| Principal Analyst, Moor Insights & Strategy | @ARInsights Power 100 Analyst | Fan of disruptive technologies | Die hard Boston sports fan |
Austin, TX
Joined December 2009
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Matthew Kimball retweeted
What are @Cisco x @NVIDIA doing for enterprise AI networking?
At the Cisco Partner Summit 2025, @willeatherton (SVP @Cisco) joins @MattKimball_MIS (@MoorInsStrat) to explore how @Cisco x @NVIDIA are redefining enterprise networking — from Nexus Hyperfabric AI to scalable cloud architectures.
Holy heck, @VASTDataAI
$1.17 billion deal with @CoreWeave . Aligning roadmaps to deliver a fully integrated and optimized AI stack to customers.
Here's what is interesting...
VAST and @nvidia have a very tight relationship. Not one of these "they are on our price sheet" kind of partnerships, but a "how do we deeply integrate to deliver absolute performance" kind of relationships.
And as we know, NVIDIA and CoreWeave are connected at the hip.
Most of CoreWeave's business to date has been focused on training the largest players in the market. Over time, its model will shift to support the upcoming inference wave in support of the enterprise. And VAST's AI Operating System will be the engine/platform that drives this support.
Big move from both. And if anybody is questioning VAST's place in the market, hopefully this helps bring a little clarity.
Wow.
vastdata.com/press-releases/…
This was fun. When a really enthusiastic social media expert comes up and asks me to do a quick video - I happily agree. When they tell me "right now, one take, no specific topic, keep it short", I panic.
I do think that in the era of AI infrastructure, differentiation won't come by leaning into NVIDIA or AMD. It will be in how a vendor is able to free up the time (and dollars) associated with managing all this AI infrastructure.
And this is where @Lenovodc XClarityOne plays. ⬇️⬇️
Smarter AI starts with smart infrastructure. 🧠💾
From next generation servers to agile storage to data driven innovation, @Lenovo is building the backbone that powers intelligent transformation.
Catch insights from @MattKimball_MIS, of @MoorInsStrat straight from the server room. ▶️
Here's a great writeup from @taryn_plumb for @NetworkWorld , taking a deeper look at how @Google has started to migrate many of its internal workloads to its @Arm -based servers. A few details worth noting:
🔸 These servers, built on the (Google) designed Axion CPU are now supporting about 30K of Google's 100K internal workloads
🔸 The goal is to have these workloads on both Arm & x86 simultaneously
🔸 Workloads inlcude YouTube, gmail, BiqQuery
🔸 Goal is to move everything to this shared model
🔸 Multiarch a guiding and design principle for Google developers
Really interesting article that goes deeper into the port process - well worth the read.
networkworld.com/article/407…
All the necessary components for a good day of NDA
LFG!!!
Here at a packed few days at @Lenovo HQ with @MoorInsStrat CEO and Chief Analsyt, @PatrickMoorhead and VP & Principal Analyst, Melody Bruce.
Can’t share anything - sorry
Friends flying out of @AustinAirport - it’s packed but moving along. Enjoy the adventure.
Check out the latest: Oracle AI World 2025 Recap linkedin.com/pulse/oracle-ai… via @LinkedIn
👀
Microsoft just launched the world’s first large-scale NVIDIA GB300 NVL72 cluster for OpenAI.
Built on a rack-scale system, each rack has:
→ 18 VMs
→ 72 GPUs + 36 Grace CPUs
→ 37 TB of fast memory
→ 130 TB/s NVLink bandwidth
→ 800 Gb/s per-GPU networking
→ 1,440 PFLOPS of FP4 Tensor performance
Microsoft Azure is now home to the world’s fastest AI cluster.
Matthew Kimball retweeted
Microsoft just launched the world’s first large-scale NVIDIA GB300 NVL72 cluster for OpenAI.
Built on a rack-scale system, each rack has:
→ 18 VMs
→ 72 GPUs + 36 Grace CPUs
→ 37 TB of fast memory
→ 130 TB/s NVLink bandwidth
→ 800 Gb/s per-GPU networking
→ 1,440 PFLOPS of FP4 Tensor performance
Microsoft Azure is now home to the world’s fastest AI cluster.
