Patrick Moorhead

Patrick Moorhead

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

Scarcity and Danger Drive Successful Marketing Strategies
SocialApr 10, 2026

Scarcity and Danger Drive Successful Marketing Strategies

Agreed. I will add that scarcity (every recent game console, shoe drops, Birkin, etc) and danger (Liquid Death, RedBull, Monster) are some of the best marketing tactics out there. Anthropic needs to keep the dream alive.

By Patrick Moorhead
LeoneDataAI Joins to Boost Data‑focused AI Initiatives
SocialApr 10, 2026

LeoneDataAI Joins to Boost Data‑focused AI Initiatives

Excited for @LeoneDataAI to join the company covering Data, one of the hottest areas in AI.

By Patrick Moorhead
Big Tech Will Soon Design Its Own Chips
SocialApr 10, 2026

Big Tech Will Soon Design Its Own Chips

File this under Pat’s Law Of Always: Every large tech company will consider designing its own chips.

By Patrick Moorhead
Switching Back to ChatGPT After Claude Proves Unreliable
SocialApr 9, 2026

Switching Back to ChatGPT After Claude Proves Unreliable

I’m firing up @ChatGPTapp again. The company and I are relying way too much on @claudeai and it’s no longer reliable or accurate. What a waste of time.

By Patrick Moorhead
Google Gems Fail in Gemini Pro, Likely Compute Issue
SocialApr 9, 2026

Google Gems Fail in Gemini Pro, Likely Compute Issue

Meanwhile, over in paid Gemini Pro via Workspace land, pre-built Google Gems are still broken. Worked on 2.5. Haven’t worked since 3.0 dropped. This has to be a lack of compute. These work flawlessly on Claude and most of the...

By Patrick Moorhead
LinkedIn’s Algorithmic Gatekeeping Makes It Low ROI
SocialApr 9, 2026

LinkedIn’s Algorithmic Gatekeeping Makes It Low ROI

I will admit, I do a bit of a side eye when tech companies ask me about LinkedIn posts or lack thereof. LI seems sterile and slow and old. The LinkedIn editors determine what goes viral. In-context videos are suppressed...

By Patrick Moorhead
Businesses Need QoS Guarantees; Anthropic’s Outages Unacceptable
SocialApr 8, 2026

Businesses Need QoS Guarantees; Anthropic’s Outages Unacceptable

Shouldn’t service providers have QoS terms like adult SaaS/PaaS providers have or some sort of customer advisory? Anthropic *appears* to be trading outages for sucky service. If you’re a business and you have built apps that require a certain level...

By Patrick Moorhead
Claude Opus 4.6 Appears Less Reliable, Missing Obvious Errors
SocialApr 8, 2026

Claude Opus 4.6 Appears Less Reliable, Missing Obvious Errors

Claude Opus 4.6 Extended seems dumber this week. I can’t explain it. More than ever I am asking when things don’t sound right: “Are you sure” “Rerun the numbers” “Do a deep fact check.” It responds: “I missed that one” “I should have thought harder” Anyone else?...

By Patrick Moorhead
Stop Over‑Iterating: Embrace Good‑Enough to Ship
SocialApr 7, 2026

Stop Over‑Iterating: Embrace Good‑Enough to Ship

Iteration isn't always a good thing when you're obsessed. I'm going to have to get better at 'GOOD ENOUGH TO SHIP.' https://t.co/FkDJGkiQPi

By Patrick Moorhead
Questioning Chip's Role Replacing Marvell Backend for TPU
SocialApr 7, 2026

Questioning Chip's Role Replacing Marvell Backend for TPU

Wasn’t this the chip that supposedly was going to replace $MRVL back end design for TPU?

By Patrick Moorhead
Predicting XPUs: Once Mocked, Now Inevitable GPU‑only World
SocialApr 6, 2026

Predicting XPUs: Once Mocked, Now Inevitable GPU‑only World

I remember so many people thinking I was nuts to suggest that years ago that XPUs would be successful and that it would be a GPU-only world.

By Patrick Moorhead
Packaging Shift Lets Amazon, Google Embrace Intel Foundry
SocialApr 6, 2026

Packaging Shift Lets Amazon, Google Embrace Intel Foundry

Pat’s Law of Something: All major vendors and suppliers are always in talks and testing. I do think this will move forward, though. Packaging is an easier commitment than wafers as it doesn’t force a redesign. Not easy but just...

