Patrick Moorhead
- Senior Contributor, Forbes
- Founder, CEO and Chief Analyst, Moor Insights & Strategy
- host, The Six Five with Patrick Moorhead and Daniel Newman
Alabama, Austin, United States
Founder, CEO, Chief Analyst @MoorInsStrat. Co-founder of @TheSixFiveMedia and @Signal_65. Ex-AMD CVP & Fellow, Compaq and AltaVista dot-com bomb participant.
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Articles by Patrick Moorhead
Forbes JAPAN 公式サイト（フォーブス ジャパン）
AI用半導体（AIシリコン）のボトルネックは、もはやトランジスタではない。電力、メモリ帯域幅、そしてパッケージングだ。9月22日（火）、カリフォルニア州メンローパークで開催されたグローバル半導体同盟（GSA）の米国エグゼクティブ・フォーラムで、150人以上の半導体企業幹部を前に筆者が締めくくりのエグゼクティブ・パネルでモデレーターを務めた際、冒頭で提示した前提がこれだった。 セッションのタイトルは「限界を迎えるシリコン：一刻を争う世界のためのチップ設計（Silicon at the Breaking Point: Designing Chips for a World That Can’t...
Power, Memory And Packaging, Not Transistors, Now Limit AI Chips Original
At the Global Semiconductor Alliance’s 2026 U.S. Executive Forum in Menlo Park, California, Patrick Moorhead (far left) moderates a panel including (from left to right) Paul Cho, president of Samsung Semiconductor; Richard Ho, OpenAI’s vice president of hardware; Charlie Kawwas, president of Broadcom’s Semiconductor Solutions Group; and Mark Papermaster, AMD’s chief technology officer. (Image used with permission.)...
Forbes JAPAN 公式サイト（フォーブス ジャパン）
2026年、私が助言している最高経営責任者（CEO）や取締役会から、同じ質問を繰り返し受けてきた。AIモデルはオープンなものを選ぶべきか、それともクローズドなものを選ぶべきかという問いだ。AIモデルをオープン型とクローズド型のどちらにするかという経営課題は、テクノロジー業界のニュースにも表れている。 データ分析企業パランティアのアレックス・カープCEOは米国時間2026年7月1日、米CNBCに出演し、最先端AIモデルを開発する企業が顧客から「アルファを盗んでいる」と非難した。ここでいうアルファとは、顧客企業が持つ競争優位の源泉となる知的財産（IP）を指す。11日後の2026年7月12日、マイクロソフトのサティア・ナデラCEOもXへの投稿でカープの問題提起を広めた。エヌビディアは、AIモデルやデータ、アプリを共有できるプラットフォームHugging...
Open Weights Are Not Open Source, And It Matters Now In The Boardroom Original
Computer scientist Eric Xing, who serves as president of Mohamed Bin Zayed University of Artificial Intelligence in Abu Dhabi, is an outspoken advocate for more openness in AI models, but most model providers still follow closed or open-weight approaches. (2026 file photo by Alex Wong/Getty Images)... More Getty Images This year, the CEOs and boards I advise have asked me the same question: should we be on open models or closed ones? Their concerns are reflected in the tech headlines.
Modular Delivers Openness And Accelerator Portability At ModCon 2026 Original
Modular CEO Chris Lattner kicks off ModCon 2026. Patrick Moorhead I spent Tuesday in San Francisco at ModCon 2026, Modular’s developer conference and its first event since Qualcomm acquired it just a few weeks ago. Going in, I posted on X that when I ask people about Modular, I get “bookend” responses with no middle ground: One end believes Modular is building the most important software layer in AI, while the other points to the graveyard of companies that tried to break the AI software moat.
Microsoft Discovery Aims To Advance The Era Of Agentic Science Original
Microsoft executive David Carmona presents Microsoft Discovery at the company's Build 2026 conference. Microsoft The complexity of scientific research and the sheer volume of research data have grown to the point that it is difficult for human teams to synthesize it.
