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Author: Olivier Blanchard

5G Factor: Telco GenAI’s Early Market Impact
Olivier Blanchard
Ron Westfall & Olivier Blanchard

5G Factor: Telco GenAI’s Early Market Impact

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.
5G Factor: Key MWC24 Takeaways – Semis and Devices
Olivier Blanchard
Ron Westfall & Olivier Blanchard

5G Factor: Key MWC24 Takeaways – Semis and Devices

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 Technologies Delivers Q4 and Full FY 2024 Financial Results
Olivier Blanchard
Olivier Blanchard

Dell Technologies Delivers Q4 and Full FY 2024 Financial Results

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: The Calm Before the Start of the AI PC Supercycle
Olivier Blanchard
Olivier Blanchard

HP Q1 2024 Earnings: The Calm Before the Start of the AI PC Supercycle

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.
Qualcomm Unveils AI-Optimized FastConnect 7900
Olivier Blanchard
Olivier Blanchard

Qualcomm Unveils AI-Optimized FastConnect 7900

Qualcomm’s New AI-Optimized Connectivity System Rings in the Era of On-Device AI, Multi-Device Connectivity, and Wi-Fi 7
The Futurum Group’s Olivier Blanchard highlights features, benefits, and industry firsts packed into Qualcomm’s new FastConnect 7900 and discusses how Wi-Fi 7 joins on-device AI to reset refresh cycles for the mobile handset space.
Qualcomm Introduces the Most Advanced AI-Integrated 5G Modem-RF System
Olivier Blanchard
Olivier Blanchard

Qualcomm Introduces the Most Advanced AI-Integrated 5G Modem-RF System

Qualcomm’s Newest Tensor-Accelerated Modem-RF Solution, the Snapdragon X80, Is a 5G Advanced and NTN-Ready Powerhouse
Olivier Blanchard, Research Director at The Futurum Group, highlights features, benefits, and industry firsts packed into Qualcomm’s newest modem-RF solution, the AI-accelerated Snapdragon X80.
Qualcomm Creates Opportunities for the On-Device Generative AI Market
Olivier Blanchard
Olivier Blanchard

Qualcomm Creates Opportunities for the On-Device Generative AI Market

A Comprehensive List of Qualcomm’s Most Relevant Generative AI Announcements at Mobile World Congress Barcelona 2024
Olivier Blanchard, Research Director at The Futurum Group, discusses Qualcomm’s latest on-device generative AI announcements at MWC 2024, hinting at the massive market opportunity for OEMs and ISPs.
Qualcomm AI Hub Brings Scale, Velocity to On-Device AI Developers
Olivier Blanchard
Olivier Blanchard

Qualcomm AI Hub Brings Scale, Velocity to On-Device AI Developers

Qualcomm’s New AI Hub Solves Two Key Challenges for On-Device AI’s Market Opportunity: Velocity and Scale
Olivier Blanchard, Research Director at The Futurum Group, discusses why the Qualcomm AI Hub is exactly what the company and its OEM partners needed to accelerate the on-device AI app ecosystem to boost market adoption of AI-capable devices.
Samsung’s Galaxy Book4 AI PCs Add Momentum to PC Market Recovery
Olivier Blanchard
Olivier Blanchard

Samsung’s Galaxy Book4 AI PCs Add Momentum to PC Market Recovery

Intel’s Core Ultra Chipset Helps Shape PC Recovery with New On-Device AI Features and Gives Intel and OEM Partners an Early Market Advantage
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on the importance of Intel and Samsung’s AI PC partnership in the PC market in the age of ubiquitous AI, seamless interoperability, and UX.
Why Qualcomm’s Automotive-Grade Wi-Fi 7 Is Great News for Automakers
Olivier Blanchard
Olivier Blanchard

Why Qualcomm’s Automotive-Grade Wi-Fi 7 Is Great News for Automakers

Qualcomm’s New Automotive-Grade QCA6797AQ Wi-Fi 7 Solution Finally Enables Automakers to Take Full Advantage of Vehicle Connectivity
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on the importance to Qualcomm’s growing automotive technology stack, automakers, and consumers of Qualcomm’s new automotive-grade Wi-Fi 7 solution.
Lenovo Q3 Earnings: The AI-Accelerated Tech Sector Recovery Is Here
Olivier Blanchard
Olivier Blanchard

Lenovo Q3 Earnings: The AI-Accelerated Tech Sector Recovery Is Here

Earnings Highlight a Strong Growth Path for the PC Giant and Point to Accelerating Recovery for the Tech Sector
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Lenovo Q3 FY 23/24 earnings, which confirm the accelerating sector-wide AI-driven recovery and make a strong case for the company’s growth opportunities.
Ford Pro Looks to Be on a Growth Trajectory
Olivier Blanchard
Olivier Blanchard

Ford Pro Looks to Be on a Growth Trajectory

Olivier Blanchard, Research Director at The Futurum Group, shares his insights into Ford Pro’s impressive 2023 numbers and breaks down the market opportunity Ford.
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