Author: Olivier Blanchard

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on what DeepSeek’s disruption signals for the US tech sector. While many focused on how China’s progress in model training may threaten incumbent US competitors, the bigger signal we should be focusing on is how a confluence of efficiency improvements in both model training and AI-forward semiconductor performance could make large model training accessible to an increasingly broader market.

Olivier Blanchard, Research Director and Practice Lead for AI Devices at The Futurum Group, shares some highlights from the 1H 2025 AI Devices Decision Maker Survey Report, including early AI PC adoption trends in the enterprise, how the expanding silicon diversity in the PC segment is affecting processor market share in the PC segment, and how the end of Windows 10 support in late 2025 is accelerating the PC refresh cycle.