Patrick Moorhead

Patrick Moorhead was ranked the #1 technology analyst in the U.S., Europe, and the U.K. by Apollo Research in January ’14 and is one of the most cited technology analysts in the world.

Energy-As-A-Service – Unlocking Energy Savings Through Digitalization

Recently Infosys and bp put out a press release announcing an Energy-as-a-Service (EaaS) partnership. Infosys is a global consulting company specializing in helping companies digitize operations. bp, a multinational integrated energy company, appears to be making the transition to clean energy. The basic premise of EaaS is that energy efficiency improvements while transitioning to low …

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Qualcomm Introduces New Snapdragon Ride Vision System And New Partnerships At CES 2022

Cristiano Amon spoke on Day 0 of CES, Media Day, where he covered many topics, including 5G, partnerships, Arm computers, the mobile platform, and its automotive platform. Although I will not be covering all of those categories and will be focusing on automotive, there is a lot of blending together in these categories. Amon had …

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Moor Insights & Strategy Two-Week Update ending January 14, 2022

I hope you all are having a great start to the new year. This week, I will be attending Zoom’s “Work Transformational Summit. Next week, Paul and I will be attending a Quantum Computing Briefing in California. Yes, a real live meeting!    A few of us are still planning on attending MWC. Please let us …

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Moor Insights & Strategy Analyst Coverage of CES 2022

Blogs: https://www.forbes.com/sites/patrickmoorhead/2022/01/06/qualcomm-introduces-new-snapdragon-ride-vision-system-and-new-partnerships-at-ces-2022/ https://www.forbes.com/sites/patrickmoorhead/2022/01/08/gm-will-be-first-to-market-with-qualcomms-5nm-ride-platform/ https://www.forbes.com/sites/patrickmoorhead/2022/01/11/plus-keeps-on-trucking-with-iveco-autonomous-pilot-partnership/ https://www.forbes.com/sites/patrickmoorhead/2022/01/11/top-notebook-trends-and-products-from-hp-lenovo-and-dell-at-ces-2022/ https://www.forbes.com/sites/patrickmoorhead/2022/01/12/synaptics-potential-on-full-display-at-ces-2022/ https://www.forbes.com/sites/moorinsights/2022/01/11/ces-2022-matter-and-thread-win-the-iot-connectivity-wars/ https://www.forbes.com/sites/patrickmoorhead/2022/01/13/amd-intel-and-nvidia-announce-new-cpu-gpu-and-automotive-processors-at-ces-2022/?sh=44bf447b2b7d/

An American Optimist: Why Our Country Needs More Tech Entrepreneurs Like Joe Lonsdale

In current world events Covid-19 is still a “thing”, the U.S has just exited Afghanistan in an ugly way, hopefully for the last time, and the world looks to be in chaos. It is hard to be optimistic in a world run by mostly incompetent leaders without accountability, but it is refreshing to hear from …

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A Virtual Stroll Through Zoom’s Hybrid Workplace Vision

These days Zoom requires no introduction. The video collaboration platform has become nothing short of ubiquitous over the last two years, as much of the world has come to rely on it for work, school, social life, doctor’s appointments, and everything in between. The company admittedly was not ready for prime time when it rocketed from its …

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As Meta’s Datacenter’s Needs Change, The Company Will Diversify Its Approach To Silicon

Today, Meta announced that it hired Broadcom and Intel veteran, Dr. Alexis Björlin, as its VP of Infrastructure Hardware Engineering. She will report directly to Meta veteran and infrastructure leader, Jason Taylor. While this seems on the surface like a very straightforward hire, I believe it represents something more important than that. It begs the …

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Moor Insights & Strategy Two-Week update Ending December 17, 2021

I hope you all are having a great December!  Last week, I attended Marvell industry analyst day (with Will) and a device vendor analyst council.  Steve attended ITS Reimagining Transportation Conference. This week, I attended a processor vendor analyst council.  We look forward to starting the New Year at CES in-person. We will have the Six Five On The Road and In …

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SAP Adds No-Code/low-Code To Its Business Technologies Platform At TechEd 2021

SAP held its annual TechEd event for developers this past week. SAP Chief Technology Officer and Executive Board Member Juergen Mueller even said every company is becoming a tech company. While it’s not a new phrase, Mueller is correct: Even the most analog businesses have a foot in the digital world, and that creates both …

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Planet CEO Will Marshall And dMY Technology CEO Niccolo de Masi Discuss Planet’s Investor And Customer Value Proposition

As we make our way into the Thanksgiving holiday for those in the States, I had the chance to sit down with the CEO of Planet, Will Marshall, and the CEO of dMY Technology Group inc. (DMYQ) Niccolo de Masi, for an episode of the Moor Insights & Strategy Insider Podcast. Planet is one of the …

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The Past And Present Are Telling Of The Future, So What’s Next For Planet?

