AMD Powers El Capitan, Frontier, and 172 Systems in Latest Top500 Rankings
Olivier Blanchard, Research Director at Futurum, shares his insights on AMD’s supercomputing leadership as El Capitan and Frontier hold top rankings, while AMD expands its global footprint across HPC and AI workloads.
Qualcomm Strengthens Its AI Infrastructure Capabilities By Acquiring Alphawave Semi In A Strategic Move To Deepen Its Presence In Data Center Compute And Connectivity
Olivier Blanchard, Research Director at Futurum, analyzes Qualcomm’s $2.4 billion Alphawave deal and how it expands AI data center capabilities with high-speed connectivity IP.
NVIDIA Expands Isaac Platform With New Tools and Systems To Accelerate Physical AI Development
Olivier Blanchard, Research Director at Futurum, shares insights on how NVIDIA’s Isaac GR00T platform and Blackwell systems aim to accelerate humanoid robotics through simulation, synthetic data, and integrated infrastructure.
Plug and Play Taps Synopsys to Expand Semiconductor Ecosystem and Support Startup Chip Design
Olivier Blanchard, Research Director at Futurum, explores how Synopsys’ collaboration with Plug and Play could reduce chip design costs and accelerate time-to-market for startups entering the semiconductor space.
VMware-Led Software Sales and AI Chips Powered 20% YoY Topline Growth in Q2 FY 2025
Olivier Blanchard and Daniel Newman, at Futurum, explore Broadcom’s strong Q2 FY2025 earnings driven by robust growth in AI networking, VMware-led infrastructure software, and strategic acceleration of custom AI chip deployments.
Strong AI Demand and Growth in Electro-Optics and Custom Silicon Drive 63% YoY Revenue Surge
Olivier Blanchard, Research Director at Futurum, unpacks Marvell’s Q1 FY 2026 results, where strong AI demand, custom silicon ramp, and electro-optics gains fuel data center momentum amid cautious sentiment on margin delivery.
Record $6.3 Billion in Server Sales and $12.1 Billion in AI Orders Support Full-Year EPS Upgrade
Olivier Blanchard and Daniel Newman of Futurum explore how Dell’s record AI server momentum and rising backlog are fueling its infrastructure lead, even as consumer softness delays broader PC refresh tailwinds.
AI and Silicon Complexity Continue To Drive Revenue, Margin, and Backlog Gains Despite Trade Friction
Olivier Blanchard, Research Director at Futurum, explores how Synopsys continues to benefit from AI-led design momentum and IP strength, even as new export restrictions introduce near-term uncertainty.
Olivier Blanchard and Daniel Newman at Futurum analyse NVIDIA’s Q1 FY 2026 results. Despite a $4.5 billion export hit, Blackwell-fueled data center and gaming momentum underscores NVIDIA’s dominant position in the AI infrastructure race.
HP’s Q2 FY2025 Earnings Highlight Healthy AI PC Growth and Supply Chain Agility Despite Tariff Pressures, While Print Still Struggles To Find On-Ramp to Growth
Futurum’s Olivier Blanchard shares his insights and analysis of HP, Inc.’s Q2 FY2025 earnings, which show commercial strength and supply chain agility as the company manages tariff impacts, with AI PC momentum and cautious FY25 guidance.
Dell Introduces a Discrete Enterprise-Grade NPU in a Mobile Form Factor for On-Device AI Model Inferencing
Olivier Blanchard, Research Director at Futurum, shares insights on Dell’s Pro Max Plus mobile workstation and its enterprise-grade NPU powering on-device AI development without cloud reliance.
Dell and NVIDIA Announce Next-Gen Enterprise AI Infrastructure and Services To Streamline Deployment Across the Full AI Lifecycle
Olivier Blanchard, Research Director at Futurum, shares insights on Dell and NVIDIA’s upgraded AI Factory and how it enables enterprises to deploy high-performance, full-stack AI infrastructure with integrated services and tools.
