Author: Olivier Blanchard

Qualcomm’s Data Center Reentry at Investor Day 2026 Arrives Just in Time for the Inference Decode Prize
June 29, 2026

Qualcomm’s Data Center Reentry at Investor Day 2026 Arrives Just in Time for the Inference Decode Prize

Brendan Burke and Olivier Blanchard, Research Directors at Futurum, explain why Qualcomm's June 24 Investor Day matters less for its new CPU than for its claim on the decode-heavy inference...
Buyers Are Trading Up 80% More Likely to Buy AI PCs as Traditional PCs Stall at 47%
June 23, 2026

Buyers Are Trading Up: 80% More Likely to Buy AI PCs as Traditional PCs Stall at 47%

Enterprise buyers are trading up: 80% of IT decision makers are more likely to buy AI PCs than six months ago, versus 47% for traditional PCs, with budgets growing 18.8%,...
Agentic Workloads Reshape
June 17, 2026

How will Qualcomm’s AI Bet Solve for NVIDIA’s Data Center Gaps as Agentic Workloads Reshape the Chip Market?

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, on Qualcomm's Investor Day, and whether Qualcomm can challenge NVIDIA's data center dominance....
How Desktop AI Hubs Could Deflect Over 56.23 TWh of Industrial Data Center Load by 2035
June 15, 2026

How Desktop AI Hubs Could Deflect Over 56.23 TWh of Industrial Data Center Load by 2035

Olivier Blanchard and Brendan Burke, Research Directors at Futurum, share their insights on how high-performance small-form-factor desktop AI PCs such as the DGX Spark and Mac Mini could form the...
How Desktop AI Hubs Could Deflect Over 56.23 TWh of Industrial Data Center Load by 2035
June 12, 2026

How Desktop AI Hubs Could Deflect Over 56.23 TWh of Industrial Data Center Load by 2035

Olivier Blanchard and Brendan Burke, Research Directors at Futurum, share their insights on how high-performance small-form-factor desktop AI PCs such as the DGX Spark and Mac Mini could form the...
Does FOXTRON's Adoption of Dimensity AX C-X1 Validate MediaTek's Automotive Ambitions?
June 10, 2026

Does FOXTRON’s Adoption of Dimensity AX C-X1 Validate MediaTek’s Automotive Ambitions?

Olivier Blanchard, Research Director at Futurum, examines how FOXTRON's adoption of MediaTek's Dimensity AX C-X1 platform moves AI-defined vehicle ambitions from platform development into commercial automotive deployment....
MediaTek’s Maturing Edge-to-Cloud AI Strategy Expands Beyond Smartphones
June 10, 2026

MediaTek’s Maturing Edge-to-Cloud AI Strategy Expands Beyond Smartphones

Olivier Blanchard, Research Director at Futurum, examines how MediaTek is using Agentic AI, automotive platforms, connectivity, and data center infrastructure to build an edge-to-cloud AI strategy that extends beyond smartphones....
Can Google and Samsung Displace Meta in the Smart Glasses Segment?
May 27, 2026

Can Google and Samsung Displace Meta in the Smart Glasses Segment?

Olivier Blanchard, Research Director at Futurum, shares his insights on Google's intelligent eyewear and whether Gemini-powered smart glasses can overcome the privacy and adoption issues that hurt Google Glass....
PC Pricing & Demand Under Pressure: How Consumers Will Actually Respond
May 21, 2026

PC Pricing & Demand Under Pressure: How Consumers Will Actually Respond

In this Market Study, Futurum Research examines how consumer PC buyers respond to rising prices and why most remain addressable through adjustments in timing, configuration, or channel....
Revenue Surge
May 13, 2026

SiTime’s 88% Revenue Surge Signals Precision Timing’s New Strategic Role in AI Infrastructure

SiTime's Q1 2026 revenue surged 88% to $113.6M, driven by AI and high-performance systems demanding precision timing as a critical system requirement....
Acer’s Q1 2026 Result Highlights Value of Diversification and Product Focus
May 12, 2026

Acer’s Q1 2026 Result Highlights Value of Diversification and Product Focus

Olivier Blanchard is the Research Director & Practice Lead, Intelligent Devices at Futurum, reviews Acer’s Q1 2026 results, focusing on diversification, PC momentum, and operating profit pressure....
Stellantis Q1 FY 2026 Earnings Return to Profitability
May 8, 2026

Stellantis Q1 FY 2026 Earnings Return to Profitability

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, reviews Stellantis Q1 FY 2026 earnings, focusing on early execution gains, North America margin trajectory, and Europe pricing pressure....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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