@MoorInsStrat MoorInsightsStrategy
MoorInsightsStrategy posts on X about ibm, ai, infrastructure, $googl the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
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- [--] Month [-----] -73%
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- [--] Year [-------] +58%
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- [--] Month [--] -82%
- [--] Months [---] +30%
- [--] Year [---] +16%
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- [--] Week [-----] no change
- [--] Month [-----] +0.14%
- [--] Months [-----] +4.20%
- [--] Year [-----] +6.60%
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Social Influence
Social category influence technology brands 65.18% stocks 57.14% finance 13.39% events 3.57% countries 1.79% fashion brands 0.89% exchanges 0.89% agencies 0.89% currencies 0.89% celebrities 0.89%
Social topic influence ibm 11.61%, ai 8.04%, infrastructure 8.04%, $googl 8.04%, ceo #4415, dell 6.25%, salesforce 6.25%, acquisition 6.25%, gaming 5.36%, $nvda 5.36%
Top accounts mentioned or mentioned by @patrickmoorhead @robkramerdata @melodybrue @anshelsag @mattkimballmis @thesixfivemedia @ibm @willtowntech @intel @amd @hp @qualcomm @google @danielnewmanuv @hpe @dell @jasontandersen @moorquantum @nvidia @broadcom
Top assets mentioned IBM (IBM) Alphabet Inc Class A (GOOGL) Dell Technologies, Inc. (DELL) Salesforce Inc (CRM) NVIDIA Corp. (NVDA) Cisco Systems Inc (CSCO) Microsoft Corp. (MSFT) Advanced Micro Devices (AMD) Adobe, Inc. (ADBE) Applied Materials, Inc. (AMAT) QUALCOMM, Inc. (QCOM) Intel Corporation (INTC) Oracle Corporation (ORCL) Zoom Video Communications Inc (ZM) Arista Networks Inc (ANET) Datadog Inc (DDOG) Lattice Semiconductor Corp (LSCC) Cloudflare, Inc. (NET) Broadcom, Inc. (AVGO) Palo Alto Networks Inc (PANW) BOX, INC. (BOX) Amazon.com, Inc. (AMZN) ServiceNow Inc (NOW) RINGCENTRAL, INC. (RNG) Now Coin (NOW) SAP SE (SAP) HP Inc (HPQ)
Top Social Posts
Top posts by engagements in the last [--] hours
"CEO & Chief Analyst Patrick Moorhead (@PatrickMoorhead) appeared for a second segment on @CNBCOvertime alongside equities analyst Gil Luria (@gilluria) to discuss @Apples earnings report 👏🏻📊 🎥Read more here: https://moorinsightsstrategy.com/research-notes/broadcast-analysis-patrick-moorhead-discusses-apple-earnings-on-cnbc-january-29-2026/ https://moorinsightsstrategy.com/research-notes/broadcast-analysis-patrick-moorhead-discusses-apple-earnings-on-cnbc-january-29-2026/"
X Link 2026-02-02T02:52Z [----] followers, [----] engagements
"CEO & Chief Analyst Patrick Moorhead (@PatrickMoorhead) met with @core42_ai CEO Talal M. Al Kaissi (@TalalAlKaissi) to learn more about Core42s sovereign AI cloud and heterogeneous compute investments and technologies.👏🏼They talked a lot about what Abu Dhabi has done and continues to do to be a global AI leader. They also walked through the architectural scale model 5GW campus in Abu Dhabi that was presented to @POTUS in May💡🏙 https://twitter.com/i/web/status/2020941472942653530 https://twitter.com/i/web/status/2020941472942653530"
X Link 2026-02-09T19:22Z [----] followers, [---] engagements
"Great photo of VP & Principal Analyst Anshel Sag (@anshelsag) from this past weekend at the Massachusetts Institute of Technology (@MIT) where he wore the Luxottica and @Meta Ray-Ban display glasses during a panel discussion. He used the teleprompter app within the glasses to reference his moderation questions 👏🏼👓💡 📸: Sean Chee https://twitter.com/i/web/status/2020942126012322190 https://twitter.com/i/web/status/2020942126012322190"
X Link 2026-02-09T19:25Z [----] followers, [---] engagements
"While in Davos for WEF CEO & Chief Analyst Patrick Moorhead (@PatrickMoorhead) enjoyed meeting with @Snowflake CEO Sridhar Ramaswamy (@sridharramswamy) for the first time ❄ What a time to be a data play in the age of enterprise agentic AI"
X Link 2026-02-09T19:27Z [----] followers, [---] engagements
"Last year in Davos Patrick Moorhead (@PatrickMoorhead) & Daniel Newman (@danielnewmanUV) talked with @HPE President & CEO Antonio Neri (@AntonioNeri_HPE) about Sovereign AI. Again this year in Davos was in full force: Good conversation cloud and AI concentration risk and how digital sovereignty and global competitiveness can actually work together 💡👏🏼✅ https://twitter.com/i/web/status/2020943147522560324 https://twitter.com/i/web/status/2020943147522560324"
X Link 2026-02-09T19:29Z [----] followers, [--] engagements
"ServiceNow has announced a partnership with @AnthropicAI that makes @claudeai the default model for Build Agent ServiceNows platform for building and deploying agentic workflows through natural language. The company is also extending Claude to power new agents that address healthcare and life sciences use cases. This move clarifies @ServiceNows broader AI strategy 👤 by VP & Principal Analyst Melody Brue (@MelodyBrue) 📍Read more here: https://www.forbes.com/sites/moorinsights/2026/02/04/servicenow-deepens-ai-platform-strategy-with-anthropic-partnership/"
X Link 2026-02-09T19:48Z [----] followers, [---] engagements
"🎙 Enterprise Apps Episode 24: @MelodyBrue & @RobKramer_Data discuss the RingCentral Agentic AI Trends Report and takeaways from Cisco AI Summit. Plus agentic AI ERP systems of action and data platforms as ecosystems. $RNG $MSFT $NOW $CSCO $SAP https://x.com/i/broadcasts/1BdGYZqdPyoJX https://x.com/i/broadcasts/1BdGYZqdPyoJX"
X Link 2026-02-09T20:27Z [----] followers, [--] engagements
"Check out last weeks Analyst Insights💡 👤 Analysts: Patrick MoorheadRobert KramerMatt KimballBill CurtisJason AndersenPaul Smith-GoodsonAnshel SagandMelody Brue (@PatrickMoorhead @RobKramer_Data @MattKimball_MIS @factoryguy @JasonTAndersen @Moor_Quantum @anshelsag @MelodyBrue) https://moorinsightsstrategy.com/mis-weekly-analyst-insights-week-ending-february-6-2026/ https://moorinsightsstrategy.com/mis-weekly-analyst-insights-week-ending-february-6-2026/"
X Link 2026-02-16T20:24Z [----] followers, [---] engagements
"The Week Ahead In Technology from CEO & Chief Analyst @PatrickMoorhead ➡ 🔥Agentic coding heats up: @OpenAI Codex + @AnthropicAI Opus [---]. 🔥Consumer AI stays hot with @amazon Alexa+ 💰Earnings: $CSCO $AMAT $ANET $DDOG $NET $LSCC. Watch AI infra spend + power constraints + time-to-value. https://twitter.com/i/web/status/2023532168937427405 https://twitter.com/i/web/status/2023532168937427405"
X Link 2026-02-16T22:57Z [----] followers, [---] engagements
"CEO & Chief Analyst Patrick Moorhead (@PatrickMoorhead) reflects back on his time at this years World Economic Forum and the developments that have happened in the industry since @wef [----] 💡🌎 💡Practical Enterprise AI Came Of Age At The [----] World Economic Forum Read more here ➡ https://www.forbes.com/sites/patrickmoorhead/2026/02/13/practical-enterprise-ai-came-of-age-at-the-2026-world-economic-forum/ https://www.forbes.com/sites/patrickmoorhead/2026/02/13/practical-enterprise-ai-came-of-age-at-the-2026-world-economic-forum/"
X Link 2026-02-16T22:58Z [----] followers, [--] engagements
"The Week Ahead In Technology from CEO & Chief Analyst @PatrickMoorhead ➡ 🔥Agentic coding heats up: @OpenAI Codex + @AnthropicAI Opus [---]. 🔥Consumer AI stays hot with @amazon Alexa+ 💰Earnings: $CSCO $AMAT $ANET $DDOG $NET $LSCC. Watch AI infra spend + power constraints + time-to-value. https://twitter.com/i/web/status/2023526837679210679 https://twitter.com/i/web/status/2023526837679210679"
X Link 2026-02-16T22:36Z [----] followers, [---] engagements
