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Author: Olivier Blanchard

8 Reasons Why This Summer’s Tech Stock Selloff Trend Makes No Sense
Olivier Blanchard
Olivier Blanchard

8 Reasons Why This Summer’s Tech Stock Selloff Trend Makes No Sense

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.
Qualcomm FYQ3 2024 Earnings
Olivier Blanchard
Olivier Blanchard

Qualcomm FYQ3 2024 Earnings

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 Q2 2024 Financial Results Highlight Strong Momentum in Data Center and PC Segments
Olivier Blanchard
Olivier Blanchard

AMD Q2 2024 Financial Results Highlight Strong Momentum in Data Center and PC Segments

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.
AI PCs - June 2024Market Snapshot Report
Olivier Blanchard
Olivier Blanchard

AI PCs – June 2024 Market Snapshot Report

Q2 Copilot+ PC Launches Set Stage for Impending PC Refresh Supercycle
The Futurum Group’s Research Director Olivier Blanchard covers the highlights in the AI PC market for H1 2024, focusing on the Copilot+ PC launch, which is setting the stage for the impending PC refresh supercycle.
Synopsys Advances Automotive Security with Critical ISO/SAE 21434 Cybersecurity Compliant IP
Olivier Blanchard
Olivier Blanchard

Synopsys Advances Automotive Security with Critical ISO/SAE 21434 Cybersecurity Compliant IP

Olivier Blanchard, Research Director at The Futurum Group, shares his insights into Synopsys’ automotive industry-first IP product to achieve 3rd party certification for ISO/SAE 21434 cybersecurity compliance, and what this means for the software-defined vehicle segment’s ability to securely address cybersecurity challenges and threats.
HP’s New OmniStudio X AIO PCs Deliver AI Performance to Desktop Users
Olivier Blanchard
Olivier Blanchard

HP’s New OmniStudio X AIO PCs Deliver AI Performance to Desktop Users

Olivier Blanchard, Research Director with The Futurum Group, highlights some of the key features and specs of HP’s new OmniStudio X AIO line from HP.
HP’s New OmniBook Ultra 14-inch Next Gen AI PC Promises a Whopping 55 TOPS on the NPU
Olivier Blanchard
Olivier Blanchard

HP’s New OmniBook Ultra 14-inch Next Gen AI PC Promises a Whopping 55 TOPS on the NPU

Olivier Blanchard, Research Director with The Futurum Group, shares his insights on why HP’s new 14” OmniBook Ultra next-gen AI PC hints to HP’s AI PC market differentiation strategy, and to how silicon diversity in the AI PC/Copilot+ PC ecosystem is already creating specific performance niches and unique value proposition tracks for top PC semiconductor vendors namely Qualcomm, AMD, and Intel.
Galileo Integration Brings Built-In LLM Trust Platform to HP Dev Workstations
Olivier Blanchard
Olivier Blanchard

Galileo Integration Brings Built-In LLM Trust Platform to HP Dev Workstations

Olivier Blanchard, Research Director at The Futurum Group, discusses the first LLM trust platform for AI-enabled developer workstations with built-in generative AI to detect and correct bias, drift and hallucinations. Galileo integration with Z by HP AI Studio is slated to be available this fall.
Has Apple Missed the On-Device AI Market Opportunity in Mobile and PC?
Olivier Blanchard
Olivier Blanchard

Has Apple Missed the On-Device AI Market Opportunity in Mobile and PC?

Olivier Blanchard, Research Director at The Futurum Group, shares his notes about Apple’s recent AI partnership announcements and rumors, and frames how disruption of the competitive landscape in the Mobile and PC segments by next-gen on-device AI capabilities may have blindsided the tech giant.
The Copilot+ PC Disruption Is Here: What Happens Now?
Olivier Blanchard
Olivier Blanchard

The Copilot+ PC Disruption Is Here: What Happens Now?

Olivier Blanchard, Research Director at The Futurum Group, digs into the market implications of the Copilot+ PC launch, including Microsoft vs Apple, Windows on Arm’s long-overdue big moment, the disruptive potential of Qualcomm’s Snapdragon X PC platform, and the threat it represents to Intel’s PC segment incumbency, and whether or not the PC segment is truly ready for new AI features and experiences.
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