The AI agents most likely to expose sensitive data may be the ones no one knows exist. At The Six Five Summit, Veeam CEO @anandeswaran explained why @Veeam makes data the control point, not the agent. If an agent is overprivileged, unknown, or rogue, protected data never enters its context window. Watch:

AI frameworks prioritize FLOPs and TOPS. But @SamsungSemiUS President Paul Cho says the bottleneck has shifted. Memory bandwidth now determines AI inference performance and cost. He believes memory-centric compute could define AI’s next decade. Watch:

Broadcom's Michael Jordan says “Harvest Now, Decrypt Later” isn’t a future threat. Governments and organizations with the resources to do so are already stockpiling encrypted data for the quantum era. @MattKimball_MIS talks with Jordan, who is a Distinguished Engineer for Cybersecurity @Broadcom, about what a real post-quantum migration timeline looks like, and why cryptographic discovery must begin before the deadline is clear. $AVGO

Idle GPUs waiting on hard drives are burning capital, says @wd_corporation SVP Tim Rausch. At AI Infra Summit 2026, @MattKimball_MIS spoke w/ Rausch about why storage may determine how far AI can scale. They are targeting: -60-terabyte drives by 2028 -100-terabyte drives by 2030 -Read/write technology delivering up to 8x today’s throughput $WDC

Tungsten resistance spikes at 2 nanometers. @Applied4Tech built Spectral Moly ALD to replace it with molybdenum, cutting resistance roughly 15%. Mukund Srinivasan told @PatrickMoorhead at the Six Five Summit why the next gains in AI efficiency start at the materials layer. $AMAT

The AI infrastructure opportunity doesn’t stop at the XPU. @MarvellTech’s SVP Will Chu says “the networking, memory, storage, and security around a chip means 3 - 4 more “XPU attach” design wins per custom XPU. Dave Lazovsky (fmr. CEO of and now SVP, says reasoning models are why: KV cache is up 10x in 9 months, pushing scale-up past a single rack. Cumulative data center capex forecasts through 2030 climbed from $10.7 trillion to $12 trillion within a single quarter. Chu and Lazovsky’s combined perspectives make up the system Marvell is counting on to capture that spend. $MRVL

Enterprise AI has to drive growth without letting costs spiral. At The Six Five Summit, @Snowflake CEO @RamaswmySridhar shared that their AI sales agent serves all 4,000 salespeople and costs less than the dashboarding tools it replaced. Watch the full session:

68% of leaders worry their AI efforts will fail because they aren’t embedded in their organization's workflows. In Ep. 6 of The Orchestrators with @IBM, Salima Lin of @IBMConsulting explains why companies must rethink roles, reskill people, and redesign how humans and AI work together, or risk being stuck in endless pilots. Watch:

Google Cloud now processes more than three quadrillion tokens a month, 7x more than a year ago. Mark Lohmeyer, VP & GM of AI and Computing Infra at @googlecloud, tells @danielnewmanUV why only 17% of enterprises believe their infrastructure can handle the agentic AI load they expect. $GOOGL

AI can now find decades-old mainframe vulnerabilities in seconds, and defenders don't get the same margin for error attackers do. Closing that gap requires faster SECINT cycles and experienced human judgment, not just faster discovery. @danielnewmanUV and @GregLotko sit down with @Broadcom’s Chad Rikansrud to break down what frontier AI means for mainframe security. $AVGO