"Snowflake is moving AI ➡ from the back office to the business user VP & Principal Analyst @JasonTAndersen breaks down with @TheSixFiveMedia why @Snowflakes new Snowflake Intelligence platform matters: natural-language dashboards for everyday users paired with Cortex tools that let data scientists build agents once then scale them across the organization❄ 🎥Watch the short clip here: https://youtube.com/shorts/pAY2Al618OYsi=guQm_455fIy85LfB https://youtube.com/shorts/pAY2Al618OYsi=guQm_455fIy85LfB"
X Link 2026-02-17T01:08Z [----] followers, [--] engagements
"🎙 Just dropped a new episode of The Enterprise Apps Podcast We cover big moves in #AI #EnterpriseTech & data management: 🔹 Zoho Day [----] CEO shift & AI growth strategies. 🔹 SAP Business Data Cloud Unified structured & unstructured data powered by Databricks. 🔹 Snowflake & Anthropic AI Cortex Agents for smarter more accurate AI. 🔹 RingCentral AIR AI-powered receptionists to eliminate missed calls. What are your thoughts on AI in enterprise Drop a comment below. 👇"
X Link 2025-02-21T19:34Z [----] followers, [---] engagements
"New Research Paper from VP & Principal Analyst @RobKramer_Data 🎉 📌 @Microsoft's Data Strategy Drives Autonomous ERP Download the report here: https://moorinsightsstrategy.com/research-papers/research-paper-microsofts-data-strategy-drives-autonomous-erp/ https://moorinsightsstrategy.com/research-papers/research-paper-microsofts-data-strategy-drives-autonomous-erp/"
X Link 2025-03-05T15:42Z [----] followers, [--] engagements
"CEO & Chief Analyst @PatrickMoorhead on @BloombergTV talking about $HPQ earning & $DELL (not on this clip) ✨✅ Moor Insights & Strategy founder and CEO Patrick Moorhead reacts to HPs profit forecast. HP gave a profit outlook for the current quarter that fell short of expectations and said it will cut [----] to [----] workers through the end of the fiscal year https://t.co/YzLxdkCsFm https://t.co/NgiIJvvvZx Moor Insights & Strategy founder and CEO Patrick Moorhead reacts to HPs profit forecast. HP gave a profit outlook for the current quarter that fell short of expectations and said it will cut"
X Link 2025-03-05T16:20Z [----] followers, [---] engagements
"🎙 AI is transforming enterprise tech. On The Enterprise Apps Podcast @MelodyBrue & @RobKramer_Data break down the latest: 🔹 @Zoom's AI breakthrough "Chain of Thought" slashes token usage by 93% cutting costs & boosting efficiency. 🔹 @salesforce Agentforce 2dx Making AI-driven digital labor more scalable. 🔹 @IBM + @DataStax Strengthening Watson with NoSQL & vector databases. 🔹 @ServiceNow's expansion Enhancing manufacturing solutions with Quality [---]. 🔹 @Microsofts Autonomous ERP AI + automation redefine business operations. Dont miss this deep dive into the future of work. #AI"
X Link 2025-03-06T22:17Z [----] followers, [---] engagements
"The @Alienware refresh embodied @Dells renewed purpose to take all peripherals and not just monitors more seriously and to offer something more cohesive and competitive. 💡 @DellTechs Premium Approach to Gaming Peripherals with the Alienware Brand 👤 by VP & Principal Analyst @anshelsag 📍Read the full research note here: https://moorinsightsstrategy.com/research-notes/dells-premium-approach-to-gaming-peripherals-with-the-alienware-brand/ https://moorinsightsstrategy.com/research-notes/dells-premium-approach-to-gaming-peripherals-with-the-alienware-brand/"
X Link 2025-03-13T20:17Z [----] followers, [---] engagements
"The doubters said @Qualcomm could never get traction in #automotive behind the modem; they said it could never field a competitive PC platform; they said the company would never be a force in RF While the path will be difficult and there is a lot more work to be done my money is on Qualcomm becoming a player in the industrial space 💡 Qualcomm Showcases Diversification At #MWC25 Launches #Dragonwing Brand 👤 by CEO & Chief Analyst @PatrickMoorhead 📍Read the full story here: #cloud #IoT $QCOM"
X Link 2025-03-13T20:46Z [----] followers, [--] engagements
"Episode [---] of @TheSixFiveMedia Podcast is here with a new look 👀 Hosts @PatrickMoorhead & @danielnewmanUV are talking AI acquisitions @intels CEO shakeup tariff debates & market volatility💡 🎥Watch the full episode here: https://www.linkedin.com/posts/thesixfive_the-six-five-pod-episode-253-activity-7307400448641052672-2Ulxutm_source=share&utm_medium=member_ios&rcm=ACoAACjsHvIBW_5HezojdcdzYSU1wtoi3Y3AnOE https://www.linkedin.com/posts/thesixfive_the-six-five-pod-episode-253-activity-7307400448641052672-2Ulxutm_source=share&utm_medium=member_ios&rcm=ACoAACjsHvIBW_5HezojdcdzYSU1wtoi3Y3AnOE"
X Link 2025-03-18T03:26Z [----] followers, [---] engagements
"VP & Principal Analyst @WillTownTech moderating a great panel at @Synopsys Executive Forum 💡 Live from todays Executive Forum thought leaders discussing custom high bandwidth memory for #AI. The future is very bright for this technology. As we move faster it will make its way into many applications and thats good for the entire industry. https://t.co/Xclvnn7mRm Live from todays Executive Forum thought leaders discussing custom high bandwidth memory for #AI. The future is very bright for this technology. As we move faster it will make its way into many applications and thats good for the"
X Link 2025-03-20T20:37Z [----] followers, [---] engagements
"🚨Enterprise executives looking to adopt AI tend to grapple with two key questions: 🔹 How do we start 🔹And where do we start This research paper from VP & Principal Analyst @Moor_Quantum dives into the @Dell Technologies AI Factory & answers both questions 💡Building AI Infrastructure that Drives Innovation $DELL 📍Full Research Paper here: https://moorinsightsstrategy.com/research-papers/research-paper-building-ai-infrastructure-that-drives-innovation/ https://moorinsightsstrategy.com/research-papers/research-paper-building-ai-infrastructure-that-drives-innovation/"
X Link 2025-03-20T20:44Z [----] followers, [--] engagements
"EP40 of the MI&S Datacenter Podcast: Talking @Google Acquires @Wiz_io Canada Does Quantum @Softbank Acquires @Amperecomputing @NVIDIA GTC Rundown $GOOG $SFTBY $NVDA https://x.com/i/broadcasts/1YpKkBMpVZyxj https://x.com/i/broadcasts/1YpKkBMpVZyxj"
X Link 2025-03-24T19:37Z [----] followers, [---] engagements
"💡 Putting Zero Trust to Work in the Post-Quantum Era with @HPE_labs ✅ 👤 by VP & Principal Analyst @MattKimball_MIS 📍Read the full research brief here: https://moorinsightsstrategy.com/research-papers/research-brief-putting-zero-trust-to-work-in-the-post-quantum-era/ https://moorinsightsstrategy.com/research-papers/research-brief-putting-zero-trust-to-work-in-the-post-quantum-era/"
X Link 2025-03-28T02:37Z [----] followers, [---] engagements
"Moor Insights & Strategy believes that @IBMs acquisition of HashiCorp leaves IBM well positioned to address these demands by simplifying infrastructure operational control lowering costs and hardening security through higher degrees of automation and the ability to support the application of next-generation AI operations aimed at optimizing business outcomes 💡 @IBM + @HashiCorp Delivering Infrastructure Automation At Scale 👤 by VP & Principal Analyst @WillTownTech 📍 Read the full research paper here:"
X Link 2025-03-28T02:49Z [----] followers, [---] engagements
"EP41 MI&S Datacenter Pod: Insights From @PaloAltoNtwks Ignite NYC Dirty Little LLM Secrets @Intel Vision - Reasons To Be Optimistic @NTTPR Upgrade Preview @Darpa Does Quantum Benchmarking @Broadcom VMware Revenues Soar $PANW $INTC $AVGO https://x.com/i/broadcasts/1vAGRDRwnngxl https://x.com/i/broadcasts/1vAGRDRwnngxl"
X Link 2025-04-07T15:43Z [----] followers, [---] engagements
"With the rapid evolution of AI we are entering a new era: the dawn of physical AI At #SXSW [----] industry leaders Dr. Anirudh Devgan @Cadence CEO; Sir Tim Berners-Lee inventor of the World Wide Web; Tye Brady chief technologist at @Amazon Robotics; and Dr. Andrea L. Thomaz CEO of @DiligentRobots discussed the transition from AI infrastructure to systems that can interact with and manipulate their physical environments. 💡 In VP & Principal Analyst @MelodyBrues article she explores the topics from the SXSW [----] panel further 🔮 Dr. Devgan's insights on the evolution of AI through distinct"
