Inside the Memory Tech Powering Today’s AI and HPC Workloads
Six Five Media
AI and HPC are outgrowing yesterday’s memory architectures, and the next performance breakthroughs won’t come from GPUs alone. How are memory and storage innovations reshaping how data centers scale for the AI era? From SC25, host , Global Technology Advisor at , is joined by 's , Vice President and General Manager, AI Solutions for Micron’s Cloud Memory Business Unit, for a conversation on the advanced memory technologies driving efficiency, bandwidth, and scalability for AI and HPC workloads. The discussion brings practical insights into the real-world implications of memory...
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The View From Davos | IBM on Turning AI Spend Into Real Enterprise Value
Six Five Media
The AI ROI gap isn’t between ambition and technology. It’s between ambition and execution. From Davos, and are with ’s , Senior Vice President, Software and Chief Commercial Officer, to examine the disconnect many enterprises are now facing. AI investment is accelerating, expectations are high, yet measurable business impact remains frustratingly uneven. Rob shifts the lens away from technology gaps and toward application discipline. The biggest gains, he argues, are rarely headline-grabbing. They show up in operational workflows that reduce friction, compress cycle times, and quietly...
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The View from Davos with Antonio Neri
Six Five Media
AI progress is real. Scaling it responsibly is the true stress test. From Davos, and sit down with President and CEO to examine how enterprises are navigating the next phase of AI. As momentum shifts from experimentation to deployment, the conversation centers on where AI should run, how risk is created by over-concentration, and why distributed architectures are becoming essential to resilience and competitiveness. Rather than framing sovereignty and global scale as opposing forces, Antonio outlines how enterprises and governments can reconcile both through hybrid and edge-centric AI...
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Modern Private Cloud: Balancing Operational Agility with Data Sovereignty
Six Five Media
AI is forcing a hard reset on cloud strategy in Europe. Sovereignty, locality, and private cloud are no longer edge cases—they’re becoming core to how enterprises scale AI without new dependencies. In this conversation, , Vice President and Practice Lead, AI at The Futurum Group, is joined by , Chief Revenue Officer at , to examine why sovereign and hyper-local cloud models are gaining momentum across Europe. As AI workloads move into production, control, locality, and automation are becoming board-level infrastructure decisions rather than a policy checkbox. Regulatory pressure,...
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The View from Davos with Qualcomm’s Nakul Duggal
Six Five Media
Edge AI, Physical Intelligence, and the Path to Scalable Automation AI conversations at Davos often start in the data center. This one doesn’t stay there. From Davos, and sit down with , EVP and Group GM for Automotive, Industrial, Embedded IoT, and Robotics at Qualcomm, to unpack why the next phase of AI scale depends less on model size and more on where intelligence runs. The discussion moves beyond cloud-centric narratives to focus on Edge AI as a system-level requirement, not an architectural afterthought. Duggal explains why real-world AI, from autonomous vehicles to robotics and...
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The View from Davos with MBZUAI’s Eric Xing
Six Five Media
As AI research pushes beyond pattern recognition, foundational questions are resurfacing about what progress should actually look like. Growth for growth’s sake alone is no longer a sufficient answer. From Davos, sits down with , President of , to challenge the assumption that bigger models alone will carry AI forward. The focus shifts to why real progress depends on systems that can reason, plan, and interact with the world, not just absorb more data. Xing also presses on the stakes for academia as AI becomes entangled with geopolitics, regulation, and national strategy, arguing that...
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Innovation to Product: How AWS Goes from Science to Service
Six Five Media
How does AWS turn groundbreaking scientific research into cutting-edge cloud services powering global businesses? From AWS re:Invent 2025, host is joined by 's , VP, Agentic AI, for a conversation on the innovation process at AWS. Their discussion provides insight into the “AWS innovation engine” and how AWS transforms research into market-ready services. Key Takeaways Include: 🔹Concept to Launch: Swami outlines the rapid journey of Amazon Quick Suite from a research idea to a customer-facing service. 🔹Innovation Framework: Learn how AWS evaluates new research and...
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The View from Davos with Wedbush’s Daniel Ives
Six Five Media
AI adoption is broadening, use cases are becoming more physical, and the path for technology-led growth is long. From Davos, catches up with , Managing Director and Global Head of Technology Research at , to take the pulse of a market moving into the next phase of the AI cycle. Set against geopolitics, policy debates, and global competition, the conversation looks past the headlines to what is actually changing. Ives explains why the AI narrative is moving toward enterprise software, modernization, and ROI, and why this moment feels less like a bubble and more like the early stages of a...
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The View from Davos with Check Point CEO Nadav Zafrir
Six Five Media
AI is moving fast. Security has to move first. From Davos, sits down with , CEO of , to examine why cybersecurity has become a foundational requirement for AI transformation, not a downstream consideration. As geopolitical tension, rapid AI adoption, and enterprise transformation collide, the conversation centers on a simple reality: AI is already operating in the physical world. Autonomous vehicles, healthcare systems, financial infrastructure, and agent-driven workflows are operating live. That shift dramatically expands the attack surface, compresses response windows, and raises the cost...
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The Main Scoop Episode 39: Fostering Learning Agility and Curiosity - How to Empower Today’s Developers
Six Five Media
How do enterprises responsibly modernize, optimizing developer experience (DevX) with the latest tooling and AI, while maintaining the security and reliability of mission-critical systems? On this episode of The Main Scoop, hosts , SVP & GM, Mainframe Software Division, Broadcom, and , CEO and Chief Analyst, Futurum, are joined by Group’s , VP and Engineering Practice Owner, and DevSecOps Executive Product Owner and Technology Lead, to explore how enterprises like TD Bank are empowering developers through modern AI tools, evolving culture, and practical modernization while meeting the...
info_outlineAI adoption is broadening, use cases are becoming more physical, and the path for technology-led growth is long.
From Davos, Daniel Newman catches up with Daniel Ives, Managing Director and Global Head of Technology Research at Wedbush Securities, to take the pulse of a market moving into the next phase of the AI cycle.
Set against geopolitics, policy debates, and global competition, the conversation looks past the headlines to what is actually changing. Ives explains why the AI narrative is moving toward enterprise software, modernization, and ROI, and why this moment feels less like a bubble and more like the early stages of a multi-year buildout.
From hyperscalers and cybersecurity to physical AI and robotics, confidence is building that monetization is beginning to align with investment. Rather than dwelling on short-term valuation swings, focus should remain on structural drivers, enterprise data, collaboration between AI labs and businesses, and the infrastructure required to support what comes next.
Key Takeaways Include:
🔷 Enterprise AI is entering its monetization phase: The conversation points to software modernization, cybersecurity, and enterprise platforms as the next major drivers of AI value creation.
🔷 AI investment is part of a long build cycle: Ives frames the current moment as year three of an eight-to-ten-year transformation, not a late-cycle peak.
🔷 Physical AI is the next frontier: Robotics, autonomy, and real-world AI applications are emerging as the next multi-trillion-dollar opportunity.
🔷 Collaboration unlocks ROI: The combination of advanced models from AI labs and high-value enterprise data is where scalable impact begins.
🔷 Geopolitics and energy matter: Semiconductor supply chains, energy access, and national competitiveness are increasingly intertwined with AI leadership.
Learn more about Wedbush Securities’ perspective on enterprise AI and technology markets.
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