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Category: AI

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.
Veeam Analyst Summit Highlights the Company’s Next Phase of Growth, Led by AI, Security, Backup-as-a-Service, and Enterprise Traction
Krista Case and Camberley Bates of The Futurum Group share their insights on Veeam Analyst Summit 2024.
The Ultimate Technology Petting Zoo
Camberley Bates at The Futurum Group covers the SuperComputing 2024: A Playground for the Future of Technology.
Qualcomm’s Remarkable Fourth-Quarter Results Highlight Its Automotive, IoT, and Handsets Advancements, Reinforcing Its Technological Leadership and Diversified Growth Approach
Olivier Blanchard, Research Director at The Futurum Group, delves into Qualcomm’s Q4 FY 2024 earnings, focusing on how strategic diversification across automotive, IoT, and handsets drove record growth and positioned the company for continued success in advanced technology markets.
The Futurum Group’s latest research report, Redefining AI Hybrid Cloud and Enterprise Workloads with Cooling Innovations, completed in partnership with HPE, explores the issues companies face as data centers scale to accommodate rapidly expanding compute demands, such as AI workloads, liquid cooling is becoming essential, reducing energy costs, minimizing thermal limitations, and enabling more compact and sustainable infrastructure for the next generation of AI advancements.
Nick Patience, VP & AI Practice Lead at The Futurum Group shares his insights on Generative AI and foundation model companies in particular. AI foundation models have evolved rapidly, with OpenAI leading at a $157bn valuation. While new players attract major funding, some firms pivot to applications. Success increasingly requires both strong models and practical use cases.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Qualcomm, Arm, Lattice, Cisco and much more!
Keith Kirkpatrick, Research Director at The Futurum Group shares his opinion of the new generative video tools, and discusses the challenges vendors will need to address in order to drive adoption of the technology among enterprise customers.
Competing With Microsoft Copilot AI, Tabnine Covers More of the Software Development Life Cycle and Simplifies the Role of a Software Engineer
Alastair Cooke, Tech Field Day event lead at The Futurum Group, shares his insights on Tabnine’s comprehensive vision of AI for the software development life cycle.
A Look Into Arm’s Q2 2025 Earnings, Highlighting Key Growth Drivers and Strategic Positioning in AI, Automotive, and Data Centers
Dr. Bob Sutor, VP and Practice Lead for Emerging Technologies at The Futurum Group, analyzes Arm Holdings’ Q2 FY25 earnings, highlighting key revenue drivers from AI, data centers, and automotive.
Despite Year-To-Year Revenue Decline, GlobalFoundries Builds Momentum With Strategic Partnerships and Growth in High-Demand Sectors
Bob Sutor, VP and Practice Lead for Emerging Technologies at The Futurum Group, discusses GlobalFoundries’ Q3 2024 earnings, with key partnerships in automotive and AI sectors and industry-wide pressures and challenges in the semiconductor market.
The Futurum Group’s Ron Westfall assesses how telcos worldwide in their journey to becoming AI-native telcos are expanding the adoption of AI to advance and fulfill their sustainability initiatives in AI-Native Telcos: Ready to Advance Sustainability Goals.