X Link 2025-04-08T15:45Z [----] followers, [---] engagements
"Episode [---] of @TheSixFiveMedia Podcast is here hosted by @PatrickMoorhead & @danielnewmanUV 👏🏻✅ They cover AI models Lip-Bu Tans Intel Corporation Vision keynote and what the markets latest meltdown means for the tech sector🚨 4:03 - @Microsoft consumer Copilot features unveiled 12:30 - @Qualcomm expands IoT footprint through acquisitions 22:28 - @intel Corporation Vision event: CEO's first keynote 30:50 - Debating TSMC -Intel rumors/collaboration 38:51 - Bulls and Bears: Analyzing market turbulence 📈📉 42:27 - Executive strategies amid tariff uncertainties 47:04 - Trade wars: More than"
X Link 2025-04-08T15:53Z [----] followers, [---] engagements
"@MediaTek has been on a roll recently hot off its major partnership with @nvidia for the DGX Spark AI chip which powers the many DGX-based products from Nvidia partners @ASUS @Dell Technologies and @HP. In that partnership MediaTek contributed its Arm CPU know-how and some other IP to enable Nvidias most powerful small form factor AI solution 💡MediaTek Boosts Premium Lineup With Kompanio Ultra And Dimensity 9400+ 💡 👤 by VP & Principal Analyst Anshel Sag (@anshelsag) ✅ Read the full article here:"
X Link 2025-04-15T18:47Z [----] followers, [----] engagements
"MLB 🤝 @googlecloud ☁⚾ VP & Principal Analyst @RobKramer_Data was @Google Cloud Next '25 last week ☁ While there he recorded a podcast with Rob Engel VP of Software Engineering at @MLBplayersMLB about how the league is leveraging dataand AI from @googlecloud to change how baseball is watched and experienced ⚾ Since teaming up with Google @MLB has taken a major step in how it usescloud technology tracking millions of data points in each game to improve team performance deliver instant updates and create more personalized experiences for fans. 🤝 🚨Stay tuned for the full release of this"
X Link 2025-04-15T19:16Z [----] followers, [---] engagements
"In our latest research paper analyst @anshelsag examines the shift toward hybrid AI-powered cybersecurity what an AI-powered PC with @intel vPro means for users and the key role it plays in scaling endpoint protection. Download the report👇 https://moorinsightsstrategy.com/research-papers/research-paper-on-device-security-in-the-ai-pc-era/ https://moorinsightsstrategy.com/research-papers/research-paper-on-device-security-in-the-ai-pc-era/"
X Link 2025-04-21T19:51Z [----] followers, [---] engagements
"Thrilled to announce that @MichaelDell - Founder Chairman and CEO of @Dell Technologies will deliver the Show Opening Keynote at @TheSixFiveMedia Six Five Media Summit: AI Unleashed [----] 💡Mark your calendars & register for access here: http://sixfivemedia.com/summit http://sixfivemedia.com/summit"
X Link 2025-05-01T00:15Z [----] followers, [----] engagements
"New Analyst Insight from @RobKramer_Data: AI + baseball = game changer ⚾ @MLB's Data Revolution How @googlecloud and AI Are Transforming Baseball 👇 https://moorinsightsstrategy.com/analyst-insight-mlbs-data-revolution-how-google-cloud-and-ai-are-transforming-baseball/ https://moorinsightsstrategy.com/analyst-insight-mlbs-data-revolution-how-google-cloud-and-ai-are-transforming-baseball/"
X Link 2025-05-05T23:50Z [----] followers, [---] engagements
"Enterprise App Pod is LIVE @MelodyBrue and @RobKramer_Data break down @IBM Think with Robert on the ground in Boston. Tune in $IBM https://x.com/i/broadcasts/1rmxPyPlONDKN https://x.com/i/broadcasts/1rmxPyPlONDKN"
X Link 2025-05-12T22:22Z [----] followers, [---] engagements
"Our analysts are busy attending many different events this week. -@DellTech World: @PatrickMoorhead and @MattKimball_MIS -@SAP Sapphire: @RobKramer_Data -@Microsoft BUILD: @JasonTAndersen -@ExtremeNetworks: Connect @WillTownTech - @Google I/O: @anshelsag - @Hitachi Digital Services: @factoryguy Oh and @ryanshrout President of @Signal_65 is at Computex"
X Link 2025-05-18T21:26Z [----] followers, [----] engagements
"@TDreyerCX @kiramakagon @RingCentral We are thrilled to have @kiramakagon joining us"
X Link 2025-05-22T21:28Z [----] followers, [--] engagements
"CEO and chief analyst @PatrickMoorhead joined @YahooFinance's @joshuahlipton to discuss: ⚪ NVIDIA's Blackwell chips ⚪ Salesforce acquiring Informatica for $8 billion ⚪ What investors are watching for in the next phase for $NVDA and $CRM Demand for @NVIDIA's Blackwell chips is EXPLODING Our co-founder and chief analyst @PatrickMoorhead of @MoorInsStrat breaks down why everyone's watching this next phase on @YahooFinance. Don't miss his expert insights 👇https://t.co/LxaBMSa9Oh Demand for @NVIDIA's Blackwell chips is EXPLODING Our co-founder and chief analyst @PatrickMoorhead of @MoorInsStrat"
X Link 2025-05-28T21:58Z [----] followers, [---] engagements
"We present to you. The Semiconductor Track at @TheSixFiveMedia Summit. Tune in for more on the powerhouses that fuel the AI universe. ⚡ Semiconductors have a huge role to play in the AI Era and they'll be front and center at The Six Five Summit: AI Unleashed [----] Paul Cho President of @SamsungDSGlobal will kick off the Semiconductors sessions as the track opener. Youll also hear from leaders at: 🔹 https://t.co/8SBfi47VWh ⚡ Semiconductors have a huge role to play in the AI Era and they'll be front and center at The Six Five Summit: AI Unleashed [----] Paul Cho President of @SamsungDSGlobal will"
X Link 2025-06-04T18:04Z [----] followers, [---] engagements
"Big News 📢 We are thrilled to welcome Erin Zehr (@rheznire) as Senior Advisor to the CEO (@PatrickMoorhead) at Moor Insights & Strategy With over [--] years in corporate communications analyst relations and strategic marketing including a decade at Dell Technologies as VP of Global Analyst Relations Erin brings deep expertise in guiding technology vendors partners and clients toward long-term success. Her client-centered approach clear communication and proven leadership have shaped major industry events and business strategies. 🎉Were excited to have Erins experience and collaborative spirit"
X Link 2025-06-09T22:49Z [----] followers, [----] engagements
"❄ Its a blizzard of insights at @Snowflake Summit [----] The Enterprise App Pod is here with @MelodyBrue & @RobKramer_Data breaking down what matters. We dig into @SAP Sapphire @Box and plenty more.🎙📊$SAPSE $SNOW $BOX https://x.com/i/broadcasts/1yoKMojjRBRJQ https://x.com/i/broadcasts/1yoKMojjRBRJQ"
X Link 2025-06-11T17:07Z [----] followers, [---] engagements
"Zscaler Is on a Mission to Deliver Zero Trust Everywhere @zscaler 👤 Written by VP & Principal Analyst @WillTownTech https://moorinsightsstrategy.com/research-notes/zscaler-is-on-a-mission-to-deliver-zero-trust-everywhere/ https://moorinsightsstrategy.com/research-notes/zscaler-is-on-a-mission-to-deliver-zero-trust-everywhere/"
X Link 2025-06-11T19:17Z [----] followers, [---] engagements
"📢 @TheSixFiveMedia Six Five Summit: Coming up next at 11:10 CT Accelerating Energy-Efficient Computing Featuring Applied Materials' (@Applied4Tech) Tristan Holtam Group Vice President of Corporate Strategy and Development. While AI is positioned to unlock unprecedented gains in global productivity constructing the computing superstructure will significantly alter the demand curve for energy. To enable continued progress in high-performance computing the semiconductor industry needs to deliver a [-----] times improvement in the energy efficiency of data center hardware over the next [--] years."
