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.

10 Jan Initial CES 2019 Observations: Patrick Moorhead

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I spent the week in Las Vegas and wanted to share with you my initial CES 2019 observations: What happened: Intelligence: Amazon Alexa dominated the show with its services and partners while Google tried really hard to catch up with Amazon, even going so far as to build a roller coaster ride to get attention. […]

10 Jan Moor Insights & Strategy Analyst Coverage At CES 2019

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Columns/Reports: NVIDIA Resets The Self-Driving Bar Again With AutoPilot Supporting ‘Level 2+’, by Patrick Moorhead Verizon, John Deere Bet Big On 5G At CES 2019, by Will Townsend AMD Surprises At CES 2019, by Patrick Moorhead Lenovo Unveils Compelling New All-In-One At CES 2019, by Patrick Moorhead Initial CES 2019 Observations: Patrick Moorhead, by Patrick […]

17 Dec Robotics And Smart Cities Just Got A Lot More Real With NVIDIA Jetson Xavier Edge Compute Module

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Last week I attended NVIDIA’s Jetson Developer Meetup at the company’s headquarters in Santa Clara, CA. There may have been more cool devices per square foot at the event than I’ve seen in a long time—self-flying cameras, food delivery robots, driverless farming, mapping robots, non-invasive people and traffic checkers, and more. At the event, NVIDIA […]

13 Dec Qualcomm Snapdragon 8cx Adds Big Performance To Its Impressive ACPC Battery Life And Connectivity

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Last week I had the pleasure of attending Qualcomm’s Snapdragon Technology Summit in Maui with colleague and analyst Anshel Sag. In a separate column here, I detailed the new Snapdragon 855 smartphone chip, which promises to enable next-generation technologies such as 5G, VR, and AI, on next year’s crop of Android smartphones. The 855 represents […]

12 Dec Beyond 10nm: Intel’s New Tech Strategy

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I had the chance to spend a few days with Intel executives at its recent industry analyst summit held at the company’s Santa Clara headquarters, and it was a real eye-opener as it laid out its new technology strategy for the next decade. Net-net, I believe this strategy is right for Intel and its customers, […]

10 Dec Qualcomm Differentiates Itself And Smartphone Partners From Apple And Huawei With The Snapdragon 855

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I spent last week in Maui attending Qualcomm’s annual Snapdragon Technology Summit with my colleague and analyst, Anshel Sag. It was a tough assignment in Hawaii, but someone had to do it. I attend about fifty events per year, and the Snapdragon Summit is right there at the top- not just for the location, but […]

10 Dec Amazon AWS Expands Its Market Opportunity And Lowers Customer Costs At Re:Invent 2018

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It has been a bit over a week since AWS re:Invent 2018 ended in Las Vegas. I had the chance to attend Amazon’s premier conference for all things AWS with 50,000 other on-site participants (100,000 online) and it was a great opportunity to see what’s new in its #1 market share cloud services portfolio. The […]

05 Dec Moor Insights & Strategy Analyst Coverage At Amazon AWS re:Invent 2018

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Columns/reports: Amazon AWS Expands Its Market Opportunity And Lowers Customer Costs At Re:Invent 2018, by Patrick Moorhead (December 10, 2018) Amazon AWS Builds Toward A Shift In Processor And Server Market Power At Re:Invent, by Rhett Dillingham (December 10, 2018) AWS Expands Compute Instances With Graviton A1 And Makes Arm Neoverse Real At re:Invent, by […]

15 Nov HPE’s Increased Stability And Consistency Noticeable At Investor Event

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HPE CEO Antonio Neri addresses financial analysts at last week’s SAM.  HPE Last week, Hewlett Packard Enterprise held its annual Securities Analyst Meeting (SAM) at the New York Stock Exchange. The annual event represents the company’s opportunity to talk to investors about its past progress and financials but more importantly, talk about its future opportunities. […]

15 Nov ON Semiconductor Ups Its Automotive Game With Mercedes F1 And FE Wins

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Mercedes driver Lewis Hamilton, of Britain, steers his car during Brazilian Formula One Grand Prix at the Interlagos race track in Sao Paulo, Brazil, Sunday, Nov. 11, 2018. (AP Photo/Nelson Antoine).   ASSOCIATED PRESS Automotive electronics is an incredibly important and growing market. These days, as much as a third of the cost of a new […]

