Category: Devices

September 10, 2024

Olivier Blanchard

Futurum Intelligence, Research Note

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.

AI, Computing, Devices, Operating Systems, PCs and Devices

September 5, 2024

Olivier Blanchard

Research Note

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.

AI, Computing, Devices, Digital Transformation, Emerging Technologies

August 27, 2024

Olivier Blanchard

Research Note

New Snapdragon 7s Gen 3 Mobile Platform: Premium AI Features, Budget-Friendlier Tier

Qualcomm’s Snapdragon 7s Gen 3 Mobile Platform Brings Premium AI-Enabled Features to More Budget-Friendly Tier Just Weeks Ahead of Flagship Tier Snapdragon 8’s Next Refresh

Olivier Blanchard shares insights on the Snapdragon 7s Gen 3 mobile platform announcement, market positioning, strategy, and timing as Qualcomm gives its on-device AI roadmap more gas.

AI, Devices, Innovation, Mobile Devices, Processors

August 26, 2024

Olivier Blanchard

Research Note

Ring’s New Battery Doorbell Strikes Balance Between Budget and Premium Features

Ring Launches Easy-to-Install Battery Doorbell, Featuring Head-to-Toe Video, Seamless Installation, and More

Olivier Blanchard, Research Director at The Futurum Group, provides a competitive overview of Ring’s new Battery Doorbell offering, and discusses its balance of pricing and features for three critical customer segments: renters, landlords, and customers looking to equip multiple access points.

Devices, IoT, PCs and Devices, Security

August 20, 2024

Daniel Newman

Video Research Note

Lenovo Q1FY24/25 Earnings

The Six Five team discusses Lenovo Q1FY24/25 Earnings

Business Information, Devices

August 19, 2024

Olivier Blanchard

Research Note

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.

AI, Computing, Data Center, Data Infrastructure, Devices

August 16, 2024

Olivier Blanchard

Research Note

How The Pixel 9 Launch Clarifies Google’s Expanding AI Monetization Strategy

Google’s Pixel 9 Launch Provides the Clearest Indication Yet of How Google Intends to Monetize Premium AI Experiences in Mobile

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on how the Pixel 9 launch clarifies Google’s expanding AI monetization strategy.

AI, Devices, Innovation, Mobile Devices, Processors

August 7, 2024

Daniel Newman

Video Research Note

Intel Q2CY24 Earnings

The Six Five team discusses Intel Q2CY24 earnings.

Business Information, Devices, Processors

July 29, 2024

Daniel Newman

Six Five Webcast

Talking IBM, Google, ServiceNow, SAP, Apple & Qualcomm, NVIDIA

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Q2FY24 earnings for: SAP, Google, IBM, and ServiceNow, rumored NVIDIA B20 for China, and another day, another Apple booting Qualcomm rumor.

AI, Business Information, Cloud, Devices, Semiconductors and Components

July 23, 2024

Daniel Newman

Video Research Note

HP Imagine AI 2024

The Six Five team discusses HP Imagine AI 2024.

AI, Business Information, Devices

July 22, 2024

Daniel Newman

Six Five Webcast

Talking Meta, HP, TSMC, AMD, Apple, NVIDIA

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss CrowdStrike Global meltdown, Meta won't do GAI in EU or Brazil, HP Imagine AI 2024, TSMC Q2FY24 earnings, AMD Zen 5 Tech Day, Apple using YouTube to train its models, and NVIDIA announces Mistral NeMo 12B NIM.