X Link 2025-06-16T16:06Z [----] followers, [---] engagements
"Tune in to @TheSixFiveMedia Six Five Summit NOW for a semiconductor spotlight: AI Infrastructure Connectivity: Strategies and Recommendations from @Broadcom. In this insightful conversation Jas Tremblay General Manager of Broadcoms Data Center Solutions Group chats with David Nicholson (@MasSubestimado) and explores the evolving challenges companies face as they build and scale AI infrastructure. Link to register and watch in comments. $AVGO"
X Link 2025-06-16T16:47Z [----] followers, [---] engagements
"Who else is binge-watching @TheSixFiveMedia Six Five Summit 🍿 There's more to come today 👇 Infrastructure Innovations to Accelerate Your AI Solutions Today with Google Cloud's Sachin Gupta The New Rules of the Cloud: AI and Multicloud with Oracle's Karan Batta IBM z17 Makes More Possible with IBMs Ross Mauri Day [--] Wrap Up: Hosts Dave Nicholson Keith Townsend and Lisa Martin close out Day [--] with a fast-paced debrief on standout moments and a quick pulse check on where the conversations are headed as we gear up for Day [--] of AI Unleashed. @MasSubestimado @CTOAdvisor @LisaMartinTV $IBM $GOOG"
X Link 2025-06-16T19:22Z [----] followers, [---] engagements
"Today is just the first day of the @TheSixFiveMedia Summit: AI Unleashed [----] ✅ Tune in June 16-19 to hear from execs from @DellTech @Adobe @Arm @awscloud @IBM @Cisco @googlecloud @salesforce & more Join techs top leaders exploring the next frontier of AI at The Six Five Summit: AI Unleashed [----]. 🗓 June [----] Hear from execs at @DellTech @Adobe @Arm @AWSCloud @IBM @Cisco @GoogleCloud @Salesforce & more. 100% Virtual & Free to attend. 👉 Register now: https://t.co/XMaC3vbAqC Join techs top leaders exploring the next frontier of AI at The Six Five Summit: AI Unleashed [----]. 🗓 June [----] Hear"
X Link 2025-06-16T20:40Z [----] followers, [----] engagements
"Platform security took center stage at #HPEDiscover [----]. 🔐 From firmware to runtime HPEs focus on securing the full stack is a game-changer. 💡 Smart insights from @MattKimball_MIS: https://moorinsightsstrategy.com/analyst-insight-hpe-discover-2025-and-platform-security/ https://moorinsightsstrategy.com/analyst-insight-hpe-discover-2025-and-platform-security/"
X Link 2025-06-17T19:38Z [----] followers, [--] engagements
"With @HPE Discover hitting Las Vegas next week expect agentic AI to take center stage. However analyst @MattKimball_MIS says platform security anchored in iLO [--] is critical to securing the AI-powered enterprise. 🔗Read the full analysis here: https://moorinsightsstrategy.com/analyst-insight-hpe-discover-2025-and-platform-security/ https://moorinsightsstrategy.com/analyst-insight-hpe-discover-2025-and-platform-security/"
X Link 2025-06-17T23:05Z [----] followers, [---] engagements
"🚨 Did you catch Day [--] of The Six Five Summit 🚨 Today we started with a bold vision for the future of work and productivity. Speaker Savinay Berry (@berrysav) EVP & Chief Product Officer at @OpenText delivered the final day opening keynote at on "Unlocking the Power of Applied AI: The Rise of the Digital Knowledge Worker. We discovered how applied AI is transforming how we workempowering people automating complexity and ushering in the era of the digital knowledge worker. ✅ #SixFiveSummit #AIUnleashed #OpenText http://sixfivemedia.com/summit http://sixfivemedia.com/summit"
X Link 2025-06-19T21:58Z [----] followers, [--] engagements
"The Enterprise App Pod is LIVE with @MelodyBrue and @RobKramer_Data breaking down what matters. Were talking about the GAI cognitive tax Oracle Salesforce data security and plenty more. Join the conversation 🎙📊$ORCL $CRM https://x.com/i/broadcasts/1OwxWXQkzVeKQ https://x.com/i/broadcasts/1OwxWXQkzVeKQ"
X Link 2025-06-27T14:57Z [----] followers, [--] engagements
"🚨@AMD Keeps Building Momentum In AI With Plenty Of Work Still To Do 🚨 CEO & Chief Analyst @PatrickMoorhead talks about what he learned while at AMDs Advancing AI Event 💡 https://www.forbes.com/sites/patrickmoorhead/2025/06/27/amd-keeps-building-momentum-in-ai-with-plenty-of-work-still-to-do/ https://www.forbes.com/sites/patrickmoorhead/2025/06/27/amd-keeps-building-momentum-in-ai-with-plenty-of-work-still-to-do/"
X Link 2025-06-27T22:44Z [----] followers, [----] engagements
"EP45 of the MI&S Datacenter Podcast: Talking @Cisco Charts Its Agentic AI Course @AMD Launches The Latest Salvo In The AI Silicon War Is The @Google - Wiz Tie-Up In Jeopardy @PureStorage Cloudifies Storage With EDC $CSCO $AMD $GOOG $PSTG https://x.com/i/broadcasts/1lDxLzywyZkGm https://x.com/i/broadcasts/1lDxLzywyZkGm"
X Link 2025-06-30T15:41Z [----] followers, [---] engagements
"🔥 Hot take on @HPE's soon-to-close acquisition of Juniper Networks from @WillTownTech VP & Principal Analyst who leads the telecom networking and security practices for Moor Insights & Strategy. 👀 Stay tuned for his research paper that chronicles the evolution of networking and dives deeper into the potential that the tie-up between HPE and Juniper could bring to the broader IT and OT enterprise infrastructure market. Coming soon 💥"
X Link 2025-07-02T15:24Z [----] followers, [---] engagements
"Our latest research report from analyst @WillTownTech explores how @fastly helps enterprise IT teams navigate complex infrastructures by enabling secure efficient development without sacrificing agility. Read the full report 👇 https://moorinsightsstrategy.com/research-papers/research-report-enabling-innovation-and-security-within-the-developer-journey/ https://moorinsightsstrategy.com/research-papers/research-report-enabling-innovation-and-security-within-the-developer-journey/"
X Link 2025-07-02T16:22Z [----] followers, [---] engagements
"OCIxAI Partnership Signals A Different Cloud Approach To AI 💡 @Oracle 🤝 @xai VP & Pricipal Analyst @MattKimball_MIS discusses #OracleCloudInfrastructure & #xAIs new partnership. https://www.forbes.com/sites/moorinsights/2025/07/01/ocixai-partnership-signals-a-different-cloud-approach-to-ai/ https://www.forbes.com/sites/moorinsights/2025/07/01/ocixai-partnership-signals-a-different-cloud-approach-to-ai/"
X Link 2025-07-02T21:43Z [----] followers, [---] engagements
"The evolution of networking has been remarkable From the first networks in the 60s to today's AI-driven solutions connectivity has transformed how we work and collaborate. @WillTownTech's latest research explores the @HPE and @JuniperNetworks tie-up and how AI is set to redefine enterprise networking once again. 🌐💡 🔗 Link to the full research paper in comments"
X Link 2025-07-03T14:22Z [----] followers, [---] engagements
