About Patrick Moorhead

Patrick Moorhead was ranked the #1 technology analyst in the U.S., Europe, and the U.K. by Apollo Research in January ’14 and is one of the most cited technology analysts in the world.

About Patrick Moorhead

Patrick Moorhead was ranked the #1 technology analyst in the U.S., Europe, and the U.K. by Apollo Research in January ’14 and is one of the most cited technology analysts in the world.

About Patrick Moorhead

Patrick Moorhead was ranked the #1 technology analyst in the U.S., Europe, and the U.K. by Apollo Research in January ’14 and is one of the most cited technology analysts in the world.

About Patrick Moorhead

Patrick Moorhead was ranked the #1 technology analyst in the U.S., Europe, and the U.K. by Apollo Research in January ’14 and is one of the most cited technology analysts in the world.

About Patrick Moorhead

Patrick Moorhead was ranked the #1 technology analyst in the U.S., Europe, and the U.K. by Apollo Research in January ’14 and is one of the most cited technology analysts in the world.

About Patrick Moorhead

Patrick Moorhead was ranked the #1 technology analyst in the U.S., Europe, and the U.K. by Apollo Research in January ’14 and is one of the most cited technology analysts in the world.

About Patrick Moorhead

Patrick Moorhead was ranked the #1 technology analyst in the U.S., Europe, and the U.K. by Apollo Research in January ’14 and is one of the most cited technology analysts in the world.

About Patrick Moorhead

Patrick Moorhead was ranked the #1 technology analyst in the U.S., Europe, and the U.K. by Apollo Research in January ’14 and is one of the most cited technology analysts in the world.

About Patrick Moorhead

Patrick Moorhead was ranked the #1 technology analyst in the U.S., Europe, and the U.K. by Apollo Research in January ’14 and is one of the most cited technology analysts in the world.

About Patrick Moorhead

Patrick Moorhead was ranked the #1 technology analyst in the U.S., Europe, and the U.K. by Apollo Research in January ’14 and is one of the most cited technology analysts in the world.

About Patrick Moorhead

Patrick Moorhead was ranked the #1 technology analyst in the U.S., Europe, and the U.K. by Apollo Research in January ’14 and is one of the most cited technology analysts in the world.

About Patrick Moorhead

Patrick Moorhead was ranked the #1 technology analyst in the U.S., Europe, and the U.K. by Apollo Research in January ’14 and is one of the most cited technology analysts in the world.

About Patrick Moorhead

Patrick Moorhead was ranked the #1 technology analyst in the U.S., Europe, and the U.K. by Apollo Research in January ’14 and is one of the most cited technology analysts in the world.

About Patrick Moorhead

Patrick Moorhead was ranked the #1 technology analyst in the U.S., Europe, and the U.K. by Apollo Research in January ’14 and is one of the most cited technology analysts in the world.

About Patrick Moorhead

Patrick Moorhead was ranked the #1 technology analyst in the U.S., Europe, and the U.K. by Apollo Research in January ’14 and is one of the most cited technology analysts in the world.

About Patrick Moorhead

Patrick Moorhead was ranked the #1 technology analyst in the U.S., Europe, and the U.K. by Apollo Research in January ’14 and is one of the most cited technology analysts in the world.

About Patrick Moorhead

Patrick Moorhead was ranked the #1 technology analyst in the U.S., Europe, and the U.K. by Apollo Research in January ’14 and is one of the most cited technology analysts in the world.

About Patrick Moorhead

Patrick Moorhead was ranked the #1 technology analyst in the U.S., Europe, and the U.K. by Apollo Research in January ’14 and is one of the most cited technology analysts in the world.

About Patrick Moorhead

Patrick Moorhead was ranked the #1 technology analyst in the U.S., Europe, and the U.K. by Apollo Research in January ’14 and is one of the most cited technology analysts in the world.

About Patrick Moorhead

Patrick Moorhead was ranked the #1 technology analyst in the U.S., Europe, and the U.K. by Apollo Research in January ’14 and is one of the most cited technology analysts in the world.

