Moorhead Analyzes NVDA, China Restrictions, Berkshire’s Google Bet
BROADCAST ANALYSIS: Patrick Moorhead Discusses $NVDA Computex, China Trade Restrictions, and Berkshire’s $GOOG Investment on CNBC Asia, June 1, 2026 https://t.co/gq1RhUZL7s
Cisco Claims Silicon One Can Rival Jericho, Tomahawk
Cisco really thinks it can give both Jericho and Tomahawk a run for its money with Silicon One. Interesting.
Cisco Bets on AI‑centric Network, Not Just Nodes
Cisco CEO and CoB @ChuckRobbins kicks off @Cisco Live 2026: -framed this as Cisco's most consequential Cisco Live (he means it this time 😀), anchored on the thesis that the network is more powerful than the node, now applied to GPUs,...
AMD Extends AM5 Support to 2029, Boosting Platform Longevity
Now $AMD at Computex 2026. AM5 socket support extended through 2029. [New.] A new extension of the prior commitment, which ran through 2027, plus the new EXPO Ultra Low Latency feature for DDR5. Platform longevity is one of AMD's most underrated...
IBM Spins Out First U.S. Quantum Manufacturing Foundry
IBM wants to turn its captive quantum fab into an industry fab. A proposed $1B CHIPS award + $1B @IBM cash plus IP and workforce spins out "Anderon", what could be America's first foundry purpose-built solely for quantum manufacturing. Not greenfield....
AI Capex Tested: Cisco Orders Signal Demand, AMAT Boosts Supply
The Week Ahead In Tech for May 11, 2026: The $700B hyperscaler AI capex story gets two real-world tests. $CSCO AI orders ($2.1B last Q, $5B FY) are the demand read. $AMAT WFE guide (>20% CY26) is the supply read. @SAP Sapphire,...
Apple Health Remains on Waitlist Despite Competitors' Support
Hey @sama why is Apple Health still waitlist only? It’s been 4 months. Both Claude and Perplexity support it.
Intel Foundry MFN Deal Points to Nvidia, Not AMD
If you sign with Intel Foundry first, you’ll likely get a MFN deal. Tim Apple is a supply genius. Question is, who will the MFN high performance wafer customer be? Likely Nvidia. (Yes I know the deal they cut but...
Intel's Split Misses $10B USG Investment, I Apologize
I told you all how dumb Intel Foundry and Intel Design splitting. I missed the USG investing $10B. I hope you can forgive me.
Apple‑Intel Partnership Hinges on 14A PDK Delivery
Not surprised at all. Apple needs Intel, Intel needs Apple and Apple is one of the few companies with the resources to successfully pull off a real, dual foundry strategy for a single device. An agreement doesn’t mean wafer revenue...
Supply Constraints Decide Winners in Compute Boom
You’d think no one would be surprised we can’t make enough chips. Three earnings prints in 48 hours just confirmed the same story that compute demand has lapped supply, and capacity is the binding constraint across silicon, optics, and IP....
Data Center Surge Makes Optics a New Bottleneck
$COHR delivered a clean BEAT and RAISE on every line that mattered, and the data center business is now the entire story. Record revenue, expanding margins, accelerating bookings, a structural tailwind from CPO. The stock is selling off post-print due...
Arm's Data Center Royalties Double, Silicon Demand Soars
$ARM delivered a clean BEAT and RAISE on every line that mattered, and the data center business doubled YoY. The story is no longer pure IP licensing. It is now also silicon with AGI, and the silicon business is ramping...
Discussing AMD, ARM, and NVIDIA on Power Lunch
Thanks @SullyCNBC for having me on Power Lunch to discuss $AMD, $ARM, and $NVDA. https://t.co/lK0BLNhhXg https://t.co/DGfK9M8mn7
AMD's Server CPU TAM Surges, Revenue Soars 70%
Some color from the $AMD call that wasn't in the release. -Server CPU TAM revision. From ~18% annually (FAD November baseline) to >35% annually, reaching >$120B by 2030. This is a structural reframe. -Q2 server CPU revenue guide: >70% YoY. -Q1 server...