Patrick Moorhead
Founder, CEO, and Chief Analyst
Moor Insights & Strategy
Patrick Moorhead is Founder, CEO, and Chief Analyst of Moor Insights & Strategy. He founded the firm based on his real-world world technology experiences with the understanding of what he wasn’t getting from analysts and consultants. Ten years later, Patrick is ranked #1 among technology industry analysts in terms of “power” (ARInsights) in “press citations” (Apollo Research). Moorhead is a contributor at Forbes and frequently appears on CNBC. He is a broad-based analyst covering a wide variety of topics, including the cloud, enterprise SaaS, collaboration, client computing, and semiconductors.

Recent Videos

OpenAI's Equity Play, Anthropic's Access Reset, and the Billion-Dollar Race to Own AI Deployment

Patrick Moorhead and Daniel Newman unpack OpenAI's reported equity offer to the U.S. government, Anthropic's phased return following export controls, and why AWS and Microsoft are betting billions on the engineers who deploy AI rather than the labs that train it. They also dig into NVIDIA's response to its roadmap critics, Meta's expanding cloud ambitions, and the week's biggest market developments, from SpaceX to Samsung. Catch the full analysis on Episode 311 of The Six Five Pod.

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Qualcomm's Data Center Debut, OpenAI's Jalapeño, and the Memory-as-Strategic Infrastructure Debate | The Six Five Pod Ep. 310

On Episode 310 of The Six Five Pod, Patrick Moorhead and Daniel Newman unpack the biggest stories from the week, including insights from Qualcomm Investor Day 2026, OpenAI and Broadcom's Jalapeño AI chip, Anthropic's Micron partnership, SpaceX's massive Reflection AI compute deal, Sakana AI's new Fugu orchestrator, and why memory is emerging as a critical layer of AI infrastructure. Plus, Bulls & Bears covers NVIDIA's $25B bond offering, Apple's MacBook price increases, Micron's record quarter, and Cerebras' first earnings as a public company.

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Model Access, Market Signals, and the Enterprise Spending Reality: Episode 309

Patrick Moorhead and Daniel Newman return from a packed week of travel, covering HPE Discover 2026 and Pure Accelerate hosted by Everpure. They break down the government-forced shutdown of Anthropic's Mythos 5, the Apple-Intel foundry signal, the xAI-Cursor acquisition, and whether enterprise AI spending is actually contracting or simply concentrating. Episode 309 of The Six Five Pod covers the week’s events, market moves, and the structural questions that follow.

Six Five Summit Sessions

Decode Summit Sessions

How Enterprises Are Rethinking Infrastructure for AI at Scale

Bob Venero, CEO of Future Tech, joins Patrick Moorhead to discuss how next-generation infrastructure, hybrid cloud, and AI are transforming enterprise IT—and where Future Tech fits into the future of intelligent infrastructure.