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AI isn’t just writing code. It’s now being used to design the materials behind fusion energy. From GTC, Daniel Newman + Patrick Moorhead talk with Lenovo Data Center’s CMO Flynn Maloy + Quantum Formatics’ Jason Gibson on AI-driven discovery. What’s changing: • Infra > models for deep tech •...

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45,387 views • 3 months ago •via X (Twitter)

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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.
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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.

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Most AI deployments break when they leave the data center. At GTC, Patrick Moorhead + Daniel Newman talk with Lenovo Data Center’s Vlad Rozanovich and Jon Alexander of Akamai Technologies on what it takes to actually run AI at the edge: Latency Consistency Security Where are you seeing friction? Central infrastructure or edge execution?
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Most AI deployments break when they leave the data center. At GTC, Patrick Moorhead + Daniel Newman talk with Lenovo Data Center’s Vlad Rozanovich and Jon Alexander of Akamai Technologies on what it takes to actually run AI at the edge: Latency Consistency Security Where are you seeing friction? Central infrastructure or edge execution?

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Data isn’t scarce. The infrastructure for usable data is. From Six Five On The Road at Lenovo Tech World, Patrick Moorhead and Daniel Newman talk with Lenovo’s Vlad Rozanovich about why enterprise data remains fragmented, hard to activate, and central to whether AI actually delivers value.
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Data isn’t scarce. The infrastructure for usable data is. From Six Five On The Road at Lenovo Tech World, Patrick Moorhead and Daniel Newman talk with Lenovo’s Vlad Rozanovich about why enterprise data remains fragmented, hard to activate, and central to whether AI actually delivers value.

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Everyone’s still talking about GPUs. Meanwhile, memory is now the real constraint for AI at scale. From GTC, Patrick Moorhead & Daniel Newman are joined by Paul Cho & Indong Kim from Samsung Semiconductor US to discuss why bandwidth, not compute, is starting to define AI performance.
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Everyone’s still talking about GPUs. Meanwhile, memory is now the real constraint for AI at scale. From GTC, Patrick Moorhead & Daniel Newman are joined by Paul Cho & Indong Kim from Samsung Semiconductor US to discuss why bandwidth, not compute, is starting to define AI performance.

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56,512 views • 3 months ago

The future of AI infrastructure isn’t just being built. It’s being powered. $IFR - the token at the core of Inferium. ⚡ Fuel for inference 🛠️ Incentives for nodes 🌐 Backbone of a decentralized AI economy What can you do with $IFR? ✅ Stake to power decentralized inference ✅ Fuel AI-driven transactions & services ✅ Govern the AI economy ✅ Reward developers & model testers Real utility. Real demand. Real upside. $IFR 🔜
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The future of AI infrastructure isn’t just being built. It’s being powered. $IFR - the token at the core of Inferium. ⚡ Fuel for inference 🛠️ Incentives for nodes 🌐 Backbone of a decentralized AI economy What can you do with $IFR? ✅ Stake to power decentralized inference ✅ Fuel AI-driven transactions & services ✅ Govern the AI economy ✅ Reward developers & model testers Real utility. Real demand. Real upside. $IFR 🔜

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AI is taking on more of the labor. It is not taking on the accountability. Daniel Newman and Greg Lotko talk with Darren Surch of Interskil Management about why mainframe teams now have to interpret and stand behind AI-driven outputs, and why organizations that stop investing in training are setting themselves up for avoidable risk.

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Enterprise AI hits its ceiling at the data layer. Storage bandwidth, data orchestration, and GPU efficiency are where the token economy is actually won or lost. Patrick Moorhead and Daniel Newman sat down with Dell Technologies ISG CTO Ihab Tarazi and Jason Hardy VP NVIDIA at Dell Technologies World 2026, to break down the Dell AI Data Platform, Exascale Storage, and what co-engineering actually means for enterprise AI at scale.

