Matthew Kimball @MattKimball_MIS
| Principal Analyst, Moor Insights & Strategy | @ARInsights Power 100 Analyst | Fan of disruptive technologies | Die hard Boston sports fan | moorinsightsstrategy.com Austin, TX Joined December 2009-
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Join Larry Ellison and Juan Loaiza this Thursday, May 2, to find out how @OracleDatabase is pushing the boundaries of enterprise #AI innovation. Register now: social.ora.cl/6010b0l0e
.@intel continues to show growth in latest quarter Total revenue up 9% YoY ($12.7B) Gross margins 41% (up 6.8% YoY) Client rev up 31% Datacenter and AI rev up 5% And... Gaudi 3, Xeon6 ship later in the year. Good to see the company get its legs back - going to be a fun year…
How about the quarter from @Google ? Total $GOOG earnings - $80.5B (⏫ 15%) EPS - $1.89 (v. $1.51 expected) Search - $46B ⏫ $6B YoY YouTube $8.1B ⏫ $1.4B YoY GCP $9.6B ⏫ $2.1B YoY (28%) abc.xyz/assets/91/b3/3…
Join Larry Ellison and Juan Loazia to learn how Oracle Database is bringing the future of data and #AI to developers and enterprises today. Register now: social.ora.cl/6019bqyMZ
Just like that, @Oracle is pulling up stakes in Austin and moving to Nashville. Can't say as I blame them - Austin's not the cool city it once was. :) wsj.com/tech/oracle-to…
.@IBM rumored to be finalizing an acquistion of @HashiCorp. I like this - for both orgs - both big winners. wsj.com/business/deals…
When Pedro Martinez enforced his own pitch clock after the batter called time late.
Good coverage.
EP22 of the MI&S Datacenter Podcast: $CSCO Launches Hypershield to Address AI Security, $INTC Gaudi 3 for GenAI in the Enterprise, $QUBT A Volume of Millions, $AMD Pensando and its DPU leadership, $GOOG Announces Axion, Millions of Tokens x.com/i/broadcasts/1…
Classic!!!
Called it some time back - @Arm is eating the cloud datacenter. This isn’t just a matter of “choice.” It’s a matter of perf per dollar and perf per watt. Significant power savings without sacrificing performance.. hmmm There’s a reason why the largest hyperscalers are…
Called it some time back - @Arm is eating the cloud datacenter. This isn’t just a matter of “choice.” It’s a matter of perf per dollar and perf per watt. Significant power savings without sacrificing performance.. hmmm There’s a reason why the largest hyperscalers are…
I have no concerns around the viability of the MI300 in the market. @AMD is going to sell these faster than they can make them, just as @intel won't be able to produce the Gaudi 3 accelerator fast enough.
OK - looking for more details on @Google Axion? Check out the below. I try to cover: - the reach of @Arm in the cloud - details on Axion (what's available) - impact to @AmpereComputing - longer term impact forbes.com/sites/moorinsi…
OK - it's official, @PGelsinger is dancing on stage with Gaudi 3. Introducing @intel's latest AI accelerator -across the board incredible numbers related to perf per watt and perf per dollar - training and inference. Available as a mezz card, PCIe card or a baseboard.…
Is it me, or is @Supermicro_SMCI absolutely everywhere? Sharing the stage @intel at its key customer event is a big deal. Even a bigger deal when you’re the only server vendor.
Just as expected, @Google announces its @Arm based CPU - Axion. It will be used for internal workloads (e.g. Spanner, Google Earth) and for @Googlecloud enterprise workload support. cloud.google.com/blog/products/…
Digging on @Patrick1Kennedy bad ass ride at @intel Vision. Say what you will - this thing is impressive.
