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Author: Olivier Blanchard

Qualcomm’s Arm-Based Data Center CPUs To Smoothly Integrate With NVIDIA
Olivier Blanchard
Olivier Blanchard

Qualcomm’s Arm-Based Data Center CPUs To Smoothly Integrate With NVIDIA

Qualcomm Re-Enters the Data Center Market with Arm-Based CPUs Designed to Interface with NVIDIA AI Infrastructure
Olivier Blanchard, Research Director at Futurum, explores Qualcomm’s re-entry into the data center market with Arm-based CPUs designed to integrate with NVIDIA’s AI infrastructure, marking a strategic pivot from its past efforts.
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.
Global Q4 2024 Data Signals Strong AI PC Adoption but Measured Enthusiasm For The Copilot+ Category
Olivier Blanchard
Olivier Blanchard

Global Q4 2024 Data Signals Strong AI PC Adoption but Measured Enthusiasm For The Copilot+ Category

Olivier Blanchard, Research Director at Futurum shares his/her insights on the global AI PC’s latest numbers, which point to not only an acceleration of AI PC adoption, but very specific PC buyer preferences, from price bands and system performance to the types of AI use cases that are driving these purchases.
Does the AI PC Ecosystem Really Need the Copilot+ Category?
Olivier Blanchard
Olivier Blanchard

Does the AI PC Ecosystem Really Need the Copilot+ Category?

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.
Lattice Delivers Q1 FY 2025 Results With Record Design Win Momentum
Olivier Blanchard
Olivier Blanchard

Lattice Delivers Q1 FY 2025 Results With Record Design Win Momentum

Q1 FY 2025 Results Reflect Resilience in Gross Margin and Record Design Wins in AI, Robotics, and Automotive as New Products Scale
Olivier Blanchard, Research Director at Futurum, examines Lattice’s Q1 FY 2025 earnings, highlighting record design wins across AI, robotics, and automotive, and how new products are paving the way for growth in FY 2026.
Amazon Q1 FY 2025 Earnings Reflect Cloud Momentum, Operating Margin Gains
Olivier Blanchard
Olivier Blanchard

Amazon Q1 FY 2025 Earnings Reflect Cloud Momentum, Operating Margin Gains

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.
Qualcomm’s Q2 FY 2025 Earnings: YoY QCT Revenue Growth Momentum Continues
Olivier Blanchard
Olivier Blanchard

Qualcomm’s Q2 FY 2025 Earnings: YoY QCT Revenue Growth Momentum Continues

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.
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