Broadcom Q2 FY 2025 Sees Record Revenue, Solid AI and Software Growth
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.
Marvell Q1 FY 2026 Results Driven by Custom Silicon and Data Center Momentum
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.
Dell Q1 FY 2026: Robust AI Server Sales, Guidance Lift Despite EPS Miss
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.
Synopsys Q2 FY 2025 Results Show AI-Led Growth, Design IP Surge
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.
NVIDIA Q1 FY 2026 Revenue Jumps 69% Despite China Export Setback
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 Q2 FY2025 Earnings: Healthy PC Growth and Swift Supply Chain Rebalancing Amid Tariff Headwinds
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’s Pro Max Plus Laptop Broadens Local AI Development Opportunity
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.
Can Dell and NVIDIA’s AI Factory 2.0 Solve Enterprise-Scale AI Infrastructure Gaps?
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.
Can Dell Challenge Public Cloud AI with Its Expanded AI Factory?
Olivier Blanchard, Research Director at Futurum, shares insights on Dell’s expanded AI Factory offerings, including infrastructure, AI PCs, and partner solutions aimed at making enterprise AI more scalable and energy-efficient.
Dell Tech World 2025 – Is It a Good Time To Be in Hardware Again?
Alex Smith, Krista Case, and Olivier Blanchard from Futurum share their insights on the key themes and announcements from the latest Dell Tech World.
Qualcomm’s Arm-Based Data Center CPUs To Smoothly Integrate With NVIDIA
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, 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.
