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Category: Computing

Olivier Blanchard, Research Director at The Futurum Group, shares his insights from Computex 2024 about the transition from traditional PCs to AI PCs, the market opportunity for Windows Copilot+ PCs, how Qualcomm, AMD, and Intel already look to be positioning themselves in the Copilot+ market, key benefits of Copilot+ PCs and individual platforms, and what to expect for the PC segment in the short and mid term.
AMD’s AI-Enabling Solutions Portfolio Gains Traction in All the Right Places
Olivier Blanchard, Research Director at The Futurum Group, shares his insights about AMD’s Q1 2024 earnings and how its investments in AI solutions sets up the company for growth early in the AI disruption cycle.
Google’s Hybrid Solution Addresses Nuanced Requirements of Modern Workloads, Including Data Sovereignty, Security Concerns, and Data Gravity
Steven Dickens, Vice President and Practice Lead at The Futurum Group, provides his insights into the strategic evolution of hyperscale cloud providers into on-premises data centers and the implications for modern enterprises.
Google’s Axion and AI Hypercomputer Enhancements Are Poised to Compete Head-to-Head with AWS’s Custom Silicon Processor Offerings
Steven Dickens, Vice President and Practice Lead at The Futurum Group, provides his insights into the significant shift as hyperscale cloud providers increasingly turn to custom silicon solutions to enhance performance, efficiency, and cost-effectiveness.
Our latest report, Market Insight Report: Google Innovates in Generative AI with Focus on IaaS to Foster Growth, examines these latest blogs on the infrastructure level, emphasizing the strategic investments and innovations initiated as far back as 2013 that have positioned Google to efficiently manage AI workloads.
D-Wave’s Expenses Still Far Outweigh Its Revenue; It Will Need to Add Customers While Demonstrating Its Annealing Approach to Quantum Computing Has Value
The Futurum Group’s Dr. Bob Sutor examines D-Wave’s announcement of its 4Q23 and FY23 earnings, putting its quantum technology and products into an understandable context.
Pasqal Published a Roadmap for Delivering 10,000 Qubits in 2026 and Error Correction via Logical Qubits Later in the Decade
The Futurum Group’s Dr. Bob Sutor examines quantum computing company Pasqal’s new roadmap and puts it in context with quantum computing approaches from other vendors.
Rigetti Computing’s Expenses Continue to Outweigh Revenue, Though the Company Has Made Progress Closing Contracts with UK and US Government Departments
The Futurum Group’s Dr. Bob Sutor examines Rigetti Computing’s announcement of its Q4 and full year 2023 earnings, putting the company’s quantum technology and products into an understandable context.
Despite Strong Quarter, Concerns Around Q2 FY 2024 Guidance Remain
The Futurum Group’s Daniel Newman and Keith Kirkpatrick cover Adobe’s Q1 FY 2024 earnings, which featured strong overall revenue and subscription revenue growth and record use of generative AI tools.
The Company Has Reduced the Complexity of the Wiring Necessary to Control and Move Its Trapped Ion Qubits
The Futurum Group’s Dr. Bob Sutor examines Quantinuum’s recent announcement of significantly improved, simplified, and multiplexed control wiring for the company’s quantum computing systems.
Understanding Integration, Impact, and Innovations Cloud
The Futurum Group’s Paul Nashawaty and Sam Holschuh discuss Broadcom's strategic update, as the focus sharpens on coherence in VMware integration, emphasizing scalability and radical simplification.
Google Cloud, Services, and Subscriptions Were Bright Spots Throughout the Quarter
Daniel Newman and Keith Kirkpatrick, analysts from The Futurum Group covers Alphabet’s Q4 and FY 2023 earnings, which featured strong overall revenue, cloud revenue, and subscription revenue growth.