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Author: Olivier Blanchard

Does the AI PC Ecosystem Really Need the Copilot+ Category?
Olivier Blanchard
Olivier Blanchard

Does the AI PC Ecosystem Really Need the Copilot+ Category?

Olivier Blanchard, Practice Lead and Research Director at Futurum shares his insights on why Microsoft’s vision for the Copilot+ PC ecosystem might be getting not only outpaced by hardware innovation and competitive forces across the AI PC ecosystem, but also held back by Copilot’s inability, at least thus far, to attract as many users as its competitors – namely ChatGPT and Google’s Gemini.
Lattice Delivers Q1 FY 2025 Results With Record Design Win Momentum
Olivier Blanchard
Olivier Blanchard

Lattice Delivers Q1 FY 2025 Results With Record Design Win Momentum

Q1 FY 2025 Results Reflect Resilience in Gross Margin and Record Design Wins in AI, Robotics, and Automotive as New Products Scale
Olivier Blanchard, Research Director at Futurum, examines Lattice’s Q1 FY 2025 earnings, highlighting record design wins across AI, robotics, and automotive, and how new products are paving the way for growth in FY 2026.
Amazon Q1 FY 2025 Earnings Reflect Cloud Momentum, Operating Margin Gains
Olivier Blanchard
Olivier Blanchard

Amazon Q1 FY 2025 Earnings Reflect Cloud Momentum, Operating Margin Gains

AWS Leads Amazon’s Q1 FY 2025 With 17% Yoy Revenue Growth; Retail Business Remains Steady
Olivier Blanchard, Research Director at Futurum, breaks down Amazon’s Q1 FY 2025 results. The focus is on AWS growth, rising ad revenues, cost efficiencies, and tariff risk shaping the outlook for Amazon’s operating margin and cloud scale-up.
Qualcomm’s Q2 FY 2025 Earnings: YoY QCT Revenue Growth Momentum Continues
Olivier Blanchard
Olivier Blanchard

Qualcomm’s Q2 FY 2025 Earnings: YoY QCT Revenue Growth Momentum Continues

Automotive, PC, and IOT Drive Encouraging YoY Revenue Growth as Qualcomm’s Diversification Strategy Expands
Olivier Blanchard, Research Director at Futurum, analyzes Qualcomm’s record Q1 FY 2025 earnings, highlighting strong YoY growth AI-driven IoT and automotive.
Only 55.5% of Enterprise ITDMs Currently Prefer Intel Processors
Olivier Blanchard
Olivier Blanchard

Why 18A Can’t Come Too Soon for Intel’s AI PC Processor Business – Report Summary

Olivier Blanchard, Practice Lead for AI Devices at The Futurum Group, shares his insights on Intel’s vulnerability in the AI PC processor space and how its ability to hit 18A process milestones on time will determine how quickly it can claw back lost market share from rivals AMD and Qualcomm before their gains take root in the longer term.
Futurum Study Suggests Only 55.5% of Enterprise ITDMs Currently Prefer Intel Processors Over Competition For 2025 AI PC Refresh
Olivier Blanchard
Olivier Blanchard

Futurum Study Suggests Only 55.5% of Enterprise ITDMs Currently Prefer Intel Processors Over Competition For 2025 AI PC Refresh

Olivier Blanchard, Practice Lead for AI Devices at The Futurum Group shares his insights on Intel’s vulnerability in the AI PC processor space, and how its ability to hit 18A process milestones on time will determine how quickly it can claw back lost market share from rivals AMD and Qualcomm before their gains take root in the longer term.
How Intel’s 13-TOPS NPU Might Find Purpose in a World of Copilot+ PCs
Olivier Blanchard
Olivier Blanchard

How Intel’s 13-TOPS NPU Might Find Purpose in a World of Copilot+ PCs

Intel’s AI Gaming Push Shows Gains but Lacks the Firepower of Rival NPUs
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Intel’s AI-driven gaming features in the Core Ultra 200HX processors, spotlighting real-world performance gains and the limitations of its 13 TOPS NPU.
AMD Brings Ryzen AI Max Processors to Desktops: A Shift in Mainstream PC Design?
Olivier Blanchard
Olivier Blanchard

AMD Brings Ryzen AI Max Processors to Desktops: A Shift in Mainstream PC Design?

AMD Expands Its AI-Focused Processor Line Beyond Laptops, Promising Strong Gaming and AI Capabilities Without Discrete GPUs
Olivier Blanchard, Research Director at The Futurum Group, examines AMD’s Ryzen AI Max+ 395 entering desktop PCs, delivering strong AI and gaming performance that could reshape the role of discrete GPUs in the mainstream segment.
Can Intel’s Panther Lake and 18A Process Reset the Chipmaker’s Competitive Position
Olivier Blanchard
Olivier Blanchard

Can Intel’s Panther Lake and 18A Process Reset the Chipmaker’s Competitive Position?

Intel Eyes Late 2025 Launch for First 18A-Based CPUs as New CEO Focuses on Execution and Engineering-Led Turnaround
Olivier Blanchard, Research Director at The Futurum Group, shares insights on Intel’s Panther Lake CPU and 18A risk production – key milestones that will test Intel’s turnaround efforts under new CEO Lip-Bu Tan.
Can Lip-Bu Tan’s Engineering-First Vision Get Intel Back on Track?
Olivier Blanchard
Olivier Blanchard

Can Lip-Bu Tan’s Engineering-First Vision Get Intel Back on Track?

Intel’s New CEO Charts AI, Foundry, and Product-Led Recovery Plan; Market Cautiously Awaits Execution
Olivier Blanchard, Research Director at The Futurum Group, shares insights on Intel CEO Lip-Bu Tan’s plan to reset Intel’s culture, focus on AI and custom silicon, and restore credibility through engineering-led execution and foundry transformation.
Can MediaTek’s Kompanio Ultra Set the Standard for AI-Driven Chromebooks?
Olivier Blanchard
Olivier Blanchard

Can MediaTek’s Kompanio Ultra Set the Standard for AI-Driven Chromebooks?

MediaTek Targets AI Performance, Power Efficiency, and Chromebook Growth with Kompanio Ultra Launch
Olivier Blanchard, Research Director at The Futurum Group, examines MediaTek’s Kompanio Ultra processor and its implications for on-device AI, Chromebook performance, and the company’s expansion beyond smartphones.
HP Introduces EliteStudio 8 AiO With Built-in KVM for Business Flexibility
Olivier Blanchard
Olivier Blanchard

HP Introduces EliteStudio 8 AiO With Built-in KVM for Business Flexibility

The EliteStudio 8 AiO G1i Combines Desktop Performance, AI Features, and a KVM Switch in One Device
Olivier Blanchard, Research Director at The Futurum Group, shares insights on HP’s EliteStudio 8 AiO G1i, highlighting its built-in KVM switch, expandability, and AI-driven features aimed at hybrid work environments and BYOD enterprise setups.
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