Coherent Q1 FY2025 Earnings: Driven by AI and Advanced Laser Innovation
Olivier Blanchard, Research Director at The Futurum Group, discusses how Coherent’s Q1 FY2025 earnings were driven by AI-enabled Datacom transceivers and advanced laser innovations, positioning the company for growth across data and industrial markets.
AMD’s Q3 2024 Earnings Highlights Growth in AI and Data Center Solutions
Olivier Blanchard, Research Director at The Futurum Group, analyzes AMD’s Q3 2024 performance and AI advancements from the Advancing AI event, emphasizing AMD’s competitive push in data centers and AI PCs against Intel and Qualcomm.
Amazon’s Q3 2024 Earnings: How Technology Fueled Growth in AWS and E-commerce
Olivier Blanchard, Research Director at The Futurum Group, discusses Amazon’s Q3 2024 earnings, including the pivotal role of AI and cloud technology, AWS growth, and innovative AI shopping tools reshaping Amazon’s revenue and customer experience.
Taking a Look at Coherent’s EDGE FL™ Series for Industrial Fiber Laser Solutions
Olivier Blanchard, Research Director at The Futurum Group, discusses Coherent’s new EDGE FL™ fiber laser series, which offers machine tool manufacturers unprecedented power and precision at accessible price points.
Qualcomm Launches New Elite Snapdragon Automotive Platforms Powered by Custom Oryon CPU
Olivier Blanchard, Research Director with The Futurum Group, provides an overview of Qualcomm’s new Snapdragon Cockpit Elite and Snapdragon Ride Elite flagship tier automotive SOCs, including gen-over-gen performance improvements, the role that Qualcomm’s new custom Oryon CPU plays into this and future Snapdragon Digital Chassis releases, and the growing importance of delivering powerful, flexible, and future-proofed automotive platforms that will leverage multi-modal AI and agentic AI capabilities across Qualcomm’s entire automotive solutions stack.
Qualcomm Launches Snapdragon 8 Elite: Android’s Smartest Flagship Tier Mobile SOC
Olivier Blanchard, Research Director with The Futurum Group, provides an overview of Qualcomm’s new Snapdragon 8 Elite flagship tier mobile SOC, including gen-over-gen performance improvements, the role that Qualcomm’s new custom Oryon CPU plays into this and future releases, and the growing importance of delivering platforms that will drive rapid agentic AI innovations and next-gen ultra-personalized experiences.
Ford’s Broadened EV Strategy with Focus on Profitability and New Models
Olivier Blanchard, Research Director at The Futurum Group, shares insights on Ford’s expanding electrification strategy, focusing on profitability and sustainability with new commercial vans, pickup trucks, and hybrid SUVs, as well as Ford Pro’s popular suite of solutions and services.
Intel and Lenovo’s “Aura Edition” Partnership Brings Usefully Differentiated Features to AI PCs
Olivier Blanchard, Research Director at The Futurum Group, highlights how “Aura Edition” laptops, the result of a partnership between Lenovo and Intel, may give us a glimpse into how PC OEMs and their silicon partners could drive a new era of differentiation in the nascent Copilot+ AI PC ecosystem.
Microsoft Expands Commercial Copilot+ Roster with 5G-Capable Surface Laptops
Olivier Blanchard, Research Director at The Futurum Group, provides an overview of Microsoft’s latest Surface Copilot+ PC announcements aimed at the commercial PC segments, and why 5G integration makes more sense in that segment than in the consumer side of the Surface ecosystem.
New Snapdragon X Plus 8-core AI PC Processor Punches Above Its Weight
Olivier Blanchard, Research Director at The Futurum Group, discusses why Qualcomm’s new Snapdragon X Plus 8-core AI PC processor, unveiled at IFA Berlin, could be the scale and adoption accelerator MVP that the Copilot+ Windows-on-Arm AI PC segment needs as the PC refresh cycle begins to gather momentum.
Lenovo Picks Up Copilot+ Momentum with New Consumer PC Releases
Olivier Blanchard, Research Director at The Futurum Group, highlights Lenovo’s new consumer Copilot+ AI PC launches at the IFA show in Berlin, which for the first time includes processors from all three Windows PC semiconductor giants: Intel, AMD, and Qualcomm.
New Professional Copilot+ PCs Launch at Lenovo Innovation World 2024
Olivier Blanchard, Research Director at The Futurum Group, highlights Lenovo’s new commercial Copilot+ AI PC launch at the IFA show in Berlin, which for the first time include processors from Intel, AMD, and Qualcomm.
