Patrick Moorhead
@PatrickMoorhead
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Founder, CEO, Chief Analyst @MoorInsStrat. Co-founder of @TheSixFiveMedia and @Signal_65. Healthspan improver. Ex-AMD Corporate VP, AltaVista, Compaq, AT&T.
Austin, TX
Joined May 2008
A lot changed between Sunday night and Monday morning, but not everything. The Week Ahead In Technology for October 6, 2025 “AI platforms and supply constraints set the tone this week.” Events: • $IBM TechXchange • @OpenAI DevDay • Tech Week San Francisco Products/Services:
The Week Ahead In Technology — September 22, 2025. Memory, services, and edge AI silicon set the tone. •Events: @Qualcomm Snapdragon Summit on next‑gen mobile/PC silicon; @Cloudera EVOLVE—AI‑to‑data on hybrid platforms. •Products: @Apple iPhone 17 early demand signals and
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@PatrickMoorhead @gdb Revenue will have to scale - or these “announcements” will never turn into full acale “deployments.” And that is fine - stocks are not giving credit today. $NVDA consensus cagr < 10% for ‘27-29. Healthy skepticism. Time will tell. 🧐
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At @IBM TechXchange today. Breakout session on business automation for customer service. Cool to see real-world examples using Datacap, IDP, ODM, RPA, Java APIs, BAW, and FileNet. Great session for putting all the automation pieces together. #IBMTechXchange #IBM
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This is a good shot of downtown Austin during ACL Fest.
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Congratulations to these #NobelPrize recipients. Our lead Quantum analyst, Paul Smith-Goodson (@Moor_Quantum), published a detailed interview he had with John M. Martinis just after Martinis resigned from Google. Paul said then, "There are a handful of quantum scientists today
BREAKING NEWS The Royal Swedish Academy of Sciences has decided to award the 2025 #NobelPrize in Physics to John Clarke, Michel H. Devoret and John M. Martinis “for the discovery of macroscopic quantum mechanical tunnelling and energy quantisation in an electric circuit.”
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Some things I will dig into further next week on the $DELL SAM: the challenge of simultaneously hitting all PC price points, taking consumer more seriously, extending more to the channel and maintaining margins. That’s not easy to do but not impossible. I’ve seen Dell do a
@JClarkeatDell Jeff Clarke says essentially that they’re done losing share in non-premium commercial markets. They want to: -gain share in commercial -improve Consumer and participate in all price bands -GTM expansion to sell more Peripherals. $DELL
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So @danielnewmanUV always joked about getting on the same show together. Here we are with @joshuahlipton!
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One thing that I admire about Michael Dell is that often he just chats with people at events without handlers. Says a lot. Here he is getting mobbed at today’s securities analyst day before the start. $DELL
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@JClarkeatDell Jeff Clarke says essentially that they’re done losing share in non-premium commercial markets. They want to: -gain share in commercial -improve Consumer and participate in all price bands -GTM expansion to sell more Peripherals. $DELL
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A strategic acquisition of Arduino by $QCOM. This is yet one more move to get more embedded into the edge IoT, robotics and edge AI market and drive growth after Edge Impulse and Foundries-IO. Qualcomm will get much deeper access to developers with 33M creators and the favored
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@JClarkeatDell Jeff Clarke says the company can get a Grace Blackwell 200 or 300 from the dock to customer installed in 24-36 hours. “It’s why we’re winning in the marketplace today”. $DELL
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The new iPhone 17 Pro Max camera is awesome. I’ve never seen anything like this before.
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A good relook by @JClarkeatDell at market AI forecasts now versus two years ago. Net-net we are accelerating the AI ramp. $DELL
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What a cash and capital machine. Michael Dell is a wizard. $DELL
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I’m attending the $DELL securities analyst meeting here in NY. @MichaelDell kicks it off outlining the market and growth opportunities for the company. $15T AI productivity adder to global GDP 85% of enterprises plan on doing GenAI on-prem in next 24 months, funded by
And $DELL updates guidance. More than doubles revenue growth. Almost doubles EPS.
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And $DELL updates guidance. More than doubles revenue growth. Almost doubles EPS.
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There is no spreadsheet, barring total AI meltdown/letdown, that says we have enough foundry capacity through 2030. If you have it, please share. If Intel can execute on external (non-Intel chips) for 18A and 18AP, it will add some anchor wafer tenants. Expect TSMC to make some
We’re working to build as much compute as we can, as quickly as we can, over the next few years. We believe that the world continues to underestimate AI demand: we’re already compute bottlenecked on launching new features, and exponential progress of model capability continues.
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