AMD Q2 2024 Financial Results Highlight Strong Momentum in Data Center and PC Segments
Olivier Blanchard, Research Director at The Futurum Group, zooms in on AMD’s Q2 2024 financial results and discusses the opportunities, threats, velocity, and momentum of AMD’s opportunity across all business segments, with particular attention to the data center and PC segments, where the chipmaker could start capturing market share from rivals NVIDIA and Intel as early as H2 2024.
AI PCs – June 2024 Market Snapshot Report
The Futurum Group’s Research Director Olivier Blanchard covers the highlights in the AI PC market for H1 2024, focusing on the Copilot+ PC launch, which is setting the stage for the impending PC refresh supercycle.
Ford Pro Delivers Another Record Quarter, Highlighting Importance of Software-Enabled Vehicle Opportunity
Olivier Blanchard, Research Director at The Futurum Group, digs into the Ford Motor Company’s Q2 2024 earnings, shares his insights on why EV sales might be a red herring, and makes the case for why software-enabled vehicles and the services-attach opportunity they create, illustrated by Ford Pro’s continuing success, is a better measure of how well automakers are adapting to technology disruption in the segment.
Synopsys Advances Automotive Security with Critical ISO/SAE 21434 Cybersecurity Compliant IP
Olivier Blanchard, Research Director at The Futurum Group, shares his insights into Synopsys’ automotive industry-first IP product to achieve 3rd party certification for ISO/SAE 21434 cybersecurity compliance, and what this means for the software-defined vehicle segment’s ability to securely address cybersecurity challenges and threats.
HP’s New OmniStudio X AIO PCs Deliver AI Performance to Desktop Users
Olivier Blanchard, Research Director with The Futurum Group, highlights some of the key features and specs of HP’s new OmniStudio X AIO line from HP.
HP’s New OmniBook Ultra 14-inch Next Gen AI PC Promises a Whopping 55 TOPS on the NPU
Olivier Blanchard, Research Director with The Futurum Group, shares his insights on why HP’s new 14” OmniBook Ultra next-gen AI PC hints to HP’s AI PC market differentiation strategy, and to how silicon diversity in the AI PC/Copilot+ PC ecosystem is already creating specific performance niches and unique value proposition tracks for top PC semiconductor vendors namely Qualcomm, AMD, and Intel.
Galileo Integration Brings Built-In LLM Trust Platform to HP Dev Workstations
Olivier Blanchard, Research Director at The Futurum Group, discusses the first LLM trust platform for AI-enabled developer workstations with built-in generative AI to detect and correct bias, drift and hallucinations. Galileo integration with Z by HP AI Studio is slated to be available this fall.
The Sustainability Case for Integrated Building Management: Achieving ESG Targets with Honeywell Forge Sustainability+ for Buildings
In our latest Research Brief, The Sustainability Case for Integrated Building Management: Achieving ESG Targets with Honeywell Forge Sustainability+ for Buildings, done in partnership with Honeywell– we examine the Honeywell Forge Sustainability+ for Buildings platform, designed to address institutional inefficiencies.
Has Apple Missed the On-Device AI Market Opportunity in Mobile and PC?
Olivier Blanchard, Research Director at The Futurum Group, shares his notes about Apple’s recent AI partnership announcements and rumors, and frames how disruption of the competitive landscape in the Mobile and PC segments by next-gen on-device AI capabilities may have blindsided the tech giant.
The Copilot+ PC Disruption Is Here: What Happens Now?
Olivier Blanchard, Research Director at The Futurum Group, digs into the market implications of the Copilot+ PC launch, including Microsoft vs Apple, Windows on Arm’s long-overdue big moment, the disruptive potential of Qualcomm’s Snapdragon X PC platform, and the threat it represents to Intel’s PC segment incumbency, and whether or not the PC segment is truly ready for new AI features and experiences.
The PC Segment’s AI Inflection Point: Your 2024-2025 Copilot+ PC Cheat Sheet
Olivier Blanchard, Research Director at The Futurum Group, shares his insights from Computex 2024 about the transition from traditional PCs to AI PCs, the market opportunity for Windows Copilot+ PCs, how Qualcomm, AMD, and Intel already look to be positioning themselves in the Copilot+ market, key benefits of Copilot+ PCs and individual platforms, and what to expect for the PC segment in the short and mid term.
The Pace of AI and Innovation: The Six Five’s Insights from Computex 2024 in Taipei
Daniel Newman and co-hosts share their insights on the latest AI and tech innovations from Computex 2024, analyzing how these breakthroughs are driving industry transformation and what to anticipate in the future of technology.