24 Jan Qualcomm Officially Enters Self-Driving Market With Snapdragon Ride Platform And Extends Partnership With GM To Include ADAS

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Known traditionally for its ubiquitous mobile semiconductors powering most of the planet’s smartphones and tablets, Qualcomm has leveraged its expertise and IP to elbow its way into other emergent sectors—namely, automotive, IoT, and datacenter edge ML. I’ve covered these automotive moves fairly extensively, from its CES announcements last year, to last week when I shared some […]

24 Jan AMD Increases CPU And GPU Performance With New Ryzen 4000 Series Laptop Platform

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This week I am attending CES in Las Vegas covering a lot of consumer electronic news. Every year, I see companies taking the stage launching a wide spectrum of products and this year was no different. Silicon is red hot right now in every tech sector and that includes chips for notebook and desktop computers. […]

20 Jan Moor Insights & Strategy Analyst CES 2020 Coverage

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Blogs/Articles HP Inc. Ushers In 2020 With New Hardware Innovations At CES 2020 Intel Shows Off PC Platform, Compute And Graphics Futures At CES 2020 Lenovo Delivers Big-Time Innovation At CES 2020 Samsung Dives Even Deeper Into PCs At CES 2020 Dell Upgrades PC Offerings With Next Generation Tech At CES 2020 Amazon Expands Its […]

20 Jan How Qualcomm Approaches Its Automotive Business, With $6.5B In Design Wins

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Qualcomm is a semiconductor company best known for its efforts in the realm of smartphone connectivity with its popular Snapdragon brand of modems, application processors and now RF. While smartphones are undoubtedly the company’s bread-and-butter, Qualcomm plays significantly in a number of other areas. A great example of this is its $6.5 billion (backlog) automotive […]

09 Jan Cisco Increases Its Societal Impact As Documented In Its 2019 CSR Report

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As leading a technology industry company, I have the blessing to cover a wide range of topics. While new technology releases and developments certainly make up a large portion of my coverage, I also like to devote time researching the human side—company culture and CSR, for example.  While Cisco Systems is indisputably on the leaderboard […]

09 Jan Teardown Reveals Globalfoundries 22FDX Shipping In End Products Like Google’s 2nd Gen Nest Mini

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It has been a year since Globalfoundries made the strategic decision to focus on its FDX platform, FinFET, RF and low power technologies over the bleeding edge. I have never seen the company more energized and focused than it is now, and I believe the industry is genuinely relieved the “pivot” is working out as competition in […]

09 Jan Microsoft Surface Laptop 3 15 Four Week Review: Sleek, Simple, Sexy

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Earlier this fall, Microsoft broadened its well-reviewed Surface portfolio with the new Pro X, as well as a 15” iteration of the Surface Laptop 3. The ultra-thin Pro X 2-in-1 stole the show somewhat at the original announcement (see my coverage here). I went on to review the Pro X after three weeks of use, and […]

02 Jan HPE Seeks To Further Simplify Hybrid Cloud Management With GreenLake Central Launch

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A few weeks ago, HPE announced its new GreenLake Central offering—a software platform that gives customers an operational console to run, manage and optimize their entire hybrid IT environment and provide customers a consistent cloud experience across all of their applications and data. This announcement comes on the heels of HPE’s annual Financial Analyst Day […]

27 Dec Lattice Semiconductor Likely Maintains Its Low-Power FPGA Advantage Into 2021 With Lattice Nexus Platform And CrossLink-NX FPGAs

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I’ve been spending a lot of time watching Lattice Semiconductor lately. While it is not a new company (founded in 1983), it is a company newly refocused on the creation of lower power FPGAs after the installation of industry veteran Jim Anderson as CEO in September 2018. There’s been immense change at Lattice in terms […]

26 Dec The Top Five AWS Re:Invent 2019 Announcements That Impact Your Enterprise Today

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Last week, I had the pleasure of attending Amazon.com AWS’s re:Invent conference in Las Vegas. Re:Invent is AWS’s once a year mega-event where it announces new services and holds 2,500 educational sessions for builders, CIOs, channel and ecosystem partners, customers, and of course, industry analysts like me. It’s a large event at 65,000 attendees but […]

