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Author: Olivier Blanchard

Semtech Q3 FY 2024 Earnings
December 14, 2023

Semtech Q3 FY 2024 Earnings

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Semtech Q3 FY 2024 earnings, which point to continued recovery despite asymmetrical drag on hardware demand....
EU Reaches Provisional Agreement On AI Act: What Does It Mean?
December 13, 2023

EU Reaches Provisional Agreement On AI Act: What Does It Mean?

Mark Beccue and Olivier Blanchard, Research Directors at The Futurum Group, examine the impact of the EU Provisional Agreement On the AI Act....
On-Device AI, Part 2 | The AI Moment, Episode 6
December 12, 2023

On-Device AI, Part 2 | The AI Moment, Episode 6

Mark Beccue, Research Director, AI at The Futurum Group is joined by Olivier Blanchard. They share their insights on the latest developments in on device AI....
5G Factor: AI, PCs, AI PCs
December 12, 2023

5G Factor: AI, PCs, AI PCs

The Futurum Group’s Ron Westfall and Olivier Blanchard review key 5G-related AI and PC developments including HP Q4 hints at PC market recovery, T-Mobile’s secure 5G laptop push, and Qualcomm’s...
Big Stakes in Tumultuous VLSI vs. Intel $2.8B Patent Infringement Case
December 12, 2023

Big Stakes in Tumultuous VLSI vs. Intel $2.8B Patent Infringement Case

Olivier Blanchard, Research Director at The Futurum Group, reviews the partial reversal of the $2.8B LVSI versus Intel patent infringement case, discussing how this litigation could erode the US IP...
Ford Pro and Xcel Energy Announce Unique Partnership
December 11, 2023

Ford Pro and Xcel Energy Announce Unique Partnership

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on why Ford Pro and Xcel Energy’s 30x30 Initiative looks like one of the most promising industry partnerships to...
Samsung Galaxy Watch Highlights the Value of Accessibility Innovation
December 7, 2023

Samsung Galaxy Watch Highlights the Value of Accessibility Innovation

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on how the Galaxy Watch Universal Gestures suggests that intuitive touch-free UI is quietly becoming a core throughline of...
Dell Q3 FY24 Earnings Show Strength in AI Demand But Sluggish Recovery
December 4, 2023

Dell Q3 FY24 Earnings Show Strength in AI Demand But Sluggish Recovery

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Dell Q3 2024 earnings, which, despite reflecting a sluggish and inconsistent recovery, highlight the importance of generative AI...
Geely and NIO Announce Strategic BaaS Technology Partnership
December 1, 2023

Geely and NIO Announce Strategic BaaS Technology Partnership

Olivier Blanchard, Research Director at The Futurum Group, shares insights on the NIO and Geely BaaS technology partnership as a positive disruptive force for the EV market, a way to...
HP Q4 2023 Earnings Point to Market Recovery for the PC Segment
November 28, 2023

HP Q4 2023 Earnings Point to Market Recovery for the PC Segment

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on the HP Q4 2023 earnings, which suggest a rebound for PCs in 2024 despite persistent market headwinds....
AMD Announces New Radeon PRO W7700 Workstation Graphics Card
November 20, 2023

AMD Announces New Radeon PRO W7700 Workstation Graphics Card

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on AMD’s new sub-$1K Radeon Pro W7700 graphics card designed for next-gen AI-powered design, engineering, and creative applications....
Lenovo Q2 FY 2024 Earnings
November 17, 2023

Lenovo Q2 FY 2024 Earnings

The Futurum Group’s Daniel Newman, Olivier Blanchard, and Steven Dickens share insights on the Lenovo Q2 FY 2024 earnings, which strengthen the argument for an accelerating sector-wide recovery and highlight...

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