"📰BIG News Video 🎬🎙Join in on the conversation Moor Insights & Strategy CEO and chief analyst @PatrickMoorhead and VP & principal analyst @WillTownTech sit down with @HPE president and CEO @AntonioNeri_HPE on the heels of the company's @JuniperNetworks acquisition. 🔗 Link in comments"
X Link 2025-07-03T15:02Z [----] followers, [----] engagements
"https://www.hpe.com/h22228/video-gallery/us/en/v100007608/moor-insights-interview--antonio-neri-on-hpe-s-acquisition-completion-of-juniper-networks--12-12--/video/ https://www.hpe.com/h22228/video-gallery/us/en/v100007608/moor-insights-interview--antonio-neri-on-hpe-s-acquisition-completion-of-juniper-networks--12-12--/video/"
X Link 2025-07-03T15:03Z [----] followers, [--] engagements
"Hear about his entrepreneurial journey AI's future and Dell's culture of innovation from @MichaelDell in his conversation with @PatrickMoorhead & @danielnewmanUV during this years @TheSixFiveMedia Summit: AI Unleashed $DELL @DellTech @Dell 🚀 http://sixfivemedia.com/sessions/micha http://sixfivemedia.com/sessions/micha"
X Link 2025-07-07T19:28Z [----] followers, [--] engagements
"BTS from Moor Insights & Strategy CEO and chief analyst @PatrickMoorhead and VP & principal analyst @WillTownTech sit down conversation with @HPE president and CEO @AntonioNeri_HPE on the heels of the company's @JuniperNetworks acquisition. 🚨"
X Link 2025-07-07T19:33Z [----] followers, [---] engagements
"🚨@IBM Aims to Expand Its Infrastructure Market Reach with #Power11🚨 👤By Patrick Moorhead (@PatrickMoorhead) & Matthew Kimball (@MattKimball_MIS) https://www.forbes.com/sites/patrickmoorhead/2025/07/14/ibm-aims-to-expand-its-infrastructure-market-reach-with-power11/ https://www.forbes.com/sites/patrickmoorhead/2025/07/14/ibm-aims-to-expand-its-infrastructure-market-reach-with-power11/"
X Link 2025-07-15T20:18Z [----] followers, [---] engagements
"Future of Work and Collaboration Principal Analyst @MelodyBrue is attending @Zoom's "big tent" event Perspectives. Check out her hot takes for her perspective on Perspective. 😉 $ZM Good morning @Zoom Perspectives. Hearing from @ericsyuan on company strategy and vision. More to come on AI dev ecosystem and lots of CX. https://t.co/0IFPvvIBss Good morning @Zoom Perspectives. Hearing from @ericsyuan on company strategy and vision. More to come on AI dev ecosystem and lots of CX. https://t.co/0IFPvvIBss"
X Link 2025-07-16T16:24Z [----] followers, [---] engagements
"VP & Principal Analyst @RobKramer_Data joined @nysetv at @NYSE in the Big 🍎to discuss how AI is changing the workplace. Great insights including: 💡Expect a strategic workforce evolution as AI redefines roles not just replaces them. 💡Embrace Industry 5.0: It's all about the symbiotic human-robot workforce. 💡No sector is immune: AI will drive new efficiencies in manufacturing finance and healthcare via predictive analytics and optimized data management. 💡AI's role in education is clear: Augment learning with clear boundaries against misuse. 💡Sports analytics will level up: AI enhances"
X Link 2025-07-17T15:01Z [----] followers, [----] engagements
"EP46 MI&S Datacenter Podcast: Talking @PaloAltoNetworks & @Okta Partnership @Microsoft Atom Computing & Magne @awscloud Summit & The Agentic Lifecycle @Zscalers Zero Trust Solution Scales @qctrolhq Next-Gen Naval Nav @IBM Power11 & TAM Expansion https://x.com/i/broadcasts/1vAGRDAprzyxl https://x.com/i/broadcasts/1vAGRDAprzyxl"
X Link 2025-07-17T15:34Z [----] followers, [---] engagements
"BROADCAST ANALYSIS: CEO @PatrickMoorhead Discusses U.S. Trade Rules Impact on Chip Industry on Yahoo Finance July [--] [----] $AMD $NVDA $ASML $TSM $INTC https://moorinsightsstrategy.com/research-notes/broadcast-analysis-patrick-moorhead-discusses-xxx-on-yahoo-finance-july-16-2025/ https://moorinsightsstrategy.com/research-notes/broadcast-analysis-patrick-moorhead-discusses-xxx-on-yahoo-finance-july-16-2025/"
X Link 2025-07-20T15:07Z [----] followers, [----] engagements
"CEO & Chief Analyst @PatrickMoorhead will be attending Winning the AI Race tomorrow in Washington DC @POTUS will be kicking off the event"
X Link 2025-07-22T19:11Z [----] followers, [---] engagements
"This week on the Game Time Tech Podcast @MelodyBrue and @RobKramer_Data look at the tech driving todays sports world. Lewis Smithingham (@smithingham) of Media.Monks joins to share @Monks_TS improving everything from live production to fan engagement. https://x.com/i/broadcasts/1ynJOlyjmPvxR https://x.com/i/broadcasts/1ynJOlyjmPvxR"
X Link 2025-07-23T20:27Z [----] followers, [---] engagements
"CEO & Chief Analyst @PatrickMoorhead & @AMD CEO @LisaSu waiting for the @POTUS to go onstage in Washington DC 👏"
X Link 2025-07-23T21:36Z [----] followers, [--] engagements
"Dont miss @MattKimball_MIS tomorrow live on @Synopsys #LinkedInEvent 🎥 Our big #LinkedInEvent happens tomorrow Dont miss this exclusive panel discussion on the future of AI infrastructure with UALink: https://t.co/eKrAOZ2LXv 📅 July [--] 11a PDT 🎙 Experts from @AMD @AsteraLabs Synopsys & @MoorInsStrat. https://t.co/RmhyO58Dh4 Our big #LinkedInEvent happens tomorrow Dont miss this exclusive panel discussion on the future of AI infrastructure with UALink: https://t.co/eKrAOZ2LXv 📅 July [--] 11a PDT 🎙 Experts from @AMD @AsteraLabs Synopsys & @MoorInsStrat. https://t.co/RmhyO58Dh4"
X Link 2025-07-28T15:21Z [----] followers, [---] engagements
"Happy Monday Episode [---] of @TheSixFiveMedia podcast is out 🚨🎙 👥 Hosts @PatrickMoorhead & @danielnewmanUV are talking 5:57 The EU's $40 billion euro AI chip purchase plan 💰 15:06 Palo Alto Networks potential acquisition of CyberArk 🤖 $PANW 20:55 NVIDIAs H20 & H100 chips and China's concerns 👀 $NVDA 26:41 Intel Corporations 14A Foundry strategy debate 🔥 $INTC 34:47 📊 Tech earnings and economic factors impacting markets (Bulls & Bears) 42:05 🔹Amazons strong quarter and Amazon Web Services (AWS) growth $AMZN 51:45 🔹Apples earnings and AI strategy questions $AAPL 56:51 🔹Microsofts"
X Link 2025-08-04T16:13Z [----] followers, [---] engagements
"CEO Perspective: The Week Ahead 📆🔎🚨 Heres what @PatrickMoorhead is following this week in Tech Earnings Tech Tarriffs and Tech Events"
X Link 2025-08-04T19:28Z [----] followers, [--] engagements
"LIVE @MelodyBrue & @RobKramer_Data dive into Industry [---] where AI meets human collaboration and unpack what it means for the future of work. We break down Adobe Analytics data about GenAI search Figmas IPO path and Mitels future. $ADBE $FIG $MITL https://x.com/i/broadcasts/1LyxBWWqoQPKN https://x.com/i/broadcasts/1LyxBWWqoQPKN"
X Link 2025-08-05T17:17Z [----] followers, [---] engagements
"🚨LIVE 🎙Game Time Tech Ep [--] This week @melodybrue and @RobKramer_Data look at the @IBM technology used at @Wimbledon details on the @premierleague and @Globant's "AI or Die" warning. $IBM $ADBE $MSFT $GLOB https://x.com/i/broadcasts/1PlKQMOWPLqKE https://x.com/i/broadcasts/1PlKQMOWPLqKE"
