Agentic software development is a significant step up from chat-based code assistants, but it is an evolutionary rather than revolutionary change for the SDLC.| Moor Insights & Strategy
Despite its innovations in AI-driven coding, AWS has not gained much momentum among devs. AWS aims to change that with its biggest shift in developer strategy in years| Moor Insights & Strategy
K2 Think, a 32B open-source AI model from UAE’s MBZUAI and G42, redefines reasoning efficiency with agentic planning and wafer-scale silicon. The post The UAE Showcases Its Abilities In AI Reasoning With K2 Think Model appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
MI&S Weekly Analyst Insights — Week Ending September 19, 2025. A wrap-up of what our team published during the last week. The post MI&S Weekly Analyst Insights — Week Ending September 19, 2025 appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the recent partnership between Intel and Nvidia, analyzing its implications for the tech industry. They explore the strategic benefits for both companies, potential impacts on competitors like AMD and ARM, and the broader context of geopolitical tensions affecting chip manufacturing. The hosts also touch on Meta's new AR glasses, the Federal Reserve's interest rate decision, and Elon Musk's recent Tesla stoc...| Moor Insights & Strategy
Yesterday I appeared on Yahoo Finance to talk with anchor Julie Hyman about the big new investment NVIDIA is making in Intel. We discussed the considerable upsides for Intel from the deal, as well as what NVIDIA gets out of it. Click the link to view the edited segment, or read the rest of this post for […] The post BROADCAST ANALYSIS: Patrick Moorhead Discusses NVIDIA and Intel on Yahoo Finance, September 18, 2025 appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
Yesterday on Squawk Box Asia, I had a conversation with CNBC anchor Martin Soong and correspondent Chery Kang about the specifics of NVIDIA’s new $5 billion investment in Intel, including details on the types of chips the two companies will be making together. Take a look at the edited clip via the link below, or […] The post BROADCAST ANALYSIS: Patrick Moorhead Discusses NVIDIA’s Intel Investment on CNBC Squawk Box Asia, September 18, 2025 appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
Google unveils Pixel 10 series with upgraded AI, new Tensor G5 chip, and foldables, targeting mainstream users with smarter devices and celebrity appeal. The post Google’s New Star-Studded Marketing For Its Pixel Lineup appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
Yesterday on CNBC’s Squawk on the Street, I had a chance to share my thoughts about NVIDIA’s new $5 billion investment in Intel, which I see as pure upside for Intel, as well as being a savvy move for NVIDIA. You can view the edited clip via the link below, or read on for an AI-generated, […] The post BROADCAST ANALYSIS: Patrick Moorhead Discusses NVIDIA’s Intel Investment on CNBC Squawk on the Street, September 18, 2025 appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
Discover how data, AI, and integrated technology are transforming wealth management by personalizing advice and strengthening client relationships. The post How Data Management Reshapes Wealth Advisory: From Insight To Impact appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
Discover how pairing Apple Vision Pro with an M4 MacBook Pro unlocks a powerful, immersive productivity setup for creators and professionals. The post Maximizing Mobile Productivity With Apple Vision Pro And MacBook Pro appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
Discover how Qualcomm’s Snapdragon X Elite drives Copilot+ PCs with AI power, retail growth, and a bold go-to-market strategy. The post RESEARCH PAPER: The Go-To-Market Journey For Snapdragon Compute appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
This week, Will and Anshel unpack six big moves shaping wireless and edge AI: Avenir’s “agentic AI” pitch for OSS, NVIDIA’s $5B tie-up with Intel and NVLink to x86, MásOrange turning on VoNR in Spain, Meta’s next-gen smart glasses, NATO’s 5G for defense, and EchoStar’s post-spectrum strategy. The post The G2 on 5G: Episode 237 – Mavenir, NVIDIA & Intel, MasOrange, Meta and More! appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
Enterprises today are grappling with rising cloud costs, stricter data residency rules, and tougher compliance requirements, and that’s before we get to the growing demands of AI. In this context, the allure of a cloud-first approach — which many enterprises have gravitated to over the past decade — often clashes with the practical realities of […] The post RESEARCH NOTE: Cloudera Invests in the ‘Anywhere’ Abilities of Its Hybrid Data Platform appeared first on Moor Insights & Str...| Moor Insights & Strategy
