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# ![@PatrickMoorhead Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::14927543.png) @PatrickMoorhead Patrick Moorhead

Patrick Moorhead posts on X about open ai, $orcl, oracle, dell the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::14927543/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::14927543/c:line/m:interactions.svg)

- X Week XXXXXXX +31%
- X Month XXXXXXXXX +137%
- X Months XXXXXXXXX +39%
- X Year XXXXXXXXX +41%

### Mentions: XX [#](/creator/twitter::14927543/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::14927543/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX +7.10%
- X Months XXX +17%
- X Year XXXXX +9.70%

### Followers: XXXXXX [#](/creator/twitter::14927543/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::14927543/c:line/m:followers.svg)

- X Week XXXXXX +0.69%
- X Month XXXXXX +3.40%
- X Months XXXXXX +9.20%
- X Year XXXXXX +17%

### CreatorRank: XXXXXXX [#](/creator/twitter::14927543/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::14927543/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::14927543/influence)
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**Social category influence**
[stocks](/list/stocks)  #3712 [technology brands](/list/technology-brands)  XXXX% [finance](/list/finance)  XXXX% [countries](/list/countries)  XXXX% [exchanges](/list/exchanges)  XXXX%

**Social topic influence**
[open ai](/topic/open-ai) #1002, [$orcl](/topic/$orcl) #5, [oracle](/topic/oracle) #269, [dell](/topic/dell) #154, [china](/topic/china) 1.32%, [events](/topic/events) #2383, [cloudera](/topic/cloudera) 1.06%, [salesforce](/topic/salesforce) #50, [$avgo](/topic/$avgo) #174, [meta](/topic/meta) XXXX%

**Top accounts mentioned or mentioned by**
[@thesixfivemedia](/creator/undefined) [@danielnewmanuv](/creator/undefined) [@moorinsstrat](/creator/undefined) [@thefuturumgroup](/creator/undefined) [@delltech](/creator/undefined) [@mojo_flyin](/creator/undefined) [@schamorro357](/creator/undefined) [@antonionerihpe](/creator/undefined) [@amd](/creator/undefined) [@xyang2023](/creator/undefined) [@openai](/creator/undefined) [@yahoofinance](/creator/undefined) [@lisasu](/creator/undefined) [@hpe](/creator/undefined) [@dez_blanchfield](/creator/undefined) [@pentiumpro200](/creator/undefined) [@intel](/creator/undefined) [@fostertraveler](/creator/undefined) [@edwardmckernan](/creator/undefined) [@juanilebedev](/creator/undefined)

**Top assets mentioned**
[Oracle Corporation (ORCL)](/topic/$orcl) [Dell Technologies, Inc. (DELL)](/topic/dell) [Salesforce Inc (CRM)](/topic/salesforce) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Advanced Micro Devices (AMD)](/topic/$amd) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Apple, Inc. (AAPL)](/topic/$aapl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [IBM (IBM)](/topic/ibm) [Cream (CRM)](/topic/$crm) [Microsoft Corp. (MSFT)](/topic/microsoft) [Intel Corporation (INTC)](/topic/$intc) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [ServiceNow Inc (NOW)](/topic/servicenow) [GlobalFoundries, Inc. (GFS)](/topic/$gfs) [Micron Technology, Inc. (MU)](/topic/$mu) [Accenture (ACN)](/topic/$acn) [Synopsys, Inc. (SNPS)](/topic/$snps) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Metadium (META)](/topic/$meta)
### Top Social Posts [#](/creator/twitter::14927543/posts)
---
Top posts by engagements in the last XX hours

"Incremental deals to AMD from OpenAI and Oracle. People forget AMD already has GPUs on OCI"  
[X Link](https://x.com/PatrickMoorhead/status/1978233942407876991) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-10-14T22:58Z 53.9K followers, 7001 engagements


"GDC from Google is such a sleeper hit. It could be even bigger if the company brings full Vertex AI to the enterprise. It brings a few pieces of it today along with Gemini to place onto Dell infra. Todays enterprise AI stacks are such a patchwork quilt that require GSIs to pull together and then chasing and integrating for years afterwards. Enterprises do a lot of this but enterprises are also focused on TTAI or time to AI that easy buttons are more preferred. The thought of having a hybrid multi-cloud AI agent and data fabric is compelling. I just dont know if Google will go that far. I like"  
[X Link](https://x.com/PatrickMoorhead/status/1978965200473927882) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-10-16T23:24Z 53.9K followers, 2215 engagements