MI&S Weekly Analyst Insights — Week Ending May 22, 2026
At Zendesk Relate 2026 in Denver last week, the company advanced the positioning of its autonomous service platform. In particular, Zendesk extended its “Resolution Platform” narrative to both customer and employee services, and it proposed tying AI economics more closely to verifiable outcomes.
Retail AI Requires a Fundamentally Different Approach to Implementation — Research Brief
Founder, CEO and Chief Analyst | + postsBio Patrick Moorhead is the founder, CEO, and chief analyst of Moor Insights & Strategy. His big-picture view of technology is grounded in more than 20 years as an executive leading strategy, product management, product marketing, and corporate marketing functions at NCR, AT&T, Compaq, and AMD.
BROADCAST ANALYSIS: Patrick Moorhead Discusses NVIDIA Earnings on CNBC, May 20, 2026
Founder, CEO and Chief Analyst | + postsBio Patrick Moorhead is the founder, CEO, and chief analyst of Moor Insights & Strategy. His big-picture view of technology is grounded in more than 20 years as an executive leading strategy, product management, product marketing, and corporate marketing functions at NCR, AT&T, Compaq, and AMD.
Enterprises Need To Be Careful Before They Go All-In On Anthropic
Founder, CEO and Chief Analyst | + postsBio Patrick Moorhead is the founder, CEO, and chief analyst of Moor Insights & Strategy. His big-picture view of technology is grounded in more than 20 years as an executive leading strategy, product management, product marketing, and corporate marketing functions at NCR, AT&T, Compaq, and AMD.
Forbes JAPAN 公式サイト（フォーブス ジャパン）
私の1日はClaudeで始まり、Claudeで終わる。しかし同時に、アプリをClaudeから移行し始めてもいる。私の会社であるMoor Insights & Strategyは、特定のワークフロー向けにいくつかのChatGPTとGemini Workplace機能を併用しながら、主にClaudeとPerplexity Computerでコアワークフローを運用している。つまり私は、傍観者としてではなく、Anthropicの有料直接顧客として本稿を執筆している。また、企業と定期的に直接会うアナリストとしても執筆している。 私が追跡してきた内容は以下の通りだ。Anthropicには、公の場で一つのことを言いながら、実際には別のことをするというパターンがある。以下で詳しく説明するOpus 4.6と4.7の「弱体化」エピソードが、最も明確な例だ。CEOのダリオ・アモデイ氏は、メディアでAI主導の雇用破壊を強調している一方で、同氏の営業組織はまさにその破壊を生み出すツールを販売している。Mythosモデルの展開は、昨春のClaude...
MI&S Weekly Analyst Insights — Week Ending May 15, 2026
AMD Enterprise AI Focus Comes into View with the Instinct 350P AMD launched a more enterprise-friendly version of its MI350 GPU last week. The MI350P is a PCIe-compatible GPU that enables an enterprise IT organization to deploy without requiring more specialized “AI infrastructure” everywhere in the datacenter. These customers want accelerators that can fit into the servers they’ve been racking and deploying for years. Existing servers. Existing operating models. Existing power envelopes.
BROADCAST ANALYSIS: Patrick Moorhead Discusses NVIDIA and U.S.–China Trade Relations on CNBC, May 13, 2026
Founder, CEO and Chief Analyst | + postsBio Patrick Moorhead is the founder, CEO, and chief analyst of Moor Insights & Strategy. His big-picture view of technology is grounded in more than 20 years as an executive leading strategy, product management, product marketing, and corporate marketing functions at NCR, AT&T, Compaq, and AMD.
MI&S Weekly Analyst Insights — Week Ending May 8, 2026
IBM Think 2026: The Real AI Divide Is About Teams, Not Technology IBM CEO Arvind Krishna opened Think 2026 with a clear thesis: The gap between AI winners and laggards isn’t about budget or model quality — it’s about how deeply AI is embedded in how teams work.
