Matthew Kimball (@mattkimball_mis) 's Twitter Profile
Matthew Kimball

@mattkimball_mis

| Principal Analyst, Moor Insights & Strategy | @ARInsights Power 100 Analyst | Fan of disruptive technologies | Die hard Boston sports fan |

ID: 97916991

linkhttp://www.moorinsightsstrategy.com/ calendar_today19-12-2009 15:09:11

2,2K Tweet

6,6K Followers

4,4K Following

MoorInsightsStrategy (@moorinsstrat) 's Twitter Profile Photo

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

A glance back at <a href="/VMware/">VMware</a> Explore 2025…👀 
“<a href="/Broadcom/">Broadcom</a> 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
Matthew Kimball (@mattkimball_mis) 's Twitter Profile Photo

Little Friday tidbit for my friends. Do NOT order Apple products to be shipped. The company partners with UPS - a partnership that creates a mound of incompetency. And dealing with the very nice support folks, it has become apparent that the business is still operating as if

Poonam Soni (@codebypoonam) 's Twitter Profile Photo

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

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
Matthew Kimball (@mattkimball_mis) 's Twitter Profile Photo

All the necessary components for a good day of NDA LFG!!! Here at a packed few days at Lenovo HQ with MoorInsightsStrategy CEO and Chief Analsyt, Patrick Moorhead and VP & Principal Analyst, Melody Bruce. Can’t share anything - sorry

All the necessary components for a good day of NDA

LFG!!!

Here at a packed few days at <a href="/Lenovo/">Lenovo</a> HQ with <a href="/MoorInsStrat/">MoorInsightsStrategy</a> CEO and Chief Analsyt, <a href="/PatrickMoorhead/">Patrick Moorhead</a> and VP &amp; Principal Analyst, Melody Bruce. 

Can’t share anything - sorry
Matthew Kimball (@mattkimball_mis) 's Twitter Profile Photo

Here's a great writeup from Taryn Plumb for Network World , 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

Matthew Kimball (@mattkimball_mis) 's Twitter Profile Photo

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

Matthew Kimball (@mattkimball_mis) 's Twitter Profile Photo

Holy heck, VAST Data $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"

Six Five Media (@thesixfivemedia) 's Twitter Profile Photo

What are Cisco x @NVIDIA doing for enterprise AI networking? At the Cisco Partner Summit 2025, will eatherton (SVP Cisco) joins Matthew Kimball (MoorInsightsStrategy) to explore how Cisco x @NVIDIA are redefining enterprise networking — from Nexus Hyperfabric AI to scalable cloud

Aadit Sheth (@aaditsh) 's Twitter Profile Photo

McKinsey just dropped its 2025 AI report. 1. Everyone’s testing, few are scaling. 88% of companies now use AI somewhere. Only 33% have scaled it beyond pilots. 2. The profit gap is huge. Just 6% see real EBIT impact. Most are still stuck in “experiments,” not execution. 3. The

McKinsey just dropped its 2025 AI report.

1. Everyone’s testing, few are scaling.
88% of companies now use AI somewhere.
Only 33% have scaled it beyond pilots.

2. The profit gap is huge.
Just 6% see real EBIT impact.
Most are still stuck in “experiments,” not execution.

3. The
Alex Hughes (@alxnderhughes) 's Twitter Profile Photo

🚨 Anthropic might’ve just fixed the biggest pain in AI agents. You know how every agent today burns through tokens like jet fuel? Every tool call, every variable, every definition shoved into context. Expensive. Slow. Messy. Anthropic’s answer: Code Execution with MCP.

🚨 Anthropic might’ve just fixed the biggest pain in AI agents.

You know how every agent today burns through tokens like jet fuel?

Every tool call, every variable, every definition shoved into context. Expensive. Slow. Messy.

Anthropic’s answer: Code Execution with MCP.
Matthew Kimball (@mattkimball_mis) 's Twitter Profile Photo

🟩(Not so) quick thoughts on what AMD disclosed at its Financial Analyst Day regarding AMD EPYC EPYC and Instinct. ➡️Quick takeaway - lots to be optimistic about, but investments in enterprise AI are necessary. linkedin.com/pulse/so-quick…

🟩(Not so) quick thoughts on what <a href="/AMD/">AMD</a> disclosed at its Financial Analyst Day regarding <a href="/AMDServer/">AMD EPYC</a>  EPYC and Instinct. 

➡️Quick takeaway - lots to be optimistic about, but investments in enterprise AI are necessary. 

linkedin.com/pulse/so-quick…
Adam Grant (@adammgrant) 's Twitter Profile Photo

It's time to remove laptops from classrooms. 24 experiments: Students learn more and get better grades after taking notes by hand than typing. It's not just because they're less distracted—writing enables deeper processing and more images. The pen is mightier than the keyboard.

It's time to remove laptops from classrooms.

24 experiments: Students learn more and get better grades after taking notes by hand than typing. It's not just because they're less distracted—writing enables deeper processing and more images.

The pen is mightier than the keyboard.