By Patrick Moorhead
Automated LinkedIn Invite Filtering with Perplexity and Comet
SocialApr 5, 2026

Automated LinkedIn Invite Filtering with Perplexity and Comet

Used Perplexity Computer and Comet to go into LinkedIn, sort through 350 invitations, and accept or ignore based on specific criteria. Winning. https://t.co/al8VDW3TQ8

By Patrick Moorhead
Attia Endorses Statins for 30‑year‑olds Despite Modest Benefits
SocialApr 5, 2026

Attia Endorses Statins for 30‑year‑olds Despite Modest Benefits

So @PeterAttiaMD really loves statins and now leans into it for 30YO. This stance always surprised me given the low improvement rates of death and statin side effects. https://t.co/hV3kF44fr2

By Patrick Moorhead
AI Health Data Uncovers Hidden Sinus Issue Affecting Sleep
SocialApr 5, 2026

AI Health Data Uncovers Hidden Sinus Issue Affecting Sleep

I was always a believer that AI could radically improve health. When you see it in action in your own life, it’s amazing and gives clarity about the future. One, new learning for me is a thesis that my oddly...

By Patrick Moorhead
Scrolling Before Bed Surprisingly Eases My Stress
SocialApr 4, 2026

Scrolling Before Bed Surprisingly Eases My Stress

Some say not to 😱scroll or 💩post before sleep. It actually removes my stress. https://t.co/O86npckw1r

By Patrick Moorhead
Energy Crisis Looms by 2028—Innovators Race Against Time
SocialApr 4, 2026

Energy Crisis Looms by 2028—Innovators Race Against Time

We’re cooked by 2028 unless something changes quickly. Innovators are diving in: -fuel cells -DC power architectures -geothermal in Utah -new jet engines that create power (Boom) -used jet engines pulled from the desert (ProEnergy) -batteries to redefine peak requirements -Natural gas (the great state...

By Patrick Moorhead
ChatGPT 5.4 Not Worth Premium; Claude
SocialApr 3, 2026

ChatGPT 5.4 Not Worth Premium; Claude

Serious question: aside from maybe Codex, what is @ChatGPTapp 5.4 BEST at for business use? As in, you would have to be stupid not to use it? I'm about to cancel my $ 200-per-month sub and switch to the $20...

By Patrick Moorhead
OpenAI Assures TBPN’s Editorial Independence and Control
SocialApr 3, 2026

OpenAI Assures TBPN’s Editorial Independence and Control

WSJ: “But TBPN will remain editorially independent, retaining control over its programming, editorial decisions, guest selection and production schedule, OpenAI said.” https://t.co/jp8fE9rKjL

By Patrick Moorhead
AI Inbox Needs Memory for Personalized Email Prioritization
SocialApr 2, 2026

AI Inbox Needs Memory for Personalized Email Prioritization

With personalization and memory this makes sense. Without it’ll yield nonsense for businesses. Lack of context about you, your business, who your customers are, what you produce, etc. We need memory in paid Workspace. Thank you.

By Patrick Moorhead
Hospital WiFi Blocks Claude, Perplexity While Allowing Other AIs
SocialMar 31, 2026

Hospital WiFi Blocks Claude, Perplexity While Allowing Other AIs

The hospital I’m in right now (not me) WiFi is blocking Claude & Perplexity, but ChatGPT, Gemini, and Copilot all work. Why block these two? And some weird security message when using my notebook on Claude. https://t.co/JN71loJi8G

By Patrick Moorhead
Claude Gains Agents and Orchestration in Upcoming Model
SocialMar 31, 2026

Claude Gains Agents and Orchestration in Upcoming Model

Claude will finally get agents and orchestration with its next model. It’s one thing that makes Perplexity Computer so unique.

By Patrick Moorhead
Started Tracking Blood Glucose to Identify Spikes and Recovery Exercises
SocialMar 30, 2026

Started Tracking Blood Glucose to Identify Spikes and Recovery Exercises

One of the few things I never tracked was blood glucose. Not anymore. I’ve never had issues with that, but I am interested in seen what spikes and doesn’t spike it. And what exercises help me after I spike it....

By Patrick Moorhead
SNX Emerges as Barometer for Q2 IT Demand
SocialMar 30, 2026

SNX Emerges as Barometer for Q2 IT Demand

The Week Ahead In Technology for March 30th. $SNX is the key tech earnings read, best proxy for IT channel demand into Q2. @intel ships its first 18A-based vPro commercial platform this week. Core Ultra Series 3 with vPro, 125+ designs,...

By Patrick Moorhead
Gemini Pro Lacks Memories; Enterprise Upgrade Required
SocialMar 30, 2026

Gemini Pro Lacks Memories; Enterprise Upgrade Required

It's odd that @GeminiApp Personal has memories, but Pro through @GoogleWorkspace doesn't have it. You need to upgrade to Enterprise to get it for a large, extra fee, or maybe I just can't find it. I've tried, trust me. Very...

