Patrick Moorhead

Founder, CEO, Chief Analyst @MoorInsStrat. Co-founder of @TheSixFiveMedia and @Signal_65. Ex-AMD CVP, Compaq (now HP/HPE), AltaVista dot-com survivor.

[Patrick Moorhead @PatrickMoorhead]

I’ve been receiving a bunch of questions on the Nuvacore Series A. I’ve never seen this much buzz around an early stage startup. It’s an absolute feeding frenzy.

I think that this says a lot about the industry and where investors believe it’s headed with CPU innovation.

[Patrick Moorhead @PatrickMoorhead]

@DKRKInvesting @amitisinvesting Sell-side liked what they saw in DC but there were some cautions on smartphone.

[Patrick Moorhead @PatrickMoorhead]

Why do I think one of Qualcomm’s custom wins is $AMZN? It’s actually easy to deduce based on who showed up on video, what was said on the earnings call, and need.

1/ Google currently has 3-4 vendors doing varying degree of TPU work. I don’t think they have the capacity for another partner at this juncture. Qualcomm’s newest IP won’t be ready for a custom chip starting for revenue at the end of calendar 2026.
2/ Satya was on stage for the accelerator so he would have just said custom if this were the case.
3/ Zuck was on stage for CPU so would have just said custom too.
4/ Qualcomm said during Q2 earnings that it was a “largest class” hyperscaler. This leaves Amazon and maybe Oracle but what chip IP does Oracle have to integrate?
5/ By default this leaves Amazon. Amazon did business with AlphaWave previously. Guessing it’s a custom combo Graviton+Trainium derivative with AlphaWave connectivity? Custom Graviton with an NVLink port?

$QCOM

[Patrick Moorhead @PatrickMoorhead]

2 custom silicon wins. Customers not cited. Sounds nearer term as well. Sounds crazy, but thinking Amazon is could be one of them. $QCOM

[Patrick Moorhead @PatrickMoorhead]

@MtnTimeInvestor @amitisinvesting Questions are good. The company has a solid execution record for years. Is there something in the past that drives the questions or just that this is a new space?

[Patrick Moorhead @PatrickMoorhead]

@mweinbach 4.6 is better than 4.8 for many of my workflows.

[Patrick Moorhead @PatrickMoorhead]

@rubicon59 Serve huge value but will quickly become commoditized.

[Patrick Moorhead @PatrickMoorhead]

@naanthannaantha @stevehou I grew up in Cleveland I know the Gary vibe.

[Patrick Moorhead @PatrickMoorhead]

Chilling.

[Patrick Moorhead @PatrickMoorhead]

@stevehou Downtown Austin.

[Patrick Moorhead @PatrickMoorhead]

@benitoz @signulll I need my fashion to match my mood.

[Patrick Moorhead @PatrickMoorhead]

@amitisinvesting Institutions excited about datacenter and automotive and the 40% non-smartphone CAGR. They blended the smartphone side which pulled some of the excitement. Retail just being retail.

[Patrick Moorhead @PatrickMoorhead]

@Stonefoxcapital @rodolfor It’ll all depend on the accelerator IP and the IP’s TOPS per density of the chip. Same rules apply as GPUs. Heck, could even be a video decoder chip. Not as good vis on this one.

[Patrick Moorhead @PatrickMoorhead]

2 custom silicon wins. Customers not cited. Sounds nearer term as well. Sounds crazy, but thinking Amazon is could be one of them. $QCOM

[Patrick Moorhead @PatrickMoorhead]

Bill Maher delivers a great segment and cuts through the fog of America’s own haters and the World Cup travelers who love their travels in the US.

[Patrick Moorhead @PatrickMoorhead]

Homecoming.

[Michael Dell 🇺🇸 @MichaelDell]

Today, with 97% approval, Dell shareholders voted to bring our legal home to Texas.

This is home and where we’ve always belonged. Texas gave us the talent, the universities, and the environment to build something that lasts.

Proud to make it official. Let’s go. 🤠

[Patrick Moorhead @PatrickMoorhead]

@Baxate SF is special.

[Patrick Moorhead @PatrickMoorhead]

@IanCutress Yeah. Wasn’t saying you weren’t.

[Patrick Moorhead @PatrickMoorhead]

Wow. “The last decade belonged to those who could write software. The next will likely belong to those who can harness AI to transform the physical world.”

[Under Secretary of State Jacob S. Helberg @UnderSecE]

The U.S. @StateDept is partnering with @Stanford to create Foundry School: a world-class seminar series featuring the luminaries of advanced manufacturing, paired with a first-of-its-kind curriculum. The last decade belonged to those who could write software. The next will likely belong to those who can harness AI to transform the physical world.

The future belongs to those who build.

[Patrick Moorhead @PatrickMoorhead]

@johnrheritage @elonmusk @magicsilicon There were some that were that length but the majority were 65-90. At 180nm the majority if not all were 180.

[Patrick Moorhead @PatrickMoorhead]

@lithos_graphein lol

[Patrick Moorhead @PatrickMoorhead]

@AlphaTrader00 Not yet lol. 🥺

[Patrick Moorhead @PatrickMoorhead]

I’ve been receiving a bunch of questions on the Nuvacore Series A. I’ve never seen this much buzz around an early stage startup. It’s an absolute feeding frenzy.

I think that this says a lot about the industry and where investors believe it’s headed with CPU innovation.