Enterprise AI takes center stage as Box, Workday, Zoom, and Smartsheet unveil Fall updates for productivity, data readiness, and agentic AI. The post The Enterprise Applications Podcast – Episode 15: Fall Tech Tour – Box, Workday, Zoom, Smartsheet & the Rise of Agentic AI appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
MI&S Weekly Analyst Insights — Week Ending September 12, 2025. A wrap-up of what our team published during the last week. The post MI&S Weekly Analyst Insights — Week Ending September 12, 2025 appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Apple's recent product launch event, focusing on the new iPhone Air and Apple Watch features. The hosts discuss Apple's apparent shift away from AI, contrasting it with other tech giants' AI-focused strategies. They also analyze recent developments in the chip industry, including Intel's leadership changes and ASML's investment in Mistral AI. The podcast concludes with a brief overview of recent earnings rep...| Moor Insights & Strategy
Amazon expands same-day grocery delivery to 1,000+ cities, integrating Prime, AI, and logistics to drive growth and deepen customer loyalty. The post Will Amazon’s Prime Model Drive Growth In Same-Day Grocery Delivery? appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
Antonio Neri, CEO at HPE, and his team join Diana Blass to share their insights on how HPE is revolutionizing the integration of AI across industries with its comprehensive infrastructure, showcasing real-world applications and future AI potentials. The post Six Five Connected with Diana Blass: Navigating the AI Era with HPE’s Infrastructure Innovations appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
Discover how T-Mobile’s Super Mobile, Salesforce’s AI-driven Agentforce, and the rise of agentic ERP are reshaping enterprise technology. Insights on telecom, CRM, ERP, and data platforms and more. The post The Enterprise Applications Podcast – Episode 14: From Super Mobile to Agentic ERP: T-Mobile, Salesforce, and the Next Wave of Enterprise AI appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
This week's episode of the DataCenter podcast covers Splunk, HPE and Oracle earnings, Intel's Datacenter Reset, and NVIDIA. The post DataCenter Podcast: Episode 50 – We’re Talking Splunk, HPE & Oracle, Intel, NVIDIA appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
Yesterday I appeared on Yahoo Finance to talk with anchor Josh Lipton about the strong results — and blockbuster forward-looking statements — from Oracle’s Q1 FY2026 earnings. Click the link to view the edited segment, or read the rest of this post for an AI-generated, human-curated overview and summary of the discussion. Link to edited segment. […] The post BROADCAST ANALYSIS: Patrick Moorhead Discusses Oracle on Yahoo Finance, September 10, 2025 appeared first on Moor Insights & St...| Moor Insights & Strategy
Explore the reasons behind CoreWeave's explosive growth and its impact on the AI cloud infrastructure landscape with insights from industry leaders and customers. The post Six Five Connected with Diana Blass: Why Everyone’s Talking About CoreWeave appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
Earlier this week on CNBC’s Closing Bell Overtime, anchor Jon Fortt interviewed me alongside financial analyst Gil Luria about the new iPhone Air from Apple — which I am frankly skeptical about from the standpoint of product strategy. We also discussed Oracle’s earnings, and I emphasized how Oracle has achieved success as a hyperscaler with […] The post BROADCAST ANALYSIS: Patrick Moorhead Discusses New iPhone and Oracle Earnings on CNBC Closing Bell Overtime, September 9, 2025 appear...| Moor Insights & Strategy
Battlefield 6’s open beta shows a polished, fast-paced shooter with smooth performance, balanced gameplay, and PC-friendly specs — setting the stage for its October 2025 launch. The post Battlefield 6 Open Beta: First Impressions And Hardware Performance appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
At VMware Explore 2025, Broadcom CEO Hock Tan made the case for VMware Cloud Foundation 9.0 as the private cloud platform built for AI, security, and innovation. The post VCF And Private AI Take Center Stage At VMware Explore 2025 appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
In 2025, enterprise data platforms are smarter, faster, and AI-driven — with open standards, unified governance, and hybrid cloud support helping businesses stay compliant, cut costs, and move at the speed of change. The post AI And Open Source Redefine Enterprise Data Platforms In 2025 appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
IBM Db2 is leveling up with AI—bringing vector search, watsonx integration, and hybrid data power to help enterprises build smarter apps. The post RESEARCH BRIEF: IBM Db2 + AI: Advancing Enterprise Workloads in a Data-Centric World appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
