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Category: Edge Networking

AMD Brings Ryzen AI Max Processors to Desktops: A Shift in Mainstream PC Design?
Olivier Blanchard
Olivier Blanchard

AMD Brings Ryzen AI Max Processors to Desktops: A Shift in Mainstream PC Design?

AMD Expands Its AI-Focused Processor Line Beyond Laptops, Promising Strong Gaming and AI Capabilities Without Discrete GPUs
Olivier Blanchard, Research Director at The Futurum Group, examines AMD’s Ryzen AI Max+ 395 entering desktop PCs, delivering strong AI and gaming performance that could reshape the role of discrete GPUs in the mainstream segment.
HP Launches More Than 80 AI-integrated Products at its Amplify Event
Olivier Blanchard
Olivier Blanchard

HP Launches More Than 80 AI-integrated Products at its Amplify Event

HP Unveils Over 80 AI-Powered Products, Emphasising Edge AI, Local LLMs, and Enterprise Security at Amplify 2025
Olivier Blanchard, Research Director at The Futurum Group, examines HP’s AI-first strategy - spanning edge-based LLMs, quantum-safe printers, and enterprise AI - to drive a commercial PC refresh supercycle.
Samsara and Revvo Partner to Integrate AI-Powered Tire Management
Olivier Blanchard
Olivier Blanchard

Samsara and Revvo Partner to Integrate AI-Powered Tire Management

Revvo’s TireIQ Integration With Samsara’s Platform Enhances Fleet Operators’ Ability to Track Tires in Real-Time, Perform Predictive Maintenance, and Reduce Costs
Olivier Blanchard, Research Director at The Futurum Group, examines how Samsara’s partnership with Revvo enhances AI-powered tire monitoring, reducing fleet downtime and optimizing maintenance with real-time insights.
GTC25: T-Mobile NVIDIA Prep 6G Blueprint for AI-Native Wireless Networks
Ron Westfall

GTC25: T-Mobile NVIDIA Prep 6G Blueprint for AI-Native Wireless Networks

T-Mobile Joins Forces with NVIDIA, MITRE, Cisco, ODC, and Booz Allen Hamilton to Build AI-Driven 6G Network Stack on the NVIDIA AI Aerial Platform
Ron Westfall, Research Director at The Futurum Group, shares insights on how T-Mobile’s expanded collaboration with NVIDIA could shape the future of AI-native 6G network design and standardization through a unified, secure infrastructure stack.
Samsara Q4 FY 2025 Earnings: Understanding Market Reactions
Olivier Blanchard
Olivier Blanchard

Samsara’s Post-Earnings Drop: Understanding Market Reactions

Strong ARR and Margin Expansion, but Investor Concerns Over CapEx and AI-Driven Shifts Remain
Olivier Blanchard, Research Director at The Futurum Group, shares insights on Samsara’s strong Q4 FY 2025 earnings, the 11% stock drop, and key investor concerns over CapEx slowdowns and AI-driven edge computing. How will these factors shape Samsara’s growth?
Lattice Semiconductor Sees Stabilization Signs Despite Q4 FY 2024 Revenue Decline
Richard Gordon
Richard Gordon

Lattice Semiconductor Sees Stabilization Signs Despite Q4 FY 2024 Revenue Decline

Revenue in Line With Expectations; Stronger Backlog, New Product Ramps, and Double-Digit Growth in New FPGAs Set a Positive Tone for FY 2025
Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, highlights Lattice Semiconductor’s Q4 FY 2024 results, covering Nexus and Avant growth, market stabilization, and expanding software capabilities driving future performance.
Arm Q3 FY 2025 Results: Armv9 and CSS Adoption Accelerates
Richard Gordon
Richard Gordon

Arm Reports Record Q3 Revenue as Armv9 and CSS Adoption Accelerates

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.
DOJ Blocks HPE’s $14 billion Juniper Deal – A Competitive Setback or Market Win?
Ron Westfall

DOJ Blocks HPE’s $14 billion Juniper Deal – A Competitive Setback or Market Win?

Antitrust Suit Challenges HPE’s Bid to Acquire Juniper, Raising Questions on Competition, Innovation, and Market Dynamics
Ron Westfall, Research Director at The Futurum Group, shares insights on the DOJ’s lawsuit blocking HPE’s Juniper acquisition. He examines its impact on competition, innovation, and whether blocking the deal benefits Cisco more than the market.
Insights from Dell's AI Innovation, Qualcomm & More
Six Five Media
Daniel Newman & Six Five Media

Insights from Dell, Qualcomm & More – A Recap from The Six Five Webcast

Daniel Newman and Patrick Moorhead discuss the latest tech trends from Episode 240 of The Six Five Webcast, like Dell’s AI-driven innovations, Qualcomm’s edge AI growth, Coherent’s photonics breakthroughs, and Meta’s pivot to defense AI applications.
Coherent Q1 FY2025 Earnings: Driven by AI and Advanced Laser Innovation
Olivier Blanchard
Olivier Blanchard

Coherent Q1 FY2025 Earnings: Driven by AI and Advanced Laser Innovation

A Detailed Look at How AI-Driven Data Solutions, Advanced Materials, and Innovative Laser Technology Powered Coherent’s Q1 FY2025 Growth
Olivier Blanchard, Research Director at The Futurum Group, discusses how Coherent’s Q1 FY2025 earnings were driven by AI-enabled Datacom transceivers and advanced laser innovations, positioning the company for growth across data and industrial markets.
Lattice Semiconductor Q3 2024 Earnings: Still Fighting Industry Headwinds
Dr. Bob Sutor
Dr. Bob Sutor

Lattice Semiconductor Q3 2024 Earnings: Still Fighting Industry Headwinds

An Analytical Look at Lattice’s Q3 FY2024 Earnings, Strategic Cost Reductions, and the Company’s Focus on Long-Term Market Expansion
Bob Sutor, VP and Practice Lead of Emerging Technologies at The Futurum Group analyzes Lattice Semiconductor's Q3 2024 results, examining the company's strategic cost reductions, AI-PC partnerships, and leadership transition to drive long-term growth.
Zoho Launches Low-Code IoT Platform with Industry-Specific Solutions
Keith Kirkpatrick

Zoho Launches Low-Code IoT Platform with Industry-Specific Solutions

Zoho’s Customizable IoT Platform Drives Operational Efficiency and Customer Experience Through Tailored Solutions for Industries Such as Manufacturing, Energy Management, and Smart Buildings
Keith Kirkpatrick, Research Director at The Futurum Group, shares insights on Zoho's new low-code IoT platform, highlighting its four vertical-specific solutions in manufacturing and energy industries to enhance efficiency and customer experiences.
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