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Moor Insights & Strategy

RESEARCH BRIEF: Oracle's Blueprint for Agentic AI RESEARCH NOTE: Devices Launched at MWC 2026 — Smartphones, Robots, AI, and PCs BROADCAST ANALYSIS: Patrick Moorhead Discusses Hyperscaler Earnings on CNBC, April 29, 2026 ANALYST INSIGHT: Google Cloud’s AI Hypercomputer at Next 2026: Real Co-Design, Targeted Reach RESEARCH NOTE: Meta Ray-Ban Display: Bridging the Gap Between Smart Glasses and AR AI Canvases Move From Collaboration To Core Revenue And IT Operations RESEARCH NOTE: Samsung Galaxy XR Headset: A Strong Hardware Foundation Waiting on Software MI&S Weekly Analyst Insights — Week Ending April 24, 2026 RESEARCH NOTE: First-Take Analysis: Nuvacore Emerges From Stealth Mode RESEARCH NOTE: The HP Z2 Mini G1a: A Tiny Powerhouse for the AI Workstation Era RESEARCH NOTE: HP Imagine 2026: HP Evolves in the Era of AI BROADCAST ANALYSIS: Patrick Moorhead Discusses Apple's New CEO and Future Strategic Direction on CNBC, April 20, 2026 RESEARCH NOTE: Lenovo Closes Infinidat Acquisition — What Does It Mean for Enterprise Storage? MI&S Weekly Analyst Insights — Week Ending April 17, 2026 Why The Quantum Computing Industry Needs Logical Qubit Standards Amazon’s Globalstar Deal, Verizon’s FIFA Play, and Millimeter Wave Insights — The 6G Podcast RESEARCH NOTE: Galileo Brings Cisco a Purpose-Built Agent Evaluation Layer RESEARCH NOTE: Cohesity Positions AI Resilience as the Foundation for Enterprise AI Adoption DataCenter Podcast: Episode 57 — We’re Talking Beyond the Border, Nutanix .NEXT Recap Quantum Computing Built An Impossible Molecule — With Big Implications RESEARCH NOTE: The HP EliteBoard G1a: A Capable PC in an Innovative Form Factor MI&S Weekly Analyst Insights — Week Ending April 10, 2026 RESEARCH NOTE: Samsung’s Galaxy S26 Lineup Leads with AI and Privacy RESEARCH NOTE: Velaura AI’s Titan Core Targets the Biggest Problem in AI Datacenter Silicon: Power Nvidia GTC 2026 And The Ambitious Path to $1 Trillion In AI Revenue RESEARCH NOTE: The ASUS ROG Xbox Ally X Has Rekindled My Hope for Windows Gaming Handhelds RESEARCH NOTE: Infor Positions Industry Context as the Foundation for Agentic ERP BROADCAST ANALYSIS: Patrick Moorhead Discusses Advanced Chip Packaging on CNBC, April 8, 2026 How ERP Data Fits Into The Enterprise Data Ecosystem The One Thing That Hasn’t Changed: Introducing Mike Leone Neoclouds’ Rise Reflects How AI Is Transforming The Cloud Market PULSE BRIEF: Navigating Supply Chain Constraints with Architectural Flexibility RESEARCH NOTE: MWC 2026 Showcases Semiconductors for 5G, 6G, and Many Kinds of AI RESEARCH BRIEF: From Infrastructure to Resilience Foundation — Reframing Cyber Resilience for Data Management PULSE BRIEF: Cloud-Native Edge AI Platforms MI&S Weekly Analyst Insights — Week Ending April 3, 2026 RESEARCH PAPER: The Economic Impact of a Domestic Semiconductor Foundry RESEARCH NOTE: Arm Enters the Silicon Business with AGI CPU ANALYST INSIGHT: Synopsys Is Rewriting the Engineering Rules for Physical AI RESEARCH NOTE: The Inference Inflection Point: What NVIDIA’s Groq 3 LPX Really Signals for Enterprise AI ANALYST INSIGHT: Building a Next-Gen Ops Platform with IBM Automation Software MI&S Weekly Analyst Insights — Week Ending March 27, 2026 BROADCAST ANALYSIS: Patrick Moorhead Discusses Arm AGI CPU on CNBC, March 25, 2026 AI Canvases Are Becoming The New Front Door To Enterprise Work Embedded World 2026 — 10 Strategic Trends Driving Embedded Systems DataCenter Podcast: Episode 56 — Artificial “Stupidity” and Arm Enters the AI Race PULSE BRIEF: Density Is Destiny — Rethinking AI Infrastructure in the AI Data Era BROADCAST ANALYSIS: Patrick Moorhead Discusses Arm's New AGI CPU on CNBC, March 24, 2026 MI&S Weekly Analyst Insights — Week Ending March 20, 2026 BROADCAST ANALYSIS: Patrick Moorhead Discusses NVIDIA GTC Announcements on CNBC, March 16, 2026 RESEARCH NOTE: WD Innovation Day and FY2026 Q2 Earnings Reflect Disciplined Execution RESEARCH NOTE: AWS and Cerebras Partner to Deliver Disaggregated AI Inference MI&S Weekly Analyst Insights — Week Ending March 13, 2026 The Enterprise Applications Podcast, Ep 26: AI Agents - The New Control Layer for Enterprise Apps DataCenter Podcast: Episode 55 — The AI Power Problem: Data Centers, Nuclear SMRs, and AWS + Cerebras Beyond The Enterprise Data Platform: Why Ecosystems Win RESEARCH NOTE: VAST Forward 2026 Positions the Data Platform as the Persistent Operational Layer for AI Game Time Tech Ep 28: MLB 2026 Season – AI, XR, Stadium Tech, and the Future of Baseball BROADCAST ANALYSIS: Patrick Moorhead Discusses AI Chip Export Controls and Oracle's Upcoming Earnings on Yahoo Finance, March 9, 2026 RESEARCH NOTE: Digging into the AMD–Meta Deal RESEARCH NOTE: Zoom Promotes ‘System of Action’ via AI-First Canvases and Agentic Workflows MI&S Weekly Analyst Insights — Week Ending March 6, 2026 Game Time Tech Ep 27: How AI Is Transforming Pro Sports RESEARCH NOTE: IBM FlashSystem — Advancing Toward an Intent-Aware Storage Control Layer The Enterprise Applications Podcast - Ep 25: Is Enterprise ERP Ready for Agentic AI? RESEARCH NOTE: RPT-1 Is Turning SAP Data Into Insightful AI RESEARCH NOTE: Dell Pro 14 Premium Laptop with 5G Connectivity MI&S Weekly Analyst Insights — Week Ending February 27, 2026 How Advanced Data Analytics And AI Are Redefining Vision Correction Practical Enterprise AI Came Of Age At The 2026 World Economic Forum BROADCAST ANALYSIS: Patrick Moorhead Discusses NVIDIA Earnings on Yahoo Finance, February 25, 2026
How Moor Insights & Strategy Uses AI
2026-04-01 · via Moor Insights & Strategy

