AI Investors, Tech Leaders, and Customers Sort Through Short-Term Fallout and Longer-Term Claims By China’s DeepSeek
The Futurum Group analysts share their insights on DeepSeek R1 claims of model training and cost efficiency, questions about the potential use of competitors' models, and security and privacy concerns. Analysts discuss the near and long-term implications of faster and lower-cost LLM development.
Brad Haczynski, SVP at Samsung, joins Olivier Blanchard and Anshel Sag to share insights on deploying AI effectively in businesses with the new Galaxy S25.
Lenovo’s CES 2025 Lineup Included Two New AI-Powered ThinkPad X9 Prosumer PCs for Hybrid Workers
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on how Lenovo’s new Aura Edition ThinkPad X9 prosumer PCs help the company maximize Intel’s new Core Ultra processors to deliver a richer and more differentiated AI feature set on premium tier Copilot+ PCs to hybrid workers.
Lenovo’s New ThinkBook Plus 6 Rollable Isn’t for Everyone, but It Might Not Be as Niche as It Seems at First Glance
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on how Lenovo’s new ThinkBook Gen 6 Rollable laptop could make the case for more versatile, hybrid laptop form factors, and turn a niche play into a mainstream feature.
Dipti Vachani, SVP & GM at Arm, joins Olivier Blanchard to discuss how Arm is revolutionizing the automotive industry with AI-enabled vehicles at CES 2025.
Kevin Terwilliger discusses Dell Technologies' innovative approach to AI PCs at CES 2025, highlighting silicon diversity, sustainability, and the future of computing.
Google Partners With Samsung to Launch Android XR, Debuting on the Project Moohan Headset to Revolutionize Immersive Technologies
Olivier Blanchard, Research Director at The Futurum Group, examines Google’s Android XR launch, focusing on its debut with Samsung’s Project Moohan, AI-powered Gemini features, and Android ecosystem integration.
Strategic Leadership Appointment Highlights AMD’s Focus On Navigating Regulatory Landscapes and Fostering Innovation in High-Performance Computing
Olivier Blanchard, Research Director at The Futurum Group, discusses Tim Keating's appointment as AMD’s Senior VP of Government Relations and Regulatory Affairs and how his leadership could shape AMD’s policy engagement.
Dell Posts a 10% Revenue Increase in Q3 FY2025, Powered by Record-Breaking ISG Performance and Expanding AI Demand
Olivier Blanchard, Research Director at The Futurum Group, analyzes Dell’s Q3 FY2025 earnings, including record AI-driven ISG performance, ongoing challenges in the consumer market, and Dell’s strategic focus on AI.
An Analysis of HP’s Fiscal 2024 Performance, Emphasizing Revenue Trends, EPS, and Strategic Growth Areas
Olivier Blanchard, Research Director at The Futurum Group, examines HP Inc.'s Q4 FY24 earnings, highlighting revenue gains in Personal Systems and Printing alongside strategic investments to drive growth in high-potential areas.
Olivier Blanchard, Research Director at The Futurum Group shares his/her insights on the inbound PC refresh supercycle and discusses the four primary drivers of AI PC adoption for the next 6-12 months: Better performance, the end of Windows 10 support, silicon diversity, and future-proofing for AI. Reframing expectations around the term “supercycle” for the PC segment in the context of its transition to on-device AI is also discussed.