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91,546 views • 1 month ago

Larry Ellison basically explained why OpenAI is positioned to win the AI race. Today’s models all trained on the same thing: public data. The internet. Books. Papers. General knowledge. Impressive, but capped. Ellison’s point: peak value only comes when AI is trained on private data. That’s where OpenAI is moving: • partnerships with universities to work with unpublished research • experts teaching models real job tasks, not just theory • deep access to how science, medicine, law, and finance actually work Public data makes AI smart. Private data makes it decisive. The next AI leap won’t come from reading more of the internet. It’ll come from being invited behind the curtain. That’s the real moat.
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Larry Ellison basically explained why OpenAI is positioned to win the AI race. Today’s models all trained on the same thing: public data. The internet. Books. Papers. General knowledge. Impressive, but capped. Ellison’s point: peak value only comes when AI is trained on private data. That’s where OpenAI is moving: • partnerships with universities to work with unpublished research • experts teaching models real job tasks, not just theory • deep access to how science, medicine, law, and finance actually work Public data makes AI smart. Private data makes it decisive. The next AI leap won’t come from reading more of the internet. It’ll come from being invited behind the curtain. That’s the real moat.

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AI IS ABOUT TO RESET THE WORLD’S INDUSTRIES 🤯 NVIDIA CEO Jensen Huang says we’re entering the largest industrial buildout in human history driven by AI. Entire sectors are being rebuilt around AI infrastructure: 🤖 AI factories and chip plants 🤖 Robotics across $50T manufacturing 🤖 AI-powered telecom networks 🤖 Agentic retail and customer service 🤖 Real-time AI in media, gaming, and live video 🤖 Quantum + GPU hybrid systems Even telecom towers -- the backbone of the internet -- could soon become AI compute platforms at the edge. The message from NVIDIA’s GTC stage was clear: The next wave of AI isn’t just software -- it’s a global infrastructure buildout.

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AI is delivering measurable results today! 📈 CIO Doug Schmitt joined Daniel Newman and Patrick Moorhead at #DellTechWorld to discuss how organizations like PureHealth in the UAE are using AI to transform healthcare security, processing 1,000 security protocols per second and managing 500+ incidents a day. But that’s just the beginning. From AI-powered operations to full-scale data center modernization, Dell Technologies(link) is helping customers unlock real outcomes across every layer of infrastructure. Watch the full interview to hear how Dell Technologies is driving real outcomes with AI across industries:

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12,867 views • 1 year ago

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.
16:22

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.

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148,133 views • 1 month ago

AI isn’t slowing down. But the constraints are getting real. On Ep. 293 of The Six Five Pod, Patrick Moorhead and Daniel Newman break down what’s shaping the next phase of enterprise AI: Meta and NVIDIA doubling down on long-term infrastructure, Microsoft accelerating its sovereign AI strategy, California creating regulatory friction, HBM memory demand colliding with supply constraints, and the growing debate over whether models or infrastructure will define AI dominance in 2026. Listen now: 00:00 – The Decode | Meta & NVIDIA Infrastructure Expansion 07:42 – The Decode | Microsoft’s Sovereign AI Strategy 13:18 – The Decode | California AI Oversight Debate 19:54 – The Decode | The HBM Memory Crunch 28:47 – The Decode | Infosys & Anthropic Enterprise Agents 36:22 – The Flip | Models vs Infrastructure Leadership 45:31 – Bulls & Bears | Palo Alto Networks & Cyber Consolidation 50:18 – Bulls & Bears | Analog Devices & Power Tailwinds 54:42 – Bulls & Bears | Cadence, ServiceNow & SaaS Signals 01:01:06 – Bulls & Bears | Dell, Marvell & NVIDIA Preview
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AI isn’t slowing down. But the constraints are getting real. On Ep. 293 of The Six Five Pod, Patrick Moorhead and Daniel Newman break down what’s shaping the next phase of enterprise AI: Meta and NVIDIA doubling down on long-term infrastructure, Microsoft accelerating its sovereign AI strategy, California creating regulatory friction, HBM memory demand colliding with supply constraints, and the growing debate over whether models or infrastructure will define AI dominance in 2026. Listen now: 00:00 – The Decode | Meta & NVIDIA Infrastructure Expansion 07:42 – The Decode | Microsoft’s Sovereign AI Strategy 13:18 – The Decode | California AI Oversight Debate 19:54 – The Decode | The HBM Memory Crunch 28:47 – The Decode | Infosys & Anthropic Enterprise Agents 36:22 – The Flip | Models vs Infrastructure Leadership 45:31 – Bulls & Bears | Palo Alto Networks & Cyber Consolidation 50:18 – Bulls & Bears | Analog Devices & Power Tailwinds 54:42 – Bulls & Bears | Cadence, ServiceNow & SaaS Signals 01:01:06 – Bulls & Bears | Dell, Marvell & NVIDIA Preview