X Link 2025-08-06T20:12Z [----] followers, [---] engagements
"Cyber threats are evolving rapidly with the advent of generative AI. Reactive security isnt enough. New research brief from @WillTownTech: @Infoblox - Preemptive Security Leveraging The Power of DNS Download the brief here: #CyberSecurity #AI #DNS #Infoblox #ThreatIntel #CyberDefense #NetworkSecurity https://moorinsightsstrategy.com/research-papers/infoblox-preemptive-security-leveraging-the-power-of-dns/ https://moorinsightsstrategy.com/research-papers/infoblox-preemptive-security-leveraging-the-power-of-dns/"
X Link 2025-08-06T21:29Z [----] followers, [---] engagements
"EP48 of the MI&S Datacenter Podcast: Talking Insights from @BlackHatEvents USA [----] 95% Cant Be Wrong Musing on @AMD Earnings @Infobloxs precrime capabilities Datacenters From Bits to Qubits @NVIDIA & AI for the Masses $AMD $NVDA https://x.com/i/broadcasts/1djxXVWVWpdGZ https://x.com/i/broadcasts/1djxXVWVWpdGZ"
X Link 2025-08-11T15:35Z [----] followers, [---] engagements
"CEO & Chief Analyst Patrick Moorhead (@PatrickMoorhead) gives us the scoop on his meeting with @Qualcomm execs and what their plans for growth look like in #Automotive #IT and Beyond 🚀🚨 $QCOM https://www.forbes.com/sites/patrickmoorhead/2025/08/08/qualcomm-execs-discuss-plans-for-growth-in-automotive-iot-and-beyond/ https://www.forbes.com/sites/patrickmoorhead/2025/08/08/qualcomm-execs-discuss-plans-for-growth-in-automotive-iot-and-beyond/"
X Link 2025-08-11T20:22Z [----] followers, [---] engagements
"Last week in review 🔙📈📝🎥 Our MI&S team published [--] deliverables: [--] Forbes Articles [--] Research Papers [--] Research Notes [--] Analyst Insights [--] Podcasts President Trumps call for @intel Corporation CEO Lip-Bu Tan to resign was top news; @PatrickMoorhead appeared on @CNBCOvertime to summarize the issues at hand. 🚨 MI&S analysts were also quoted in top-tier global publications including the BBC Fierce Networks Business Today Investors Observer Mobile World The Times and Reuters. 🗞📰 Patrick Moorhead was also a guest on The Prof G Pod to discuss @AMDs recent earnings 💰 ✈ This month our"
X Link 2025-08-13T02:49Z [----] followers, [---] engagements
"This week on Game Time Tech @MelodyBrue and @RobKramer_Data break down the new technology making its mark at the @usopen and whats on the horizon for the [----] @NFL and @F1 seasons. Join us 🎙 $IBM $ADBE $AMZN $CDNS $QCOM $LNVGY https://x.com/i/broadcasts/1DXxyWmlnLEGM https://x.com/i/broadcasts/1DXxyWmlnLEGM"
X Link 2025-08-13T19:05Z [----] followers, [---] engagements
"Palo Alto Networks Completes Its Platform Play With CyberArk Deal ✨ What will this tie-up produce both short and long term and how might customers benefit💡 Find out more in this new piece by Will Townsend (@WillTownTech) 🔥📝 @PaloAltoNtwks @CyberArk https://www.forbes.com/sites/moorinsights/2025/08/13/palo-alto-networks-completes-its-platform-play-with-cyberark-deal/ https://www.forbes.com/sites/moorinsights/2025/08/13/palo-alto-networks-completes-its-platform-play-with-cyberark-deal/"
X Link 2025-08-13T22:25Z [----] followers, [---] engagements
"New @msiUSA Titan [--] HX AI Gaming with @intel 285HX A Desktop Masquerading as a Laptop 🎭🚨👾 VP & Principal Analyst Anshel Sag (@anshelsag) brings us along his experience with this new [--] laptop💡 https://moorinsightsstrategy.com/research-notes/msi-titan-18-hx-ai-gaming-with-intel-285hx-a-desktop-masquerading-as-a-laptop/ https://moorinsightsstrategy.com/research-notes/msi-titan-18-hx-ai-gaming-with-intel-285hx-a-desktop-masquerading-as-a-laptop/"
X Link 2025-08-13T22:45Z [----] followers, [---] engagements
"Diving deep into the MSI Titan [--] HX AI - a true desktop replacement that pushes the boundaries of laptop gaming 🎮💻 VP & Principal Analyst @anshelsag is impressed by its beyond-4K 120Hz miniLED display Intel 285HX processor and NVIDIA RTX [----] GPU. But with great power comes great heat - this beast runs hot 🔥 What's your take on sacrificing portability for raw performance https://moorinsightsstrategy.com/research-notes/msi-titan-18-hx-ai-gaming-with-intel-285hx-a-desktop-masquerading-as-a-laptop/"
X Link 2025-08-14T20:07Z [----] followers, [---] engagements
"LIVE Ep [--] of the Enterprise App Pod @MelodyBrue & @RobKramer_Data talk Google AI tools for college students new AI foundations in Google Data Cloud Salesforces Waii acquisition and Workvivo's study on the frontline gap. $GOOG $GOOGL $CRM $MSFT $ZM https://x.com/i/broadcasts/1BdGYZjWqLDJX https://x.com/i/broadcasts/1BdGYZjWqLDJX"
X Link 2025-08-14T21:42Z [----] followers, [---] engagements
"Tech talk time 🎙 Our CEO and chief analyst @PatrickMoorhead breaks down @AMD's Q2 performance on the Prof G Pod. From beating revenue expectations to potential trillion-dollar market cap discussions it's packed with juicy insights. Perfect weekend brain food for the tech-savvy 🧠 💼 $AMD https://moorinsightsstrategy.com/research-notes/broadcast-analysis-patrick-moorhead-discusses-amd-q2-earnings-on-the-prof-g-pod-august-6-2025/ https://moorinsightsstrategy.com/research-notes/broadcast-analysis-patrick-moorhead-discusses-amd-q2-earnings-on-the-prof-g-pod-august-6-2025/"
X Link 2025-08-16T19:47Z [----] followers, [----] engagements
"Whats Patrick Moorhead (@PatrickMoorhead) talking This Week In Technology 🎥 product leaps key earnings and a notable geopolitical moment in tech 🔹 Events: @gamescom kicks off in Cologne with major PC & console reveals. 🔹 Products: @Google is unveiling the Pixel [--] series and Pixel Watch [--] with Tensor G5 Qi2 charging and AI enhancements. 🔹 Earnings: @PaloAltoNtwks @ADI_News @Keysight Technologies @Workday @Intuit @Zoom 🔹 Carry-over: @intel Corporation CEO met with U.S. leadership at the White House raising discussion about potential government involvement. NVIDIA remains central amid"
X Link 2025-08-19T01:27Z [----] followers, [---] engagements
"Join @RobKramer_Data and @MelodyBrue for Ep [--] of Enterprise Apps Pod They are talking Oracles new EHR system Adobe Acrobat Studio and Salesforces latest acquisition strategy. Tune in for analysis on whats shaping enterprise tech. $ORCL $ADBE $CRM https://x.com/i/broadcasts/1nAKEEmMwOkKL https://x.com/i/broadcasts/1nAKEEmMwOkKL"
X Link 2025-08-19T20:16Z [----] followers, [---] engagements