"A strategic acquisition of Arduino by $QCOM. This is yet one more move to get more embedded into the edge IoT robotics and edge AI market and drive growth after Edge Impulse and Foundries-IO. Qualcomm will get much deeper access to developers with 33M creators and the favored platform will likely become the standard for Arduino going forward. This is all about TTM and preference. Im interested to see how the Arduino community reacts. The community is getting access to some very good tech and as the company holds a loose rein the reaction should be positive"  
[X Link](https://x.com/PatrickMoorhead/status/1975568012011827414) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-10-07T14:24Z 53.9K followers, 9999 engagements


"@__timreynolds Qualcomm and Arm on Windows still have higher at the wall PPW. And Apple has the highest performance. I hope PTL shows better PPW unplugged"  
[X Link](https://x.com/PatrickMoorhead/status/1979024539154571513) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-10-17T03:19Z 53.9K followers, XX engagements


"$TSM raised its CAPEX a whopping 😉 $2B from $38B-42B to $40-42B for 2025. Its October so it seems like theyd know the exact number. Im a lot more interested in 2026 which we didnt hear anything about. The whisper number for XX is $43-$48B. Not giant growth but still growth"  
[X Link](https://x.com/PatrickMoorhead/status/1978844042084732980) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-10-16T15:22Z 53.9K followers, 12.4K engagements


"If youre rip off my pics from $ORCL financial analyst day would kindly appreciate a H/T"  
[X Link](https://x.com/PatrickMoorhead/status/1978892667754082363) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-10-16T18:35Z 53.9K followers, 1753 engagements


"A lot changed between Sunday night and Monday morning but not everything. The Week Ahead In Technology for October X 2025 AI platforms and supply constraints set the tone this week. Events: $IBM TechXchange @OpenAI DevDay Tech Week San Francisco Products/Services: IBM watsonx automation security (@IBM) OpenAI agents and safety controls (@OpenAI) Carryover from last week thatll pull into this week: Amazon devices + Alexa+ (@Amazon) Meta smartglasses and AI agents (@Meta) Intel client/server NPU focus (@Intel) TSMC monthly sales context (@TSMC)"  
[X Link](https://x.com/PatrickMoorhead/status/1975259223354179868) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-10-06T17:57Z 53.9K followers, 15K engagements


"Whats happening at Dreamforce $CRM"  
[X Link](https://x.com/PatrickMoorhead/status/1978529976656777637) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-10-15T18:34Z 53.9K followers, 2403 engagements


"People look so happy landing into Las Vegas and so sad when leaving"  
[X Link](https://x.com/PatrickMoorhead/status/1978949924025757813) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-10-16T22:23Z 53.9K followers, 1971 engagements


"For all of the people who doubted that these XPUs had legs what are you saying now Nvidia/AMD will still grow but every XPU dollar is less dollars for GPU. There was a choice at least to invest in XPU versus even more GPU. I always said that there were efficiencies with XPUs given a known workload and here we are"  
[X Link](https://x.com/PatrickMoorhead/status/1977746414743470479) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-10-13T14:41Z 53.8K followers, 5510 engagements


"Does the $AAPL BoD intervene at some point FCF brand service adders are doing great crushing it but AI and new product categories are a dumpster fire. People leave for many reasons. When herds of AI people leave theres something else going on that could be structurally broken. The AI people leave they dont think they can be successful at what theyve been asked to do"  
[X Link](https://x.com/PatrickMoorhead/status/1978600167298507074) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-10-15T23:13Z 53.9K followers, 6951 engagements


"What I like most about the $AMD- @OpenAI deal are the shared incentives. The more @OpenAI buys the higher the AMD stock price and the higher value of the warrants. OpenAI gets value from the share appreciation as do investors. AMD AMD shareholders OpenAI and OpenAI investors all benefit. I can see the meetings where its a why dont we deploy more AMD again"  
[X Link](https://x.com/PatrickMoorhead/status/1975162052957102563) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-10-06T11:31Z 53.8K followers, 25K engagements


"Yet another chess move in the trade war between the U.S. and China. Its hard to take this one seriously. $QCOM"  
[X Link](https://x.com/PatrickMoorhead/status/1976646134463668455) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-10-10T13:48Z 53.8K followers, 4444 engagements


"Cloud Natives and AI Infrastructure. Like I told everybody AI Infrastructure margins would between the false XX% and enterprise. $ORCL"  
[X Link](https://x.com/PatrickMoorhead/status/1978870629085667369) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-10-16T17:08Z 53.9K followers, 2172 engagements


