, Marvell, Intel, Qualcomm, and NVIDIA. Alphabet raised $80 billion. Cisco Live repositioned the network as the AI platform. Patrick Moorhead and Daniel Newman break it all down alongside earnings from Broadcom, HPE, Palo Alto Networks, and CrowdStrike, plus the token cost conversation, the edge AI push, and what Palantir and Oracle are saying about proprietary data as the real AI moat.

MiTAC Computing is addressing the core constraints of enterprise AI scaling: floor space, power capacity, and cooling efficiency. Matt Kimball catches up with Raymond Huang at Computex 2026 to walk through a full portfolio spanning high-density liquid-cooled racks, diamond-cooled air servers, unified POD management, and containerized modular AI factories that cut deployment timelines from years to weeks.

The challenge for enterprise AI is no longer proving its potential. It is operationalizing AI securely, efficiently, and at scale. In this Six Five On The Road conversation at Dell Technologies World 2026, Varun Chhabra, SVP ISG Marketing at Dell Technologies, and Jason Schroedl, Director of Product Marketing for Enterprise Platforms at NVIDIA, join Patrick Moorhead and Daniel Newman to examine the Dell AI Factory evolution, what agentic AI deployment demands from governance and infrastructure, how data readiness determines production AI performance, and what enterprise leaders must prioritize to move from pilots into meaningful business outcomes.

Bob Venero, CEO of Future Tech, joins Patrick Moorhead to discuss how next-generation infrastructure, hybrid cloud, and AI are transforming enterprise IT—and where Future Tech fits into the future of intelligent infrastructure.