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Cloud Repatriation, AI Challenges and the Future of Enterprise Tech - Six Five Webcast - Infrastructure Matters
Camberley Bates
Dion Hinchcliffe
Keith Townsend
Camberley Bates, Dion Hinchcliffe & Keith Townsend

Cloud Repatriation, AI Challenges and the Future of Enterprise Tech – Six Five Webcast – Infrastructure Matters

Camberley Bates, Keith Townsend, and Dion Hinchcliffe delve into cloud repatriation, AI challenges, and the evolving dynamics of enterprise technology, offering valuable insights on the future of the sector.
The Six Five Pod | EP 257: Google Cloud Next, Tariff Tango, and the Market Whipsaw
Daniel Newman

The Six Five Pod | EP 257: Google Cloud Next, Tariff Tango, and the Market Whipsaw

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Google Cloud's infrastructure advancements, IBM's new mainframe capabilities, and the potential impact of tariffs on tech companies, particularly Apple. The hosts debate the effectiveness of Trump's trade policies and explore how various tech sectors might fare amid economic uncertainty.
The Six Five Pod | EP 256: Wall Street Meltdowns, Intel Vision, Tech Rumors & the AI Energy Challenge
Daniel Newman

The Six Five Pod | EP 256: Wall Street Meltdowns, Intel Vision, Tech Rumors & the AI Energy Challenge

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Microsoft's consumer Copilot announcements, Qualcomm's IoT acquisitions, Intel's Vision event featuring new, the potential TSMC-Intel partnership, its implications for the semiconductor, and current market volatility.
The Six Five Pod | EP 255: From Intel to Innovation: Pat Gelsinger's New Ventures
Daniel Newman

The Six Five Pod | EP 255: From Intel to Innovation: Pat Gelsinger’s New Ventures

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss recent AI model announcements from OpenAI, Microsoft, and Google, and debate the $300 billion valuation of OpenAI. The show features a special guest, Pat Gelsinger, who shares insights on his new roles as executive chairman of Gloo, and reflects on his time at Intel.
The Six Five Pod | EP 254: Unpacking GTC: Nvidia's AI Dominance and the Hyperscaler Challenge
Daniel Newman

The Six Five Pod | EP 254: Unpacking GTC: Nvidia’s AI Dominance and the Hyperscaler Challenge

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss NVIDIA's GTC conference, Google's potential acquisition of Wiz and the competitive landscape for AI accelerators.
The Six Five Pod | Ep. 253: Navigating Market Volatility: Tech Moves and Looming Tariffs
Daniel Newman

The Six Five Pod | Ep. 253: Navigating Market Volatility: Tech Moves and Looming Tariffs

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Intel's new CEO Lipu Tan, the potential impact of tariffs on the US economy, and recent earnings from Oracle and Adobe.
Surprise: AI Drives Earnings Up and Down, Plus Agentic AI and Tariffs - Six Five Webcast - Infrastructure Matters
Camberley Bates
Keith Townsend
Dion Hinchcliffe
Camberley Bates, Keith Townsend & Dion Hinchcliffe

Surprise: AI Drives Earnings Up and Down, Plus Agentic AI and Tariffs – Six Five Webcast – Infrastructure Matters

Discover how AI is driving major shifts in tech earnings on this episode of the Six Five Webcast - Infrastructure Matters. Learn about Broadcom's AI-fueled growth, VMware's Private AI Foundation, Salesforce's Agentforce, and the satellite internet race, and the impact of tariffs and the future of AI in business.
Talking MWC, Salesforce, Broadcom, Marvell, HPE, Tariffs & Tech
Daniel Newman

Talking MWC, Salesforce, Broadcom, Marvell, HPE, Tariffs & Tech

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss MWC, Salesforce, Broadcom and more.
The Battle of the AI Models ChatGPT 4.5 and Claude 3.7 - Six Five Webcast - Infrastructure Matters
Camberley Bates
Keith Townsend
Dion Hinchcliffe
Camberley Bates, Keith Townsend & Dion Hinchcliffe

The Battle of the AI Models ChatGPT 4.5 and Claude 3.7 – Six Five Webcast – Infrastructure Matters

Hosts Camberley Bates, Keith Townsend, and Dion Hinchcliffe discuss the latest AI model releases, ChatGPT 4.5 and Google's Gemini, along with market insights and more.
Earnings Impact, AI and DNA, AI and Data Management - Six Five Webcast - Infrastructure Matters
Camberley Bates
Keith Townsend
Dion Hinchcliffe
Camberley Bates, Keith Townsend & Dion Hinchcliffe

Earnings Impact, AI and DNA, AI and Data Management – Six Five Webcast – Infrastructure Matters

Explore the cutting edge of AI with Infrastructure Matters. Hosts discuss NVIDIA's Evo2 biology model, AI's impact on drug discovery, and how CIOs are seeing ROI from generative AI. Plus, insights on AI adoption in enterprise IT and the challenges of managing AI-driven innovation.
Talking NVIDIA, Amazon, Cisco & NVIDIA, Qualcomm, and More
Daniel Newman

Talking NVIDIA, Amazon, Cisco & NVIDIA, Qualcomm, and More

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss NVIDIA, Amazon, Qualcomm and more.
Ericsson Open RAN, Apple C1 & Telstra Open Programmable 5G Advanced Moves - Six Five Webcast - The 5G Factor
Ron Westfall

Ericsson Open RAN, Apple C1 & Telstra Open Programmable 5G Advanced Moves – Six Five Webcast – The 5G Factor

On this episode of The 5G Factor, hosts cover Ericsson's Open RAN initiatives, Apple's entry into modem design with the iPhone 16e, Qualcomm's modem technology leadership, and Telstra's 5G Advanced network launch. The episode explores the implications of these advancements for the mobile ecosystem and the transformative role of 5G Advanced programmability
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