"The GB10 fun isnt just limited to NVIDIA- heres Dells Pro Max version I saw earlier this week at their analyst event. Stacked $3752 after discounts. A brave new world for Arm architecture here running Linux. Consider this a hard core dev device. If youre not into CUDA this isnt for you $ARM $DELL $NVDA"  
[X Link](https://x.com/PatrickMoorhead/status/1978881882340381042) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-10-16T17:53Z 53.9K followers, 4006 engagements


"Whats happening at @GlobalFoundries these days All this chip and foundry talk and no one talks about them in my world. Important company too. Not a great look for a publicly traded company. $GFS"  
[X Link](https://x.com/PatrickMoorhead/status/1964097264257028251) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-09-05T22:44Z 53.9K followers, 3838 engagements


"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"  
[X Link](https://x.com/PatrickMoorhead/status/1978443726067265599) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-10-15T12:51Z 53.9K followers, 2549 engagements


"I glossed over this but $ORCL guided OCI 5-year CAGR from XX% during Q1 FY26 earnings to 75%. +4% if you werent impressed the first time. Are you not entertained"  
[X Link](https://x.com/PatrickMoorhead/status/1978884923076354494) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-10-16T18:05Z 53.9K followers, 3702 engagements


"How did the U.S. get into this situation again It didnt just sneak up on us. Washington DC let us down"  
[X Link](https://x.com/PatrickMoorhead/status/1977109905237852579) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-10-11T20:31Z 53.8K followers, 15.1K engagements


"So whats going on with CRM at $CRM @MelodyBrue has a hot take on it"  
[X Link](https://x.com/PatrickMoorhead/status/1978603174291485111) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-10-15T23:25Z 53.9K followers, 2529 engagements


"Oracle just committed to 50K $AMD MI450 GPUs for OCI starting in 2026. Add this to AMDs new multi-year X GW OpenAI deal and its clear AMD is on a run. $ORCL gets supply diversity; AMD gets validation from both a hyperscaler and a top AI lab. Execution is key. Is AWS next"  
[X Link](https://x.com/PatrickMoorhead/status/1978084488610558166) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-10-14T13:04Z 53.9K followers, 17.7K engagements


"Listening now to Larry Ellison talk about how to protect private data while leveraging it against public data. He cited genome sequencing research and Database 26ai and Data Platform as proof points. Interesting that RAG was discussed versus lets say MCP. $ORCL"  
[X Link](https://x.com/PatrickMoorhead/status/1978909640747278552) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-10-16T19:43Z 53.9K followers, 2439 engagements


"As Ive said for years Oracle apps has a structural cost advantage over other SaaS companies without infrastructure. As weve seen from may (not all) SaaS companies GAI and agents are expensive infrastructure. With the new and higher OCI volumes this should mean Oracle app delivery costs should be even lower. $ORCL"  
[X Link](https://x.com/PatrickMoorhead/status/1978880096204394608) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-10-16T17:45Z 53.9K followers, 1954 engagements


"The Week Ahead In Technology September XX 2025. Memory services and edge AI silicon set the tone. Events: @Qualcomm Snapdragon Summit on nextgen mobile/PC silicon; @Cloudera EVOLVEAItodata on hybrid platforms. Products: @Apple iPhone XX early demand signals and durability Earnings: $MU and $ACN reads on HBM/DRAM pricing and enterprise AI services. Carryover from Last week: Handset upgrades channel inventory; U.S. leadership remains the backdrop"  
[X Link](https://x.com/PatrickMoorhead/status/1970122219796775010) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-09-22T13:45Z 53.8K followers, 27.5K engagements


"The Week Ahead In Technology for October XX 2025: Events: Oracle AI World OCP Summit GITEX Dreamforce Dell Tech Analyst. Earnings: $ASML $TSM key AI litho/foundry reads. Carryovers: rareearth controls watch EV/drone chains. @oracle @OpenComputePrj @salesforce"  
[X Link](https://x.com/PatrickMoorhead/status/1977706495807516715) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-10-13T12:02Z 53.9K followers, 9092 engagements


"Heres what a GW deal looks like for OCI. $60B revenue. Gross margin 35%. Talking about expenses before it goes online. Ramp up cost is minimal and reducing every project and working with partners to accelerate the entire value chain. $ORCL"  
[X Link](https://x.com/PatrickMoorhead/status/1978872498361110902) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-10-16T17:15Z 53.9K followers, 179K engagements