Patrick Moorhead @PatrickMoorhead
43K Followers 4K Following Ranked #1 tech industry analyst by ARInsights. Founder, CEO, Chief Analyst at Moor Insights & Strategy. Six Five Media & Signal65 cofounder.Matt Eastwood @matteastwood
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13K Followers 7K Following Troublemaker | Computer Architect | @Arm Servers Architect @Google | Previously @RedHat, @Nuvia_Inc | Runner | Author | All views my own | #ArmServersJames Gingerich #B2B .. @jamesvgingerich
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279 Followers 766 FollowingMark Hachman @markhachman
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933 Followers 2K Following Mechanic and Tech Enthusiast Sic Semper TyrannisPatrick Moorhead @PatrickMoorhead
43K Followers 4K Following Ranked #1 tech industry analyst by ARInsights. Founder, CEO, Chief Analyst at Moor Insights & Strategy. Six Five Media & Signal65 cofounder.Matt Eastwood @matteastwood
13K Followers 3K Following Musings on Tech, Business & more. Note, these tweets are mine and do not reflect my employer's opinions! Work: @IDC SVP worldwide research.HPC Guru @HPC_Guru
26K Followers 97 Following "It takes a lot of knowledge to know what one does not know" 😎Tweets on things related to High Performance Computing -- systems, interconnects, storage, 🥭 ...Sarbjeet Johal @sarbjeetjohal
31K Followers 20K Following #Think24 - 28 yrs in #SiliconValley #Cloud, #Analyst, #GTM, #Coder, Economist, Storyteller, Speaker, Investor. EX: @OracleCloud @Rackspace @VMWare #DelEMC @VISAPatrick J Kennedy @Patrick1Kennedy
5K Followers 96 Following I do tech things @ServeTheHome Aspiring BBQ Pit Master and Beach PhilosopherDylan Patel @dylan522p
39K Followers 684 Following SemiAnalysis Boutique AI & Semiconductor Research and Consulting DMs are open for consulting, quotes, or to talk shopHolger Müller #NextG.. @holgermu
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51K Followers 5K Following CEO @TheFuturumGroup | Co-Founder @TheSixFiveMedia & @Signal_65 | @Forbes @MarketWatch Contributor | 7x Best-Seller | Digital Transformation | Dad x3Jon Masters 🏴�.. @jonmasters
13K Followers 7K Following Troublemaker | Computer Architect | @Arm Servers Architect @Google | Previously @RedHat, @Nuvia_Inc | Runner | Author | All views my own | #ArmServersNicole Hemsoth Pricke.. @NicoleHemsoth
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11K Followers 5K Following Principal Analyst @ Moor Insights & Strategy. Smartphones, PCs, 5G, XR, Gaming, Wearables, AI. Love Photography & Tech (opinions my own) He/Him.Jillian Kaplan (she/h.. @TheRealJKaplan
825 Followers 692 Following Thought Leader | #10SecondTech | Technical Marketing Trailblazer | Customer-centric Product Marketer and Manager | Believer in Technology for Good |Randy Cairns @Randy_Cairns
2K Followers 2K Following SVP Marketing & Communications @HyperscienceAI Former @HPE Business Objects, Interwoven. Husband, father. Soccer, running enthusiast #USMNTHPE @HPE
81K Followers 2K Following Official X of Hewlett Packard Enterprise, the global edge-to-cloud company. Sharing our passion and purpose through technology and innovation.Steven Dickens @StevenDickens3
10K Followers 5K Following VP & Practice Leader for Hybrid Cloud, Infra & Ops - @TheFuturumGroup | Top 5 in @arinsights Power 100 | #Podcast Host @OpenMFProject | Watch Nerd |🐯RugbyRaja Koduri @RajaXg
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2K Followers 2K Following Me + God = The Majority =) B.E.A.T http://t.co/XMA1YPwjHV #watchuswork #MoneyTeamKingz #Notperfectjustforgiven #teamJesus"Whoever pursues righteousness and love finds life, prosperity and honor." Proverbs 21:21
Enjoying how many folks are taking @Arm seriously in server and client these days. What did some of us tell you years ago? We did say this was inevitable 😉
Join Larry Ellison and Juan Loaiza this Thursday, May 2, to find out how @OracleDatabase is pushing the boundaries of enterprise #AI innovation. Register now: social.ora.cl/6010b0l0e
You might be old, but are you this old?
@MattKimball_MIS @DrakeMaye2 @Patriots 3 stooges, colorized. Wow. Technology!
Bo Nix passing Zach Wilson in the Broncos locker room
Join Larry Ellison and Juan Loazia to learn how Oracle Database is bringing the future of data and #AI to developers and enterprises today. Register now: social.ora.cl/6019bqyMZ
HashiCorp is excited to join @IBM to continue building the platform of choice for multi-cloud automation. @armon shares his thoughts on how this serves our community, customers, partners, and product innovation: hashicorp.com/blog/hashicorp… (link contains important information)
In a deal that simply makes sense, @IBM bolsters it hybrid-cloud and DevOps portfolio with its announced intention to buy DevOps leader @HashiCorp for ~$6.4B (~$35/share). I take a look at the deal in my latest on Forbes. forbes.com/sites/stevemcd…
Concerned about the impacts of Broadcom’s acquisition of VMware? 🤔 Nutanix provides a superior solution with one platform to run apps and manage data across a hybrid multicloud environment. ntnx.com/3uDQGtZ
Hey @GoogleWorkspace can y’all hurry up and train off my entire inbox of 13 years and let me query it? And then @onedrive I need you to do the same thing. Same for @googlephotos. K?
#AI stocks have had an incredible run-up, but Super Micro's $SMCI valuation could be more realistic, says @PatrickMoorhead of @MoorInsStrat. @WillKoulouris
Some thoughts on @Supermicro_SMCI $SMCI with @WillKoulouris on @StreetSignsCNBC.
#AI stocks have had an incredible run-up, but Super Micro's $SMCI valuation could be more realistic, says @PatrickMoorhead of @MoorInsStrat. @WillKoulouris
I’m still impressed that chip bring up ever works at all. So much needs to go right (in design, pre-silicon, emulation, DV, etc.) and sure there are chicken bits and cleaver hacks (and FIBs and metal spins and hot lots and…) but still it’s amazing that silicon works at all 👍
Our new chip is working Great team @tenstorrent
A good kernel debug exercise is good for the mind from time to time 😊
@MattKimball_MIS Jasmin was one of my colleagues at PwC and favorite people to work with. So excited for her and the team there!
@MattKimball_MIS Thanks 🙏 Always means more when game recognises game.
When Pedro Martinez enforced his own pitch clock after the batter called time late.