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Patrick Moorhead #GTC22
@PatrickMoorhead
Ranked #1 tech industry analyst by ARInsights & Apollo Research. Owner, Founder, CEO, Chief Analyst at Moor Insights & Strategy. Six Five Media co-founder.
Patrick Moorhead #GTC22’s Tweets
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This week on the #SixFivePodcast, we discuss
's new IBM LinuxONE Emperor 4 mainframe.
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Should companies focusing on sustainability consider this device? $IBM
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Watch our analysis here:
youtu.be/kH4A-XyRhYA
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WTH heck is wrong with the iPhone 14? Looks like it needed some more time in the oven. #AppleEvent #iPhone
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This new economy is great. / A supply crunch has made it substantially more expensive for utilities to purchase or produce power, and those costs are being passed on to customers
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Fascinating read. / Inside the World of Leg Lengthening
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Just in case you needed more cowbell.
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Cracked 37,000 followers. Thank you!
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Ep139: We are LIVE! talking @Oracle earnings, @IBM LinuxONE Emperor 4, @Adobe-@Figma acquisition, @Cadence AI verification announce, @Tesla SD under fire, @Arm Neoverse V2 announce. $ADBE $ORCL $TSLA $CDNS twitter.com/i/broadcasts/1
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Open browser tabs back in the day.
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18th century device allowed researchers to work/read up to 8 open books at a time.
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Worked another half day while on vacation. I have no discipline....Well it was raining this am.
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Will be interested to see what has up its sleeves with its AmpereOne SoC that it's been sampling since May:
-custom CPU microarchitecture based on Arm ISA
-other custom IPs
-5"nm"
-PCIe G5
-compatible with Altra & Altra Max
-appears to be monolithic design
(3/x)
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. isn't one to flex, but it did in yesterday's infra annc:
-"technology leadership" Firsts: mem BW, >100cores, DDR5 PCIe G5, >500 SPECint rate '17, and die-die and chip-chip fabric
-"cloud networking leadership" (DPUs)
-"cloud perf leadership" (per socket 1T)
(2/x)
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This week on the #SixFivePodcast, we discuss announcing general availability of VMs. $MSFT
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Watch our analysis here:
youtu.be/Te7iMCa-o_o
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Interesting annc that could speed up SoC debug verification times '10x':
-"Verisium" AI verification app suite supported by the
"JedAI" (Joint Enterprise Data & AI) platform
-support quotes from ,
-"best PPA, highest covg, fastest TTM"
$CDNS
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Not to mention the 50X forward ARR. (50 X $400M ARR) Is this the best can do with its capital?
Is this the Waystar Royco- Vaulter deal? Or more like GoJo? $ADBE
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How in the world does this pass antitrust scrutiny? What is the break up fee? - Adobe agrees to buy online design startup Figma in a deal valued at about $20 billion that would mark the biggest ever takeover of a private software company bloomberg.com/news/articles/ $ADBE
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“Taking out one of its biggest rivals” sounds like this will have a hard time getting approved by antitrust regulators. $ADBE
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Adobe is buying Figma for $20B, taking out one of its biggest rivals in digital design tcrn.ch/3eGnk5R by @ingridlunden
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When Apple has mediocre and uninspired tech for a cycle. That’s when.
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When did apple start seeding so many units wow
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Had an insightful interview with at on the criticality of observability and how 's approach is unique – where other approaches deliver dashboards, Dynatrace delivers precise answers and intelligent automation from data.
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Starting in 45 minutes, woo-hoo!! Grab a cup of coffee, and let's talk 5G ORAN security.
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Last chance to register for our virtual security seminar this Wednesday! Sign up today for our discussion with @PatrickMoorhead of @MoorInsStrat on telecom security solutions for 5G networks & ORAN with FPGAs. bit.ly/3PP4czw
#5G #ORAN #CyberSecurity #FPGA
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This week on the #SixFivePodcast, we discuss the
Explore Event.
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What does the company's acquisition by mean for the business? $VMW $AVGO
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Watch our analysis here:
youtu.be/PdFp_3q84F8
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According to , over the past 180 days, this is who I engage with most on Twitter. Besties and "competitor friends."
I talk about cloud, finance (stonks), 5G, crime, analytics, and IoT. An interesting combo?
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Wow, inflation up 5x since the new administration took over. Yet we continue the federal give-aways like IRA. Good thing voted "no" on that $3T BBB spend bill. / U.S. Inflation Stayed High in August; Stocks Slide
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Last chance to register for our virtual security seminar this Wednesday! Sign up today for our discussion with of on telecom security solutions for 5G networks & ORAN with FPGAs. bit.ly/3PP4czw
#5G #ORAN #CyberSecurity #FPGA
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Cowboys O looks horrible. Stats headed into the 4th. Boobirds deservedly coming out.
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Who didn’t see this coming?
1/ don’t protect the citizens from mayhem
2/ thumb your nose at tech
3/ tax, tax, tax
4/ don’t build new housing
Maybe convert commercial to consumer?
San Francisco Braces for Epic Commercial Real Estate Crash
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Today we remember those who woke up, kissed their families goodbye, and went to work without realizing they wouldn’t return. Today we remember those who risked their lives for us &our country. Forever in our hearts & in memory 🇺🇸 #911NeverForget
📷 by Belle Collective/Unsplash
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If I’m reading this correctly, the “mostly peaceful protests” were the most expensive in our history. Funny we don’t talk much about this.
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