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Author: Olivier Blanchard

Coherent Reports Robust Q2, Driven by Datacom Strength and Margin Expansion
Olivier Blanchard
Olivier Blanchard

Coherent Reports Robust Q2, Driven by Datacom Strength and Margin Expansion

Q2 Revenue and Margin Expansion Driven by AI-Powered Data Center Demand, Telecom Recovery, and Industrial Resilience
Olivier Blanchard, Research Director at The Futurum Group, analyzes Coherent’s Q2 FY 2025 earnings, highlighting record networking revenue fueled by AI data center demand, telecom recovery, and margin expansion.
Qualcomm’s Q1 FY 2025 Earnings: Record QCT Revenue and Expanding AI Adoption
Olivier Blanchard
Olivier Blanchard

Qualcomm’s Q1 FY 2025 Earnings: Record QCT Revenue and Expanding AI Adoption

Strong Handset Demand and Automotive Growth Propel Record QCT Revenues
Olivier Blanchard, Research Director at The Futurum Group, analyzes Qualcomm’s record Q1 FY 2025 earnings, highlighting strong growth in premium-tier smartphones, AI-driven IoT, and automotive.
DeepSeek’s Ecosystem Implications, Samsung’s Galaxy Unpacked, & More - Six Five Webcast: The 5G Factor
Olivier Blanchard
Ron Westfall & Olivier Blanchard

DeepSeek’s Ecosystem Implications, Samsung’s Galaxy Unpacked, & More – Six Five Webcast: The 5G Factor

On this episode, hosts Ron Westfall and Olivier Blanchard discuss DeepSeek R1, Galaxy Unpacked, and the potential for operators like AT&T and Verizon to monetize their AI capabilities and real estate assets.
DeepSeek Disrupts AI Market with Low-Cost Training and Open Source, Yet Many Questions Loom
Mitch Ashley
Olivier Blanchard
Krista Case
Fernando Montenegro
Olivier Blanchard
Daniel Newman, Mitch Ashley, Olivier Blanchard, Krista Case, Keith Kirkpatrick, Fernando Montenegro, Nick Patience & Ron Westfall

DeepSeek Disrupts AI Market with Low-Cost Training and Open Source, Yet Many Questions Loom

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.
Samsung Launches Flagship Phone Positioned as “A True AI Companion” - Six Five On The Road at Galaxy Unpacked
Olivier Blanchard
Olivier Blanchard

Samsung Launches Flagship Phone Positioned as “A True AI Companion” – Six Five On The Road at Galaxy Unpacked

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 New ThinkPad X9 Aura Editions Advance AI Features
Olivier Blanchard
Olivier Blanchard

How Lenovo’s New ThinkPad X9 Aura Editions Advance AI Features in Premium PCs

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.
Why Lenovo’s ThinkBook Gen 6 Rollable Might Not Be a Gimmick
Olivier Blanchard
Olivier Blanchard

Why Lenovo’s New Rollable Laptop Might Not Be a Gimmick

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.
How Arm is Powering the Next Generation of AI-Enabled Vehicles - Six Five On The Road at CES 2025
Olivier Blanchard
Olivier Blanchard

How Arm is Powering the Next Generation of AI-Enabled Vehicles – Six Five On The Road at CES 2025

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.
Meet Dell's Simplified AI PC Portfolio: Silicon Innovation at its Best - Six Five On The Road
Olivier Blanchard
Olivier Blanchard

Meet Dell’s Simplified AI PC Portfolio: Silicon Innovation at its Best – Six Five On The Road

Kevin Terwilliger discusses Dell Technologies' innovative approach to AI PCs at CES 2025, highlighting silicon diversity, sustainability, and the future of computing.
Unpacking the Benefits of AI PCs - Six Five On The Road
Olivier Blanchard
Olivier Blanchard

Unpacking the Benefits of AI PCs – Six Five On The Road

Jon Siegal, SVP at Dell Technologies, joins Olivier Blanchard to explore AI's transformative role in personal computing and Dell's unique offerings.
Google's Android XR Platform: Ushering a New Era of Extended Reality
Olivier Blanchard
Olivier Blanchard

Google’s Android XR Platform: Ushering a New Era of Extended Reality

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.
Tim Keating Joins AMD to Lead Government Relations and Regulatory Affairs
Olivier Blanchard
Olivier Blanchard

Tim Keating Joins AMD to Lead Government Relations and Regulatory Affairs

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.
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