Patrick Moorhead
@PatrickMoorhead • 63,630 subscribers
Founder, CEO, Chief Analyst @MoorInsStrat. Co-founder of @TheSixFiveMedia and @Signal_65. Healthspan improver. Ex-AMD CVP, Compaq. Use AI to improve posts.
Videos
The Week Ahead In Technology for May 18, 2026. $NVDA Wednesday after the bell is the first hard test of whether $725B in 2026 hyperscaler AI capex actually lands in Jensen's revenue line. I'll be at Dell Technologies World in Las Vegas, where Michael Dell 🇺🇸 and Jensen Huang share the keynote stage Monday to likely unveil the next generation of the Dell AI Factory. Watch for the AMD angle too, after Dell's PowerEdge expansion with Instinct earlier this month. $SNPS reports the same evening as NVIDIA, a second read on AI infrastructure design demand. Lenovo Thursday on AI PCs and servers. Intuit on agentic AI in the SMB stack. Carry-over: @CerebrasSystems after its 68% IPO pop and Friday pullback, and the reported clearance of NVIDIA H200 sales to major Chinese hyperscalers following the Beijing summit. Both feed directly into how Jensen frames forward guidance. I'll be on CNBCOvertime right after the NVIDIA b
Patrick Moorhead15,566 Aufrufe • vor 17 Tagen
The Week Ahead In Technology for April 20, 2026: I’ll be on the ground at Adobe Summit and Google Cloud Next, both in Las Vegas. Adobe is an agentic customer experience read. Google is the AI infrastructure and agent read: Gemini Enterprise, new infrastructure, the cloud backlog. Enterprise software earnings: $NOW, $IBM, $SAP. The read is whether AI agents are extensive booked revenue, not pilots. Semis: $INTC, $TXN, $LRCX. Lam is a clean WFE/HBM/advanced packaging print. Intel’s 18A under Lip-Bu Tan is the one to watch. Carry-over: Anthropic enterprise revenue ramp vs OpenAI, Section 232 phase two.
Patrick Moorhead21,994 Aufrufe • vor 1 Monat
The Week Ahead In Technology for March 30th. $SNX is the key tech earnings read, best proxy for IT channel demand into Q2. Intel ships its first 18A-based vPro commercial platform this week. Core Ultra Series 3 with vPro, 125+ designs, vPro turns 20. AI-powered DTECT threat detection is the standout. Carry-over: Micron Technology can only supply 50-67% of key customer demand. HBM TAM projected at $100B by 2028. Shortage through 2030. OpenAI raised $120B+, killed Sora (estimated ~$15M/day burn). Anthropic at a reported $19B ARR looks like the smarter model. The April 14th semiconductor tariff deadline is approaching.
Patrick Moorhead23,858 Aufrufe • vor 2 Monaten
The Week Ahead In Technology for December 1, 2025: Cloud, AI chips, and software earnings drive the narrative. • AWS re:Invent sets the tone for cloud + gen AI strategy Amazon Web Services • Google–Meta TPU talks test Nvidia’s AI hardware lead Google Cloud NVIDIA • Key prints from $CRM, $SNOW, $MDB, $MRVL, $HPE will show how fast enterprise AI and data demand are really growing
Patrick Moorhead18,078 Aufrufe • vor 6 Monaten
I’m in bed now but did slam a tomahawk with the family at Jing. Frank is the best.
Patrick Moorhead11,698 Aufrufe • vor 5 Monaten
It’s my 3-month trainerversary with Barton Bryan and here is my progress report. As a reminder, I spent the previous 12-months focused on weight reducation (60lbs/20 PBF reduction), Zone 2 fitness (95%+ percentile Vo2Max), improved diet-sleep-stress management, and gut biome. - Strength is way up on the major exercises we do weekly like Barbell Bench Press, Lat Pulldown, Leg press, and One Arm Dumbbell Rows. We’ve also put a major emphasis on developing core stability as I have scoliosis (19-degrees), spondylolisthesis, and an inguinal hernia. To counteract my asymmetrical mid-section, we focus on eccentric control, proper form, and not letting overcompensating creep in when pushing close to failure. - Along with the strength improvements and muscle growth, I’ve also see some nice aesthetic changes to my physique over the last three months. My chest and arms are fuller and more defined. My legs are slowly growing too although they are a bit more stubborn than the upper body. Here are some specific metrics: 15% strength increase on bench press in November, 33% strength increase overall on chest press and 1.75” added to chest/back. No added inches to waistline! 40% strength increase on leg press. - As Barton and I look ahead, I joke that when I bench 300 lbs, I’ll no longer require his coaching. I definitely feel like we are on a journey together to optimize my health, physique, and full potential (move over Bryan Johnson !!). Barton has advised me to be patient as the strength gains inevitably slow down a bit after the first three months of training and we build strong, foundational muscle mass for improved health span as Peter Attia says. I’m all in for the journey. Can’t wait to see what happens in the next 3-6 months! Enjoy one of my motivational songs when I workout.
Patrick Moorhead16,278 Aufrufe • vor 1 Jahr
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