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17,557 views • 4 months ago

Copilot+ isn't just hype—it’s here. At #DellTechWorld, Sam Burd, President, Client Solutions Group at Dell Technologies, sat down with Daniel Newman and Patrick Moorhead for a conversation overlooking the buzzing show floor. From pushing NPUs deeper into the product stack to enabling real on-device AI experiences, they break down how Dell is helping customers—especially in the enterprise—prepare for the AI-powered PC future. Copilot+ features are going from concept to reality. Find out what that means for the apps and devices of tomorrow. Watch the full interview:
1:05

Copilot+ isn't just hype—it’s here. At #DellTechWorld, Sam Burd, President, Client Solutions Group at Dell Technologies, sat down with Daniel Newman and Patrick Moorhead for a conversation overlooking the buzzing show floor. From pushing NPUs deeper into the product stack to enabling real on-device AI experiences, they break down how Dell is helping customers—especially in the enterprise—prepare for the AI-powered PC future. Copilot+ features are going from concept to reality. Find out what that means for the apps and devices of tomorrow. Watch the full interview:

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12,923 views • 1 year ago

AI traffic in retail grew 800%, but customers are turning to answer engines first. Patrick Moorhead and Daniel Newman sat down with Gerri Tunnell, CMO at Dell Technologies at Dell Technologies World 2026 to discuss this shift. AI can only recommend what it can understand. Reviews, benchmarks, analyst relations, community signals. The things that earn trust in the real world earn trust in the models. The customer buying journey has already changed. The strategy needs to catch up.
0:44

AI traffic in retail grew 800%, but customers are turning to answer engines first. Patrick Moorhead and Daniel Newman sat down with Gerri Tunnell, CMO at Dell Technologies at Dell Technologies World 2026 to discuss this shift. AI can only recommend what it can understand. Reviews, benchmarks, analyst relations, community signals. The things that earn trust in the real world earn trust in the models. The customer buying journey has already changed. The strategy needs to catch up.

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56,868 views • 1 month ago

The OFFICIAL preview with my next guest, Joe Lonsdale. Joe makes his return to the show for a wide-ranging conversation on AI, America’s energy race, data centers, nuclear power, China’s moves on Taiwan, Iran, Venezuela, Cuba, the cartels, drone warfare, and the persecution of Christians in Nigeria. We also get into how new defense technology, autonomous systems, and AI-driven warfare are changing the battlefield and what it means for the future of American power. Joe Lonsdale
5:04

The OFFICIAL preview with my next guest, Joe Lonsdale. Joe makes his return to the show for a wide-ranging conversation on AI, America’s energy race, data centers, nuclear power, China’s moves on Taiwan, Iran, Venezuela, Cuba, the cartels, drone warfare, and the persecution of Christians in Nigeria. We also get into how new defense technology, autonomous systems, and AI-driven warfare are changing the battlefield and what it means for the future of American power. Joe Lonsdale

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43,713 views • 2 months ago

Today we are launching the next phase of AI reasoning development with Founders Fund, Franklin Templeton, Pantera Capital, Fireworks AI, OpenRouter, OpenHands, Dedalus Labs, alphaXiv, and more. AI is advancing at a relentless pace, but there are many reasoning capabilities we have yet to discover. Announcing Arena—an evaluation-driven platform for ideation, prototyping, and high-quality data generation—with top AI developers advancing SOTA performance on real-world enterprise reasoning tasks.
2:06

Today we are launching the next phase of AI reasoning development with Founders Fund, Franklin Templeton, Pantera Capital, Fireworks AI, OpenRouter, OpenHands, Dedalus Labs, alphaXiv, and more. AI is advancing at a relentless pace, but there are many reasoning capabilities we have yet to discover. Announcing Arena—an evaluation-driven platform for ideation, prototyping, and high-quality data generation—with top AI developers advancing SOTA performance on real-world enterprise reasoning tasks.

Sentient

271,979 views • 4 months ago