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Insight Type: Infrastructure Matters

Keith Townsend
May 6, 2025

Keith Townsend

Cloud Repatriation, AI Challenges and the Future of Enterprise Tech - Six Five Webcast - Infrastructure Matters
April 14, 2025

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....
Has the Token Economy Arrived? Decoding NVIDIA’s GTC and the Future of AI
March 31, 2025

Has the Token Economy Arrived? Decoding NVIDIA’s GTC and the Future of AI – Six Five Webcast – Infrastructure Matters

Dive into the future of AI infrastructure with Infrastructure Matters Episode 76! Hosts Camberley Bates, Dion Hinchcliffe, and Keith Townsend dissect NVIDIA's GTC conference, Blackwell GPUs, the token economy, and...
The Latest from GTC: Announcements on Data Infrastructure and How the AI Markets are Shaping Up - Six Five Webcast - Infrastructure Matters
March 21, 2025

The Latest from GTC: Announcements on Data Infrastructure and How the AI Markets are Shaping Up – Six Five Webcast – Infrastructure Matters

In an engaging episode of Six Five Webcast - Infrastructure Matters, Camberley Bates and Keith Townsend explore key updates in data infrastructure and AI markets, including the revolutionary IBM Storage...
Surprise: AI Drives Earnings Up and Down, Plus Agentic AI and Tariffs - Six Five Webcast - Infrastructure Matters
March 14, 2025

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,...
Earnings Impact, AI and DNA, AI and Data Management - Six Five Webcast - Infrastructure Matters
March 4, 2025

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,...
$100 Billion for OpenAI? - Six Five Webcast: Infrastructure Matters
February 19, 2025

$100 Billion for OpenAI? – Six Five Webcast: Infrastructure Matters

Keith Townsend and Dion Hinchcliffe discuss Intel's stock, AI ethics, DataRobot's acquisition, SAP and Databricks' partnership, Elon Musk's OpenAI offer, and CIOs' supply chain strategies in AI chips on this...
Are Hyperscalers AI-Capacity Constrained? Gaining Efficiency with New LLM Releases - Six Five Webcast: Infrastructure Matters
February 12, 2025

Are Hyperscalers AI-Capacity Constrained? Gaining Efficiency with New LLM Releases – Six Five Webcast: Infrastructure Matters

Camberley Bates, Keith Townsend, and Dion Hinchcliffe share a conversation on whether hyperscalers can keep up with AI demand and the efficiency of new LLM releases....
IBM on the Upswing, Intel Struggles, and the DeepSeek Saga Continues - Six Five Webcast - Infrastructure Matters
February 5, 2025

IBM on the Upswing, Intel Struggles, and the DeepSeek Saga Continues – Six Five Webcast – Infrastructure Matters

Camberley Bates, Keith Townsend, and Dion Hinchcliffe share their insights on IBM's resurgence, Intel's hurdles, and the intriguing developments of DeepSeek technology, outlining the potential impacts on the industry....
Stargate - The $500 Billion Money Grab - Six Five Webcast: Infrastructure Matters
February 3, 2025

Stargate – The $500 Billion Money Grab – Six Five Webcast: Infrastructure Matters

Camberley Bates, Keith Townsend, and Dion Hinchcliffe dive into the $500 billion Project Stargate, the competitive AI landscape, and infrastructural shifts in the era of AI....
Lenovo + NetApp Making Moves, The Feds on Security, and Dion's Predictions - Six Five Webcast - Infrastructure Matters
January 29, 2025

Lenovo + NetApp Making Moves, The Feds on Security, and Dion’s Predictions – Six Five Webcast – Infrastructure Matters

Dion Hinchcliffe, Camberley Bates, and Keith Townsend share insights on Lenovo and NetApp's strategic directions, the federal government's evolving approach to cybersecurity, and forward-looking predictions for the tech industry....
What CES Means for Data Centers and 2025 Data Infrastructure Predictions - Six Five Webcast - Infrastructure Matters
January 15, 2025

What CES Means for Data Centers and 2025 Data Infrastructure Predictions – Six Five Webcast – Infrastructure Matters

Camberley Bates, Keith Townsend, and Dion Hinchcliffe explore Nvidia's CES 2025 innovations and the future landscape of data infrastructure on Six Five Webcast - Infrastructure Matters....

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