On this episode of the Six Five Webcast - Infrastructure Matters, hosts Camberley Bates, Keith Townsend, and Dion Hinchcliffe discuss the latest developments and challenges in the tech industry. The discussion delves into IBM's recent successes, Intel's ongoing struggles, and the unfolding saga of a remarkable technology known as DeepSeek.

Their discussion covers:

• The factors contributing to IBM's current upswing and what it indicates about their strategic direction.

• Intel's challenges amidst a competitive semiconductor market and potential strategies for recovery.

• An in-depth look into the DeepSeek technology, its implications, and why it's a topic of continuous interest.