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Category: Computing

Intel and Lenovo’s “Aura Edition” partnership brings usefully differentiated features to AI PCs
Olivier Blanchard

Intel and Lenovo’s “Aura Edition” Partnership Brings Usefully Differentiated Features to AI PCs

Does Lenovo and Intel’s “Aura Edition” Partnership Give Us a Glimpse Into the Future of Differentiation in the Copilot+ AI PC Ecosystem?
Olivier Blanchard, Research Director at The Futurum Group, highlights how “Aura Edition” laptops, the result of a partnership between Lenovo and Intel, may give us a glimpse into how PC OEMs and their silicon partners could drive a new era of differentiation in the nascent Copilot+ AI PC ecosystem.
Microsoft Expands Commercial Copilot+ Roster with 5G-Capable Surface Laptops
Olivier Blanchard

Microsoft Expands Commercial Copilot+ Roster with 5G-Capable Surface Laptops

Microsoft Turns Its Sights to the Commercial PC Segment With a New Set of Surface Copilot+ Laptops and 5G Integration
Olivier Blanchard, Research Director at The Futurum Group, provides an overview of Microsoft’s latest Surface Copilot+ PC announcements aimed at the commercial PC segments, and why 5G integration makes more sense in that segment than in the consumer side of the Surface ecosystem.
New Snapdragon X Plus 8-core AI PC Processor Punches Above Its Weight
Olivier Blanchard

New Snapdragon X Plus 8-core AI PC Processor Punches Above Its Weight

Qualcomm’s New Mainstream-Tier Snapdragon X Plus 8-Core AI PC Processor May Be the Key to Scale for Copilot+ Windows-On-Arm Adoption
Olivier Blanchard, Research Director at The Futurum Group, discusses why Qualcomm’s new Snapdragon X Plus 8-core AI PC processor, unveiled at IFA Berlin, could be the scale and adoption accelerator MVP that the Copilot+ Windows-on-Arm AI PC segment needs as the PC refresh cycle begins to gather momentum.
Lenovo Picks Up Copilot+ Momentum with New Consumer PC Releases
Olivier Blanchard

Lenovo Picks Up Copilot+ Momentum with New Consumer PC Releases

Lenovo Announces New Consumer Copilot+ AI PCs Powered by Snapdragon, Ryzen, and Core Ultra Processors at Lenovo Innovation World in Berlin
Olivier Blanchard, Research Director at The Futurum Group, highlights Lenovo’s new consumer Copilot+ AI PC launches at the IFA show in Berlin, which for the first time includes processors from all three Windows PC semiconductor giants: Intel, AMD, and Qualcomm.
New Professional Copilot+ PCs Launch at Lenovo Innovation World 2024
Olivier Blanchard

New Professional Copilot+ PCs Launch at Lenovo Innovation World 2024

Lenovo Announces New Commercial Copilot+ AI PCs Powered by Snapdragon, Ryzen, and Core Ultra Processors at Lenovo Innovation World in Berlin
Olivier Blanchard, Research Director at The Futurum Group, highlights Lenovo’s new commercial Copilot+ AI PC launch at the IFA show in Berlin, which for the first time include processors from Intel, AMD, and Qualcomm.
Does Intel Entering the Copilot+ PC Ecosystem Late Really Matter
Olivier Blanchard
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Does Intel Entering the Copilot+ PC Ecosystem Late Really Matter?