By Patrick Moorhead
Avoid Perplexity AI’s Enterprise Button—It Traps Users
SocialMar 30, 2026

Avoid Perplexity AI’s Enterprise Button—It Traps Users

Whatever you do in the @perplexity_ai app, DON'T click on the enterprise button that pops up in the lower left hand corner. There's no escape loop, no back button, you're stuck. https://t.co/p5aZMs7MzN

By Patrick Moorhead
AI Merges Health Data and Calendar Into Infographic
SocialMar 29, 2026

AI Merges Health Data and Calendar Into Infographic

Here is the simple prompt. It hit my Apple Health database and my work Google Calendar. Then I asked it to create an infographic. A few turns but not many. (Note the misspelling it just ignored). https://t.co/zj1jir75no

By Patrick Moorhead
BIS Lists Block Shipping, Not Purchasing, for Chinese Buyers
SocialMar 28, 2026

BIS Lists Block Shipping, Not Purchasing, for Chinese Buyers

Being on the BIS UVL or Entity List doesn’t restrict buying “from” it restricts shipping “to”. There could be political pressure but I doubt it, especially if used for Chinese consumers.

By Patrick Moorhead
We Need a Standard to Auto‑Shutdown Recording Devices
SocialMar 28, 2026

We Need a Standard to Auto‑Shutdown Recording Devices

True. Or until there’s a common connectivity standard that automatically shuts off devices that are recording when someone doesn’t want to be recorded. The technology surely is there but no standard for it.

By Patrick Moorhead
Spotted NemoClaw Rig with NVIDIA DGX Spark at Home
SocialMar 26, 2026

Spotted NemoClaw Rig with NVIDIA DGX Spark at Home

Come home last night, with what looks to be an NemoClaw setup with an NVIDIA DGX Spark in the guest room. @Picomoorhead you know anything about this? 😂 https://t.co/210ukDHn5b

By Patrick Moorhead
SMCI Sued over Co‑founder’s China Case, Governance Woes Deepen
SocialMar 26, 2026

SMCI Sued over Co‑founder’s China Case, Governance Woes Deepen

$SMCI can't stay out of the headlines. Shareholder lawsuit over a China-related criminal case involving the co-founder adds another layer to what's already been one of the most governance-challenged names in the AI infrastructure space. https://t.co/c811DrSJl7

By Patrick Moorhead
Switching Back to Qualcomm Notebooks After Cowork Surge
SocialMar 26, 2026

Switching Back to Qualcomm Notebooks After Cowork Surge

This is good. Since I’ve been using Cowork so much I wasn’t using the Qualcomm-based notebooks a lot. Time to pull them back out.

By Patrick Moorhead
RSA Conference's SF Hotel Prices Shock Seasoned Entrepreneur
SocialMar 25, 2026

RSA Conference's SF Hotel Prices Shock Seasoned Entrepreneur

I’m going on my 15th year owning my own business and I don’t think I will ever get used to paying $874 per night for a Holiday Inn Express in downtown SF. Most reasonable room even near SFO was...

By Patrick Moorhead
JFK Terminal 5 Shows Decline: Few TSA Bays, Closed Restaurants
SocialMar 24, 2026

JFK Terminal 5 Shows Decline: Few TSA Bays, Closed Restaurants

JFK T5 has 3/16 available TSA bays open. Long lines but not out the door. I haven’t flown JetBlue in a long time. 3/4 of the restaurants are closed and I guess under construction. I used to think the airline...

By Patrick Moorhead
HP IQ Brings On‑Device AI, Cuts Cloud Costs
SocialMar 24, 2026

HP IQ Brings On‑Device AI, Cuts Cloud Costs

The most interesting announcement so far at the HP event is HP IQ. Until I use it and research it, I won’t render a verdict. Here’s what it is: ∙on-device AI orchestrator for commercial PCs. A unified software layer across EliteBook,...

By Patrick Moorhead
HP Positions AI as Core to Personalized, Secure Work
SocialMar 24, 2026

HP Positions AI as Core to Personalized, Secure Work

Interim CEO Bruce Broussard kicks off the $HPQ Imagine event. Here’s what he said: - HP is at a defining moment, AI is accelerating change by compounding breakthroughs, driving more compute and better models that scale and lower costs. -...

By Patrick Moorhead
AI Chip Crackdown Looms Amid Nvidia’s $1T Pipeline
SocialMar 23, 2026

AI Chip Crackdown Looms Amid Nvidia’s $1T Pipeline

The Week Ahead In Technology for March 23, 2026. @RSAConference is the big event this week. Also attending @HP Imagine in NYC. No major tech earnings this week, but GTC carry-over is massive: @nvidia's $1T pipeline, Vera Rubin, Groq 3 LPU....

