Olivier Blanchard, Research Director at Futurum, shares insights on how NVIDIA’s Isaac GR00T platform and Blackwell systems aim to accelerate humanoid robotics through simulation, synthetic data, and integrated infrastructure....
Olivier Blanchard, Research Director at Futurum, explores how Synopsys’ collaboration with Plug and Play could reduce chip design costs and accelerate time-to-market for startups entering the semiconductor space....
Olivier Blanchard and Daniel Newman, at Futurum, explore Broadcom’s strong Q2 FY2025 earnings driven by robust growth in AI networking, VMware-led infrastructure software, and strategic acceleration of custom AI chip...
In our latest Market Brief, The AI-Powered Content Revolution, created in partnership with Egnyte, Futurum explores how AI is transforming cloud content management from static storage into a dynamic system...
Menaka Sundar, VP at HPE, joins the discussion to share insights into how HPE's hybrid cloud and AI solutions are crafting the future of enterprises....
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Microsoft's reorganization signaling the potential end of SaaS, the public feud between Elon Musk and...
Analysts Mitch Ashley, Nick Patience, and Keith Kirkpatrick at Futurum share their insights on Microsoft Build 2025, revealing Microsoft's strategic pivot to agentic AI and its profound implications for the...
Tara DeZao and Peter van der Putten from Pega join Keith Kirkpatrick to discuss the future of AI and creating impactful customer experiences responsibly....
Nick Patience, AI Practice Lead at Futurum, shares his insights on Snowflake Summit 2025. Key announcements like Cortex AI, OpenFlow, and Adaptive Compute aim to accelerate enterprise AI by unifying...
Fernando Montenegro and Krista Case at Futurum examine HPE’s Q2 FY 2025 results, with improved server execution, AI systems traction, and hybrid cloud strength driving upside despite margin pressure and...
Olivier Blanchard, Research Director at Futurum, explores how Synopsys continues to benefit from AI-led design momentum and IP strength, even as new export restrictions introduce near-term uncertainty....
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss recent developments like the US chip software ban on China, Meta's AI team restructuring, and...
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