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Category: PCs and Devices

The Six Five Pod | EP 257: Google Cloud Next, Tariff Tango, and the Market Whipsaw
Daniel Newman

The Six Five Pod | EP 257: Google Cloud Next, Tariff Tango, and the Market Whipsaw

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Google Cloud's infrastructure advancements, IBM's new mainframe capabilities, and the potential impact of tariffs on tech companies, particularly Apple. The hosts debate the effectiveness of Trump's trade policies and explore how various tech sectors might fare amid economic uncertainty.
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.
The Six Five Pod | EP 256: Wall Street Meltdowns, Intel Vision, Tech Rumors & the AI Energy Challenge
Daniel Newman

The Six Five Pod | EP 256: Wall Street Meltdowns, Intel Vision, Tech Rumors & the AI Energy Challenge

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Microsoft's consumer Copilot announcements, Qualcomm's IoT acquisitions, Intel's Vision event featuring new, the potential TSMC-Intel partnership, its implications for the semiconductor, and current market volatility.
HP Introduces EliteStudio 8 AiO With Built-in KVM for Business Flexibility
Olivier Blanchard
Olivier Blanchard

HP Introduces EliteStudio 8 AiO With Built-in KVM for Business Flexibility

The EliteStudio 8 AiO G1i Combines Desktop Performance, AI Features, and a KVM Switch in One Device
Olivier Blanchard, Research Director at The Futurum Group, shares insights on HP’s EliteStudio 8 AiO G1i, highlighting its built-in KVM switch, expandability, and AI-driven features aimed at hybrid work environments and BYOD enterprise setups.
The Six Five Pod | EP 255: From Intel to Innovation: Pat Gelsinger's New Ventures
Daniel Newman

The Six Five Pod | EP 255: From Intel to Innovation: Pat Gelsinger’s New Ventures

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss recent AI model announcements from OpenAI, Microsoft, and Google, and debate the $300 billion valuation of OpenAI. The show features a special guest, Pat Gelsinger, who shares insights on his new roles as executive chairman of Gloo, and reflects on his time at Intel.
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.
HP’s New EliteBook Series Brings AI to the Forefront of Business Laptops
Olivier Blanchard
Olivier Blanchard

HP’s New EliteBook Series Brings AI to the Forefront of Business Laptops

HP Launches EliteBook Ultra G1i, EliteBook X G1i, EliteBook X Flip G1i, and EliteBook X G1a with AI-Driven NPUs, 3K OLED Display, and Enhanced Security
Olivier Blanchard, Research Director at The Futurum Group, explores HP’s new EliteBook series and how AI-driven NPUs, premium displays, and enterprise security position these business laptops in a competitive market.
The Six Five Pod | EP 254: Unpacking GTC: Nvidia's AI Dominance and the Hyperscaler Challenge
Daniel Newman

The Six Five Pod | EP 254: Unpacking GTC: Nvidia’s AI Dominance and the Hyperscaler Challenge

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss NVIDIA's GTC conference, Google's potential acquisition of Wiz and the competitive landscape for AI accelerators.
The Six Five Pod | Ep. 253: Navigating Market Volatility: Tech Moves and Looming Tariffs
Daniel Newman

The Six Five Pod | Ep. 253: Navigating Market Volatility: Tech Moves and Looming Tariffs

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Intel's new CEO Lipu Tan, the potential impact of tariffs on the US economy, and recent earnings from Oracle and Adobe.
Talking MWC, Salesforce, Broadcom, Marvell, HPE, Tariffs & Tech
Daniel Newman

Talking MWC, Salesforce, Broadcom, Marvell, HPE, Tariffs & Tech

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss MWC, Salesforce, Broadcom and more.
HP Q1 FY 2025: Commercial PCs Fuel Growth, While Printing Struggles Against Market Pressures
Olivier Blanchard
Olivier Blanchard

HP Q1 FY 2025: Commercial PCs Fuel Growth, While Printing Struggles Against Market Pressures

Commercial PC Momentum and AI PC Demand Drive HP’s Q1 FY 2025 Revenue Growth, Offset by Weak Consumer PC Sales and Soft Printing Demand
Olivier Blanchard, Research Director with The Futurum Group, analyzes HP’s Q1 FY 2025 earnings, exploring how AI PC adoption and commercial demand are driving growth, while rising costs, tariffs, and supply chain shifts challenge profitability.
Talking NVIDIA, Amazon, Cisco & NVIDIA, Qualcomm, and More
Daniel Newman

Talking NVIDIA, Amazon, Cisco & NVIDIA, Qualcomm, and More

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss NVIDIA, Amazon, Qualcomm and more.
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