Insight Type: Six Five Webcast

May 19, 2025

Daniel Newman

Six Five Webcast

The Six Five Pod | EP 261: AI’s Global Surge: From Middle East Deals to Data Center Disruption

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the recent US-China trade deal, the Middle East AI technology push, and Qualcomm's unexpected data center chip announcement. The hosts debate the future impact of AI on information workers and analyze market reactions to recent tech deals. They also explore Cisco's impressive earnings and leadership changes. Throughout the episode, Moorhead and Newman offer insightful commentary on the interconnectedness of global tech markets, the rapid pace of AI advancements, and the strategic moves of major tech players in response to evolving industry dynamics.

AI, Business Information, Emerging Technologies, PCs and Devices, Semiconductors and Components

May 13, 2025

Tiffani Bova

Six Five Webcast

Scaling Smarter: Empowering Partners to Deploy AI with Ease – Six Five On the Road

Kareem Yusuf, Ph.D. at IBM joins Tiffani Bova to discuss how IBM is enabling partners to deploy AI with ease, leveraging open ecosystems for innovation and growth.

AI, Cloud, Data Management, Enterprise Applications, Infrastructure

May 12, 2025

Daniel Newman

Six Five Webcast

Delivering on the AI Promise: Economic Realities, ROI, and the Path to Customer Value – Six Five On the Road

Rob Thomas, SVP Software & Chief Commercial Officer at IBM, joins Daniel Newman to share his insights on transforming AI challenges into opportunities for value creation.

AI, Cloud, Data Management, Infrastructure

May 12, 2025

Daniel Newman

Six Five Webcast

The Six Five Pod EP 260: The AI Chip Race and the Trade Deal Gamble: Analyzing AMD, ARM

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss ServiceNow's Knowledge conference, IBM's Think event, and the UK-US trade deal. The hosts analyze AMD and ARM's recent earnings, highlighting their strong performance in the AI and data center markets. They debate the effectiveness of AI diffusion laws and touch on recent tech industry layoffs. The episode also covers updates from Coherent, Lattice, and Astera Labs.

AI, Business Information, Emerging Technologies, PCs and Devices, Semiconductors and Components

May 5, 2025

Daniel Newman

Six Five Webcast

The Six Five Pod | EP 259: Tech Titans Under Scrutiny: Antitrust, AI, and Global Competition

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Google's antitrust issues, IBM and Nvidia's White House announcements, Taiwan's semiconductor regulations, and Intel's Foundry Day. The hosts debate the consolidation of AI into big tech and its need for regulation. They analyze recent earnings reports from major tech companies, highlighting strong performances in enterprise AI and cloud services. The podcast concludes with a preview of their upcoming Six Five Summit, featuring industry leaders like Michael Dell.

AI, Business Information, Emerging Technologies, PCs and Devices, Semiconductors and Components

May 1, 2025

Daniel Newman

Six Five Webcast

Building Resilience: The Board’s Role in Cyber Preparedness – Six Five On The Road

Dave Russell and Emilee Tellez from Veeam join hosts to share crucial strategies for cyber incident preparedness, emphasizing the importance of stakeholder alignment and proactive resilience.

Cybersecurity

April 30, 2025

Daniel Newman

Six Five Webcast

Cisco: Reimagining Security for the AI Era – Six Five On The Road

Jeetu Patel, EVP & Chief Product Officer at Cisco, joins Daniel Newman and Patrick Moorhead to discuss the complexities of securing AI and Cisco’s innovative strategies in this field.

AI, Cybersecurity, Data Management

April 30, 2025

Keith Kirkpatrick

Six Five Webcast

Fact? Fiction? Uncovering the Truth of Agentic AI & Legacy Transformation with Pega’s Don Schuerman – Six Five Virtual Webcast

Don Schuerman, CTO at Pega, joins Keith Kirkpatrick to share his insights on responsibly leveraging Agentic AI for impactful business transformation.

AI, Cloud, Data Management, Enterprise Applications, Infrastructure

April 29, 2025

Daniel Newman

Six Five Webcast

Palo Alto Networks on their Strategies for AI Security – Six Five On The Road

Nikesh Arora, Chairman and CEO at Palo Alto Networks, joins the Six Five team to discuss the company's innovative strides in AI-driven security, amidst emerging cybersecurity needs and competitive challenges.

AI, Cybersecurity, Data Management

April 25, 2025

Tiffani Bova

Six Five Webcast

Unpacking SMB AI Adoption with Dell Technologies – Six Five Media

Erik Day, Senior VP at Dell Technologies, joins Tiffani Bova to discuss the exciting AI adoption landscape for SMBs and Dell's unique offerings in this space.

AI, Data Management

April 21, 2025

Daniel Newman

Six Five Webcast

The Six Five Pod | EP 258: From Intel’s Altera Sale to HPE’s Elliot Shake-up: Tech’s Turbulent Week

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the whiplash-inducing tariff announcements affecting US-China trade, Intel's strategic move to sell a majority stake in Altera to Silver Lake, and activist investor Elliott Management's stake in HPE. The hosts engage in a lively debate on the merits of selling AI chips to China, exploring the complex interplay between national security, economic interests, and technological advancement.