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Olivier Blanchard

Research Director & Practice Lead, Artificial Intelligence Devices

Olivier Blanchard
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Research Director Olivier Blanchard covers edge semiconductors and intelligent AI-capable devices for Futurum. In addition to having co-authored several books about digital transformation and AI with Futurum Group CEO Daniel Newman, Blanchard brings considerable experience demystifying new and emerging technologies, advising clients on how best to future-proof their organizations, and helping maximize the positive impacts of technology disruption while mitigating their potentially negative effects. Follow his extended analysis on X and LinkedIn.

Recent Insights, NEWS & RESEARCH:

Can AMD’s EPYC 4005 Series Disrupt the Entry-Level Enterprise Server Market?
Olivier Blanchard
Olivier Blanchard

Can AMD’s EPYC 4005 Series Disrupt the Entry-Level Enterprise Server Market?

AMD Launches Zen 5-Based EPYC 4005 CPUs Targeting Cost-Sensitive Enterprise, SMB, and Hosted IT Deployments Across Single-Socket AM5 Systems
Olivier Blanchard, Research Director at Futurum, shares his insights on AMD’s new EPYC 4005 CPUs. Built for SMBs and hosters, the Zen 5-based chips challenge Intel Xeon on price, performance, and deployment simplicity.
Why Google’s Chromebook Plus Strategy May Turn Into A Case Study In Quiet Disruption
Olivier Blanchard
Olivier Blanchard

Why Google’s Chromebook Plus Strategy May Turn Into A Case Study In Quiet Disruption

Olivier Blanchard, Research Director at Futurum shares his insights on the resurgence of Chromebooks in the age of the AI PC, and the ways that Google could leverage its new AI-enabled Chromebook Plus devices and increasingly attractive solutions ecosystem to take another crack at the enterprise market.
Why Google’s Chromebook Plus Strategy May Turn into a Case Study in Quiet Disruption
Olivier Blanchard
Olivier Blanchard

Why Google’s Chromebook Plus Strategy May Turn into a Case Study in Quiet Disruption

Olivier Blanchard, Practice Lead and Research Director at Futurum, shares his insights on why Microsoft’s vision for the Copilot+ PC ecosystem might be getting not only outpaced by hardware innovation and competitive forces across the AI PC ecosystem, but also held back by Copilot’s inability, at least thus far, to attract as many users as its competitors – namely ChatGPT and Google’s Gemini.
Arm Q4 FY 2025 Delivers Record Revenue as Armv9 and CSS Ramp Up
Olivier Blanchard
Olivier Blanchard & Daniel Newman

Arm Q4 FY 2025 Delivers Record Revenue as Armv9 and CSS Ramp Up

Armv9 Adoption and Smartphone Royalty Growth Drive Top-Line Performance
Olivier Blanchard and Daniel Newman at Futurum analyse Arm’s Q4 FY25 results, highlighting how Armv9 and CSS adoption are driving record royalty and licensing growth across smartphones, AI infrastructure, and automotive compute.
Coherent Q3 FY 2025 Delivers Record Revenue Led by Strength in AI Infrastructure
Olivier Blanchard
Olivier Blanchard

Coherent Q3 FY 2025 Delivers Record Revenue Led by Strength in AI Infrastructure

Gross Margin Gains and Datacenter Momentum Support Coherent’s Record Quarterly Performance
Olivier Blanchard, Research Director at Futurum, shares insights on Coherent’s record Q3 FY 2025 results, driven by strong AI datacenter momentum, next-gen optical product launches, and the upcoming commercialization of its OCS platform.
AMD Q1 FY 2025 Financial Results Highlight AI-Led Growth Across Core Segments
Olivier Blanchard
Olivier Blanchard & Daniel Newman

AMD Q1 FY 2025 Financial Results Highlight AI-Led Growth Across Core Segments

Strong EPYC and Instinct Demand Drive 36% YoY Growth; Data Center Revenue Up 57%
Olivier Blanchard and Daniel Newman at Futurum break down AMD’s Q1 FY 2025 earnings, highlighting EPYC and Instinct-driven Data Center growth, record Ryzen ASPs, and how AI momentum is powering AMD’s performance despite China export curbs.
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