Sanjay Mirchandani, CEO at Commvault, joins Patrick Moorhead and Daniel Newman to discuss Commvault’s strategy for advancing cyber resilience through acquisitions, AI, and upcoming SHIFT event highlights. The post Transforming Cyber Resilience with Commvault appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
MI&S Weekly Analyst Insights — Week Ending September 5, 2025. A wrap-up of what our team published during the last week. The post MI&S Weekly Analyst Insights — Week Ending September 5, 2025 appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
Alexandru Costin, VP of Generative AI at Adobe, joins Daniel Newman and Patrick Moorhead to discuss the evolution of Adobe Firefly, integration with creative tools, and how generative AI is redefining content creation and productivity for the enterprise. The post Accelerating Creativity and Productivity with Adobe Firefly appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
Ritika Gunnar, GM of Data & AI at IBM, joins Daniel Newman to discuss IBM’s role at the US Open, innovations in AI-powered fan experiences, and how new platforms like watsonx.data and recent acquisitions are enabling enterprise data transformation. The post Generative AI Gets Competitive: IBM’s Real-Time Strategy at the US Open – Six Five On The Road appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
From center court to the enterprise edge—IBM’s Tyler Sidell reveals how real-time data and AI governance are transforming sports into a proving ground for scalable, compliant tech. The post Game Time Tech Ep 20: Live from the US Open appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
Paul Bay, CEO at Ingram Micro, joins Patrick Moorhead and Daniel Newman to discuss how AI, cloud, and the Xvantage platform are redefining the global tech channel and supporting partners’ skill development for future growth. The post AI, Cloud, and the Channel: A Conversation with Ingram Micro’s CEO appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
This episode of the DataCenter Podcast covers NVIDIA's Datacenter Bridge, VMware Explore, Private Cloud, Cisco earnings, & HPE expectations| Moor Insights & Strategy
In Moor Insights & Strategy's Analyst Insights, our experienced research analysts = share their insights on the latest tech developments.| Moor Insights & Strategy
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss recent antitrust rulings affecting Google, the availability of Nvidia's H100 and H200 GPUs, and the impact of AI on job markets. The hosts analyze earnings reports from Salesforce, HPE, and Broadcom, offering insights into their AI strategies and market positions. They debate the concentration risk for Nvidia with its top customers and explore the economic implications of recent unemployment data. Throughout...| Moor Insights & Strategy
Siggraph 2025 highlights XR and AI with Nvidia’s new GPUs, Meta’s prototype headsets, and advances in neural graphics and 3D standards. The post XR And AI Dominate The Future Of Graphics At Siggraph 2025 appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
This research brief explores the challenges organizations face in managing and leveraging data in today’s data landscape. The post RESEARCH BRIEF: The Data-Driven Enterprise Starts With Intelligent Data Infrastructure appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
I believe that many aspects of current AI agent pricing are not sustainable, given the number of headwinds facing the current market — as described in the previous article in this series. We are already seeing signs of this today, and I expect to see more in the future. The only significant force that could […] The post RESEARCH NOTE: Where Is AI Agent Pricing Headed? Predictions for the Next 3 Years appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
Discover how ERP systems are evolving into real-time, event-driven platforms powered by autonomous, goal-oriented AI agents—enabling intelligent orchestration, modular enhancements, and faster, adaptive business processes. The post Reinventing ERP With Event-Driven Agentic AI appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
When you consider that AI agents are still very much in their infancy, what should we expect? Not only from the technology itself but also in terms of how vendors will monetize the future value of their solutions? To answer this, we need to identify possible pricing drivers and determine if those drivers impact the […] The post RESEARCH NOTE: Headwinds and Tailwinds Driving the Future of AI Agent Pricing appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
HP is working to reset its image with gamers by launching new high-end Omen gaming PCs and HyperX peripherals. While Omen has represented the top end of HP’s PC gaming business for years, the company is reintroducing new gaming PCs and premium HyperX accessories that refine these product lines. In August the company used Level […] The post RESEARCH NOTE: HP Uses Level Reforge Event to Level Up Its Omen and HyperX Gaming Lineups appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
