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Category: Intelligent Devices

Qualcomm Expands Data Center Push With $2.4 Billion Alphawave Acquisition
June 16, 2025
 

Qualcomm Expands Data Center Push With $2.4 Billion Alphawave Acquisition

Olivier Blanchard, Research Director at Futurum, analyzes Qualcomm’s $2.4 billion Alphawave deal and how it expands AI data center capabilities with high-speed connectivity IP....
Olivier Blanchard
June 16, 2025

Ray Wang

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Is NVIDIA Building the Defining Infrastructure for AI-powered Robotics?
June 11, 2025
 

Is NVIDIA Building the Defining Infrastructure for AI-Powered Robotics?

Olivier Blanchard, Research Director at Futurum, shares insights on how NVIDIA’s Isaac GR00T platform and Blackwell systems aim to accelerate humanoid robotics through simulation, synthetic data, and integrated infrastructure....
Olivier Blanchard
Synopsys Collaboration Expands Startup Access to Chip Design Tools
June 11, 2025
 

Synopsys Collaboration Expands Startup Access to Chip Design Tools

Olivier Blanchard, Research Director at Futurum, explores how Synopsys’ collaboration with Plug and Play could reduce chip design costs and accelerate time-to-market for startups entering the semiconductor space....
Olivier Blanchard
Broadcom Q2 FY 2025 Sees Record Revenue, Solid AI and Software Growth
June 10, 2025
 

Broadcom Q2 FY 2025 Sees Record Revenue, Solid AI and Software Growth

Olivier Blanchard and Daniel Newman, at Futurum, explore Broadcom’s strong Q2 FY2025 earnings driven by robust growth in AI networking, VMware-led infrastructure software, and strategic acceleration of custom AI chip...
Olivier Blanchard
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Six Five Connected with Diana Blass at Dell Tech World: From Data Chaos to AI-Ready—Inside the Enterprise Shift
June 9, 2025

Six Five Connected with Diana Blass at Dell Tech World: From Data Chaos to AI-Ready—Inside the Enterprise Shift

Justin Jones, Spencer Bull, Graham Steen, Christopher M. Sullivan, Mitch Mcleod, and Michael Catrone join Diana Blass to discuss the enterprise shift towards AI readiness, highlighting real-world applications and the...
Diana Blass
Dell Q1 FY 2026: Robust AI Server Sales, Guidance Lift Despite EPS Miss
June 3, 2025
 

Dell Q1 FY 2026: Robust AI Server Sales, Guidance Lift Despite EPS Miss

Olivier Blanchard and Daniel Newman of Futurum explore how Dell’s record AI server momentum and rising backlog are fueling its infrastructure lead, even as consumer softness delays broader PC refresh...
Olivier Blanchard
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Model Context Protocol Is the New Control Point in AI
June 2, 2025
 

MCP Is the New Control Point in AI—Are CIOs Ready for the Lock-In Battle?

Dion Hinchcliffe, VP of CIO Insights at Futurum, shares why the Model Context Protocol is fast becoming a strategic control point for enterprise AI, including what CIOs must weigh as...
Dion Hinchcliffe
NVIDIA Q1 FY 2026 Revenue Jumps 69% Despite China Export Setback
June 2, 2025
 

NVIDIA Q1 FY 2026 Revenue Jumps 69% Despite China Export Setback

Olivier Blanchard and Daniel Newman at Futurum analyse NVIDIA’s Q1 FY 2026 results. Despite a $4.5 billion export hit, Blackwell-fueled data center and gaming momentum underscores NVIDIA’s dominant position in...
Olivier Blanchard
 & 
Agentic AI: The Future of Autonomous Decision-Making - Six Five On The Road
June 2, 2025

Agentic AI: The Future of Autonomous Decision-Making – Six Five On The Road

John Roese from Dell Technologies and Dr. Pattie Maes from MIT delve into Agentic AI, explaining its power to autonomously initiate decisions and act as a business collaborator....
Phison aiDAPTIV+ is Cost-Effective With Large Models to Enable Generative AI
May 30, 2025
 

Phison aiDAPTIV+ is Cost-Effective With Large Models to Enable Generative AI

Alastair Cooke, Tech Field Day Event Lead at Futurum, shares his insights on the Phison aiDAPTIV+ platform presented at AI Infrastructure Field Day. Phison enables the use of unmodified generative...
HP Q2 FY2025 Earnings: Healthy PC Growth and Swift Supply Chain Rebalancing Amid Tariff Headwinds
May 30, 2025
 

HP Q2 FY2025 Earnings: Healthy PC Growth and Swift Supply Chain Rebalancing Amid Tariff Headwinds

Futurum’s Olivier Blanchard shares his insights and analysis of HP, Inc.’s Q2 FY2025 earnings, which show commercial strength and supply chain agility as the company manages tariff impacts, with AI...
Olivier Blanchard

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