By now it’s a commonplace that AI is reshaping how information is created, accessed, and consumed in business. Because this has some very specific implications for the tech advisory industry, we believe it is important to be transparent about how Moor Insights & Strategy uses AI tools — and how we don’t.

For 15 years, our firm has always been grounded in trust, practitioner expertise, and original insight. That foundation doesn’t change in the age of AI. If anything, it becomes even more important. Our core belief is simple: AI can enhance how we work, but it cannot replace the operating judgment, experience, and conviction that define our analysts, their insights and advisory, and their research.

Real-World Operating Experience Defines Us

Our differentiation has always been rooted in real-world experience. Our analysts have led strategy, product, technology, and business operations, and have managed technology planning and purchasing. AI can process vast amounts of information quickly. But it cannot replicate the context, accountability, and decision-making experience gained from operating inside complex organizations — nor can it replace the value of a timely and context-rich advisory conversation. As Patrick likes to say, in his years as a tech executive he had to make the tough decisions and live with the results. That human perspective remains at the center of everything we deliver.

How We Use AI at Moor Insights & Strategy

We use AI deliberately as a tool to enhance, not replace, our work. AI helps us:

  • Access, synthesize, and cite our accumulated insights
  • Stoke our curiosity about connections across technology categories
  • Improve efficiency in research preparation
  • Selectively explore as we vibe-code potential new research methodologies and products

This is already helping us deliver even better research. We’re using AI to cross-reference MI&S analysts’ published positions across 69,000-plus indexed MI&S items. And our analysts now use AI to pressure-test their positions against a broad dataset (which does not include research from other analyst firms) before publishing. That means our analysis gets sharper.

When speed is the priority, AI is also helping us to deliver faster. Prep work such as reviewing our prior research on a topic or assembling updated financial context on a company is now compressed, freeing analysts to spend more time on high-value interpretation.

We are equally clear about the boundaries. MI&S analysts do not — and will not — use AI to:

  • Define our analytical theses or strategic conclusions
  • Replace primary source analysis or verification
  • Substitute for our experience-based convictions and perspectives
  • Generate publishable insights without human review, validation, and accountability

Every piece of research we produce reflects independent interpretation first. Our analysts form their points of view before engaging AI tools, not after. Final outputs are always reviewed, validated against primary sources, and owned by the analyst whose name is on the work. That’s true for what we deliver to our advisory clients, and it’s true of every piece we publish on this site.

Our Standards for Integrity and Trust

We have implemented clear principles within MI&S to ensure AI strengthens our work:

  • Human-first analysis — Insight originates with our analysts, not machines
  • Verification discipline — All data and claims are validated against primary sources
  • Client confidentiality — We do not input non-public or client-restricted information into AI systems
  • Tool governance — Only approved, enterprise-grade AI tools are used in our work
  • Analyst accountability — The named analyst is fully responsible for every conclusion we publish

These guardrails allow us to use AI aggressively where it adds value, without compromising analytical rigor or client trust.

Our Commitment

We view AI as an amplifier for what makes Moor Insights & Strategy valuable: original, additive, defensible insight grounded in real operating experience. It’s also an important area for continued hands-on exploration so we can better understand what our clients are facing and how we can help. We will continue to evolve our approach as the technology advances — and we will remain transparent as we do.

Patrick Moorhead
CEO, Founder, and Chief Analyst

Erin Zehr
President