"$ORCL has been on quite the run. I will be attending the companys Financial Analyst Day. A few things I will be looking for: - margins on $300B OpenAI deal - whats binding on OpenAI deal - when return to positive FCF and how - assumptions behind forecasts - are AI functions added to Fusion and Netsuite driving share gain as bundled in What questions to you have"  
[X Link](https://x.com/PatrickMoorhead/status/1978838777218138237) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-10-16T15:01Z 53.9K followers, 5519 engagements


"@BagelC47 @ClayMagouyrk Compared to what"  
[X Link](https://x.com/PatrickMoorhead/status/1978893816414278001) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-10-16T18:40Z 53.9K followers, 1976 engagements


"Like I said on @CNBCOvertime on Friday afternoon the sell-off was an overreaction and irrational. I also reminded viewers that its Taiwan that matters related to semiconductors a lot more than China. Im not always right but more right than not. AI Summary: Patrick Moorhead from Moor Insights criticizes the overreaction to China policy headlines affecting tech stocks like Nvidia and AMD which have minimal manufacturing in China. He argues that the market's sell-off is driven by irrational fears rather than logical risks. Moorhead also notes the current investment cycle is unprecedented with"  
[X Link](https://x.com/PatrickMoorhead/status/1977744467130974350) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-10-13T14:33Z 53.8K followers, 4492 engagements


"Intel has improved its roadmap cogency and profitability at a good time"  
[X Link](https://x.com/PatrickMoorhead/status/1977823807336484947) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-10-13T19:48Z 53.8K followers, 13.4K engagements


"Spending the day at @Cloudera EVOLVE25. I will be doing a keynote and talking with the many CIOs and CDOs that are attending"  
[X Link](https://x.com/PatrickMoorhead/status/1971199537814642974) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-09-25T13:06Z 53.8K followers, 1626 engagements


"@rwang07 If those OpenAI numbers are legit the number is more like $50B"  
[X Link](https://x.com/PatrickMoorhead/status/1978845723366953169) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-10-16T15:29Z 53.8K followers, XXX engagements


"Is this what finally gets the US to tariff smartphones from China The top percentage imports are electronics at 20%. I still dont think this is where we end up. $AAPL"  
[X Link](https://x.com/PatrickMoorhead/status/1977086208707867085) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-10-11T18:57Z 53.8K followers, 7109 engagements


"I always ask the question when I see a quarter like $SNPS had: was it market or self-inflicted. If its market what changes can the company make in the future 1/ BIS turned off China. Then we turned it back on. Some China customers didnt turn it back on. 2/ Intel Foundry slower than anticipated. 3/ Hyperscalers needed more hand holding. Im sure these will be discussed on the call"  
[X Link](https://x.com/PatrickMoorhead/status/1965515279951069555) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-09-09T20:38Z 53.8K followers, 7521 engagements


"And $DELL updates guidance. More than doubles revenue growth. Almost doubles EPS"  
[X Link](https://x.com/PatrickMoorhead/status/1975553234535317740) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-10-07T13:26Z 53.9K followers, 13.8K engagements


"$ORCL revised revenue +31% CAGR and profits +28% CAGR through 2030. I make fun of 🚀 but this deserves one"  
[X Link](https://x.com/PatrickMoorhead/status/1978919357066682824) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-10-16T20:21Z 53.9K followers, 24.1K engagements


"It's not just $AMAT- all chip equipment makers will get hit by this. The only reason the others didn't issue an 8K is based on the dates of their earnings"  
[X Link](https://x.com/PatrickMoorhead/status/1974143557553565829) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-10-03T16:04Z 53.9K followers, 9830 engagements


"First at bat is @ClayMagouyrk talking OCI. Good place to start for sure. Hes starting with a level setting on segments with different needs growth margins and time to money. Its simple- the more value Oracle adds the higher profit. Clay did a good job explaining this. $ORCL"  
[X Link](https://x.com/PatrickMoorhead/status/1978870613755531566) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-10-16T17:08Z 53.9K followers, 3745 engagements


"Here @NYSE and will be hopping on @SquawkStreet to talk the $AMD- @OpenAI deal"  
[X Link](https://x.com/PatrickMoorhead/status/1975192857796644899) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-10-06T13:34Z 53.8K followers, 3011 engagements