By Patrick Moorhead
Samsung Experts Discuss HBM, DDR's Role in AI
SocialMar 20, 2026

Samsung Experts Discuss HBM, DDR's Role in AI

Have HBM and DDR on your mind? Daniel and I chat with Paul Cho and Indong Kim from @SamsungSemiUS about, unsurprisingly, AI!

By Patrick Moorhead
New AMD‑HP Setup Delivers Noticeable Performance Boost
SocialMar 20, 2026

New AMD‑HP Setup Delivers Noticeable Performance Boost

OK, I'm set for a while... thanks @AMD and @HP, I can finally put these features to good use. I can already feel the difference. https://t.co/G7WzjlhJPH

By Patrick Moorhead
NVDA's Ecosystem Steals Spotlight at the Show
SocialMar 18, 2026

NVDA's Ecosystem Steals Spotlight at the Show

This was the $NVDA show, but how did their ecosystem show up to the event?

By Patrick Moorhead
NVDA's $1T Demand Signal Highlights Heterogeneous Compute Moat
SocialMar 17, 2026

NVDA's $1T Demand Signal Highlights Heterogeneous Compute Moat

$NVDA just dropped the biggest forward demand signal in semiconductor history. Jensen Huang disclosed at GTC 2026 that he sees at least $1T in Blackwell and Vera Rubin demand through 2027, up from $500B in forward visibility just 12 months...

By Patrick Moorhead
NVDA Hits $1 Trillion Market Cap, Sparks Competition Talk
SocialMar 16, 2026

NVDA Hits $1 Trillion Market Cap, Sparks Competition Talk

Enjoyed chatting with @CNBCOvertime on the $NVDA keynote while it was still going on inside. Paired up with @dylan522p. The $1T number got the highlights. Talked about the competition, as well. https://t.co/QwmyZ9SZRx

By Patrick Moorhead
NVIDIA AI CUDA Expands Across All Major Cloud Platforms
SocialMar 16, 2026

NVIDIA AI CUDA Expands Across All Major Cloud Platforms

Jensen highlighting a few @NVIDIAAI CUDA integrations with $IBM, $DELL, integrations with "every cloud" $GOOGL, $AMZN, $MSFT, $ORCL https://t.co/MLYzhbAlp6

By Patrick Moorhead
Meta's Layoffs Fund Massive AI Investment, Not Distress
SocialMar 16, 2026

Meta's Layoffs Fund Massive AI Investment, Not Distress

$META up nearly 3% premarket on reports of 20%+ workforce cuts while carrying $115B-$135B in AI capex guidance for 2026. Markets are reading this as margin discipline, not distress. They're probably right. This is a replay of the 2022 "Year of...

By Patrick Moorhead
NVIDIA GTC Promises World‑shaking Chip Amid Tech Week
SocialMar 16, 2026

NVIDIA GTC Promises World‑shaking Chip Amid Tech Week

The Week Ahead In Technology for March 16. @NVIDIAGTC is the main event, with Jensen set to unveil a chip that will “surprise the world.” I’ll be there all week. Plus $MU earnings, the Fed dot plot, @ofcconference in LA,...

By Patrick Moorhead
Accenture's AI Bookings Surge, Fueling Services Upside
SocialMar 16, 2026

Accenture's AI Bookings Surge, Fueling Services Upside

$ACN Q2 FY2026 drops Thursday before the bell. Consensus is $2.87 EPS on ~$17.8B revenue. Last quarter, Accenture beat by $0.21 on EPS with $18.74B in revenue, $2.2B in Advanced AI bookings, and $1.1B in Advanced AI revenue. Stock is...

By Patrick Moorhead
Nvidia's Evolution: From GPU‑Centric to AI‑Optimized CPU Platform
SocialMar 15, 2026

Nvidia's Evolution: From GPU‑Centric to AI‑Optimized CPU Platform

Like I said after GTC 21, when Grace was first introduced -- @nvidia has been methodically rewriting what kind of company it is, one conference at a time. The CPU is taking center stage at this GTC, and that's not...

By Patrick Moorhead
Old Dell XPS 17 Still Beats New High‑Performance PCs
SocialMar 15, 2026

Old Dell XPS 17 Still Beats New High‑Performance PCs

I booted up a Dell XPS 17 with a 10th Gen Core i7 for the first time in two years and this thing absolutely screams. It feels faster than some new high performance PCs that I’ve received. I need to...

By Patrick Moorhead
App's Scrolling Bug Ruins Usability on iOS Devices
SocialMar 14, 2026

App's Scrolling Bug Ruins Usability on iOS Devices

I used this and it has one fatal flaw. If you have 75 turns on an application or capability, you are building you have to literally self scroll with your fingers to get to the bottom of where you are....

By Patrick Moorhead