EP60 of the MI&S Datacenter Podcast: We’re Talking Space Based Datacenters, AMD had an EPYC Week
Moor Insights & Strategy
Market Research
Austin, TX 6,500 followers
Moor Insights & Strategy is a leading global technology analyst, advisory and consulting firm.
About us
Moor Insights & Strategy is a leading high tech advisory, consulting and research firm. Our practice spans from IoT to client computing to the scale-out datacenter. Our blue-chip, high tech clients span: -end client products (wearable, smartphone, tablet, PC, workstation, game console, Smart TV) -end datacenter products (servers, storage, networking, converged infrastructure, software-defined datacenter) -semiconductors (CPU, SoC, GPU, DSP, FPGA) -services (IaaS, SaaS, IoT)
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http://www.moorinsightsstrategy.com/
External link for Moor Insights & Strategy
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- Market Research
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- 11-50 employees
- Headquarters
- Austin, TX
- Type
- Privately Held
- Founded
- 2011
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- Consulting, Research, Advisory, Custom forecasting, Validation, Product strategy, Corporate strategy, Marketing strategy, Communications strategy, and Product review
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📅 The Week Ahead in Technology is here! ⚡ This week, CEO & Chief Analyst Patrick Moorhead breaks down the biggest trends shaping enterprise tech—from the evolving open-model debate to a packed earnings calendar that could reveal how AI investments are translating into real business results. 📈🤖 🔹 Will open models reshape AI economics without slowing infrastructure demand? 🔹 Are AI investments driving measurable cloud, advertising, device, and free cash flow growth? 🔹 What will Qualcomm, Arm, and KLA tell us about the future of CPUs, custom silicon, and advanced manufacturing? Beyond earnings, all eyes are on: 🌍 DAC – The Chips to Systems Conference ☁️ KubeCon + CloudNativeCon Japan ⚖️ New AI transparency regulations taking effect across the EU and California Patrick will also be sharing live analysis on Yahoo Finance during Microsoft and Qualcomm earnings, as well as appearing on CNBC Morning Call. 🎥 Watch this week’s The Week Ahead in Technology and stay ahead of the trends driving the industry.
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Moor Insights & Strategy reposted this
AI infrastructure is no longer just about faster hardware. It's about building systems that can support agentic AI, simplify hybrid operations, secure increasingly distributed environments, and deliver measurable business outcomes. At Hewlett Packard Enterprise Discover 2026, we sat down with executives, customers, and technology leaders to explore how enterprise infrastructure is evolving to meet those demands. Explore our complete collection of interviews, analysis, and event coverage from HPE Discover in Las Vegas: https://lnkd.in/g83BrnUx
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💻 Building a modern chip foundry requires far more than constructing a new facility. Intel’s leading-edge buildout shows the scale of investment, engineering expertise, specialized equipment, advanced packaging, and long-term planning required to manufacture the chips supporting the AI economy. The latest Analyst Insight from Patrick Moorhead examines Intel’s progress with Fab 52, Intel 18A, 18A-P, and 14A, and why converting that technical progress into major foundry customers will be the company’s next critical test. 📌 Read the full analysis: https://lnkd.in/gC98baNN
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Moor Insights & Strategy reposted this
AMD says it now holds 70 to 75 percent of hyperscaler CPU share, and Patrick Moorhead calls the number the clearest signal yet of the company's shift in credibility. Lisa Su confirmed Helios ships end of Q3 with volume ramping in Q4, backed by two-gigawatt capacity commitments from Microsoft and Anthropic. On this episode of the Six Five Pod, Moorhead and Daniel Newman work through that AMD momentum alongside a five-day stretch of OpenAI headlines that included a trillion-dollar S-1 filing, a 42-state AG investigation, and a Hugging Face breach involving a pre-release model. The conversation moves into a stacked earnings slate spanning TSMC, Alphabet, IBM, ServiceNow, and Intel. Key Takeaways: 🔹 Moorhead credits AMD's claimed hyperscaler CPU share as real momentum, while flagging NVIDIA's five-plus software layers above CUDA as the harder moat still standing. 🔹 Newman points to a projected $1.4 trillion accelerator market by 2030 as the reason NVIDIA, AMD, and Broadcom can all keep winning at once. 🔹 Moorhead calls the timing of OpenAI's Hugging Face breach, arriving five days before its IPO filing, "peculiar." 🔹 Moorhead frames IBM's mainframe miss as market-inflicted, with enterprises prioritizing GPU budget over infrastructure spend this quarter. 🔹 Newman's line on Alphabet's first-ever negative free cash flow quarter: "The existential risk of not spending is bigger than the existential risk of spending." 🔹 Moorhead reads Intel's raised 2027 capex guidance as confirmation of an anchor customer for its 14A node, ahead of any formal announcement. A claimed hyperscaler CPU shakeup, two trillion-dollar IPO filings, and a stacked earnings week all land in one episode. Catch the full breakdown on the Six Five Pod, and drop your read on AMD's numbers in the comments.
OpenAI's IPO Week Breach, AMD's 75% CPU Claim
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🧠 “Context” has quickly become one of AI’s favorite buzzwords—but not everyone means the same thing. From semantic layers and knowledge graphs to retrieval-augmented generation (RAG), vendors are taking very different approaches to solving the same challenge. In his latest analysis, VP & Principal Analyst, Michael Leone explains why understanding those differences is critical—and why enterprises must ultimately own their own context layer.🔥 Read more here➡️ https://lnkd.in/gkY-k2m8
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🚀 AMD made it clear at Advancing AI 2026 that it’s competing aggressively across AI infrastructure… From next-generation accelerators to rack-scale systems and software, the company laid out an ambitious vision for enterprise AI.👏🏻 In his latest Field Note, VP & Principal Analyst Matthew Kimball shares his biggest takeaways—and what they could mean for AMD’s competitive position moving forward. Read more here ➡️ https://lnkd.in/gyC6KQ2m
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📺 What do the latest tech earnings tell us about AI, semiconductors, and the broader technology market? CEO & Chief Analyst Patrick Moorhead recently joined CNBC to share his perspective on the biggest earnings stories shaping the industry—from hyperscalers to semiconductor leaders and AI infrastructure. Read our full analysis here➡️ https://lnkd.in/g_5BpzNK
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💻 The XPS is back—and it’s making a statement. Dell Technologies’s latest XPS 14 represents more than just a hardware refresh. It signals a return to the premium laptop experience that made the XPS brand an industry benchmark. In his latest Research Note, VP & Principal Analyst Anshel Sag breaks down what Dell got right, where the new design stands out, and why this launch matters in today’s premium PC market…🚀 Read the full analysis here➡️ https://lnkd.in/gsZkBrvp
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🚀 AMD just made one thing clear: AI infrastructure is no longer just about chips—it’s about delivering a complete platform. From the debut of the Helios rack-scale AI system to the launch of next-generation EPYC “Venice” processors, AMD’s latest announcements signal an aggressive push to challenge the AI status quo. But as CEO & Chief Analyst, Patrick Moorhead explains, the biggest story may not be the hardware itself—it’s the narrowing software gap. As open AI ecosystems continue to mature, software differentiation is becoming less of a barrier, raising the stakes for performance, execution, and ecosystem partnerships. Key takeaways: ✅ Helios enters production with major hyperscaler support. ✅ EPYC “Venice” strengthens AMD’s data center roadmap. ✅ The AI software moat continues to shrink. ✅ AMD is positioning itself as a full-stack AI infrastructure provider—not just a silicon vendor. Read Patrick’s full analysis here➡️ https://lnkd.in/gWDK2yPj
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