Patrick Moorhead

@PatrickMoorhead

Founder, CEO, Chief Analyst @MoorInsStrat. Co-founder of @TheSixFiveMedia and @Signal_65. Ex-AMD CVP, Compaq (now HP/HPE), AltaVista dot-com survivor.

Austin, TX

MoorInsightsStrategy.com

Replies Reposts Media Articles

Pinned
Patrick Moorhead
@PatrickMoorhead
Sep 28
The Week Ahead In Tech: The pacing campaign was cover; this pause is real. Watching what @OpenAI ships and the cost per correct task. $MU reports on a $50B guide at 86% gross margin. A strong print isn't relief for buyers: higher prices and more supply are different stories.
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Patrick Moorhead
@PatrickMoorhead
Sep 21
01:35
Washington cleared @nvidia's H200 for China, and NVIDIA's outlook still assumes zero data center compute revenue there. Now both countries' leaders meet. Tuesday I moderate the @GlobalSemi U.S. Executive Forum panel. The Week Ahead In Technology for September 21, 2026. Beijing
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Patrick Moorhead
@PatrickMoorhead
3h
$MU FQ4. Nine takeaways beyond the numbers: 1. FQ1 is guided +13% after +31%. Not a slowdown: FQ4 had 14 weeks. Per week, revenue grew ~21% and the guide implies ~22%. My math. 2. Price did the work again. DRAM bits rose mid-single digits on 7.7% more days: per week, units were
Wall St Engine
@wallstengine
15h
MICRON $MU Q4’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $54.23B (Est. $51.07B) 🟢; +379% YoY 🔹 Adj. EPS: $33.42 (Est. $31.61) 🟢 🔹 Adj. Gross Margin: 87.0% (Est. 86.1%) 🟢 Q1 FY27 Guide: 🔹 Revenue: $61.5B ± $1.5B (Est. $57.02B) 🟢 🔹 Adj. EPS: $38.15 ± $1.00 (Est. $35.40) 🟢 🔹
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Patrick Moorhead
@PatrickMoorhead
16h
I think this is a pretty big deal. I’m digging into the data sharing details which matter a lot. My early conversations were positive. In the irony category, remember the meme about Richard Ho’s Jalopeno chip that was “vibe coded” without EDA? It was very much done with $SNPS
Synopsys
@Synopsys
17h
🚨 Synopsys and @OpenAI are partnering to create GPT-Synopsys, a specialized frontier model for AI-native chip design, built using OpenAI's frontier intelligence with Synopsys' trusted EDA technology and deep domain expertise. Learn more: bit.ly/46Y1SBl
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Patrick Moorhead
@PatrickMoorhead
16h
I may know this guy….
NVIDIA AI
@NVIDIAAI
19h
Your agent got the right answer. How much work did it take to get there? We worked with @NousResearch/@Teknium on a hands-on walkthrough of NVIDIA NeMo Relay to collect traces for Hermes Agent. Run two example scenarios, follow the agent’s calls and retries, and see the full
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Patrick Moorhead
@PatrickMoorhead
Sep 30
Seriously need my Dots before I enter the EU where it’s verboten. Hurry up please. I have 9 hours clock’s ticking. ⏲️
Patrick Moorhead
@PatrickMoorhead
Sep 30
Austin-London-Nice-Monaco. I will be keynoting Lenovo’s Accelerate 360 Europe and META program.