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Tesla building its own fabs sounds inevitable, until you look at what it actually takes: Supply is tight. Demand is rising. Control matters. But fabs are a different game in terms of cost, talent, and timelines. Patrick Moorhead Daniel Newman debate Tesla's Terafab project for The Flip on Ep. 298 of The Six Five Pod. Control may win the strategy, but execution wins reality. Is this a brilliant move or overreaching?

Tesla building its own fabs sounds inevitable, until you look at what it actually takes: Supply is tight. Demand is rising. Control matters. But fabs are a different game in terms of cost, talent, and timelines. Patrick Moorhead Daniel Newman debate Tesla's Terafab project for The Flip on Ep. 298 of The Six Five Pod. Control may win the strategy, but execution wins reality. Is this a brilliant move or overreaching?

8,763,520 просмотров • 6 месяцев назад

The biggest driver of AI compute now is real-world deployment. At NVIDIA GTC, IREN's Kent Draper, alongside Lenovo's Vlad Rozanovich, shared what they’re actually seeing on the ground from AI infrastructure demand, and the signal is coming from enterprise use. He pointed to agents, internal enterprise models, and real-world deployments as the workloads now driving demand, and explained that the challenge isn't finding customers, it’s how quickly they can build capacity to keep up. Their strategy? A vertically integrated model focused entirely on power-dense computing, which allows them to scale faster, control the environment, and deliver infrastructure purpose-built for AI rather than multi-tenant data centers trying to support dozens of different workloads.

The biggest driver of AI compute now is real-world deployment. At NVIDIA GTC, IREN's Kent Draper, alongside Lenovo's Vlad Rozanovich, shared what they’re actually seeing on the ground from AI infrastructure demand, and the signal is coming from enterprise use. He pointed to agents, internal enterprise models, and real-world deployments as the workloads now driving demand, and explained that the challenge isn't finding customers, it’s how quickly they can build capacity to keep up. Their strategy? A vertically integrated model focused entirely on power-dense computing, which allows them to scale faster, control the environment, and deliver infrastructure purpose-built for AI rather than multi-tenant data centers trying to support dozens of different workloads.

7,422,478 просмотров • 7 месяцев назад

The quantum conversation is no longer hypothetical for security leaders. Data being collected now could be decrypted by attackers later. On Ep. 41 of The Main Scoop, Daniel Newman, Greg Lotko, and Tom Cosenza break down Y2Q and what “harvest now, decrypt later” really means. Quantum has the potential to transform fields like medicine and materials science, but it also threatens the present-day encryption standards. Shor’s algorithm could break RSA encryption. And even symmetric encryption becomes increasingly vulnerable with advances such as Grover’s algorithm.

The quantum conversation is no longer hypothetical for security leaders. Data being collected now could be decrypted by attackers later. On Ep. 41 of The Main Scoop, Daniel Newman, Greg Lotko, and Tom Cosenza break down Y2Q and what “harvest now, decrypt later” really means. Quantum has the potential to transform fields like medicine and materials science, but it also threatens the present-day encryption standards. Shor’s algorithm could break RSA encryption. And even symmetric encryption becomes increasingly vulnerable with advances such as Grover’s algorithm.

7,002,291 просмотров • 6 месяцев назад

We keep hearing about the infrastructure boom as an AI pivot. At NVIDIA GTC,we talked with Lenovo’s Vlad Rozanovich and IREN’s Kent Draper about what actually had to be in place before any of this scaled: Access to power. Control of land. The ability to build ahead of demand. By the time AI showed up at this level, the groundwork was already laid. The AI boom just exposed who was actually prepared.

We keep hearing about the infrastructure boom as an AI pivot. At NVIDIA GTC,we talked with Lenovo’s Vlad Rozanovich and IREN’s Kent Draper about what actually had to be in place before any of this scaled: Access to power. Control of land. The ability to build ahead of demand. By the time AI showed up at this level, the groundwork was already laid. The AI boom just exposed who was actually prepared.

6,590,828 просмотров • 6 месяцев назад

Most AI discussions ignore the physical reality: a lot of facilities still can’t support liquid cooling. At NVIDIA GTC, Lenovo’s Jon Alexander explained that across 4,400 global locations, many sites still aren’t ready for liquid cooling. Some environments support megawatts of power, others are limited to air cooling in last-mile telco facilities. That reality is shaping how AI infrastructure actually gets deployed. At the same time, AI is moving so fast that supply chain and time-to-market are becoming competitive advantages. The companies that can build, ship, and deploy infrastructure quickly are the ones that will keep up with demand.

