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Author: Olivier Blanchard

New Lunar Lake Core Ultra Chipsets Are Everything Intel Needed to Get back Into the AI PC Race at Exactly the Right Time
Olivier Blanchard, Research Director at The Futurum Group, digs into Intel’s Lunar Lake Core Ultra announcement just ahead of IFA in Berlin, and explains the importance for Intel to get this launch right, the significance of this new AI PC platform’s entry into the Copilot+ PC ecosystem, and key competitive considerations involving PC OEMs and semiconductor rivals AMD and Qualcomm.
Latest Dell Earnings Point to Growth Acceleration in Server and Networking Solutions
Olivier Blanchard, Research Director with The Futurum Group, digs into Dell’s Q2 FY2025 earnings. In focus: How growing demand for AI solutions and Dell’s partnership with NVIDIA are already producing record results for Dell’s Infrastructure Solutions Group, and why softness in Dell’s Client Solutions Group numbers for the quarter suggests that the PC refresh supercycle, which kicked off just a few weeks ago, may take a few more quarters to gain momentum.
HP Fiscal 2024 Q3 Results: The Last of the Calm Before the AI PC Supercycle’s First Hints of Acceleration and Encouraging Numbers in the Printing Segment
Olivier Blanchard, Research Director with The Futurum Group, digs into HP’s FY 2024 Q3 earnings report: 1) Understanding where HP’s Personal Systems segment is on the AI PC supercycle’s timeline and what to expect in terms of acceleration in upcoming quarters. 2) HP’s printing segment’s downward trend has slowed considerably since Q2, and further improvements could be seen as the PC refresh cycle creates new UX and attaches opportunities for printing solutions.
Qualcomm’s Snapdragon 7s Gen 3 Mobile Platform Brings Premium AI-Enabled Features to More Budget-Friendly Tier Just Weeks Ahead of Flagship Tier Snapdragon 8’s Next Refresh
Olivier Blanchard shares insights on the Snapdragon 7s Gen 3 mobile platform announcement, market positioning, strategy, and timing as Qualcomm gives its on-device AI roadmap more gas.
AMD to Significantly Expand Data Center AI Systems Capabilities with Acquisition of Hyperscale Solutions Provider ZT Systems
Olivier Blanchard, Research Director at The Futurum Group, digs into the motivations and potential upsides of AMD’s plans to acquire ZT Systems, particularly as AMD ramps up efforts to expand its leadership in high-growth AI-driven IT market segments.
Ring Launches Easy-to-Install Battery Doorbell, Featuring Head-to-Toe Video, Seamless Installation, and More
Olivier Blanchard, Research Director at The Futurum Group, provides a competitive overview of Ring’s new Battery Doorbell offering, and discusses its balance of pricing and features for three critical customer segments: renters, landlords, and customers looking to equip multiple access points.
Lenovo’s Infrastructure Solutions Group Posts Record Revenues as Demand for AI Continues to Grow
Olivier Blanchard, Research Director with The Futurum Group, digs into Lenovo’s latest quarterly earnings report and explains why the company’s device-to-cloud approach to the larger hybrid AI opportunity is already yielding impressive YoY growth at scale across its three main business segments.
Google’s Pixel 9 Launch Drops Hints About How Google Intends to Use its Hybrid AI Strategy to Disrupt Apple’s Market Share in Mobile
The Futurum Group's Research Director Olivier Blanchard takes a look at the new Google Pixel 9 lineup and how Google intends to use its hybrid AI mobile solutions to disrupt Apple's mobile market share.
Google’s Pixel 9 Launch Provides the Clearest Indication Yet of How Google Intends to Monetize Premium AI Experiences in Mobile
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on how the Pixel 9 launch clarifies Google’s expanding AI monetization strategy.
The Magnificent Seven and the AI-driven Semiconductor Boom’s Fundamentals and Growth Trajectories are Strong
Olivier Blanchard, Research Director at The Futurum Group, shares his thoughts on why the tech selloff trend doesn’t align with the tech sector’s overall year-on-year performance, AI-driven chip-to-cloud opportunity, or current growth trajectory. To make his point, Blanchard addresses eight fundamental questions to be fueling the trend, touching on Apple, Intel, Taiwan, and uncertainty about the outcome of the upcoming US Presidential elections, weighed against critical product roadmaps, demand pipelines, and market momentum.
Olivier Blanchard, Research Director with The Futurum Group, drills down into Qualcomm’s FYQ3 2024 earnings. Highlights include Qualcomm’s impressive YoY growth in the automotive segment, steady growth in handsets despite the segment’s relative maturity, and how the company’s investments in edge AI in the PC, XR, IOT and IIOT segments is already starting to pay off.
AMD Reports Record Growth in Data Center and Client (PC) Segments Thanks to Its Growing Portfolio of Competitive AI-Enabling IP
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.