Don’t blink, or you will miss the next big thing from Planet Labs, and just as the past ten years have been exciting for the company, I believe the next ten years have the potential to be even more disruptive  As Planet becomes a publicly-traded company in the coming weeks, I want to talk about …

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AWS Unveils The Latest On Its Custom Silicon-Based Graviton3, Inferentia, Trainium Trn1, And Nitro SSD Instances At Re:Invent 2021

AWS re: Invent 2021 is the Amazon Web Services (AWS) annual user conference that focuses on cloud strategies and operations, security and developer productivity, and IT architecture and infrastructure. The significant change is that the event is back live in Las Vegas between Nov. 29 and Dec. 3, along with the option to attend online. I am attending in person. …

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Splunk And Oracle Show How Data Analytics Is Transforming Formula 1

The Formula 1 U.S. Grand Prix was in my hometown of Austin back in October, and Oracle and Splunk invited my co-host on the Six Five Podcast, Daniel Newman, and me to come out and watch the race. Daniel and I covered McLaren and Red Bull Racing leveraging Splunk and Oracle in the Formula 1 …

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Amazon Continues Renewable Energy Push With New Solar And Wind Projects

A few months ago, I checked in on Amazon’s two-year progress towards its Climate Pledge. Co-founded with environmental advocacy organization Global Optimism, the Climate Pledge is Amazon’s commitment to reach net-zero carbon by 2040 (a full ten years before the goals set by the Paris Climate accords), bringing as many companies along with it as it can. …

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NVIDIA Improves Its Intelligent Vehicle Stack At NVIDIA GTC

This week I virtually attended NVIDIA’s GTC 2021 event. The event had plenty of updates from NVIDIA’s AI, data science, high performance computing, graphics, edge computing, networking, and autonomous machine sectors and I was eager to dive into them. I’d like to focus on the company’s automotive business which currently sits at a $600M annual …

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Planet Is The Most Differentiated Space Play We Have Researched In Years, Delivering Daily Whole Earth Data Subscriptions

In 2010 Planet started with one simple, but extremely difficult, goal – it wanted to photograph and index every square inch of land on the Earth and repeat the feat every 24 hours. Planet’s unique daily-earth-scan combined with its one-to-many subscription data model that makes it even more unique. In a short span of ten …

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Qualcomm Showcases Diversification, Growth And Resilience At Investor Day 2021

As a tech analyst, I frequently watch the quarterly earnings reports of the companies I follow closely. While these provide helpful snapshots of a company’s outlook, nothing compares to the wealth of information typically offered at annual Investor Days. These events give companies a chance to provide shareholders with the big picture stuff—context for the …

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Lattice Semiconductor Acquires Mirametrix In An All-Cash Transaction

This week Lattice Semiconductor announced that it has officially acquired Mirametrix INC. in an all-cash transaction. The specific terms of the deal aren’t public knowledge yet. We know that the acquisition of Mirametrix will expand and deepen Lattice’s offerings, especially in the compute and automotive markets. This deal allows the company to offer a complete …

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A Chat With Qualcomm’s Licensing Business Leader, John Han

Qualcomm Technology Licensing (QTL) is the lesser-known side of what Qualcomm does as a business. Most who know Qualcomm know it for its physical chips and 5G modems for smartphones under Qualcomm CDMA Technologies (QCT). QCT also creates chips for automotive and IoT markets. While QCT is Qualcomm’s semiconductor business, QTL is its segment for …

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Moor Insights & Strategy Two-Week Update Ending November 19, 2021

I hope you all had a great couple of weeks!  Last week, I attended NVIDIA GTC (with Paul) and a processor vendor analyst council.  Anshel attended AWE USA 2021.  Melody attended VentureBeat’s GamesBeat Summit Next. This week our team was busy participating at several events.  I attended SAP TechEd, Lenovo ISG Advisory Council, Qualcomm Investor Day (with Will and Anshel), and IBM Quantum Summit (with Paul).  Anshel attended MediaTek …

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