"CEO & Chief Analyst @PatrickMoorhead shared insights on @CNBC Power Lunch about potential U.S. government investment in @Intel's foundry business. He emphasized the strategic importance for national security and maintaining American leadership in AI and chip manufacturing. 💡 Read the broadcast summary here: 🔗 https://moorinsightsstrategy.com/research-notes/broadcast-analysis-patrick-moorhead-discusses-intel-on-cnbc-power-lunch-august-15-2025/ https://moorinsightsstrategy.com/research-notes/broadcast-analysis-patrick-moorhead-discusses-intel-on-cnbc-power-lunch-august-15-2025/"
X Link 2025-08-19T23:19Z [----] followers, [----] engagements
"Our VP & Principal Analyst @anshelsag puts the @HP ZBook Ultra G1a through its paces in his latest research note. 🏋♂ From content creation to AI workloads discover how this 14-inch mobile powerhouse with @AMD's Ryzen AI Max+ [---] stacks up. Uncover the pros cons and future potential of this unique mobile workstation 📊🔬 https://moorinsightsstrategy.com/research-notes/zbook-ultra-g1a-review-a-powerful-compact-workstation-with-amd-strix-halo/ https://moorinsightsstrategy.com/research-notes/zbook-ultra-g1a-review-a-powerful-compact-workstation-with-amd-strix-halo/"
X Link 2025-08-20T00:15Z [----] followers, [---] engagements
"Signal65s new piece on @HP and @AMD in the Commercial PC Space 💡@Signal_65 🚨HPs new EliteBook [--] G1a series powered by @AMDRyzen AI PRO [---] Series processors represents a significant generational leap in business laptop performance and AI capabilities🚨 🎥 AI-First #Enterprise Computing Has Arrived: The EliteBook [--] G1a demonstrates that on-device AI is moving from experimental to essential with [--] TOPS of NPU performance enabling local large language model inference real-time video effects and AI-assisted productivityall without cloud dependency. 🔋 Dramatic Efficiency Gains Signal Platform"
X Link 2025-08-21T18:24Z [----] followers, [----] engagements
"🚨 Fresh New Take on @Qualcomm 🚨 Our CEO & Chief Analyst @PatrickMoorhead had great conversations with @Qualcomm leaders about how the company is growing and innovating. From building a strong tech ecosystem to expanding into automotive IoT and energy-efficient computing theres a lot happening This is a must-read. Check out the full analysis for all the exclusive insights 💡 🔗 https://moorinsightsstrategy.com/qualcomm-execs-discuss-plans-for-growth-in-automotive-iot-and-beyond/ https://moorinsightsstrategy.com/qualcomm-execs-discuss-plans-for-growth-in-automotive-iot-and-beyond/"
X Link 2025-08-22T17:06Z [----] followers, [---] engagements
"🚨 Fresh New Take on @Qualcomm 🚨 Our CEO & Chief Analyst @PatrickMoorhead had great conversations with @Qualcomm leaders about how the company is growing and innovating. From building a strong tech ecosystem to expanding into automotive IoT and energy-efficient computing theres a lot happening This is a must-read. Check out the full analysis for all the exclusive insights 💡 🔗 https://moorinsightsstrategy.com/qualcomm-execs-discuss-plans-for-growth-in-automotive-iot-and-beyond/ https://moorinsightsstrategy.com/qualcomm-execs-discuss-plans-for-growth-in-automotive-iot-and-beyond/"
X Link 2025-08-23T19:37Z [----] followers, [---] engagements
"THE WEEK AHEAD IN TECH ➡ is all about proving AI infrastructure can deliver says Patrick Moorhead (@PatrickMoorhead) CEO & Chief Analyst 🚨 🔑Key events: @hotchipsorg Symposium (Stanford): NVLink co-packaged optics silicon-photonics approaches 🔥 @VMware Explore (Las Vegas): private cloud for AI ecosystem alongside hyperscalers 🎰 💰Earnings to watch: @nvidia @Dell Technologies @HP @Snowflake @NetApp @MarvellTech @PureStorage 📈 - $NVDA $DELL $HPQ $SNOW $NTAP $MRVL $PSTG 🎯Focus areas: AI capex digestion vs. re-acceleration Blackwell + networking supply PC and peripherals mix into IFA Storage"
X Link 2025-08-26T19:22Z [----] followers, [---] engagements
"🏈Are you ready for some football LIVE Game Time Tech Ep [--] @MelodyBrue and @RobKramer_Data discuss this NFL season and the vendors driving innovation. Is football the latest enterprise tech proving ground (or field) Join us 🎙 $MSFT $AMZN $IBM https://x.com/i/broadcasts/1RDxlAVqAqOKL https://x.com/i/broadcasts/1RDxlAVqAqOKL"
X Link 2025-08-26T19:23Z [----] followers, [---] engagements
"CEO & Chief Analyst @PatrickMoorhead and @MattKimball_MIS examine Broadcom's VMware Cloud Foundation (VCF) [---] 👀 Key takeaways from Broadcom CEO Hock Tan's keynote at Explore: 🔹 Private cloud as foundation for enterprise transformation 🔹 IT as an enabler of innovation 🔹 Security governance and compliance built in VCF [---] aims to deliver a cloud experience without the complexity. Interesting developments in the private cloud space 🤔 Full article 🔗 https://www.forbes.com/sites/patrickmoorhead/2025/08/26/vcf-and-private-ai-take-center-stage-at-vmware-explore-2025/"
X Link 2025-08-27T00:19Z [----] followers, [----] engagements
"CEO & Chief Analyst Patrick Moorhead and VP & Principal Analyst Matthew Kimball shared their takeaways from VMware Explore 2025💡 @PatrickMoorhead @MattKimball_MIS https://www.forbes.com/sites/patrickmoorhead/2025/08/26/vcf-and-private-ai-take-center-stage-at-vmware-explore-2025/ https://www.forbes.com/sites/patrickmoorhead/2025/08/26/vcf-and-private-ai-take-center-stage-at-vmware-explore-2025/"
X Link 2025-08-27T20:45Z [----] followers, [---] engagements
"Todays enterprises are navigating an era where dataand the ability to act on itis everything. In our latest research brief "@IBM Db2 + AI: Advancing Enterprise Workloads in a Data-Centric World" analyst @RobKramer_Data and @PatrickMoorhead explore how @IBM Db2 has matured from a historic relational database into a modern AI-infused platform. @IBMData @IBMcloud @IBMResearch @IBMDeveloper @IBMNews Read the full research brief here: https://moorinsightsstrategy.com/research-papers/ibm-db2-ai-advancing-enterprise-workloads-in-a-data-centric-world/"
X Link 2025-09-10T15:38Z [----] followers, [---] engagements
"🚨Its Ep [--] of Enterprise Apps Pod @RobKramer_Data and @MelodyBrue cover T-Mobile For Business new SuperMobile plan Salesforces AI RIF ERPs shift to event-driven agentic AI and how enterprise data platforms are evolving. 🎙 $TMUS $CRM https://x.com/i/broadcasts/1OyKAjXNEjLGb https://x.com/i/broadcasts/1OyKAjXNEjLGb"
X Link 2025-09-11T17:04Z [----] followers, [---] engagements
"🎙 Join @RobKramer_Data and @MelodyBrue for Ep [--] of Enterprise Apps Pod They're talking @Box's BoxWorks @Workday Rising and its $1.1B bet on @sanalabs #Zoomtopia and @Smartsheet's new updates. $BOX $WDAY $ZM $SMAR https://x.com/i/broadcasts/1yNGabyprjXJj https://x.com/i/broadcasts/1yNGabyprjXJj"
X Link 2025-09-17T17:57Z [----] followers, [---] engagements
"New Research note by VP & Principal Analyst @anshelsag explores how @Qualcomm's Snapdragon X Elite drives Copilot+ PCs with AI power retail growth and a bold go-to-market strategy.💡📝 👤 by VP & Principal Analyst @anshelsag https://moorinsightsstrategy.com/research-papers/research-paper-the-go-to-market-journey-for-snapdragon-compute/ https://moorinsightsstrategy.com/research-papers/research-paper-the-go-to-market-journey-for-snapdragon-compute/"
