Patrick Moorhead

You have to wonder how this impacts SuperMicro sales in the US. I cannot imagine how much scrutiny the company will be under from this moment on. The company sells to F500 financial institutions, even the USG through Super Micro Federal. xAI, DataVolt, and CoreWeave, too.

From $SMCI. Not a good look. “The individuals charged are Yih-Shyan "Wally" Liaw, Senior Vice President of Business Development and a member of the Company's Board of Directors; Ruei-Tsang "Steven" Chang, a sales manager in Taiwan; and Ting-Wei "Willy" Sun, a contractor. Supermicro has placed the two employees on administrative leave and terminated its relationship with the contractor, effective immediately.”

With AI.

No Oura, Apple Health, Samsung Health, Quest Diagnostics input BUT I can export all of this data to the service plus the other 200 or so tests I’ve had run in the past 2 years. What @perplexity_ai should do is have Computer help with the imports. Comet could do this well, too.

@JClarkeatDell Sample? 😉

This is serious AI at the desk. The new Dell Pro Max with GB300 makes the AI frontier your daily routine. dell.com/en-us/blog/bri…

We’re all winners! 😉

@HosebDM You too! Great progress on your health!!

I finally ran into @PatrickMoorhead at GTC but heck forgot to take a selfie! Was great seeing you in person Pat.

@BenBajarin I now need an agent to manage my agents to make sure that they are working 24 x 7 without stopping.

@PatrickMoorhead As my saying goes, never let your agents sit idle. It's a waste of your time and theirs :) I do the same thing you are :) Always keep them working.

Is there a support group for vibe coders? I’m sneaking it in between calls, between sets, while walking, in the bathroom, in bed, all weekend, I just can’t stop. My trainer finally asked me today why I kept grabbing my phone between sets. Think he was annoyed. I told him I was checking in on my agents and scolding them because of the perpetual mistakes after me telling them “make no mistakes”. He just stared at me.

@LandonExplr Great question. I don’t know yet.

@PatrickMoorhead Strong partner turnout. Who's building real moats vs riding coattails?

This was the $NVDA show, but how did their ecosystem show up to the event?

There’s another $1,000 in tokens.

@EdwardMcKernan ehhh kinda

@PatrickMoorhead isn’t this your team

@Scobleizer Nice.

Today the AI open model panel with a dozen CEOs of the biggest open models with Jensen was spectacular. Suggest watching the whole thing. I captured it all, but it will take me a while to get it uploaded. The real takeaway? It all comes down to trust, since AI is going to run mission critical things. Hospitals. Grids. Factories. Stores. Transportation. Even our entertainment and news. Closed models aren't as trustworthy as open ones. For a whole lot of reasons that the CEOs spent more than an hour discussing with Jensen today in front of one of the bigger audiences at GTC. Shows the industry interest in open models. This was right before the discussion began, thanks @holgermu capturing me showing the CNQQ Buubuu (its mascot) around. Speaking of the Buubuu. I thought it was silly that I had to wear it and show it around. But so many people walking by said "nice BuuBuu." I have a few in my backpack and they made quite a few people's day. Will hand out more tomorrow.

@svarncapital @Jason @Picomoorhead We all got those.

@PatrickMoorhead @Jason @Picomoorhead 👍 Jason representing Dell?

I’m glad @Jason got to meet the better Patrick Moorhead, @Picomoorhead.

@IamJ_meeee It’s on Windows PC.

@PatrickMoorhead Yes. Awaiting its release on PC. Also awaiting what's cooking on Googles end, guessing we can here something at their upcoming conference?

If Comet for iOS Assistant can do what it does on Windows, I will likely switch browsers from Edge. It's great for websit with no APIs/MCPs like LinkedIn. I've automated the process of connecting people I meet with from scraping GMail, Google Calendar and attachments.

This $AMD-Samsung MOU is more significant than the headline suggests. It’s not just a memory supply agreement. It’s a supply chain alignment signal at the CEO-to-Chairman level, and it has a foundry kicker nobody’s talking about. Here’s how I read it: 1.Samsung is already AMD’s primary HBM partner, supplying HBM3E for MI350X and MI355X. This MOU extends that to HBM4 for the MI455X. Memory bandwidth is a rack-scale differentiator, and Samsung’s HBM4, the industry’s first to reach mass production on its 1c DRAM process with a 4nm logic base die delivering up to 3.3 TB/s, gives AMD a supply partner that is moving fast. AMD is not diversifying supply here. AMD is doubling down on Samsung as primary supplier for its most important AI accelerator. 2.The MOU covers DDR5 optimized for Venice, AMD’s 6th Gen EPYC with up to 256 cores, the CPU behind the Helios rack-scale platform. Having one supplier tightly integrated across HBM4 for the GPU and DDR5 for the CPU creates system-level optimization that matters when you’re building rack-scale AI infrastructure. This is how you close the gap with NVIDIA’s co-design playbook. 3.The part most people will miss: the MOU includes exploratory discussion of Samsung foundry services for next-gen AMD products. AMD has been loyal to TSMC for good reason. If AMD is even opening a foundry dialogue with Samsung, that tells me AMD is proactively building optionality as wafer demand continues to outstrip supply. This is strategic maturity, not desperation. 4. The signing with Lisa Su, held at Samsung’s Pyeongtaek complex, followed by dinner with Chairman Lee Jae-yong That’s not a procurement exercise. That’s a strategic partnership being elevated to the highest corporate levels. Context matters: Samsung announced HBM4 mass production for NVIDIA’s Vera Rubin platform earlier this week at GTC. Samsung now has HBM4 production commitments for both major AI GPU platforms, a notable positioning shift for a company that was struggling with NVIDIA HBM qualification a year ago. For AMD, this MOU, combined with the Meta 6GW deal, the OpenAI commitment, and the Oracle 50K MI450 deployment, signals that the infrastructure pieces around MI455X and Helios are solidifying ahead of H2 2026 shipments. Execution is everything from here. Unrelated, I met with Paul Cho today at GTC, President of Samsung Semi. Six Five video coming shortly.

@BenBajarin Yuge

Those Micron margins