Category: Computing

Olivier Blanchard, Research Director with The Futurum Group, drills down into Qualcomm’s FYQ3 2024 earnings. Highlights include Qualcomm’s impressive YoY growth in the automotive segment, steady growth in handsets despite the segment’s relative maturity, and how the company’s investments in edge AI in the PC, XR, IOT and IIOT segments is already starting to pay off.
Growth Powered by Strength and Momentum in Cloud, Search Products
Keith Kirkpatrick, Research Director with The Futurum Group, shares his insights on Alphabet's Q2 2024 earnings, focusing on significant revenue growth, the impact of generative AI, and impressive Google Cloud performance.
Olivier Blanchard, Research Director with The Futurum Group, highlights some of the key features and specs of HP’s new OmniStudio X AIO line from HP.
Olivier Blanchard, Research Director with The Futurum Group, shares his insights on why HP’s new 14” OmniBook Ultra next-gen AI PC hints to HP’s AI PC market differentiation strategy, and to how silicon diversity in the AI PC/Copilot+ PC ecosystem is already creating specific performance niches and unique value proposition tracks for top PC semiconductor vendors namely Qualcomm, AMD, and Intel.
Olivier Blanchard, Research Director at The Futurum Group, discusses the first LLM trust platform for AI-enabled developer workstations with built-in generative AI to detect and correct bias, drift and hallucinations. Galileo integration with Z by HP AI Studio is slated to be available this fall.
Olivier Blanchard, Research Director at The Futurum Group, shares his notes about Apple’s recent AI partnership announcements and rumors, and frames how disruption of the competitive landscape in the Mobile and PC segments by next-gen on-device AI capabilities may have blindsided the tech giant.
The Futurum Group Chief Technology Advisor, Keith Townsend examines HPE’s entry into the data center hypervisor space and if the solution is mature enough to replace VMware by Broadcom’s market leading solution.
Olivier Blanchard, Research Director at The Futurum Group, digs into the market implications of the Copilot+ PC launch, including Microsoft vs Apple, Windows on Arm’s long-overdue big moment, the disruptive potential of Qualcomm’s Snapdragon X PC platform, and the threat it represents to Intel’s PC segment incumbency, and whether or not the PC segment is truly ready for new AI features and experiences.
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.

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