Author: Olivier Blanchard

Horizon OS Is Meta’s Overdue Horse-Before-Cart Moment for XR Adoption
Olivier Blanchard, Research Director at The Futurum Group, shares his insights about Meta’s Horizon OS announcement, outlines how its app developer ecosystem may be the missing link in Meta’s mainstream market XR adoption strategy.
In our latest Research Brief, The Case for Integrated Building Management: Achieving Operational Efficiency with Honeywell Enterprise Buildings Integrator, done in partnership with Honeywell, we analyze Honeywell’s EBI solution and how it addresses key customer pain points.
The Circular Economy Can Help Your Company and Business Ecosystem Improve Sustainability Efforts and Create New Innovation Opportunities
Olivier Blanchard, Research Director at The Futurum Group, encourages you to download the latest whitepaper from The Futurum Group, which highlights circularity—a perfect read for Earth Day.
TSMC, Samsung, and Intel All Announced Agreements
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on the geopolitical, market, and supply chain implications of finally securing domestic semiconductor chip production.
In this white paper, Operationalizing the Circular Economy: How HP is Reinventing Sustainability for the Tech Sector, you will learn the five fundamental challenges standing in the way of this transition, and how to address them.
An Assessment of AI’s Openness Including Intel’s Guadi 3-led Enterprise AI Strategy, Qualcomm’s Responsible AI Vision, and Nokia’s Transparent AI Moves
The Futurum Group’s Ron Westfall and Olivier Blanchard examine the major mobile ecosystem moves to make AI open, responsible, and transparent including Intel’s Enterprise AI proposition emphasizing open industry software for developer productivity, Qualcomm’s Responsible AI vision focus on privacy and security, and Nokia using Transparent AI moves.
An assessment of 5G Turnaround Indicators Including Samsung’s Fiscal Q1 2024, 5G/eSIM Expansion, 5G Fund Revival, and T-Mobile’s Blink Smart Home Package
The Futurum Group’s Ron Westfall and Olivier Blanchard review potential indicators of improving 5G prospects in 2024 including Samsung’s surging Q1 2024 financial results amid AI’s rising tide, growing worldwide 5G connections plus eSIM expansion, the FCC proposing revival of the $9 billion 5G Fund for Rural America, and T-Mobile’s creative new Blink Smart Home bundle package.
The Futurum Group’s Ron Westfall and Olivier Blanchard review their key takeaways from Mobile World Congress 2024 across the semiconductor and device realms including Micron’s memory and storage advances with Samsung Galaxy 24 series onboard.
An Assessment of Telco GenAI’s Market Impact with BT Group Using Amazon CodeWhisperer, Amdocs Microsoft GenAI Alliance, and Qualcomm Snapdragon X80 Debut
The Futurum Group’s Ron Westfall and Olivier Blanchard review the nascent market impact of Telco GenAI including BT Group using Amazon Code Whisperer to provide GenAI coding assistance to its software engineers, Amazon and Microsoft combining Amdocs amAIz platform and Microsoft Azure OpenAI Service to bring verticalized GenAI to telcos, and the debut of the Qualcomm Snapdragon X80 5G Modem-RF system that integrates a dedicated 5G AI Processor and 5G-Advanced-ready architecture.
An Assessment of The Key MWC24 Takeaways in Semis and Devices Highlighted by Micron Memory, Lenovo/Motorola Edge AI, Mediatek, and Qualcomm AI/5G Innovations
The Futurum Group’s Ron Westfall and Olivier Blanchard review their key takeaways from Mobile World Congress 2024 across the semiconductor and device realms including Micron’s memory and storage advances with Samsung Galaxy 24 series onboard, Lenovo’s Integrated Edge AI Solutions for Telcos with Telefonica and Orange AI use cases, Lenovo’s new devices exemplified by the Thinkbook transparent display, new Mediatek Dimensity 9300 GenAI capabilities, and Qualcomm’s portfolio-wide AI, 5G, and Wi-FI innovations.
Dell Q4 and FY 2024 Earnings Reflect the Proverbial Calm Before the Impending AI Storm
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Dell’s Q4 and FY 2024 earnings, which point to a rebound for PCs in H2 2024 with the arrival of AI PCs and to gathering strength in AI-optimized servers and services.
HP Q1 2024 Earnings Could Be Hiding a Demand Easter Egg Ahead of the Impending AI-Driven PC Refresh Cycle Reset
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on HP Q1 2024 earnings, which send mixed messages about PC demand ahead of the impending PC segment’s refresh cycle reset, driven by the new AI PCs.

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