Most AI discussions ignore the physical reality: a lot of facilities still can’t support liquid cooling. At NVIDIA GTC, Lenovo’s Jon Alexander explained that across 4,400 global locations, many sites still aren’t ready for liquid cooling. Some environments support megawatts of power, others are limited to air cooling in last-mile telco facilities. That reality is shaping how AI infrastructure actually gets deployed. At the same time, AI is moving so fast that supply chain and time-to-market are becoming competitive advantages. The companies that can build, ship, and deploy infrastructure quickly are the ones that will keep up with demand.

1,760,061 просмотров • 6 месяцев назад

AI demand is exploding, but scaling it isn’t just about more compute. At NVIDIA GTC, Samsung Semiconductor US President Paul Cho shares where the real innovation is happening. Samsung’s HBM4 shows that the next phase of AI performance will be driven by memory, integration, and system design. And the companies solving those layers will define what AI can actually do.

AI demand is exploding, but scaling it isn’t just about more compute. At NVIDIA GTC, Samsung Semiconductor US President Paul Cho shares where the real innovation is happening. Samsung’s HBM4 shows that the next phase of AI performance will be driven by memory, integration, and system design. And the companies solving those layers will define what AI can actually do.

1,208,573 просмотров • 7 месяцев назад

Enterprise PCs are entering a new innovation cycle. Olivier Blanchard 💬 sits down with Rob Bruckner, Zach Noskey, and Paul Doczy of Dell Technologies to discuss the new Dell Pro portfolio, accelerated roadmaps, modular design, and what the next generation of enterprise PCs means for IT teams and users.

Enterprise PCs are entering a new innovation cycle. Olivier Blanchard 💬 sits down with Rob Bruckner, Zach Noskey, and Paul Doczy of Dell Technologies to discuss the new Dell Pro portfolio, accelerated roadmaps, modular design, and what the next generation of enterprise PCs means for IT teams and users.

726,218 просмотров • 6 месяцев назад

After a week of major AI announcements on both coasts, Patrick Moorhead and Daniel Newman return for Episode 323 of The Six Five Pod. This week Microsoft and NVIDIA brought hybrid intelligence to Windows. Marvell Technology set a $70B to $90B fiscal 2031 target. Google’s Gemini agent now routes work to Claude. And Samsung Electronics guided to roughly $80B in Q3 operating profit. $MSFT $NVDA $MRVL $GOOGL $AMD Tune in: 00:00:00 - Introduction and Personal Updates 00:07:10 - Microsoft and NVIDIA taking Agents to the PC 00:15:30 - Marvell Investor Day Highlights 00:25:14 - AI Model Updates from Anthropic and Mistral 00:27:22 - Reflection's New Model Launch 00:31:50 - Accountability in AI Development 00:30:00 - Google's AI Integration, Gemini and Claude 00:46:35 - The Flip: Simulated Debate on AI Data Centers and Job Creation 00:54:46 - Chip Stocks Fall & Financial Times Article Scare 00:59:49 - NVIDIA At All Time High 01:02:24 - Samsung Projects Record Breaking Q3

After a week of major AI announcements on both coasts, Patrick Moorhead and Daniel Newman return for Episode 323 of The Six Five Pod. This week Microsoft and NVIDIA brought hybrid intelligence to Windows. Marvell Technology set a $70B to $90B fiscal 2031 target. Google’s Gemini agent now routes work to Claude. And Samsung Electronics guided to roughly $80B in Q3 operating profit. $MSFT $NVDA $MRVL $GOOGL $AMD Tune in: 00:00:00 - Introduction and Personal Updates 00:07:10 - Microsoft and NVIDIA taking Agents to the PC 00:15:30 - Marvell Investor Day Highlights 00:25:14 - AI Model Updates from Anthropic and Mistral 00:27:22 - Reflection's New Model Launch 00:31:50 - Accountability in AI Development 00:30:00 - Google's AI Integration, Gemini and Claude 00:46:35 - The Flip: Simulated Debate on AI Data Centers and Job Creation 00:54:46 - Chip Stocks Fall & Financial Times Article Scare 00:59:49 - NVIDIA At All Time High 01:02:24 - Samsung Projects Record Breaking Q3

46,407 просмотров • 14 дней назад

Silicon photonics is becoming foundational to scaling AI. At The Six Five Summit, Marvell Technology CEO Matt Murphy discussed the shift from DSP-based optics to CPO and NPO, and how Inphi and Celestial AI strengthen Marvell’s next-gen AI connectivity portfolio. $MRVL

Silicon photonics is becoming foundational to scaling AI. At The Six Five Summit, Marvell Technology CEO Matt Murphy discussed the shift from DSP-based optics to CPO and NPO, and how Inphi and Celestial AI strengthen Marvell’s next-gen AI connectivity portfolio. $MRVL

26,447 просмотров • 10 дней назад

A loss-making acquisition in 2012 just rang the Nasdaq opening bell. SK hynix's ADR listing $SKHYV marks the payoff of a bet many doubted, and what is now one of the defining investments of the AI era. On the day of the listing, Daniel Newman joined skgroup Chairman Tony Chey to unpack the decisions behind it, from acquiring a distressed memory company to positioning the entire group around AI in 2019, years before ChatGPT brought generative AI into the mainstream.