RESEARCH PAPER: From Devices to the Cloud — Arm’s Relevance in the Age of AI
Contributors Matt Kimball, Vice President and Principal Analyst, Datacenter Compute and Storage Anshel Sag, Vice President and Principal Analyst, AR/VR/XR, 5G Mobility, PCs, Smartphones, Graphics Publisher Patrick Moorhead, CEO, Founder and Chief Analyst at Moor Insights & Strategy Inquiries Contact us if you would like to discuss this report, and Moor Insights & Strategy will respond promptly.
BROADCAST ANALYSIS: Patrick Moorhead Discusses AMD Earnings and Arm on CNBC, May 6, 2026
Founder, CEO and Chief Analyst | + postsBio Patrick Moorhead is the founder, CEO, and chief analyst of Moor Insights & Strategy. His big-picture view of technology is grounded in more than 20 years as an executive leading strategy, product management, product marketing, and corporate marketing functions at NCR, AT&T, Compaq, and AMD.
Enterprises Need To Be Careful Before They Go All-In On Anthropic Original
Anthropic CEO Dario Amodei speaks during a Bloomberg Television interview in December 2025. © 2025 Bloomberg Finance LP I start my day with Claude. I end my day with Claude. But I have also started moving apps off of Claude. My firm, Moor Insights & Strategy, runs core workflows primarily across Claude and Perplexity Computer, alongside a few ChatGPT and Gemini Workplace functions for specific workflows.
MI&S Weekly Analyst Insights — Week Ending May 1, 2026
Dreame NEXT Dreame (pronounced “dreamy”), a fast-growing Chinese consumer brand, has been flying under the radar in the U.S. for the past five years. The company entered the market with consumer products such as robot vacuums and personal care devices, available through online retailers. While it has a larger, more diverse product footprint in Europe and Asia, its presence in North America has been limited — until now.
BROADCAST ANALYSIS: Patrick Moorhead Discusses Hyperscaler Earnings on CNBC, April 29, 2026
Founder, CEO and Chief Analyst | + postsBio Patrick Moorhead is the founder, CEO, and chief analyst of Moor Insights & Strategy. His big-picture view of technology is grounded in more than 20 years as an executive leading strategy, product management, product marketing, and corporate marketing functions at NCR, AT&T, Compaq, and AMD.
RESEARCH BRIEF: Oracle’s Blueprint for Agentic AI
Agentic AI is emerging as the next phase of enterprise AI adoption. The shift is subtle but important. Instead of systems that respond to prompts, enterprises are beginning to explore systems that can plan, reason, and take action across business processes. The potential is clear: automating multi-step workflows, accelerating decision-making, and extending agents deeper into operational execution to improve efficiencies. But while the ambition is evident, the path to production is not.
ANALYST INSIGHT: Google Cloud’s AI Hypercomputer at Next 2026: Real Co-Design, Targeted Reach
Patrick Moorhead interviews Mark Lohmeyer, Google Cloud’s head of AI and compute infrastructure, at the Google Cloud Next Analyst Summit in April 2026. (Credit: Six Five Media) I just got back from Google Cloud Next 2026, and the line I keep coming back to in conversations is this: AI Hypercomputer is what a decade of Google’s co-design finally looks like, assembled on one stage. I attended the original public TPU reveal at Google I/O on May 18, 2016.
MI&S Weekly Analyst Insights — Week Ending April 24, 2026
Hannover Messe 2026: Industrial AI in Deployment Mode The annual Hannover Messe conference in Germany is a key convergence point for industrial technologies: energy systems, industrial automation, robotics, and the software that ties them together. This year’s theme, “Think Tech Forward,” signaled a shift in focus from technology development to operational acceleration. In 2025, we established that AI is coming to the factory floor — and fast.
BROADCAST ANALYSIS: Patrick Moorhead Discusses Apple’s New CEO and Future Strategic Direction on CNBC, April 20, 2026
Founder, CEO and Chief Analyst | + postsBio Patrick Moorhead is the founder, CEO, and chief analyst of Moor Insights & Strategy. His big-picture view of technology is grounded in more than 20 years as an executive leading strategy, product management, product marketing, and corporate marketing functions at NCR, AT&T, Compaq, and AMD.