20 Dec AWS Goes All In On Arm-Based Graviton2 Processors With EC2 6th Gen Instances

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I have been in and around processors for nearly 30 years as a systems OEM, search engine provider, chipmaker, and now CEO of analysis and research company Moor Insights & Strategy. I tell anyone who will listen that semiconductors are hot, and it doesn’t take much convincing nowadays. You just need to look to the […]

20 Dec IBM Research Study Explains A Lot About Successful Enterprise AI Strategies

Over the last decade, IBM has made significant investments in AI. IBM Watson burst on the scene in 2010, followed by various DIY (do it yourself) infrastructure designed to enable AI software such as its Power Systems, OpenPOWER, and OpenCAPI. The company’s PowerAI software toolkit was another milestone, enabling enterprises with specific deep learning frameworks […]

20 Dec Celebrating 20 Years Of ON Semiconductor With CEO Keith Jackson

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ON Semiconductor may not be a household name, but it’s player in semiconductors and  a company that I’ve taken special interest in over the last several years due to its increased participation in sectors I focus on (namely autonomous vehicles) and impressive growth (it moved up 23 ranks on the 2019 fastest growing companies list). […]

12 Dec Moor Insights & Strategy Analyst Coverage At AWS re:Invent 2019

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Articles: Two AWS Re:Invent Announcements That Will Have Long-Lasting Impact On The Enterprise Datacenter (Dec 16, 2019) by Matt Kimball Amazon Plugs Quantum Cloud Computing Braket Into AWS (Dec. 11, 2019) by Paul Smith-Goodson AWS Wavelength Could Supercharge 5G (Dec. 10, 2019) by Will Townsend The Top Five AWS Re:Invent 2019 Announcements That Impact Your […]

12 Dec HPE Announces Kubernetes-based Container Platform, Touts ‘Industry First’

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Hewlett Packard Enterprise made major waves last week with the announcement of its new HPE Container Platform, which it touts as the “industry’s first enterprise-grade Kubernetes-based container platform.” Enabling the containerization of both cloud-native and monolithic apps with persistent storage, I see this solution as a pretty big deal and paramount to HPE’s future success. […]

12 Dec HPE Tells Investors It’s All About Services At Its Annual Securities Analyst Meeting

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As a tech industry analyst, Hewlett Packard Enterprise is a company I follow very closely on a variety of fronts. One annual event that I always make sure to tune into is HPE’s Securities Analyst Meeting, held in New York City, where the company gets to talk directly to investors about its progress, financials and […]

02 Dec Nuvia Datacenter Processor Company Comes Out Of Stealth And It Looks Provocative

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I have been in and around processors for nearly 30 years as a systems OEM, search engine, chipmaker and now CEO of Moor Insights & Strategy. I tell anyone who will listen that semiconductors are sexy and it doesn’t take much convincing nowadays. You just need to look to the trillion-dollar (or near) club Apple, […]

02 Dec NVIDIA Gets Tiny With Jetson Xavier NX

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When people think about NVIDIA, they think either AI/ML/DL, automotive or gaming. In fact, Moor Insights & Strategy ML analyst, Karl Freund,  wrote this week how “NVIDIA ran the tables on MLPerf”, an industry-leading ML benchmark. NVIDIA is also a player in the robotics and embedded AI space as well and last week NVIDIA made […]

02 Dec Dell Technologies Expands Service Offerings At Its 2019 Summit

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This week I, and many of the Moor Insights & Strategy team, attended Dell’s annual Technologies Summit in my home base of Austin, TX. With Dell’s wide-ranging family of companies, there’s always a little something for everyone at these events. Here is my coverage from 2017.The emphasis this year was services, a new automated infrastructure platform, and 2030 […]

02 Dec IBM And Bank Of America Are Developing A Financial Services-Ready Public Cloud

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Most of my cloud analysis has consisted of horizontal IaaS, PaaS and SaaS solutions. While most technology markets start vertically until the shared vertical elements connect to create horizontal opportunities, the cloud market has done quite so far in its horizontal orientation. The current cloud market has addressed 20% of IT workloads, but the other […]