"The stonks slop posts on this app nauseate me sometime. During dot com there was a website called Raging Bulls that Altavista acquired back in the day. Disclosure: I worked there. It was a community of bull v bears longs vs shorts all the same slop Im seeing today. When dot com crashed so did this site. Once we get in a more sane market X stonks slop will die too"  
[X Link](https://x.com/PatrickMoorhead/status/1978999650938982775) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-10-17T01:40Z 53.9K followers, 5184 engagements


"I am looking forward to giving a keynote at @Clouderas EVOLVE25 New York event on Thursday. I will be talking about the current state of enterprise AI the main impediments to scale and how data management fits in"  
[X Link](https://x.com/PatrickMoorhead/status/1970530665067171949) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-09-23T16:48Z 53.8K followers, 1839 engagements


"Another huge OpenAI and chip company commitment. This time its $AVGO. 10GW to start over X years"  
[X Link](https://x.com/PatrickMoorhead/status/1977735034611126367) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-10-13T13:55Z 53.8K followers, 12.6K engagements


"Huge revenue-warrants contractual deal between $AMD and @OpenAI what it is what it isnt and why it matters. Overall: This is a massive multi-year GPU supply + incentive alignment. OpenAI commits to scale on AMD Instinct (starting with MI450) up to X gigawatts over multiple generations which could be around $100B in revenue. The first X GW begins deployment in 2H26. This is about GPU compute revenue at scale not a cash infusion. The equity piece: AMD granted OpenAI a warrant for up to 160M @AMD shares at $XXXX. It vests in tranches only if milestones are met: Purchases actually occur (first"  
[X Link](https://x.com/PatrickMoorhead/status/1975153814354215270) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-10-06T10:59Z 53.9K followers, 82.9K engagements


"Im attending the $DELL securities analyst meeting here in NY. @MichaelDell kicks it off outlining the market and growth opportunities for the company. $15T AI productivity adder to global GDP XX% of enterprises plan on doing GenAI on-prem in next XX months funded by incremental budget"  
[X Link](https://x.com/PatrickMoorhead/status/1975556324734697921) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-10-07T13:38Z 53.7K followers, 9528 engagements


"Ex $INTC CEO and chair Craig Barrett op-ed: The board members are well meaning but off target. They are two academics and two former government bureaucrats just the type of folks you want dictating strategy in the ruggedly competitive semiconductor industry. Oof. Link 👇🏻"  
[X Link](https://x.com/PatrickMoorhead/status/1895643607572562327) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-03-01T01:13Z 53.8K followers, 44.2K engagements


"Heartfelt apology to my X audience for not predicting or breaking embargo on OpenAI- NVIDIA/AMD/Broadcom deals for my Sunday-shot videos for Monday post. (Not sorry.) 🤠"  
[X Link](https://x.com/PatrickMoorhead/status/1977817583392002512) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-10-13T19:23Z 53.9K followers, 2950 engagements


"A few things Ive picked up in the past few hours I found interesting: 1/ Racks- These are full racks Broadcom is deploying. Thats a big deal. 2/ 5th XPU customer- it is apparent through the interviews that there is a 5th XPU customer. Confirmed. Many thought OpenAI was that. $AVGO $AAPL $META"  
[X Link](https://x.com/PatrickMoorhead/status/1977765811767967906) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-10-13T15:58Z 53.9K followers, 4650 engagements


"Ok we now have yet another scale-up networking option called ESUN. Ethernet for Scale Up Networking. Its great to see so many relevant networking players like AMD Arista ARM Broadcom Cisco HPE Networking Marvell Meta Microsoft NVIDIA OpenAI and Oracle included. Oh and its Ethernet. ESUN focuses solely on open standards-based Ethernet switching and framing for scale-up networkingexcluding host-side stacks non-Ethernet protocols application-layer solutions and proprietary technologies. Because we needed more to add to NVLink UALink UEC and SUE. $MRVL $AVGO $NVDA $CSCO"  
[X Link](https://x.com/PatrickMoorhead/status/1978058679170601149) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-10-14T11:21Z 53.9K followers, 14.4K engagements


"Cloudera CEO Charles Sansbury kicks off EVOLVE25 with a good reminder of how much data the company has under management (over XX Exabytes) its largest customers and some interesting AI use cases. Technologically the company is evolving to create what I have said for years was important: a hybrid multi-cloud fabric"  
[X Link](https://x.com/PatrickMoorhead/status/1971205119267033512) [@PatrickMoorhead](/creator/x/PatrickMoorhead) 2025-09-25T13:28Z 53.8K followers, 1862 engagements