MI&S Weekly Analyst Insights — Week Ending April 17, 2026
Nuvacore came out of stealth mode last week. The company is led by much of the team behind Nuvia — the startup acquired by Qualcomm for $1.4 billion roughly two years after its founding. Nuvacore’s thesis and mission are both quite bold. The thesis is that the iterative nature we’ve seen in the CPU market for decades can no longer meet the needs of the modern workloads in the agentic AI era.
Build a Secure, Always-On Local AI Agent with OpenClaw and NVIDIA NemoClaw
Agents are evolving from question-and-answer systems into long-running autonomous assistants that read files, call APIs, and drive multi-step workflows. However, deploying an agent to execute code and use tools without proper isolation raises real risks—especially when using third-party cloud infrastructure due to data privacy and control.
MI&S Weekly Analyst Insights — Week Ending April 10, 2026
This week, I’m dedicating my weekly entry to the EU Cyber Resilience Act (CRA). It’s now five months until product companies operating in Europe face new legal obligations. The CRA is a 2026 problem, not a 2027 problem. Is your company ready? Is your team ready? Are you ready?
RESEARCH NOTE: Velaura AI’s Titan Core Targets the Biggest Problem in AI Datacenter Silicon: Power
Founder, CEO and Chief Analyst | + postsBio Patrick Moorhead is the founder, CEO, and chief analyst of Moor Insights & Strategy. His big-picture view of technology is grounded in more than 20 years as an executive leading strategy, product management, product marketing, and corporate marketing functions at NCR, AT&T, Compaq, and AMD.
BROADCAST ANALYSIS: Patrick Moorhead Discusses Advanced Chip Packaging on CNBC, April 8, 2026
Founder, CEO and Chief Analyst | + postsBio Patrick Moorhead is the founder, CEO, and chief analyst of Moor Insights & Strategy. His big-picture view of technology is grounded in more than 20 years as an executive leading strategy, product management, product marketing, and corporate marketing functions at NCR, AT&T, Compaq, and AMD.
Pulse Report: Navigating Supply Chain Constraints with Architectural Flexibility
Founder, CEO and Chief Analyst | + postsBio Patrick Moorhead is the founder, CEO, and chief analyst of Moor Insights & Strategy. His big-picture view of technology is grounded in more than 20 years as an executive leading strategy, product management, product marketing, and corporate marketing functions at NCR, AT&T, Compaq, and AMD.
RESEARCH BRIEF: From Infrastructure to Resilience Foundation — Reframing Cyber Resilience for Data Management
Founder, CEO and Chief Analyst | + postsBio Patrick Moorhead is the founder, CEO, and chief analyst of Moor Insights & Strategy. His big-picture view of technology is grounded in more than 20 years as an executive leading strategy, product management, product marketing, and corporate marketing functions at NCR, AT&T, Compaq, and AMD.
MI&S Weekly Analyst Insights — Week Ending April 3, 2026
Welcome to this edition of our Weekly Analyst Insights roundup, which features key insights that our analysts have developed based on the past week’s events. Last week our own Jason Andersen demonstrated his range with two very thoughtful pieces of analysis. The first was right in his wheelhouse as an app-development expert (and veteran of IBM): a look at how IBM is changing its approach to develop a more integrated platform for its IT Automation Software business.
RESEARCH PAPER: The Economic Impact of a Domestic Semiconductor Foundry
Founder, CEO and Chief Analyst | + postsBio Patrick Moorhead is the founder, CEO, and chief analyst of Moor Insights & Strategy. His big-picture view of technology is grounded in more than 20 years as an executive leading strategy, product management, product marketing, and corporate marketing functions at NCR, AT&T, Compaq, and AMD.
