HP Launches the Victus 15 Gaming Laptop in India, Featuring AMD Ryzen AI-Powered Enhancements, NVIDIA GeForce RTX Graphics, and a 144Hz Display, Signaling a Deeper Push Into AI-Integrated Personal Computing
Olivier Blanchard, Research Director at The Futurum Group, analyzes HP’s AI-powered Victus 15 and its role in HP’s broader AI PC strategy. With AI-driven gaming enhancements and a push into premium AI PCs, can HP maintain its competitive edge?
AI Acceleration and Hybrid Infrastructure Strategy Lift Lenovo’s Earnings
Olivier Blanchard, Research Director with The Futurum Group, analyzes Lenovo’s Q3 FY2025 earnings, highlighting AI-driven growth in ISG, premium PC momentum in IDG, and sustained double-digit expansion in SSG.
AWS Continues to Scale as Amazon Accelerates AI Investments, While Same-Day Delivery Expansion and Cost Control Drive Retail Profitability
Olivier Blanchard, Research Director with The Futurum Group, analyzes Amazon’s Q4 2024 earnings, highlighting AWS growth amid supply constraints, the expansion of same-day delivery, and advertising monetization.
Strong Handset Demand and Automotive Growth Propel Record QCT Revenues
Olivier Blanchard, Research Director at The Futurum Group, analyzes Qualcomm’s record Q1 FY 2025 earnings, highlighting strong growth in premium-tier smartphones, AI-driven IoT, and automotive.
The Latest Earnings Reinforce Arm’s Competitive Momentum, Driven by the Increasing Integration of Its Technology in AI Workloads and High-Performance Computing
Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, examines Arm’s Q3 FY 2025 earnings, highlighting AI-driven royalty growth, Compute Subsystem expansion, and key AI collaborations.
The Futurum Group’s latest research report, HPE Private Cloud AI with NVIDIA AI Computing by HPE: Essential to Accelerating GenAI Industrial Transformation, completed in partnership with HPE and NVIDIA, assesses why HPE Private Cloud AI directly addresses the top challenges enterprises face in adopting AI across their entire organization.
In our latest brief, Unlocking the Power of Private Cloud With NVIDIA AI Computing by HPE: A Smarter Approach, completed in partnership with HPE and NVIDIA, delves into HPE’s Private Cloud AI, which offers enterprises a turnkey solution that eliminates the complexities of a DIY approach while accelerating AI adoption.
The Futurum Group’s latest research report, IBM Power: Driving Innovation for Core Workloads with AI and Hybrid Cloud, completed in partnership with IBM, examines why IBM’s commitment to ongoing investment in its Power servers, plays an integral role in delivering AI-ready infrastructure with enhanced performance and reliability.
Bob Sutor, VP and Practice Lead for Emerging Technologies at The Futurum Group, examines three recent early-stage investment rounds by quantum computing companies Quantum Brilliance, Qolab, and SEEQC. These were finalized amid rampant market speculation on quantum computing stocks, followed by dramatic crashes.
Lenovo’s CES 2025 Lineup Included Two New AI-Powered ThinkPad X9 Prosumer PCs for Hybrid Workers
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on how Lenovo’s new Aura Edition ThinkPad X9 prosumer PCs help the company maximize Intel’s new Core Ultra processors to deliver a richer and more differentiated AI feature set on premium tier Copilot+ PCs to hybrid workers.
Lenovo’s New ThinkBook Plus 6 Rollable Isn’t for Everyone, but It Might Not Be as Niche as It Seems at First Glance
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on how Lenovo’s new ThinkBook Gen 6 Rollable laptop could make the case for more versatile, hybrid laptop form factors, and turn a niche play into a mainstream feature.
Infleqtion and NVIDIA Demonstrate a Materials Science Computation Using GPUs and Logical Qubits
Bob Sutor, VP and Practice Lead for Emerging Technologies at The Futurum Group, examines Infleqtion’s and NVIDIA’s joint work using classical and quantum computing for a materials science application using CUDA-Q and logical qubits.