13 Nov Cisco Unveils New ‘Bridge To Possible’ Branding Campaign

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Imagery from “Bridge To Possible”. CISCO When it comes to corporate brands and campaigns for enterprise tech companies, I believe Cisco Systems is one of the best. This isn’t just myopinion. In the past year, according to Interbrand, Cisco’s brand ranking improved 8% and is #15 on the list of 2018 Best Global Brands. In 2016, […]

11 Nov AMD Looks To The ‘Next Horizon’ To Deliver Increased Datacenter Value

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AMD Next Horizon with AMD President/CEO Dr. Lisa Su.  PATRICK MOORHEAD In August 2016, when AMD announced at an event in San Francisco that its Zen architecture would provide a 40% IPC improvement, I will admit, I was skeptical. I was hopeful as the industry needed more competition but skeptical as the company hadn’t had […]

11 Nov Samsung Takes Its 1.5 to 2.5B Unit Opportunity To Developers At SDC 2018

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Samsung’s DJ Koh kicks off SDC 2018.  PATRICK MOORHEAD Last week, I attended SDC 2018, Samsung’s sixth annual Developer Conference, in San Francisco, along with 5,000 other attendees. The event was a great chance to catch a glimpse of the technology that will power the coming generations of Samsung devices and services, and the company […]

05 Nov IBM Scores Another Lab Win With ‘Sierra’ Going Online At Lawrence Livermore National Labs

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LLNL With its Power9 technology, IBM has been on a roll in the HPC segment. We’ve been covering these efforts extensively at Moor Insights & Strategy, from IBM’s partnership with Google and the Department of Energy to Power9 powering the Summit supercomputer . Now IBM has announced another lab announcement with “ Sierra ,” a […]

05 Nov HP Spectre Folio: One Of The Most Unique Devices I’ve Ever Reviewed

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HP Spectre Folio.  HP INC I have spent nearly 30 years in and around the personal computer market as a PC manufacturer, for the leading PC desktop search engine of its time, a PC processor company and today with my firm researching the entirety of computing device industry.  When I was younger, I used to […]

05 Nov Stop Betting Against Dell’s DVMT Conversion- You Look Foolish

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Michael Dell, chief executive officer of Dell Technologies Inc., speaks during an interview on the floor of the New York Stock Exchange (NYSE) in New York, U.S.,   (Photographer: Michael Nagle/Bloomberg) Given the recently announced Dell Technologies’ DVMT conversion planand the potential for investors to be able to invest in the entire company, I thought […]

23 Oct Qualcomm Reinforces Its Global Mobile 5G Orchestrator Role At 4G-5G Summit

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5G is a technology that many (including I) believe will be transformative above and beyond enabling 10X speeds on our smartphones, tablets, and PCs. 5G will be the key to accelerating productization of self-driving cars, stylish AR glasses, flexible and robotic factories, and even drones. I am currently attending Qualcomm’s 4G-5G Summit in Hong Kong […]

23 Oct The NVIDIA RTX 2070 Is The Best $500 Gaming GPU

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NVIDIA GeForce 2080 Founder’s Edition.   NVIDIA This week NVIDIA continued the rollout of its GeForce RTX 20 line of gaming graphics cards, with the release of the new mid-range RTX 2070. Significantly more affordable than the recently launched 2080 and 2080 Ti (which Moor Insights & Strategy Analyst Anshel Sag benchmarked and reviewed here), the […]

22 Oct Lenovo’s Secret Recipe For Hyperscale Success Is Called ‘ODM+’

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Unnamed hyperscale customer.  LENOVO It’s no secret that Lenovo is on a roll in the datacenter after years of declines after the IBM x86 server business acquisition. Lenovo achieved its goal of becoming #1 in HPC Top 500 two years ahead of its self-imposed schedule), and recent numbers for its Data Center Group showed a […]

21 Oct Arm’s Investment And Growth Evident At TechCon 2018

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Arm CEO Simon Segars kicks off Arm TechCon 2018.  PATRICK MOORHEAD Last week, I attended the Arm TechCon 2018 event in San Jose, CA. TechCon is Arm’s annual premier industry event, drawing a huge crowd of developers, analysts, and press together to gain insight into what the semiconductor giant has been cooking up the past […]