Patrick Moorhead

Patrick Moorhead

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

No Detuned GPUs Pushes China to Build XPUs Faster
SocialApr 16, 2026

No Detuned GPUs Pushes China to Build XPUs Faster

Agree 100% with Gavin on this one. 1/ Yes China has its own aspirations. The question was how quickly they needed an alternative and the mandates and investment. 2/ NOT selling detuned GPU editions means they’re forced to do the...

By Patrick Moorhead
Nuvacore AI Emerges, Targeting AI‑optimized Datacenter CPUs
SocialApr 15, 2026

Nuvacore AI Emerges, Targeting AI‑optimized Datacenter CPUs

Congrats to @NUVACOREAI coming out of stealth and the @sequoia investment. The value prop makes sense. Agents are driving the need for more and better datacenter CPUs, particularly in the hyperscalers. The company says it wants to overcome the limitations of...

By Patrick Moorhead
MT
SocialApr 14, 2026

MT

“Also shutting down the rumor I knew this was wrong that MTIA was dead.” $META $AVGO

By Patrick Moorhead
Meta's MTIA Silicon Program Still Alive, Volume Expected to Grow
SocialApr 14, 2026

Meta's MTIA Silicon Program Still Alive, Volume Expected to Grow

March 9: “The other thing that Hok poured water on was this whole analyst reports about Meta’s MTIA silicon program. I called this before. I said, you know, basically last week, it’s not canceled. It’s alive and well. And as...

By Patrick Moorhead
18‑Minute Sinus Surgery Aims to Boost Sleep Health
SocialApr 14, 2026

18‑Minute Sinus Surgery Aims to Boost Sleep Health

Had four sinus treatments today. Amazingly enough, the surgery took 18 minutes under general with a 27 minute recovery. Here’s what I had done: 1.Septoplasty: straightened the right deviated septum that was blocked 90% 2.Balloon Sinuplasty: dilated sinus outflow tracts, removed infection,...

By Patrick Moorhead
Tech Giants Spend $100M on Chip Backup Plans
SocialApr 14, 2026

Tech Giants Spend $100M on Chip Backup Plans

Pat’s Law of Always strikes again. But let’s treat it as 🚨news. Every large technology company is ALWAYS considering alternatives when it comes to differentiated, high dollar everything. Every model maker is considering: -doing their own chips if they aren’t already -if...

By Patrick Moorhead
Opus 4.6 Suggests Anthropic Trims Web Chat Reasoning
SocialApr 14, 2026

Opus 4.6 Suggests Anthropic Trims Web Chat Reasoning

I asked Opus 4.6 Extended + Research Mode: "Has Anthropic been reducing the amount of thinking to its web chat using queries on Opus 4.6?" Here's what it said: https://t.co/gv2ZeTtrfp

By Patrick Moorhead
Windows Laptops Getting Pricier; Smartphones May Follow
SocialApr 14, 2026

Windows Laptops Getting Pricier; Smartphones May Follow

Why this is news I have no idea. All Windows notebook prices are rising. Just wait for the smartphones.

By Patrick Moorhead
Snapdragon X2 Elite Extreme Delivers Impressive PCMag Performance
SocialApr 14, 2026

Snapdragon X2 Elite Extreme Delivers Impressive PCMag Performance

Qualcomm's Snapdragon X2 Elite Extreme is racking up some big performance numbers at PCMag. Can’t wait to see more performance benchmarks and battery as well. https://t.co/w4JkIH4qdo

By Patrick Moorhead
Anthropic's New AI Lacks Multi‑lab Model Flexibility
SocialApr 13, 2026

Anthropic's New AI Lacks Multi‑lab Model Flexibility

I almost uninstalled Perplexity and then Computer hit. The rumor is that Anthropic is building a similar product BUT it won’t be able to jockey between models from different labs.

By Patrick Moorhead
Cross‑correlating 1.9M Health Data Points Reveals Hidden Cause‑effects
SocialApr 13, 2026

Cross‑correlating 1.9M Health Data Points Reveals Hidden Cause‑effects

My home brew health app. 1.9M personal health data points. The most valuable thing has been finding cross correlations in all the data between cause and effect. Exercise. Sleep. Diet. Prescriptions. Work. Stress. Flying. Activity. Supplements. Surgeries. Meetings. Workouts. Chelations....

By Patrick Moorhead
AI Powers 20% of Medical Cases, Processing 1.9M Data Points
SocialApr 13, 2026

AI Powers 20% of Medical Cases, Processing 1.9M Data Points

I must be the 20% where AI helped in “medical cases” but then again I’m hitting 1.9M data points.

By Patrick Moorhead
Mock AGI Debate Ends With Victory
SocialApr 13, 2026

Mock AGI Debate Ends With Victory

This was an exceptionally fun mock debate with @danielnewmanUV on AGI. Like all of our debates I win.

By Patrick Moorhead
Claude Users Unhappy Over Neglected Infrastructure Investment
SocialApr 11, 2026

Claude Users Unhappy Over Neglected Infrastructure Investment

The comments under this post are wild. Claude users are NOT happy. I suppose this is what happens when you underinvest in infrastructure.

By Patrick Moorhead
Patrick Moorhead | Pulse