AI development is getting easier, but building production-ready systems remains a challenge. From vibe coding experiments at Mobile World Congress to shifts in AI silicon, networking infrastructure, and the evolving app economy, Patrick Moorhead & Daniel Newman explore what’s actually changing inside enterprise technology on this episode of The Six Five Pod.

At MWC 2026, Intel’s Kevork Kechichian and Cristina Rodriguez join Patrick Moorhead and Daniel Newman to discuss Intel’s renewed telco commitment, the evolving role of CPU in AI-driven networks, and how operators can prepare for 6G without forcing a hardware reset.

AI funding rounds are getting bigger. Infrastructure bets are getting steeper. And the SaaS model is back under pressure. On episode 294 of The Six Five Pod, Patrick Moorhead and Daniel Newman break down the $110B OpenAI raise, Amazon’s expanded role, AMD’s $100B Meta deal, sovereign cloud momentum, and whether or not the SaaS premium is being permanently eroded.

On this episode of Signal65, Ryan Shrout and Russ discuss how CPU selection and system-level design are influencing AI inference performance as workloads scale.

Patrick Moorhead and Daniel Newman break down the week’s biggest AI signals, from $650B in hyperscaler CapEx and Anthropic’s breakout momentum to the SaaS repricing debate and a Flip segment on how fast AI can realistically disrupt white-collar work.

AI momentum is accelerating, but real-world constraints are tightening. From hyperscaler infrastructure lock-ins and sovereign AI expansion to RAM shortages and enterprise AI pivots, Ep. 293 examines what truly determines leadership in the next phase of AI.

AI investment is accelerating at historic levels, but so are the questions. From trillion-dollar semiconductor forecasts and 100-year bonds to the debate over AI’s impact on jobs, Ep. 292 explores whether we are witnessing a sustainable transformation or a systemic shock

Lenovo’s strategy for enterprise AI centers on scaling inference into real-world operations. At CES 2026, the company unveiled hybrid AI solutions spanning edge, on-prem, and cloud environments—backed by advanced liquid cooling and rack-scale architectures built with NVIDIA and AMD.

John Kamen, President and CEO of Blue Hill Data Services, joins Daniel Newman and Greg Lotko to discuss how small and mid-sized businesses can run the mainframe efficiently while managing hybrid IT environments and modernization challenges.

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The Six Five Pod is back with Episode 291. Daniel Newman and Patrick Moorhead are fresh off trips to Davos and Abu Dhabi, where they’ve explored the full AI stack up close (models, infrastructure, healthcare/genomics). This episode dives into what really matters right now in the markets and tech. From Microsoft’s Maia 200 inference push, to NVIDIA’s $2B CoreWeave bet, OpenAI’s Codex closing the coding gap, the “SaaSpocalypse” panic, Cisco’s AI Summit, and a no-BS debate on whether AI agents are actually enterprise-ready.