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Author: Olivier Blanchard

5G Factor: Can 5G and Cloud Gaming Join Hands?
Olivier Blanchard
Ron Westfall & Olivier Blanchard

5G Factor: Can 5G and Cloud Gaming Join Hands?

An Appraisal Of The Topmost Recent Mobile Gaming Developments By Qualcomm, Ericsson, And Vodafone That Can Invigorate 5G Use Cases And Monetization
The Futurum Group’s Ron Westfall and Olivier Blanchard explore how recent developments by Qualcomm, Ericsson, and Vodafone help position the 5G ecosystem to play a more integral role in advancing 5G gaming use cases and monetization.
Dell Q2 2024 Earnings- Growth Points to End of Post-COVID Slump
Olivier Blanchard
Daniel Newman & Olivier Blanchard

Dell Q2 2024 Earnings: Growth Points to End of Post-COVID Slump

Positive Sequential Growth Signals Rebound for PCs and Improving Demand for AI-Driven Infrastructure
Daniel Newman and Olivier Blanchard, analysts at The Futurum Group, share their insights on Dell’s Q2 2024 earnings, which suggest an improving demand environment for PCs and AI-driven infrastructure.
HP Q3 2023 Earnings Show Accelerating Signs of Improvement
Olivier Blanchard
Olivier Blanchard

HP Q3 2023 Earnings Show Accelerating Signs of Improvement

HP Earnings Point to Coming Rebound in PC Market Despite Market Headwinds
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on HP Q3 2023 earnings, which suggest a rebound for PCs in 2024 despite persistent market headwinds.
5G Factor: Qualcomm, Ethernovia, Cadillac Prep AI-Infused SDV Highway Star Era
Olivier Blanchard
Ron Westfall & Olivier Blanchard

5G Factor: Qualcomm, Ethernovia, Cadillac Prep AI-Infused SDV Highway Star Era

A Review Of Key AI/Automotive Innovations by Qualcomm and Ethernovia Including The Selection Of The Snapdragon Platform For The 2025 Cadillac Escalade IQ
The Futurum Group’s Ron Westfall and Olivier Blanchard look into the key developments across on-device AI, automobile zonal architectures, and SDV/EV innovations that recently impacted the 5G ecosystem.
MediaTek Announces On-Device Generative AI Powered by Meta’s Llama 2
Olivier Blanchard
Olivier Blanchard

MediaTek Announces On-Device Generative AI Powered by Meta’s Llama 2

With Meta’s Llama 2 LLM to Power On-Device Generative AI, MediaTek Takes Another Swing at Mobile’s Premium Tier
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on MediaTek’s announcement that it has partnered with Meta to bring on-device generative AI capabilities to its next-gen SoCs, and what this move signals about MediaTek’s mobile and edge compute ambitions.
Lenovo Q1FY24: Service-Led Solutions and AI Are Primary Growth Vectors
Olivier Blanchard
Daniel Newman & Olivier Blanchard

Lenovo Q1FY24: Service-Led Solutions and AI Are Primary Growth Vectors

Lenovo Q1FY24 earnings point to rebound in devices, and confirms SSG and AI as primary growth vectors
Daniel Newman and Olivier Blanchard of The Futurum Group share their insights on Lenovo’s Q1FY24 earnings, which highlight the strength of the group’s AI and services businesses and a possible return to normal for PCs and handsets in 2024
Qualcomm’s Snapdragon Digital Chassis Will Power the 2025 Escalade IQ
Olivier Blanchard
Olivier Blanchard

Qualcomm’s Snapdragon Digital Chassis Will Power the 2025 Escalade IQ

Cadillac’s decision to build the 2025 Cadillac Escalade IQ around Qualcomm’s Snapdragon Digital Chassis points to a key platform advantage
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on the significance of Cadillac’s decision to build the 2025 Cadillac Escalade IQ around Qualcomm’s Snapdragon Digital Chassis, and what it means for the premium EV market.
Olivier Blanchard
Olivier Blanchard

Qualcomm and Google Cloud Collaborate on Neural Architecture Search (NAS) to Power Connected Intelligent Edge

Futurum Senior Analyst Olivier Blanchard highlights the just-announced Qualcomm-Google Cloud partnership aimed at accelerating neural network development for the connected intelligent edge. Blanchard explains how the partnership, which focuses on neural architecture search and brings Google Cloud’s Vertex AI NAS to Qualcomm’s powerful new Snapdragon 8 Gen 1 mobile platform, is expected to scale to high-growth mobile-adjacent segments like IoT, Automotive, and XR, essentially representing a significant forward leap in the development of the next fundamental technology layer: the connected intelligent edge. Qualcomm’s new Snapdragon 8 Gen 1 platform is the first SOC to do this.
Olivier Blanchard
Olivier Blanchard

Insights From Qualcomm’s Snapdragon Tech Summit – Part 1: How Snapdragon 8 Gen 1 Signals an AI Inflection Point for The Premium Mobile Tier

Futurum Senior Analyst Olivier Blanchard shares insights and observations from Qualcomm’s Snapdragon Tech Summit. In the first of several pieces that will focus on individual Snapdragon Tech Summit announcements, Blanchard outlines how Qualcomm’s new premium Snapdragon 8 Gen 1 mobile SOC plays into the company’s broader intelligent connected edge ambitions and highlights the paradigm shift that it represents with regard to new benchmarks of performance, particularly regarding AI.
Olivier Blanchard
Olivier Blanchard

Why MediaTek’s New Dimensity 9000 May Not Be a Legitimate Premium Mobile Chipset After All

Futurum senior analyst Olivier Blanchard examines MediaTek’s claim that its new Dimensity 9000 mobile SOC can compete against Qualcomm’s Snapdragon 888 in the premium tier. In addition to outlining some of the key industry hurdles facing MediaTek in its efforts to finally break into the premium tier, Blanchard outlines critical areas in which Dimensity 9000 appears to fall short of delivering premium mobile experiences for OEMs and their customers, namely modem/connectivity, camera/computer vision, AI, and mobile gaming.
Olivier Blanchard
Olivier Blanchard

Qualcomm R&D Test Beds: a Closer Look at C-V2X, Smart Factories, XR, and Improved System Efficiencies – Part Two

In Part Two of this three-part series, Futurum Senior Analyst Olivier Blanchard dives deeper into four of Qualcomm’s latest research milestones: C-V2X sidelink, Industry 4.0, extended reality (XR), and green networks. Blanchard’s analysis outlines how these over-the-air (OTA) test networks, prototypes, and system simulations help advance 5G research and product development across a breadth of industries. These breakthrough snapshots are especially timely in the wake of the expansive technology roadmap outlined by Qualcomm during its Investor Day presentations just a few days ago and help shed more light on where Qualcomm is with regard to critical R&D milestones.
Olivier Blanchard
Olivier Blanchard

Qualcomm’s R&D Test Beds Showcase Exciting New Breakthroughs on the Path to 5G Advanced and Beyond in 5G mmWave, XR, C-V2X, and More – Part One

In Part One of this three-part series, Futurum senior analyst Olivier Blanchard highlights Qualcomm’s latest research milestones in six critical areas: 5G mmWave, wide-area 5G, C-V2X sidelink, Industry 4.0, extended reality (XR), and green networks. Blanchard’s overview explains how these over-the-air (OTA) test networks, prototypes, and system simulations, will help advance 5G research and product development across a breadth of industries. These breakthrough snapshots are especially timely in the wake of the expansive technology roadmap outlined by Qualcomm during its Investor Day 2021 presentations just a few days ago and help shed more light on where Qualcomm is with regard to critical R&D milestones.
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