Vlad Rozanovich of Lenovo joins Patrick Moorhead and Daniel Newman on Six Five On The Road to discuss why enterprise data remains underutilized and what it takes to operationalize data and AI at scale.

Robert Daigle of Lenovo joins Patrick Moorhead and Daniel Newman on Six Five On The Road to discuss how enterprises are deploying hybrid AI in production and what determines whether those initiatives continue to scale.

Patrick Moorhead and Daniel Newman are joined by Lenovo’s Conor Malone and NSCALE’s Stu Pann to discuss the real-world challenges of scaling AI infrastructure from pilot projects into production environments.

Lenovo’s Vlad Rozanovich joins Patrick Moorhead and Daniel Newman to discuss why infrastructure, not ambition, is the key to moving AI from experimentation to execution at scale.

Scott Tease of Lenovo joins Patrick Moorhead and Daniel Newman on Six Five On The Road to discuss how power, heat, and efficiency are shaping the next phase of enterprise AI.

Patrick Moorhead and Daniel Newman speak with Lenovo’s Dana Ryan about how the Entertainment Sphere illustrates the infrastructure required to support immersive, real-time experiences at scale.

Scott Tease of Lenovo joins Patrick Moorhead and Daniel Newman to discuss why inferencing has become the moment where AI shifts from experimentation to real-time execution.

Flynn Maloy of Lenovo joins Patrick Moorhead and Daniel Newman to discuss why hybrid AI has become the practical foundation for enterprise AI, and how data location, infrastructure design, and orchestration shape what can scale.

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Patrick Moorhead and Daniel Newman explore how infrastructure constraints, capital dynamics, software consumption shifts, and regulatory friction are increasingly determining who can scale intelligent systems, featuring an exclusive “Off The Record” conversation with Martin Casado, GM of the Infrastructure fund at a16z (Andreessen Horowitz).

This week, Patrick Moorhead and Daniel Newman unpack why today’s AI moment feels less like the endgame and more like Netflix’s DVD-by-mail phase—the very beginning of a transformation that will redefine the tech industry. They dig into soaring AI valuations and the growing debate over whether today’s leaders signal durable platforms or bubble dynamics, then shift to what really matters under the hood—AI infrastructure, with a sharp focus on networking and memory, informed by insights from Marvell’s Industry Analyst Day. This episode also breaks down recent market moves across major tech players, before closing with a forward-looking take on where AI is headed and what it will take to stay competitive as the pace of change continues to accelerate.

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss a variety of hot topics in the tech world, particularly focusing on the recent AWS reInvent conference and the latest developments in AI, robotics, and the semiconductor industry.

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss a variety of hot topics in the tech world, starting with a light-hearted discussion about our recent workouts and the ongoing banter about our fitness levels. We then transition into the significant news surrounding Saudi Arabia's massive investments in U.S. technology companies, including Nvidia, AMD, and Cisco, as they aim to diversify their economy beyond oil.