Chips, Privacy, and Governance: AI’s Stack Gets Real

Claire and Peter break down a packed day across the AI stack: Cisco’s $1B restructuring to double down on AI infrastructure and security; OpenAI’s call for a US-led global AI governance body that includes China; Meta’s incognito-style chats for Meta AI on WhatsApp; and Google’s on-device contextual suggestions in Android 16 pointing to a more privacy-preserving, edge-first future. On the hardware front, TSMC forecasts a $1.5T semiconductor market by 2030 as advanced packaging becomes a bottleneck and HBM demand lifts SK Hynix; Cerebras’ potential mega-IPO signals growing alternatives to the GPU status quo. The episode also covers Nexon’s enterprise-wide generative AI tooling budget, Barracuda’s latest email threat findings highlighting account takeover risk, and Megaport’s push into bundled AI infrastructure deals—underscoring how AI in Flow is now about networks, memory, governance, mobile experiences, budgets, and cyber defence all at once.About Six & FlowSix & Flow is a digital transformation consultancy helping businesses adapt, grow, and thrive in a fast-changing world. We specialise in AI, CRM, and revenue operations, blending strategy, technology, and creativity to deliver measurable impact. From scaling startups to global enterprises, we partner with ambitious teams to unlock growth through smart automation, customer-centric marketing, and forward-thinking sales enablement. Learn more at sixandflow.com. Hosted on Acast. See acast.com/privacy for more information.