X Link 2025-09-19T15:42Z [----] followers, [---] engagements
"Last week CEO & Chief Analyst Patrick Moorhead (@PatrickMoorhead) appeared on Squawk Box Asia for a conversation with @CNBC anchor @MartinSoong and correspondent @cherykang about the specifics of @nvidias new $5 billion investment in @intel 🎥🚨 They discussed details on the types of chips the two companies will be making together. Access the edited clip via the link below or read on for an AI-generated human-edited overview and summary of the discussion Video Segment 🎥: Analysis 📑:"
X Link 2025-09-24T22:28Z [----] followers, [----] engagements
"LIVE Game Time Tech Ep [--] 🏆 🏌@TMobile's 5G transforms Ryder Cup fan experience 📊@AWS analyzes millions of golf data points in real-time ⛵@Cisco secures America's Cup sailing operations 🏈@IBM watsonx powers 14M+ fantasy football decisions https://x.com/i/broadcasts/1ynKOMXPaYQJR https://x.com/i/broadcasts/1ynKOMXPaYQJR"
X Link 2025-09-26T20:52Z [----] followers, [---] engagements
"At the recent Made by @Google event Google announced its (already heavily leaked) Pixel lineup with the help of Jimmy Fallon and a host of other celebrities both on-stage and in prerecorded videos. The entire event seemed to demonstrate that Google wants Pixel phones to be more mainstream and popular while also taking credit for its many AI innovations and using celebrities to demonstrate them 👤by VP & Principal Analyst Anshel Sag (@anshelsag) 📍Read more here: https://www.forbes.com/sites/moorinsights/2025/09/05/googles-new-star-studded-marketing-for-its-pixel-lineup/"
X Link 2025-09-27T01:55Z [----] followers, [---] engagements
"HP Uses Level Reforge Event to Level Up Its Omen and HyperX Gaming Lineups 👏🏻 @HP is working to reset its image with gamers by launching new high-end Omen gaming PCs and HyperX peripherals 👤by VP & Principal Analyst Anshel Sag (@anshelsag) https://moorinsightsstrategy.com/research-notes/hp-uses-level-reforge-event-to-level-up-its-omen-and-hyperx-gaming-lineups/ https://moorinsightsstrategy.com/research-notes/hp-uses-level-reforge-event-to-level-up-its-omen-and-hyperx-gaming-lineups/"
X Link 2025-09-27T02:03Z [----] followers, [---] engagements
"A glance back at @VMware Explore 2025👀 @Broadcom CEO Hock Tan took the stage at Explore [----] to make his case for why VMware Cloud Foundation (VCF) is the optimal platform for enterprises struggling with modernization and AI in this increasingly volatile world 👥 by CEO & Chief Analyst Patrick Moorhead (@PatrickMoorhead) & VP & Principal Analyst Matthew Kimball (@MattKimball_MIS) 📍Read the full article here: https://www.forbes.com/sites/patrickmoorhead/2025/08/26/vcf-and-private-ai-take-center-stage-at-vmware-explore-2025/"
X Link 2025-09-27T02:16Z [----] followers, [---] engagements
"Congratulations to these #NobelPrize recipients. Our lead Quantum analyst Paul Smith-Goodson (@Moor_Quantum) published a detailed interview he had with John M. Martinis just after Martinis resigned from Google. Paul said then "There are a handful of quantum scientists today that I believe will be historical figures a hundred years from now.John Martinis is one of those people." Paul sure was right. 🏆 Read the full piece here: Paul spots winners. Follow for more. 🦾 https://moorinsightsstrategy.com/googles-top-quantum-scientist-explains-in-detail-why-he-resigned/ BREAKING NEWS The Royal"
X Link 2025-10-07T19:53Z [----] followers, [----] engagements
"CEO & Chief Analyst Patrick Moorhead (@PatrickMoorhead) appeared on @CNBC talking @OpenAI & @AMD💡🚨 https://www.cnbc.com/video/2025/10/06/moor-insights-strategy-ceo-openai-deal-signals-amd-is-a-major-player-in-gpu-market.html https://www.cnbc.com/video/2025/10/06/moor-insights-strategy-ceo-openai-deal-signals-amd-is-a-major-player-in-gpu-market.html"
X Link 2025-10-08T15:45Z [----] followers, [----] engagements
"EP51 MI&S Datacenter Podcast: @SailPoints Agentic Wind The @Intel Comeback Tour Continues Only Cheaters Bid w/ Quantum @Marvells System Development Journey @Microsoft Microfluidics Can Be Disruptive Latency Could Undo The @IBM & @AMD Supercomputer https://x.com/i/broadcasts/1RDxlAOqazDKL https://x.com/i/broadcasts/1RDxlAOqazDKL"
X Link 2025-10-09T15:39Z [----] followers, [---] engagements
"Looking for hot takes from @Oracle AI World Follow along. 🔥 @PatrickMoorhead: Exec insights financials & CapEx infrastructure cloud @MattKimball_MIS: Datacenter infrastructure cloud @RobKramer_Data: Data management SCM ERP @MelodyBrue: Enterprise apps HCM/HR industry verticals Headed to Oracle AI World to meet with execs and attend its Financial Analyst Day tomorrow. Im hoping to get the details on financing infrastructure. $ORCL https://t.co/oZPctKUgZp Headed to Oracle AI World to meet with execs and attend its Financial Analyst Day tomorrow. Im hoping to get the details on financing"
X Link 2025-10-15T18:28Z [----] followers, [---] engagements
"HP Inc. Proved They Have Sustained Premium PC Prowess At CES [----] #Tech http://bit.ly/1N7HUHS http://bit.ly/1N7HUHS"
X Link 2016-05-26T15:30Z [----] followers, [--] engagements
"Demystifying Ciscos Five Pillar Innovation Strategy #IT http://bit.ly/1SaVBVK http://bit.ly/1SaVBVK"
X Link 2016-07-18T14:03Z [----] followers, [--] engagements
"AMD Radeon RX [---] Series Unleashed With Polaris [--] GPU - Sweet $199 US Price #gaming http://bit.ly/1UlYwJx http://bit.ly/1UlYwJx"
X Link 2016-09-10T13:01Z [----] followers, [--] engagements
"AMD Radeon RX [---] Series Unleashed With Polaris [--] GPU - Sweet $199 US Price #gaming http://bit.ly/1UlYwJx http://bit.ly/1UlYwJx"
X Link 2016-09-29T13:01Z [----] followers, [--] engagements
".@MelissaArnot kicks off #MSInspire with a testimony about her climb up Mount Everest"
X Link 2017-07-10T13:00Z [----] followers, [--] engagements
". @Qualcomm - @Broadcom deal would be biggest tech merger of all time: but what is it they do comments by @anshelsag https://www.verdict.co.uk/broadcom-qualcomm-merger/ https://www.verdict.co.uk/broadcom-qualcomm-merger/"
X Link 2018-02-12T22:58Z [----] followers, [--] engagements
". @HP Inc. Expands #DeviceAsAService Offering With @Apple #Workstations And #VR by analyst @PatrickMoorhead http://www.moorinsightsstrategy.com/hp-inc-expands-device-as-a-service-offering-with-apple-workstations-and-vr/ http://www.moorinsightsstrategy.com/hp-inc-expands-device-as-a-service-offering-with-apple-workstations-and-vr/"
X Link 2018-03-14T15:05Z [----] followers, [--] engagements
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