Category: Intelligent Devices

Does NVIDIA’s Physical AI Gambit with T-Mobile Redraw the Edge Compute Map
March 23, 2026

Does NVIDIA’s Physical AI Gambit with T-Mobile Redraw the Edge Compute Map?

Tom Hollingsworth, Research Director at Futurum, examines how NVIDIA and T-Mobile are shifting AI from the cloud to the network edge, embedding intelligence directly into 5G networks to accelerate enterprise...
Acer’s FY 2025 Results Signal Value Proposition Evolution Ahead of 2026 Headwinds
March 20, 2026

Acer’s FY 2025 Results Signal Value Proposition Evolution Ahead of 2026 Headwinds

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, examines Acer’s FY 2025 results and multi-engine strategy signal as PCs face potential 2026 headwinds and the company expands...
Micron Q2 FY 2026 Earnings Driven by AI-Led Memory Demand
March 20, 2026

Micron Q2 FY 2026 Earnings Driven by AI-Led Memory Demand

Futurum Research reviews Micron Q2 FY 2026 earnings, focusing on AI-driven memory demand, HBM roadmap progress, supply constraints, and what the outlook signals for data center and edge markets....
ASUSTeK Q4 FY 2025 Results Highlight Server Mix Shift and AI-Led Portfolio Expansion
March 17, 2026

ASUSTeK Q4 FY 2025 Results Highlight Server Mix Shift and AI-Led Portfolio Expansion

Olivier Blanchard, Research Director, Intelligent Devices at Futurum, reviews ASUSTeK’s Q4 2025 earnings, focusing on AI server momentum, portfolio shifts across PCs, and 2026 guidance implies for execution in a...
Could The Qualcomm-Neura Collaboration Accelerate Standardization and Codevelopment in Robotics
March 16, 2026

Could The Qualcomm-Neura Collaboration Accelerate Standardization and Codevelopment in Robotics?

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, examines Qualcomm and NEURA’s collaboration to build physical AI reference architectures for cognitive robotics, focusing on standardization....
Ingram Micro Q4 FY 2025 Earnings Highlight Xvantage-Driven Efficiency
March 5, 2026

Ingram Micro Q4 FY 2025 Earnings Highlight Xvantage-Driven Efficiency

Futurum Research analyzes Ingram Micro’s Q4 FY 2025 results, focusing on Xvantage-driven efficiency, AI workflow automation, and the company’s approach to AI infrastructure attach opportunities....
Stellantis FY 2025 Earnings Reflect Reset Costs as H2 Momentum Builds
March 4, 2026

Stellantis FY 2025 Earnings Reflect Reset Costs as H2 Momentum Builds

Olivier Blanchard, Research Director at Futurum, reviews Stellantis FY 2025 results, focusing on the customer-led reset, product cadence, quality execution, and what the H2 recovery signals for 2026....
Qualcomm-Ericsson Partnership Accelerates Path to Intelligent AI6G Fabric
March 4, 2026

Qualcomm-Ericsson Partnership Accelerates Path to Intelligent AI/6G Fabric

Olivier Blanchard, Research Director at Futurum, shares his insights on the partnership between Qualcomm and Ericsson and how both companies are working to establish not only the foundations for AI-first...
Market News Coverage MediaTek Expands into Micro LED Optical Communication
March 4, 2026

Market News Coverage: MediaTek Expands into Micro LED Optical Communication

Olivier Blanchard, Research Director at Futurum, shares his insights on MediaTek’s micro-LED strategy, and how the expansion of data center and networking solutions from leading-edge and device-focused semiconductor vendors both...
SiTime's Titan Platform and the Importance of MEMS Resonators
March 4, 2026

SiTime’s Titan Platform and the Importance of MEMS Resonators

In our latest market report, SiTime’s Titan Platform and the Importance of MEMS Resonators, completed in partnership with SiTime, Futurum Research examines how Titan’s miniaturization, integration, and resilience advantages could...
POCO and MediaTek Aim to Redefine Mid-Tier Performance Expectations in the Mobile Segment
March 3, 2026

POCO and MediaTek Aim to Redefine Mid-Tier Performance Expectations in the Mobile Segment

Olivier Blanchard, research Director at Futurum, dives into POCO’s X8 Pro and POCO X8 Pro Max launches, and discusses how, with the help of MediaTek, the Xiaomi subsidiary is redefining...
HP Q1 FY 2026 Earnings AI PC Momentum, Memory Costs Temper Outlook
February 26, 2026

HP Q1 FY 2026 Earnings: AI PC Momentum, Memory Costs Temper Outlook

Olivier Blanchard. Research Director at Futurum analyzes HP’s Q1 results, highlighting AI PC momentum, memory cost mitigation, and Print resilience, with guidance indicating near-term performance trending to the low end...

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