Olivier Blanchard and Daniel Newman at Futurum, examine Dell’s Q2 FY 2026 earnings, highlighting record ISG growth fueled by AI servers and why margin pressures and soft CSG results show...
Olivier Blanchard, Research Director at Futurum, analyzes Apple’s AI push with robots, smart displays, and security devices, centered on a revamped Siri to restore its innovation edge....
Olivier Blanchard, Research Director at Futurum, analyzes HP’s Q3 FY 2025 earnings, highlighting momentum in AI PCs and Windows 11 refresh, strong cash flow delivery, and ongoing challenges in the...
Ray Wang, Research Director at The Futurum Group shares his insights on the NVIDIA Jetson Thor, a new robotics computer with the server-class performance needed to run generative AI at...
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Intel's potential government stake, China's reliance on Nvidia, and the impact of Fed interest rate...
Olivier Blanchard, Research Director at Futurum, shares insights on Pebble’s Time 2 smartwatch reboot, featuring a stainless steel build, e-paper screen, 30-day battery life, and advanced sensors as the brand...
Olivier Blanchard and Daniel Newman at Futurum share insights on Lenovo Q1 FY2025/26 earnings—record $18.8B revenue, AI infrastructure momentum, services margin expansion, and outlook for Hybrid AI execution....
Ray Wang, Research Director at Futurum, shares insights on NVIDIA RTX PRO 6000 Blackwell-powered 2U servers from top OEMs, delivering AI acceleration, efficiency gains, and broad workload support for enterprise...
Olivier Blanchard, Research Director at Futurum, shares his insights on AMD’s Variable Graphics Memory upgrade for the Ryzen AI Max+ 395, enabling up to 128B parameter models with full vision...
Olivier Blanchard, Research Director at Futurum, shares insights on Lenovo TruScale DaaS for Sustainability, a modular, AI-powered offering to cut IT costs, extend device life, and deliver measurable carbon footprint...
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Trump's tariff threats on semiconductors, Apple's investment commitments, and Intel's leadership challenges. The hosts analyze...
Get important insights straight to your inbox, receive first looks at eBooks, exclusive event invitations, custom content, and more. We promise not to spam you or sell your name to anyone. You can always unsubscribe at any time.
Thank you, we received your request, a member of our team will be in contact with you.
