AWS Leads Amazon’s Q1 FY 2025 With 17% Yoy Revenue Growth; Retail Business Remains Steady
Olivier Blanchard, Research Director at Futurum, breaks down Amazon’s Q1 FY 2025 results. The focus is on AWS growth, rising ad revenues, cost efficiencies, and tariff risk shaping the outlook for Amazon’s operating margin and cloud scale-up.
Automotive, PC, and IOT Drive Encouraging YoY Revenue Growth as Qualcomm’s Diversification Strategy Expands
Olivier Blanchard, Research Director at Futurum, analyzes Qualcomm’s record Q1 FY 2025 earnings, highlighting strong YoY growth AI-driven IoT and automotive.
Olivier Blanchard, Practice Lead for AI Devices at The Futurum Group, shares his insights on Intel’s vulnerability in the AI PC processor space and how its ability to hit 18A process milestones on time will determine how quickly it can claw back lost market share from rivals AMD and Qualcomm before their gains take root in the longer term.
Olivier Blanchard, Practice Lead for AI Devices at The Futurum Group shares his insights on Intel’s vulnerability in the AI PC processor space, and how its ability to hit 18A process milestones on time will determine how quickly it can claw back lost market share from rivals AMD and Qualcomm before their gains take root in the longer term.
Intel’s AI Gaming Push Shows Gains but Lacks the Firepower of Rival NPUs
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Intel’s AI-driven gaming features in the Core Ultra 200HX processors, spotlighting real-world performance gains and the limitations of its 13 TOPS NPU.
AMD Expands Its AI-Focused Processor Line Beyond Laptops, Promising Strong Gaming and AI Capabilities Without Discrete GPUs
Olivier Blanchard, Research Director at The Futurum Group, examines AMD’s Ryzen AI Max+ 395 entering desktop PCs, delivering strong AI and gaming performance that could reshape the role of discrete GPUs in the mainstream segment.
Intel Eyes Late 2025 Launch for First 18A-Based CPUs as New CEO Focuses on Execution and Engineering-Led Turnaround
Olivier Blanchard, Research Director at The Futurum Group, shares insights on Intel’s Panther Lake CPU and 18A risk production – key milestones that will test Intel’s turnaround efforts under new CEO Lip-Bu Tan.
Intel’s New CEO Charts AI, Foundry, and Product-Led Recovery Plan; Market Cautiously Awaits Execution
Olivier Blanchard, Research Director at The Futurum Group, shares insights on Intel CEO Lip-Bu Tan’s plan to reset Intel’s culture, focus on AI and custom silicon, and restore credibility through engineering-led execution and foundry transformation.
MediaTek Targets AI Performance, Power Efficiency, and Chromebook Growth with Kompanio Ultra Launch
Olivier Blanchard, Research Director at The Futurum Group, examines MediaTek’s Kompanio Ultra processor and its implications for on-device AI, Chromebook performance, and the company’s expansion beyond smartphones.
The EliteStudio 8 AiO G1i Combines Desktop Performance, AI Features, and a KVM Switch in One Device
Olivier Blanchard, Research Director at The Futurum Group, shares insights on HP’s EliteStudio 8 AiO G1i, highlighting its built-in KVM switch, expandability, and AI-driven features aimed at hybrid work environments and BYOD enterprise setups.
HP Enhances Local AI Development and Advanced Compute with Blackwell GPU-Powered Workstations
Olivier Blanchard, Research Director at The Futurum Group, breaks down HP’s latest Z by HP workstation and AI Station launches and questions how the company is positioning mobile systems with limited NPUs as AI workstations.
NVIDIA Partners With Asus, Dell, and HP to Deliver GB10-Based Personal AI Machines for Developers
Olivier Blanchard, Research Director at The Futurum Group, shares insights on NVIDIA’s GB10-based DGX Spark and OEM mini PCs designed to bring AI model tuning and inference to the desktop.
