Category: PCs and Devices

August 2, 2024

Intel’s Q2 2024 Earnings Release: Navigating Challenges and Strategic Shifts

Intel’s Q2 2024 Earnings Usher in a $10B Cost Reduction Plan Per Guidance Miss to Bolster Near-term Competitiveness in Key Segments and Land Long Game Strategy

The Futurum Group’s Ron Westfall shares his insights on why Intel’s Q2 2024 earnings release demonstrates significant challenges amid strategic industry shifts while its new cost reductions are key to boosting competitiveness and long-term strategy.

AI, Business Information, Data Center, PCs and Devices, Semiconductors and Components

August 2, 2024

Olivier Blanchard

Research Note

Qualcomm FYQ3 2024 Earnings

Olivier Blanchard, Research Director with The Futurum Group, drills down into Qualcomm’s FYQ3 2024 earnings. Highlights include Qualcomm’s impressive YoY growth in the automotive segment, steady growth in handsets despite the segment’s relative maturity, and how the company’s investments in edge AI in the PC, XR, IOT and IIOT segments is already starting to pay off.

AI, Computing, Digital Transformation, PCs and Devices, Processors, Semiconductors and Components

August 1, 2024

Daniel Newman

Video Research Note

Another Day, Another Apple Booting Qualcomm Rumor

The Six Five team discusses another day, another Apple booting Qualcomm rumor.

Business Information, PCs and Devices, Semiconductors and Components

July 31, 2024

Olivier Blanchard

Research Note

AMD Q2 2024 Financial Results Highlight Strong Momentum in Data Center and PC Segments

AMD Reports Record Growth in Data Center and Client (PC) Segments Thanks to Its Growing Portfolio of Competitive AI-Enabling IP

Olivier Blanchard, Research Director at The Futurum Group, zooms in on AMD’s Q2 2024 financial results and discusses the opportunities, threats, velocity, and momentum of AMD’s opportunity across all business segments, with particular attention to the data center and PC segments, where the chipmaker could start capturing market share from rivals NVIDIA and Intel as early as H2 2024.

AI, Business Information, Data Center, PCs and Devices, Semiconductors and Components

July 26, 2024

Olivier Blanchard

Research Note

AI PCs – June 2024 Market Snapshot Report

Q2 Copilot+ PC Launches Set Stage for Impending PC Refresh Supercycle

The Futurum Group’s Research Director Olivier Blanchard covers the highlights in the AI PC market for H1 2024, focusing on the Copilot+ PC launch, which is setting the stage for the impending PC refresh supercycle.

AI, Hybrid IT, PCs and Devices, Processors, Semiconductors and Components

July 23, 2024

Daniel Newman

Video Research Note

AMD Zen 5 Tech Day

The Six Five team discusses AMD Zen 5 Tech Day.

AI, Business Information, PCs and Devices, Semiconductors and Components

July 19, 2024

Olivier Blanchard

Research Note

HP’s New OmniStudio X AIO PCs Deliver AI Performance to Desktop Users

Olivier Blanchard, Research Director with The Futurum Group, highlights some of the key features and specs of HP’s new OmniStudio X AIO line from HP.

AI, Computing, Operating Systems, PCs and Devices

July 18, 2024

Olivier Blanchard

Research Note

HP’s New OmniBook Ultra 14-inch Next Gen AI PC Promises a Whopping 55 TOPS on the NPU

Olivier Blanchard, Research Director with The Futurum Group, shares his insights on why HP’s new 14” OmniBook Ultra next-gen AI PC hints to HP’s AI PC market differentiation strategy, and to how silicon diversity in the AI PC/Copilot+ PC ecosystem is already creating specific performance niches and unique value proposition tracks for top PC semiconductor vendors namely Qualcomm, AMD, and Intel.

AI, Computing, Operating Systems, PCs and Devices

July 18, 2024

Olivier Blanchard

Research Note

Galileo Integration Brings Built-In LLM Trust Platform to HP Dev Workstations

Olivier Blanchard, Research Director at The Futurum Group, discusses the first LLM trust platform for AI-enabled developer workstations with built-in generative AI to detect and correct bias, drift and hallucinations. Galileo integration with Z by HP AI Studio is slated to be available this fall.

AI, Computing, Operating Systems, PCs and Devices

July 10, 2024

Ron Westfall and Steven Dickens

The 5G Factor

5G Factor: OCI, AWS, Google Cloud Make Major Telco Moves

Oracle Debuts Oracle Cloud Infrastructure Telco Landing Zone, Google Cloud Motorola Bring GenAI to Razr Smartphones and AWS Seeks Global Roaming

The Futurum Group’s Ron Westfall and Steven Dickens examine the recent key 5G-related moves made by the hyperscale cloud providers including Google Cloud and Motorola announcing a new multi-year relationship to bring GenAI to Motorola phones, AWS works with SK Telecom to test outbound roaming across its global infrastructure, and OCI Telco Landing Zone debuts aimed at optimizing telco workloads.