Adam King, VP and GM at MediaTek, joins the webcast to share insights on the company's approach to bringing advanced AI capabilities to consumer devices, including smart home tech, Chromebooks, and AR glasses. The post A Conversation with MediaTek on the Latest AI Trends for Consumer Devices appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
At Perspectives 2025, Zoom revealed its AI-first roadmap—pivoting from meetings to a productivity platform with agentic AI, unified workflows, partner expansion, and mid-market momentum. The post Zoom Outlines Strategic Plan To ‘Disrupt Itself’ At Perspectives 2025 appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
Over the past 12 months, we have seen an explosion in interest in AI-based agents, and I think that this has been a generally positive trend in the continuing adoption of generative AI. In fact, Moor Insights & Strategy began serious coverage of agents about a year ago, and our short-term predictions have been pretty […] The post RESEARCH NOTE: Demystifying AI Agent Pricing appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
Broadcom’s leadership joins Six Five hosts to break down the biggest VMware Explore 2025 announcements – including VCF 9.0, new AI partnerships, and strategies for secure hybrid infrastructure. Discover the path ahead for enterprise IT. The post VMware Explore 2025 Recap: Broadcom’s Big Announcements and What’s Next – Six Five On The Road appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
MI&S Weekly Analyst Insights — Week Ending August 29, 2025. A wrap-up of what our team published during the last week. The post MI&S Weekly Analyst Insights — Week Ending August 29, 2025 appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
Cisco’s 2025 Global Hybrid Work Study reveals trust gaps, communication breakdowns, and the power of flexibility in boosting productivity, retention, and hybrid work success. The post Cisco Study Explores The Truth About RTO Mandates And Hybrid Work appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the recent Federal Reserve comments, Nvidia's impressive Q2 earnings, and Dell's strong AI server performance. The hosts debate whether enterprise AI is a bubble or the start of something big, offering insights on market valuations and growth projections. They also analyze earnings from Pure Storage, Marvell, and HP, highlighting the impact of AI on various tech sectors. Throughout the episode, Patrick and D...| Moor Insights & Strategy
Yesterday I appeared on Yahoo Finance to discuss NVIDIA’s growth prospects in light of the company’s new earnings report, as well as the current state of U.S. semiconductor policy and where the industry might be headed over the next couple of years. Watch the edited clip via the link below, or read on for an AI-generated, […] The post BROADCAST ANALYSIS: Patrick Moorhead Discusses NVIDIA Earnings on Yahoo Finance, August 28, 2025 appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
I had the pleasure of attending Samsung’s summer Galaxy Unpacked event in Brooklyn last month, where the company announced its latest foldables and smartwatches. (My analysis of the event is here.) The focus of the event was clearly on the new Galaxy Z Fold7 book-style foldable, which I believe is the biggest change in the […] The post RESEARCH NOTE: Galaxy Z Fold7 Review — Samsung Got Its Fold Back appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
Palo Alto Networks finalizes its $25 billion acquisition of CyberArk, integrating identity security into its AI‑powered cybersecurity platform and completing its next‑gen defense strategy. The post Palo Alto Networks Completes Its Platform Play With CyberArk Deal appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
Cisco’s open‑source AGNTCY framework for agentic AI has moved to the Linux Foundation to enable cross‑vendor agent interoperability.| Moor Insights & Strategy
I have long considered anything over a 15- or 16-inch gaming notebook to be a desktop replacement. That was the case with Alienware’s original Area 51m laptops, and it seems to be the case today with the MSI Titan 18 HX AI. These laptops represent the pinnacle of laptop gaming, while not necessarily being the […]| Moor Insights & Strategy
HPE announced its intention to acquire Juniper Networks for $14 billion on January 9. My firm’s Chief Analyst Patrick Moorhead and I had the opportunity to speak with HPE CEO Antonio Neri and Juniper Networks CEO Rami Rahim to gain further insights into the potential mega-merger. Considering how important both companies are in one sector—networking […]| Moor Insights & Strategy
AI meets human collaboration in Industry 5.0. ERP, GenAI, SaaS, and Mitel’s pivot—Episode 11 breaks it all down.| Moor Insights & Strategy