A loss-making acquisition in 2012 just rang the Nasdaq opening bell. SK hynix's ADR listing $SKHYV marks the payoff of a bet many doubted, and what is now one of the defining investments of the AI era. On the day of the listing, Daniel Newman joined skgroup Chairman Tony Chey to unpack the decisions behind it, from acquiring a distressed memory company to positioning the entire group around AI in 2019, years before ChatGPT brought generative AI into the mainstream.

216,962 просмотров • 3 месяцев назад

AI is pushing compute power back to the workstation. At Dell’s CSI Lab in Austin, Ryan Shrout sits down with Dell Technologies leaders Rob Bruckner, Charlie Walker, and Paul Doczy to unpack the new Dell Pro Precision portfolio. As AI development, simulation, and creative workloads scale, workstations are becoming a key bridge between local experimentation and datacenter infrastructure. Where do you see the workstation fitting in the AI stack?

AI is pushing compute power back to the workstation. At Dell’s CSI Lab in Austin, Ryan Shrout sits down with Dell Technologies leaders Rob Bruckner, Charlie Walker, and Paul Doczy to unpack the new Dell Pro Precision portfolio. As AI development, simulation, and creative workloads scale, workstations are becoming a key bridge between local experimentation and datacenter infrastructure. Where do you see the workstation fitting in the AI stack?

347,871 просмотров • 7 месяцев назад

The defining differentiator in AI right now isn't model performance, it's cost per token. Because in this market, efficiency is what turns demand into actual growth. Roman Chernin of Nebius outlines why inference economics are becoming the central challenge, as companies operating on thin margins need infrastructure that can scale without eroding profitability. Token Factory reflects that shift, focusing on orchestration, optimization, and full-stack control to make AI systems economically viable.

The defining differentiator in AI right now isn't model performance, it's cost per token. Because in this market, efficiency is what turns demand into actual growth. Roman Chernin of Nebius outlines why inference economics are becoming the central challenge, as companies operating on thin margins need infrastructure that can scale without eroding profitability. Token Factory reflects that shift, focusing on orchestration, optimization, and full-stack control to make AI systems economically viable.

294,803 просмотров • 6 месяцев назад

Speed is the wrong metric for AI in service. Enterprises that optimized for faster response times found that faster wrong answers still produce the same escalation rates. The metric that actually matters is resolution. Melody Brue and Keith Kirkpatrick sit down with Shashi Upadhyay, President of Product, Engineering, and AI at Zendesk, live from Zendesk Relate 2026 to break down what autonomous service systems actually demand at the engineering level.

Speed is the wrong metric for AI in service. Enterprises that optimized for faster response times found that faster wrong answers still produce the same escalation rates. The metric that actually matters is resolution. Melody Brue and Keith Kirkpatrick sit down with Shashi Upadhyay, President of Product, Engineering, and AI at Zendesk, live from Zendesk Relate 2026 to break down what autonomous service systems actually demand at the engineering level.

232,898 просмотров • 5 месяцев назад

"All the frontier models are coming on-prem. That's a huge change, folks." — Michael Dell 🇺🇸, CEO at Dell Technologies Technologies OpenAI GPT-5.5. Reflection. Palantir. SpaceX AI. Open source. All landing where the valuable data already lives. For the first time, they don't have to choose between frontier capability and data sovereignty.

"All the frontier models are coming on-prem. That's a huge change, folks." — Michael Dell 🇺🇸, CEO at Dell Technologies Technologies OpenAI GPT-5.5. Reflection. Palantir. SpaceX AI. Open source. All landing where the valuable data already lives. For the first time, they don't have to choose between frontier capability and data sovereignty.

184,401 просмотров • 5 месяцев назад

AI at scale is hitting a hard limit with energy. As AI infrastructure expands, power demand, not just compute architecture, is emerging as the gating constraint and pushing frontier builders toward vertically integrated deep tech bets spanning quantum discovery and fusion energy. Lenovo Data Center's Flynn Maloy and Jason Gibson, CEO and Co-founder of Quantum Formatics, discuss their collaboration to meet this challenge. They're betting on a dual-front strategy: leveraging quantum-driven simulation to accelerate material discovery while simultaneously pursuing fusion as the long-term energy unlock. Next-generation infrastructure requires breakthroughs not just in chips, but in the physical systems that power them.

