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The Latest Breaking News from Patrick Moorhead

IBM shares plunge 25% after CEO admits company fell behind

The impact on IBM is double,” Constellation Research’s Holger Mueller told Fortune, saying that IBM’s data really “shows the AI pull.

Presidents aren't supposed to pick winners, former White House ethics lawyer says. Trump keeps choosing Dell

Presidents aren't supposed to pick winners, former White House ethics lawyer says. Trump keeps choosing Dell

Michael Dell’s company was already riding the AI-server boom. His long history of presidential access now has a Trump-era twist: public praise that moves the stock.

OpenAI, Anthropic feud could prop up Google

How an AI lab feud could give Google a leg up in the AI race.

From analysis to the latest developments in health,
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AMD 'Money Slides' Impressive, But Analysts See Limited Upside For Stock As Market 'Already Pricing' In The Numbers

Prominent analysts are weighing in on Advanced Micro Devices Inc.’s (NASDAQ:AMD) analyst day on Tuesday, during which the company made bold projections regarding its near-term future and that of the broader AI chip and data center industry.

Trump’s Nvidia deal lays bare the contradictions in America’s AI policy

The Trump administration is talking tough on China—but Nvidia's efforts to negotiate reveals the contradictions at the heart of U.S. AI policy.

Tech enthusiasts brace for Trump tariff price hikes on new components

We examine the new Trump tariffs on Canada, China, and Mexico and consider their potential impacts on PCs, components, and peripherals.

Tom’s Hardware

Chinese Antitrust Investigation Into Nvidia 'All Speculative': Tech Expert

Tech experts seemed to downplay Chinese regulators' investigation into Nvidia over an alleged breach of antitrust regulations.

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China is "the first to train a single generative AI model across multiple data centers" with an innovative mix of "non-sanctioned" GPUs forced by US import blocks on AI tech

China is "the first to train a single generative AI model across multiple data centers" with an innovative mix of "non-sanctioned" GPUs forced by US import blocks on AI tech

Chinese AI data centers are splitting their generative AI workloads across multiple data centers, potentially solving the issue of power limits and working around US-based blocks.

Windows Central

Here’s why Nvidia’s aggressive sales tactics are in the DOJ's crosshairs

Here’s why Nvidia’s aggressive sales tactics are in the DOJ's crosshairs

“All of Nvidia’s competitors have issued grievances with me. I’m not going to name them, but you can imagine who they might be,” said Patrick Moorhead of Moor Insights & Strategy.

Update: Intel Accelerated Ireland EUV Fab Ramp-Up as Meteor Lake Chips Were In Short Supply

Update: Intel Accelerated Ireland EUV Fab Ramp-Up as Meteor Lake Chips Were In Short Supply

Update 08/02: Patrick Moorhead has published a further tweet, clarifying that "Pat [Gelsinger] didn’t tell me l that there were yield issues. This was *my* interpretation." The text of the article has been updated accordingly to reflect this tweet, as well as Intel statements about accelerating their Ireland Fab 34…

Intel to layoff more than 15% of workforce — 15,000 or more employees — encountered Meteor Lake yield issues, suspends dividend

Intel to layoff more than 15% of workforce — 15,000 or more employees — encountered Meteor Lake yield issues, suspends dividend

Intel announced plans to lay off more than 15% of its workforce amid troubling results.

Tom’s Hardware

Siri can't beat ChatGPT unless Apple breaks its own rules

Siri can't beat ChatGPT unless Apple breaks its own rules

Apple's Siri is no conversationalist and it's up for debate if it ever will be.

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