Intel’s New Lunar Lake Core Ultra Processors for AI PCs Will Compete Against Qualcomm’s Snapdragon X and AMD’s Ryzen AI Processors, But Has Intel Fallen Behind?
Olivier Blanchard, Research Director at The Futurum Group shares his insights on whether or not Intel Lunar Lake Core Ultra processors entering the Windows 11 Copilot+ AI PC market a few months behind Qualcomm’s and AMD’s will cost the semiconductor giant some market share as the PC refresh supercycle begins to heat up.
GlobalFoundries Advances Energy Efficiency with Efficient Partnership
Dr. Bob Sutor

GlobalFoundries Advances Energy Efficiency with Efficient Partnership

GlobalFoundries Supports Formerly Stealth Startup to Manufacture Lower-Power CPUs
Dr. Bob Sutor, Vice President and Practice Lead of Emerging Technologies at The Futurum Group, looks at Carnegie Mellon University-connected startup Efficient’s partnership with GlobalFoundries to manufacture a processor that Efficient claims is up to 166x more energy-efficient than industry-standard embedded CPUs.
Intel Sticks the Lunar Lake Core Ultra Landing as the AI PC Race Heats Up
Olivier Blanchard

Intel Sticks the Lunar Lake Core Ultra Landing as the AI PC Race Heats Up

New Lunar Lake Core Ultra Chipsets Are Everything Intel Needed to Get back Into the AI PC Race at Exactly the Right Time
Olivier Blanchard, Research Director at The Futurum Group, digs into Intel’s Lunar Lake Core Ultra announcement just ahead of IFA in Berlin, and explains the importance for Intel to get this launch right, the significance of this new AI PC platform’s entry into the Copilot+ PC ecosystem, and key competitive considerations involving PC OEMs and semiconductor rivals AMD and Qualcomm.
Dell Q2 FY 2025 Earnings Deliver Record Server and Networking Revenues
Olivier Blanchard

Dell Q2 FY 2025 Earnings Deliver Record Server and Networking Revenues

Latest Dell Earnings Point to Growth Acceleration in Server and Networking Solutions
Olivier Blanchard, Research Director with The Futurum Group, digs into Dell’s Q2 FY2025 earnings. In focus: How growing demand for AI solutions and Dell’s partnership with NVIDIA are already producing record results for Dell’s Infrastructure Solutions Group, and why softness in Dell’s Client Solutions Group numbers for the quarter suggests that the PC refresh supercycle, which kicked off just a few weeks ago, may take a few more quarters to gain momentum.
HP’s FY 2024 Q3 Results The AI PC Supercycle Starts Now
Olivier Blanchard

HP’s FY 2024 Q3 Results: The AI PC Supercycle Starts Now

HP Fiscal 2024 Q3 Results: The Last of the Calm Before the AI PC Supercycle’s First Hints of Acceleration and Encouraging Numbers in the Printing Segment
Olivier Blanchard, Research Director with The Futurum Group, digs into HP’s FY 2024 Q3 earnings report: 1) Understanding where HP’s Personal Systems segment is on the AI PC supercycle’s timeline and what to expect in terms of acceleration in upcoming quarters. 2) HP’s printing segment’s downward trend has slowed considerably since Q2, and further improvements could be seen as the PC refresh cycle creates new UX and attaches opportunities for printing solutions.
AMD to Acquire ZT Systems and Expand Data Center AI Systems Capabilities
Olivier Blanchard

AMD to Acquire ZT Systems and Expand Data Center AI Systems Capabilities

AMD to Significantly Expand Data Center AI Systems Capabilities with Acquisition of Hyperscale Solutions Provider ZT Systems
Olivier Blanchard, Research Director at The Futurum Group, digs into the motivations and potential upsides of AMD’s plans to acquire ZT Systems, particularly as AMD ramps up efforts to expand its leadership in high-growth AI-driven IT market segments.
Lenovo FY Q1: Hybrid AI Opportunity Delivers Profitability and Growth Across All Segments
Olivier Blanchard

Lenovo FY Q1: Hybrid AI Opportunity Delivers Profitability and Growth Across All Segments

Lenovo’s Infrastructure Solutions Group Posts Record Revenues as Demand for AI Continues to Grow
Olivier Blanchard, Research Director with The Futurum Group, digs into Lenovo’s latest quarterly earnings report and explains why the company’s device-to-cloud approach to the larger hybrid AI opportunity is already yielding impressive YoY growth at scale across its three main business segments.
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