MI&S Weekly Analyst Insights — Week Ending March 27, 2026
On March 16, 2026, both NXP and STMicroelectronics announced solutions incorporating NVIDIA’s Holoscan Sensor Bridge (HSB). This big bet on distributed physical AI reaches all the way down to real-world devices that sense and act in real time. HSB accelerates connections between physical-world devices (sensors and actuators) and NVIDIA’s AI compute engines by creating a direct, low-latency data path to GPU memory, reducing system complexity, latency, and cost.
BROADCAST ANALYSIS: Patrick Moorhead Discusses Arm AGI CPU on CNBC, March 25, 2026
Founder, CEO and Chief Analyst | + postsBio Patrick Moorhead is the founder, CEO, and chief analyst of Moor Insights & Strategy. His big-picture view of technology is grounded in more than 20 years as an executive leading strategy, product management, product marketing, and corporate marketing functions at NCR, AT&T, Compaq, and AMD.
PULSE BRIEF: Density Is Destiny — Rethinking AI Infrastructure in the AI Data Era
Founder, CEO and Chief Analyst | + postsBio Patrick Moorhead is the founder, CEO, and chief analyst of Moor Insights & Strategy. His big-picture view of technology is grounded in more than 20 years as an executive leading strategy, product management, product marketing, and corporate marketing functions at NCR, AT&T, Compaq, and AMD.
BROADCAST ANALYSIS: Patrick Moorhead Discusses Arm’s New AGI CPU on CNBC, March 24, 2026
Founder, CEO and Chief Analyst | + postsBio Patrick Moorhead is the founder, CEO, and chief analyst of Moor Insights & Strategy. His big-picture view of technology is grounded in more than 20 years as an executive leading strategy, product management, product marketing, and corporate marketing functions at NCR, AT&T, Compaq, and AMD.
MI&S Weekly Analyst Insights — Week Ending March 20, 2026
PTC’s Pivot: From Connectivity to Lifecycle Governance On March 16, PTC finalized the sale of its ThingWorx and Kepware businesses to TPG for $523 million. This divestiture marks a strategic exit from the industrial IoT identity that defined the company for a decade.
BROADCAST ANALYSIS: Patrick Moorhead Discusses NVIDIA GTC Announcements on CNBC, March 16, 2026
Founder, CEO and Chief Analyst | + postsBio Patrick Moorhead is the founder, CEO, and chief analyst of Moor Insights & Strategy. His big-picture view of technology is grounded in more than 20 years as an executive leading strategy, product management, product marketing, and corporate marketing functions at NCR, AT&T, Compaq, and AMD.
MI&S Weekly Analyst Insights — Week Ending March 13, 2026
Oracle’s Q3 FY 2026 results were positive with total revenue reaching $17.2 billion, up 22% year-over-year, and cloud revenue growing to $8.9 billion, up 44%. This main driver continues to be infrastructure: Oracle Cloud (OCI) grew 84% as demand for AI training and inference capacity expanded across industries. Remaining performance obligations reached $553 billion this quarter, up 325% YoY, which shows just how much contracted cloud business Oracle has sitting in the pipeline.
BROADCAST ANALYSIS: Patrick Moorhead Discusses AI Chip Export Controls and Oracle’s Upcoming Earnings on Yahoo Finance, March 9, 2026
Founder, CEO and Chief Analyst | + postsBio Patrick Moorhead is the founder, CEO, and chief analyst of Moor Insights & Strategy. His big-picture view of technology is grounded in more than 20 years as an executive leading strategy, product management, product marketing, and corporate marketing functions at NCR, AT&T, Compaq, and AMD.
MI&S Weekly Analyst Insights — Week Ending March 6, 2026
This week I offer four observations from my edge perspective. 1. Canonical-GOLIOTH — On March 3, 2026, Canonical acquired GOLIOTH as a wholly-owned subsidiary. GOLIOTH, an influential edge technology startup, provides cloud-connected fleet management, OTA updates, and data pipelines for microcontroller-based devices, built primarily on Zephyr. Canonical provides Ubuntu Core, Snap-based application management, and enterprise support with 12-year long-term support.