AI at scale is hitting a hard limit with energy. As AI infrastructure expands, power demand, not just compute architecture, is emerging as the gating constraint and pushing frontier builders toward vertically integrated deep tech bets spanning quantum discovery and fusion energy. Lenovo Data Center's Flynn Maloy and Jason Gibson, CEO and Co-founder of Quantum Formatics, discuss their collaboration to meet this challenge. They're betting on a dual-front strategy: leveraging quantum-driven simulation to accelerate material discovery while simultaneously pursuing fusion as the long-term energy unlock. Next-generation infrastructure requires breakthroughs not just in chips, but in the physical systems that power them.

224,069 просмотров • 6 месяцев назад

Production is where weaknesses in AI systems are exposed. Workloads change. Architectures mix. Constraints show up fast. From NVIDIA GTC MiTAC Computing's Raymond Huang explains why flexibility must be built into the system, not added in later.

Production is where weaknesses in AI systems are exposed. Workloads change. Architectures mix. Constraints show up fast. From NVIDIA GTC MiTAC Computing's Raymond Huang explains why flexibility must be built into the system, not added in later.

219,559 просмотров • 6 месяцев назад

Jeff Clarke on AI transformation: be willing to tear down what made you successful and rebuild it from scratch through the lens of AI. Patrick Moorhead and Daniel Newman get into what that actually means with Clarke and Bob Venero at Dell Technologies World 2026.

Jeff Clarke on AI transformation: be willing to tear down what made you successful and rebuild it from scratch through the lens of AI. Patrick Moorhead and Daniel Newman get into what that actually means with Clarke and Bob Venero at Dell Technologies World 2026.

158,062 просмотров • 4 месяцев назад

The pilot phase of enterprise AI is ending. What separates the organizations that scale from those that stall is infrastructure, data readiness, and governance built before models are ever deployed. Patrick Moorhead and Daniel Newman sit down with Varun Chhabra of Dell Technologies and Jason Schroedl of NVIDIA at Dell Technologies World 2026 to break down new approaches to agentic AI deployment, investments in data readiness, and how enterprises can expand AI capabilities while maintaining control over security, costs and operations.

The pilot phase of enterprise AI is ending. What separates the organizations that scale from those that stall is infrastructure, data readiness, and governance built before models are ever deployed. Patrick Moorhead and Daniel Newman sit down with Varun Chhabra of Dell Technologies and Jason Schroedl of NVIDIA at Dell Technologies World 2026 to break down new approaches to agentic AI deployment, investments in data readiness, and how enterprises can expand AI capabilities while maintaining control over security, costs and operations.

148,133 просмотров • 4 месяцев назад

Feeding proprietary data into a public AI model could mean handing your most valuable asset to the company that trained it. Raju Vegesna, Chief Evangelist Zoho, spoke with Bradley F. Shimmin about what digital sovereignty demands as AI adoption accelerates. His question for every enterprise: are you a customer, or are you a hostage? Zoho_USA Zoho Influence

Feeding proprietary data into a public AI model could mean handing your most valuable asset to the company that trained it. Raju Vegesna, Chief Evangelist Zoho, spoke with Bradley F. Shimmin about what digital sovereignty demands as AI adoption accelerates. His question for every enterprise: are you a customer, or are you a hostage? Zoho_USA Zoho Influence

82,625 просмотров • 2 месяцев назад

One week from today, The Six Five Summit: AI Unleashed 2026 begins. Here is who is opening each track: AI Infrastructure: John Roese, Dell Technologies Enterprise AI Software & Agents: Jason Maynard, Qualtrics Semiconductors: Paul Cho, Samsung Electronics Cybersecurity: Harman Kaur, Tanium Connected Intelligent Edge: Moe Beydoun & Matthew Feider, T-Mobile AI Devices: Ketan Patel, HP Data & Observability: Anand Eswaran, Veeam® Software Sustainability: Linda Yao, Lenovo AI Platforms, Ops & Models: Drew Bradstock (Drew Bradstock) Sr. Director, Product, Orchestration & Kubernetes at Google Cloud Aug. 25-27 Online Save your seat:

One week from today, The Six Five Summit: AI Unleashed 2026 begins. Here is who is opening each track: AI Infrastructure: John Roese, Dell Technologies Enterprise AI Software & Agents: Jason Maynard, Qualtrics Semiconductors: Paul Cho, Samsung Electronics Cybersecurity: Harman Kaur, Tanium Connected Intelligent Edge: Moe Beydoun & Matthew Feider, T-Mobile AI Devices: Ketan Patel, HP Data & Observability: Anand Eswaran, Veeam® Software Sustainability: Linda Yao, Lenovo AI Platforms, Ops & Models: Drew Bradstock (Drew Bradstock) Sr. Director, Product, Orchestration & Kubernetes at Google Cloud Aug. 25-27 Online Save your seat:

70,237 просмотров • 2 месяцев назад