Many workers report feeling overwhelmed by employers' expectations and a lack of work-life boundaries. How can AI help — and when is it part of the problem?| Moor Insights & Strategy
MI&S Weekly Analyst Insights — Week Ending August 1, 2025. A wrap-up of what our team published during the last week.| Moor Insights & Strategy
Nvidia should be able to ship lower-powered AI chips directly to China and use its more powerful chips to serve Chinese companies under strict know-your-customer rules| Moor Insights & Strategy
Device makers and wireless carriers are taking necessary steps to improve satellite messaging, though there is room for improvement in handovers and other functions| Moor Insights & Strategy
MI&S Weekly Analyst Insights — Week Ending July 25, 2025. A wrap-up of what our team published during the last week.| Moor Insights & Strategy
Lewis Smithingham of Media.Monks joins Game Time Tech to explore cloud-based sports broadcasting, remote production on AWS, and why the future of fan engagement depends on multi-platform innovation| Moor Insights & Strategy
Hosts discuss Cisco’s AI Canvas, AMD’s MI350 GPU, HPE’s GreenLake Intelligence, Pure Storage’s Enterprise Data Cloud, and the Juniper acquisition. Discover how these innovations are transforming AI infrastructure.| Moor Insights & Strategy
RESEARCH NOTE: AWS Summit 2025 Recap — Who Wins The AI Race?| Moor Insights & Strategy
I was excited to review the Crucial X10 because it is by far the smallest portable SSD I have used and is available in capacities up to 8TB. Don’t confuse it with the similarly named and designed Crucial X10 Pro, which caps out at 4TB and isn’t as fast. The X10 is smaller than you […]| Moor Insights & Strategy
Dive into the innovative world of Hybrid AI with insights from Lenovo and NVIDIA's collaboration on Six Five Media.| Moor Insights & Strategy
Apple's announcements about VisionOS 26 at WWDC highlight the importance of spatial computing for the company and how it fits into Apple's product strategy.| Moor Insights & Strategy
I am pleased to announce that Erin Zehr has joined the team as Senior Advisor to the CEO. Erin has come onboard to help accelerate our company’s growth and deepen relationships with our largest clients. She knows most of our clients well and has an established network of friends and contacts who are leaders in […]| Moor Insights & Strategy
MI&S offers unparalleled advisory and insights to businesses navigating the complex technology industry landscape.| Moor Insights & Strategy
Google's work on AI is only accelerating, with Gemini 2.5 as a major driver. That plus more investment in an XR ecosystem have improved Google’s approach to XR| Moor Insights & Strategy
After years of delays, hardware and software development for the IVAS project will shift to Anduril, with Microsoft continuing to supply cloud infrastructure.| Moor Insights & Strategy
In a modern business of any size, data is what makes or breaks you. It’s what gives your company a competitive edge—or can fail you if not used properly. It’s the raw material of an informed, dynamic corporation—as essential to revenue as iron ore is to a steel manufacturer or wood is for a paper […]| Moor Insights & Strategy
First-wave Copilot+ PC laptops from HP, Lenovo & Microsoft built to compete, deliver great user experience & battery life| Moor Insights & Strategy
The Six Five team discusses VMware Explore 2024 in this highlight from episode 230 of The Six Five Webcast.| Moor Insights & Strategy
Will Townsend, MI&S VP & Principal Analyst discusses the transformative role of Data Processing Units (DPUs) in modern datacenters with AMD’s Soni Jiandani.| Moor Insights & Strategy
DigiLens started this year with the announcement of its new ARGO AR glassesand has continued to make moves both as a component supplier of waveguides and as a standalone AR headset maker. A few days before the AWE 2023 event, DigiLens also announced a partnership with Taqtile to create a rugged solution for industrial and […]| Moor Insights & Strategy
Sony announced its Spatial Content Creation System at CES 2024. At that time, very few people got an opportunity to try it out since demos of headsets are generally challenging, especially with lots of users around. After the event, however, I was able to find a time when Sony’s engineers from Japan would be in […]| Moor Insights & Strategy
There’s an increasing emphasis today on consolidating data from various sources, including enterprise resource planning (ERP) and supply chain management (SCM) systems. Meanwhile, the trend towards low-code AI process automation is driven in part by the need to make informed business decisions based on unified data. Put these two trends together, and you arrive at […]| Moor Insights & Strategy
The Hot Desk team talks ServiceNow, Microsoft, IBM, Salesforce, Zoom, and Canva on this episode of the Hot Desk Podcast.| Moor Insights & Strategy
