Author: Olivier Blanchard

Cloud Enterprise
April 30, 2026

Microsoft’s Xbox Slide Puts Pressure on Cloud and Enterprise Ambitions

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, analyzes how Microsoft's sharp Xbox contraction is forcing the company to lean harder on cloud and enterprise software as...
Automotive Industrial Momentum
April 30, 2026

NXP’s Q1 2026: Can Automotive and Industrial Momentum Outrun Semiconductor Volatility?

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, NXP Semiconductors leveraged automotive and industrial momentum to deliver a 12% year-over-year revenue surge in Q1 2026, despite broader...
ABB Q1 FY 2026 Earnings Driven by Data Center and Grid Demand
April 28, 2026

ABB Q1 FY 2026 Earnings Driven by Data Center and Grid Demand

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at The Futurum Group, analyzes ABB’s Q1 FY 2026 earnings, focusing on electrification demand tied to data centers and grid upgrades....
Industrial AI
April 23, 2026

Can Lenovo’s AI Manufacturing Push at Hannover Messe Rewrite the Playbook for Industrial Scale?

Lenovo showcases AI solutions at Hannover Messe 2026, claiming 85% faster lead times. With 94% of manufacturers planning AI investment increases, competition intensifies between Lenovo, Siemens, and Rockwell Automation....
Qualcomm’s Snapdragon Wear Elite Redefines the AI Wearable Stakes—But Who Wins the Wrist War?
April 22, 2026

Qualcomm’s Snapdragon Wear Elite Redefines the AI Wearable Stakes—But Who Wins the Wrist War?

Qualcomm's Snapdragon Wear Elite marks a turning point in wearable AI, delivering a dedicated neural processing unit for on-device intelligence, privacy, and real-time voice interactions—positioning the company against Apple and...
pple’s CEO Transition- Can John Ternus Build on Tim Cook’s Legacy or Rewrite It?
April 21, 2026

Apple’s CEO Transition: Can John Ternus Build on Tim Cook’s Legacy or Rewrite It?

Apple's leadership transition to hardware veteran John Ternus signals a strategic shift. Analysts question whether his product-focused background can match Tim Cook's operational excellence while navigating AI disruption and intensifying...
Edge AI
April 21, 2026

Can Qualcomm’s Arduino Ventuno Q Break Nvidia’s Grip on Edge AI for Robotics?

Qualcomm's Arduino Ventuno Q single-board computer challenges NVIDIA Jetson by delivering edge AI for robotics at under $300, leveraging the Dragonwing IQ8 processor for cost-effective vertical integration....
Self-Driving Tech
April 21, 2026

Will AMD, Arm, and Qualcomm’s Bet on Wayve Rewrite the Self-Driving Tech Playbook?

Wayve's $60M funding round from semiconductor giants AMD, Arm, and Qualcomm signals a shift: chip makers are entering autonomous vehicle development, challenging automakers and hyperscalers for platform dominance....
Robotics Leads at 9.9% CAGR as the $278B Edge Silicon Market Charts a Destination-Driven Path to $340B
April 21, 2026

Robotics Leads at 9.9% CAGR as the $278B Edge Silicon Market Charts a Destination-Driven Path to $340B

Futurum Research's 1H 2026 edge silicon market forecast finds a $278B market heading to $340B by 2030, with Robotics leading at 9.9% CAGR and IoT registering a near-flat -0.2% CAGR...
MediaTek Analyst Day 2026 - Is the New MediaTek Ready to Move Upmarket to AI PCs and Data Center
April 6, 2026

MediaTek Analyst Day 2026 – Is the New MediaTek Ready to Move Upmarket to AI PCs and Data Center?

Brendan Burke and Olivier Blanchard, Research Directors at Futurum, share insights on MediaTek Analyst Day 2026, analyzing their transition to a B2B powerhouse and the innovation behind their aggressive $1B...
HP IQ Finally Brings Useful On-Device AI To Workspaces
April 3, 2026

HP IQ Finally Brings Useful On-Device AI To Workspaces

Olivier Blanchard, Research Director at Futurum, shares insights on HP IQ, HP’s workplace intelligence layer combining on-device AI, proximity-based connectivity, and IT control across devices and workflows....
AI PCs Drive a 28% Reduction in Enterprise Employee Onboarding Time
March 25, 2026

AI PCs Drive a 28% Reduction in Enterprise Employee Onboarding Time

Olivier Blanchard, Research Director at Futurum, shares his insights on why the reported 28% reduction in employee onboarding time compared to legacy hardware, thanks to AI PCs, is a critical...

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