50 NPU TOPS is such a classic AMD move. I’m interested to see the performance and efficiency of those 8-bit NPU TOPS. Cc Signal65

A 16% IPC claimed uplift is healthy for AMD’s Zen 5 CPU architecture. Lisa Su mentioned some of the architectural enhancements on-stage and I’d love to see the crawl chart of how it’s achieving it. Note IPC= Instructions Per Clock, so F increases don’t count. $AMD

I’ve been in and around the PC industry for nearly 35 years and I’ve never seen a newer entrant land this hard, this fast, with a new class of notebook processors. $QCOM

The Qualcomm #Computex keynote is about to start! #SnapdragonXseries

Nvidia did have some interesting things to say about client products today, including a new 'RTX AI PC' designation that it is giving to machines that happen to have...you guessed it, an RTX GPU in them. Check out my write up on the news here!

Watching the NVIDIA Computex 2024 keynote from afar. Nothing earth shattering yet, but there’s time. Similar in principle to GTC keynote. The “CEO math” was funny and accurate in the context of industrial-grade training. $NVDA

It’s amazing to me how much farther ahead ChatGPT is on iOS. Specifically related to RAG. Upload documents, ask it questions.

$DELL

Very happy with this year’s opening lineup of speakers!

My thoughts on Dell Technologies World 2024. moorinsightsstrategy.com/research-notes…

I toured Kensington Palace today. This was my favorite painting. It’s Queen Victoria’s first council meeting after her accession to the throne in 1837, surrounded by her ministers and advisors.

Both Patrick Moorhead and I are road tripping next couple of weeks so no Friday show this week for and likely next as we head into the summit.
But, Six Five Media will be live from
Computex and Zoho Day this week and keep an eye for more coverage from us here and across the

Churchill.

Great show, but I did miss Obi Wan as the lead.

#ZoholicsUS is upon us! We'll be covering the event speaking with Zoho CEO Sridhar Vembu and Chief Evangelist Raju Vegesna.

Lisa Martin and Cory Johnson ⚡️ are the featured on-site hosts for the event, joined by David Nicholson, Melody Brue, and Robert Kramer.

Stay tuned for

Will we see you in Taipei June 4 - 7? The Six Five Team is covering COMPUTEX TAIPEI featuring exclusive interviews with Qualcomm.

Keep an open for our hosts Daniel Newman Ryan Shrout Anshel Sag Olivier Blanchard 💬

Let’s go.

Headed to Computex 2024 and looking for a primer on @Intel AI? Here’s a paper by @AnshelSag and Matthew Kimball. $INTC moorinsightsstrategy.com/research-paper…

Elvis has entered the room. $NVDA

The Cortex X925 aka the “BlackHawk” CPU. In January, Arm told me it would likely outperform all mobile phone cores, including custom. That would be huge. Expecting this to find its way into MediaTek and Samsung designs. moorinsightsstrategy.com/research-notes…