MI&S Weekly Analyst Insights - Week Ending February 27, 2026
ServiceNow made multiple announcements last week suggesting a substantial move towards autonomous agents to supplement support teams. While many role-based agents are planned, the first to come to market is an L1 support agent that can take on basic IT customer service tasks.
BROADCAST ANALYSIS: Patrick Moorhead Discusses NVIDIA Earnings on Yahoo Finance, February 25, 2026
Founder, CEO and Chief Analyst | + postsBio Patrick Moorhead is the founder, CEO, and chief analyst of Moor Insights & Strategy. His big-picture view of technology is grounded in more than 20 years as an executive leading strategy, product management, product marketing, and corporate marketing functions at NCR, AT&T, Compaq, and AMD.
BROADCAST ANALYSIS: Patrick Moorhead Previews NVIDIA Earnings on CNBC, February 23, 2026
Founder, CEO and Chief Analyst | + postsBio Patrick Moorhead is the founder, CEO, and chief analyst of Moor Insights & Strategy. His big-picture view of technology is grounded in more than 20 years as an executive leading strategy, product management, product marketing, and corporate marketing functions at NCR, AT&T, Compaq, and AMD.
MI&S Weekly Analyst Insights - Week Ending February 20, 2026
Let’s start this week’s update with a wide lens on what’s changing across industrial, physical, and edge AI. In 2025, AI headlines centered on generative applications and human–machine interaction. In the first two months of 2026, momentum shifted toward edge AI and physical systems operating in the real world.
WEF 2026で実証された、エンタープライズAIの本格始動
スイス・ダボスで開催された世界経済フォーラム（WEF）への年次訪問も2回目となり、ようやく一息つく時間ができた。そして、ビジネスパートナーであり放送でも共演するダニエル・ニューマンと振り返り動画で話した点に、私は何度も立ち返っている。2025年には、参加者はAIで何が「起こる」か、あるいは何が「起こり得る」かを語っていたが、実際に議論されたアプリケーションは、ほとんどがパイロットプログラムや概念実証（PoC）に限られていた。ところが今年のWEFでは、公式のプレゼンテーションでも小規模な対話でも、議論が実際に成熟したことを強く感じさせる内容だった。これまでに会った中でも最も聡明で実践志向の経営幹部たちが、AIを今この瞬間にどう実装していくかについて、極めて地に足のついた運用アプローチを現在進行形で語っていたのである。 企業、産業、そしてその先におけるAIの実践的活用...
Game Time Tech Ep 26: The Technology Powering the 2026 Winter Olympics
Founder, CEO and Chief Analyst | + postsBio Patrick Moorhead is the founder, CEO, and chief analyst of Moor Insights & Strategy. His big-picture view of technology is grounded in more than 20 years as an executive leading strategy, product management, product marketing, and corporate marketing functions at NCR, AT&T, Compaq, and AMD.
MI&S Weekly Analyst Insights - Week Ending February 13, 2026
When I look at Snowflake’s collaboration with U.S. Figure Skating, I see more than a sponsor relationship. It is about creating a single trusted data foundation that connects athlete development, scoring, operations, and fan engagement into one environment. The goal is to give coaches and leaders a unified view of performance and trends so they are working from consistent information when making decisions on and off the ice.
Practical Enterprise AI Came Of Age At The 2026 World Economic Forum
Patrick Moorhead and Daniel Newman share their reflections on the 2026 edition of the World Economic Forum in Davos, Switzerland. Six Five Media I’ve had a chance now to catch my breath after my second annual trip to the World Economic Forum in Davos, Switzerland.
MI&S Weekly Analyst Insights - Week Ending February 6, 2026
AMD delivers stellar earnings with all-around good numbers and a healthy outlook. Immediately following, the company sees its stock drop by 8% — and it continues to fall the next day. Are we seeing the beginning of a bubble bursting? Are investors not happy because AMD is not posting the same kind of ridiculous numbers as market leader NVIDIA? Or is it something in between?
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