Custom Arm Neoverse V2 Chip Posts Gains in AI, HPC, and General Compute Across C4A VMs
Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, unpacks Google Axion’s strong benchmarks across AI, HPC, and cloud workloads, showing how Google’s custom Arm CPU could reshape enterprise infrastructure.
Intel’s AI Gaming Push Shows Gains but Lacks the Firepower of Rival NPUs
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Intel’s AI-driven gaming features in the Core Ultra 200HX processors, spotlighting real-world performance gains and the limitations of its 13 TOPS NPU.
Intel Eyes Late 2025 Launch for First 18A-Based CPUs as New CEO Focuses on Execution and Engineering-Led Turnaround
Olivier Blanchard, Research Director at The Futurum Group, shares insights on Intel’s Panther Lake CPU and 18A risk production – key milestones that will test Intel’s turnaround efforts under new CEO Lip-Bu Tan.
Intel’s New CEO Charts AI, Foundry, and Product-Led Recovery Plan; Market Cautiously Awaits Execution
Olivier Blanchard, Research Director at The Futurum Group, shares insights on Intel CEO Lip-Bu Tan’s plan to reset Intel’s culture, focus on AI and custom silicon, and restore credibility through engineering-led execution and foundry transformation.
MediaTek Targets AI Performance, Power Efficiency, and Chromebook Growth with Kompanio Ultra Launch
Olivier Blanchard, Research Director at The Futurum Group, examines MediaTek’s Kompanio Ultra processor and its implications for on-device AI, Chromebook performance, and the company’s expansion beyond smartphones.
AMD Unveils Radeon RX 9000 Series Graphics Cards, Bringing AI Acceleration and Next-Gen Raytracing to Enthusiast Gamers
Olivier Blanchard, Research Director with The Futurum Group, analyzes AMD’s Radeon RX 9000 Series launch, highlighting RDNA 4 advancements, AI acceleration, enhanced raytracing, and FSR 4 upscaling.
Synopsys Introduces HAPS-200 and ZeBu-200, Extending Its Leadership in Hardware-Assisted Verification for Next-Gen Semiconductor Designs
Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, explores how Synopsys’ HAV expansion with HAPS-200 and ZeBu-200 tackles AI, multi-die complexity, and scalable verification in semiconductor design.
Strong Handset Demand and Automotive Growth Propel Record QCT Revenues
Olivier Blanchard, Research Director at The Futurum Group, analyzes Qualcomm’s record Q1 FY 2025 earnings, highlighting strong growth in premium-tier smartphones, AI-driven IoT, and automotive.
Daniel Newman and Patrick Moorhead discuss the biggest innovations unveiled at CES 2025. From Meta’s community-driven moderation to NVIDIA’s AI advancements and Qualcomm’s edge computing breakthroughs sharing a technical look at CES’s top trends.
Intel Is Undergoing a Significant Restructuring, Focusing on Investments in Artificial Intelligence and Advancements in Its Foundry Operation
Bob Sutor, VP and Practice Lead for Emerging Technologies at The Futurum Group, analyzes Intel’s Q3 2024 earnings report, focusing on the company’s restructuring efforts, investments in artificial intelligence, and advancements in its foundry operations.
In Episode 231 of The Six Five Podcast, Daniel Newman and Patrick Moorhead break down NVIDIA's antitrust probe, Intel’s new Lunar Lake chip, Broadcom’s AI growth, and Qualcomm’s competitive AI PC push in a rapidly evolving tech landscape.
