Patrick Moorhead - Latest News and Information
  • All Technology
  • AI
  • Autonomy
  • B2B Growth
  • Big Data
  • BioTech
  • ClimateTech
  • Consumer Tech
  • Crypto
  • Cybersecurity
  • DevOps
  • Digital Marketing
  • Ecommerce
  • EdTech
  • Enterprise
  • FinTech
  • GovTech
  • Hardware
  • HealthTech
  • HRTech
  • LegalTech
  • Nanotech
  • PropTech
  • Quantum
  • Robotics
  • SaaS
  • SpaceTech
AllNewsDealsSocialBlogsVideosPodcastsDigests

Technology Pulse

EMAIL DIGESTS

Daily

Every morning

Weekly

Sunday recap

NewsDealsSocialBlogsVideosPodcasts
Patrick Moorhead

Patrick Moorhead

Creator
0 followers

Founder/CEO/Chief Analyst at Moor Insights & Strategy; covers devices, PCs, semiconductors, and consumer ecosystems.

Recent Posts

China’s Node Surge Forces GFS to Target Allies
Social•Feb 18, 2026

China’s Node Surge Forces GFS to Target Allies

With China ramping up mature node at insane rates, where does that leave $GFS? Sell only to allies? UAE has some big aspirations here. Yes, I know, Mubadala, I was at AMD when we spun GF.

By Patrick Moorhead
MI455X Set to Generate Revenue in H2 2026
Social•Feb 18, 2026

MI455X Set to Generate Revenue in H2 2026

I have very high confidence that MI455X will ship for revenue in 2H26. Token generation naturally will be after that. There’s always a ramp and the only question is how steep the ramp.

By Patrick Moorhead
Earnings Surge, AI Capex Debate Drives Tech Outlook
Social•Feb 16, 2026

Earnings Surge, AI Capex Debate Drives Tech Outlook

The Week Ahead In Technology for February 16, 2026. Markets reopen after Presidents’ Day into a big earnings week. $ADI is the key semi cycle read with 41% EPS growth expected. $PANW tests enterprise cyber spend. $CDNS gives a read on...

By Patrick Moorhead