Top-Ranked tech industry analyst per ARInsights. Founder, CEO, Chief Analyst at Moor Insights & Strategy. Six Five Media & Signal65 cofounder.
Apr 25, 2022 • 11 tweets • 3 min read
Now that @elonmusk owns @Twitter, I need to get a few things off my chest....
Sammy Hagar sucked in Van Halen and the band never really recovered. I went to the 1984 concert and David Lee Roth jumped off of the 20-foot set of speakers doing the splits. No comparison. And Sammy's restaurants suck.
Jan 4, 2022 • 15 tweets • 9 min read
A real live press conference at #CES2022 woo hoo! @Qualcomm
Qualcomm CEO @cristianoamon kicking off the presser thanking everyone for coming. Said he expected five people but over 75 showed up. Lol!
Jan 4, 2022 • 8 tweets • 4 min read
Next up Intel #CES2022 presser. Tweeting from the press room LoL. How meta.
What's up @gregorymbryant?
Aug 19, 2021 • 8 tweets • 7 min read
Intel "P" Core:
-"performance" CPU core
-adds FP16 ML accel to AVX512
-claims 19% advantage over 11th Gen based on SPEC, Sysmark, Crossmark, PCMark, WebXPRT3, Geekbench
-Adds new "AMX" matrix engine for DL inference and training (?) claims 8X improvement on int8 (SR only)
$INTC
Thread Director does exactly what you would expect. It manages threads that:
-should go on P-core
-should go on E-core
-should move from P to E-core
If you recall early vers of Arm big.LITTLE had early issues with thread mgmt. Intel claims it's ahead of everyone on this. $INTC
Aug 19, 2021 • 8 tweets • 4 min read
Intel held its Architecture Day on Tuesday. A trove of disclosures that I am still digesting. Stay tuned for analysis. One easy thing that I can say with certainty is that it will drive discrete GPU revenue and share. That’s not as easy to assess as you may think. $INTC
Gaming, Intel fields a performance desktop GPU "Arc" in Q1 that's up there with NVIDIA & AMD. Not at the top but close. NV & AMD will likely update so at worst case, as I have said for the past 4 years, Intel will have a very competitive mid-range, upper mid-range. TSMC N6. $INTC
Dec 1, 2020 • 9 tweets • 6 min read
I think @awscloud has the clearest compute product positioning:
-"fastest"
-"largest"
-"most"
-"only"
-"best" #reinvent
Graviton2 growing up a bit today with C6gn. Much higher performance workloads are possible like data analytics, nw appliances, load balancers, some HPC. #reinvent
Dec 1, 2020 • 8 tweets • 6 min read
Qualcomm's @cristianoamon starts off #SnapdragonSummit talking about:
-redefining premium experiences with #5G. As you would expect.
- Video. Gaming. XR. Life-saving.
- Many services "yet to be invented". Yup
Qualcomm a big R&D investor. $66B. While I don't like the comingling of "R" and "D" as its different, it's a huge number.
Nov 20, 2020 • 28 tweets • 17 min read
Going to doing some testing. What questions do you have about the new #MacBookProM1?
One open USB port on my professional MacBook. Here's the power adapter against a mini 12. I'm told I won't need the adapter as it gets 20 months of battery life. 😀 I'm immediately invited to download the 3GB Big Sur update within the first few minutes. #MacBookProM1