HP’s AI PC Push: How Victus 15 Fits into Its Bigger Strategy

Olivier Blanchard, Research Director at The Futurum Group, analyzes HP’s AI-powered Victus 15 and its role in HP’s broader AI PC strategy. With AI-driven gaming enhancements and a push into premium AI PCs, can HP maintain its competitive edge?
Arm Team-Up Aims to Grow Revenues from Software-Defined Vehicles

Olivier Blanchard, Research Director at The Futurum Group, explores Arm’s latest hybrid prototyping collaboration with S2C, Xylon, and ZC Technology, highlighting its role in accelerating SDV development.
Lenovo Q3 FY 2025 Revenue Jumps 20%, AI Momentum Fuels Expansion

Olivier Blanchard, Research Director with The Futurum Group, analyzes Lenovo’s Q3 FY2025 earnings, highlighting AI-driven growth in ISG, premium PC momentum in IDG, and sustained double-digit expansion in SSG.
T-Mobile Starlink, New Nokia CEO & Qualcomm Results – Six Five Webcast: The 5G Factor

Ron Westfall and Olivier Blanchard explore T-Mobile Starlink’s Super Bowl debut, Nokia’s leadership change, and Qualcomm’s revenue surge in the latest episode of the Six Five Webcast – The 5G Factor.
Amazon Delivers Strong Q4 FY 2024 with Record Operating Income, AWS Growth

Olivier Blanchard, Research Director with The Futurum Group, analyzes Amazon’s Q4 2024 earnings, highlighting AWS growth amid supply constraints, the expansion of same-day delivery, and advertising monetization.
DeepSeek Is Disruptive, But Not For The Reasons You Think – Report Summary

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on what DeepSeek’s disruption signals for the US tech sector. While many focused on how China’s progress in model training may threaten incumbent US competitors, the bigger signal we should be focusing on is how a confluence of efficiency improvements in both model training and AI-forward semiconductor performance could make large model training accessible to an increasingly broader market.
Futurum Study: 62% of AI PC Adoption Supports Efforts To Futureproof Organizations For AI

Olivier Blanchard, Research Director and Practice Lead for AI Devices at The Futurum Group, shares some highlights from the 1H 2025 AI Devices Decision Maker Survey Report, including early AI PC adoption trends in the enterprise, how the expanding silicon diversity in the PC segment is affecting processor market share in the PC segment, and how the end of Windows 10 support in late 2025 is accelerating the PC refresh cycle.
Coherent Reports Robust Q2, Driven by Datacom Strength and Margin Expansion

Olivier Blanchard, Research Director at The Futurum Group, analyzes Coherent’s Q2 FY 2025 earnings, highlighting record networking revenue fueled by AI data center demand, telecom recovery, and margin expansion.
Qualcomm’s Q1 FY 2025 Earnings: Record QCT Revenue and Expanding AI Adoption

Olivier Blanchard, Research Director at The Futurum Group, analyzes Qualcomm’s record Q1 FY 2025 earnings, highlighting strong growth in premium-tier smartphones, AI-driven IoT, and automotive.
DeepSeek’s Ecosystem Implications, Samsung’s Galaxy Unpacked, & More – Six Five Webcast: The 5G Factor

On this episode, hosts Ron Westfall and Olivier Blanchard discuss DeepSeek R1, Galaxy Unpacked, and the potential for operators like AT&T and Verizon to monetize their AI capabilities and real estate assets.
DeepSeek Disrupts AI Market with Low-Cost Training and Open Source, Yet Many Questions Loom

The Futurum Group analysts share their insights on DeepSeek R1 claims of model training and cost efficiency, questions about the potential use of competitors’ models, and security and privacy concerns. Analysts discuss the near and long-term implications of faster and lower-cost LLM development.
Samsung Launches Flagship Phone Positioned as “A True AI Companion” – Six Five On The Road at Galaxy Unpacked

Brad Haczynski, SVP at Samsung, joins Olivier Blanchard and Anshel Sag to share insights on deploying AI effectively in businesses with the new Galaxy S25.