Another first for our AI fleet... a supercomputing cluster of NVIDIA GB300s with 4600+ GPUs and featuring next gen InfiniBand.
First of many as we scale to hundreds of thousands of GB300s across our DCs, and rethink every layer of the stack across silicon, systems, and software to support next gen AI workloads.
😳 yup
The deeper you go into the semiconductor supply chain, the less believable it becomes.
> TSMC, a company on a small island, produces over 90% of the world’s most advanced chips
> TSMC relies on dutch company ASML for EUV lithography machines
> ASML depends on German Company Carl Zeiss, the only firm in the world capable of making mirrors precise enough for ASML’s requirements.
> The light source for ASML’s EUV machines is produced by a single company in San Diego.
> The photoresists used to print transistor patterns are produced by Japanese firms like JSR and Tokyo Ohka Kogyo.
> The ultra-pure quartz needed to make silicon wafers comes entirely from a single mine in Spruce Pine, North Carolina.
> The copper and rare-earth materials inside chips are mined and refined across Chile, the Congo, and China.
> The specialized gases used in chipmaking, like neon and fluorine, largely come from Ukraine and Japan.
> The design blueprints for these chips often come from American companies like NVIDIA, AMD, and Apple, which rely on software tools from U.S. firms like Synopsys and Cadence.
Remove any single piece and the whole system collapses.
Matthew Kimball retweeted
A glance back at @VMware Explore 2025…👀
“@Broadcom CEO, Hock Tan, took the stage at Explore 2025 to make his case for why VMware Cloud Foundation (VCF) is the optimal platform for enterprises struggling with modernization and AI in this increasingly volatile world…”
👥 by CEO & Chief Analyst Patrick Moorhead (@PatrickMoorhead) & VP & Principal Analyst Matthew Kimball (@MattKimball_MIS)
📍Read the full article here: forbes.com/sites/patrickmoor…
This one is going to rock!
I am looking forward to giving a keynote at @Cloudera’s EVOLVE25 New York event on Thursday. I will be talking about the current state of enterprise AI, the main impediments to scale, and how data management fits in.
Well, well, well
Excited to team up with my good friend Jensen to jointly develop multiple generations of custom data center and PC products!
Our collaboration brings together the best of @Intel and @nvidia to benefit customers – and shows how vital x86 architecture and NVLink will be in shaping the future of AI infrastructure and personal computing.
Looking forward to speaking with you at 10am pacific today: events.q4inc.com/attendee/10…
Learn more: newsroom.intel.com/artificia…
Matthew Kimball retweeted
It’s time to see Oracle Database and AI in action! This October 13-16, dive straight into the heart of AI in Oracle Database at Oracle AI World with Hands-on Labs and Live Demos. #OracleDatabase #AutonomousDatabase #DataDeepDive #OracleAIWorld2025 #Developers #AI #Exadata Register now at social.ora.cl/6012AR8By
Great way to close out the week with another fun podcast with @MoorInsStrat colleague @WillTownTech (@Moor_Quantum was on the IL this week). Lots of good stuff -
🔹 00:00 - Welcome, disclaimers, 9/11
🔹 03:26 - @splunk in Boston was great, but the Seaport District is soulless
🔹 19:53 - @HPE & @Oracle earnings - slay
🔹 30:20 - @intel management shakeup
🔹 38:31 - @nvidia stays four steps ahead of the market with Rubin CPX
🔹 47:48 - @TexasFootball recap
Apologies as my video seemed to be jittery thanks to my internet connection having an apparent hangover.
This was a super fun podcast with @MoorInsStrat colleague @WillTownTech . Wide ranging conversation covering a bunch of topics across the datacenter. Cheat code below:
00:00-4:21 - Intro and @TexasFootball
04:22-11:30 - @nvidia Spectrum-X
11:31-26:11 - @Broadcom @VMware Explore recap
26:12-43:20 - @Cisco earnings recap, @HPE earnings preview
43:21-49:40 - @PureStorage earnings recap
49:21 - The joys of London and moving kids
piped.video/watch?v=VCw6xFX4…
