On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the recent Dell Tech World conference, Computex announcements, and Microsoft Build highlights. The hosts analyze Nvidia's advancements in robotics and AI, Google's I/O event, and the potential impact on the tech landscape. They also explore market trends, including bond yields and trade tensions. The episode features an interview with Jeetu Patel, President and Chief Product Officer at Cisco, who shares insights on AI infrastructure and partnerships. The hosts wrap up with a discussion on Lenovo's earnings and its implications for the upcoming Nvidia earnings report, providing a comprehensive overview of the week's most significant tech developments.
