Category: Processors

September 25, 2024

AI, Antitrust, and Chip Wars – A Recap from The Six Five Webcast

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.

Advanced Computing, AI, Processors, Regulations and Policy, Semiconductors and Components

September 10, 2024

Daniel Newman

Video Research Note

Latest Intel Conversations (20A, Arrow Lake, 18A, I-Bankers, IFS Broadcom, Lip-Bu Tan)

The Six Five team discusses Latest Intel Conversations (20A, Arrow Lake, 18A, I-Bankers, IFS Broadcom, Lip-Bu Tan)

Business Information, Processors, Semiconductors and Components

August 27, 2024

Olivier Blanchard

Research Note

New Snapdragon 7s Gen 3 Mobile Platform: Premium AI Features, Budget-Friendlier Tier

Qualcomm’s Snapdragon 7s Gen 3 Mobile Platform Brings Premium AI-Enabled Features to More Budget-Friendly Tier Just Weeks Ahead of Flagship Tier Snapdragon 8’s Next Refresh

Olivier Blanchard shares insights on the Snapdragon 7s Gen 3 mobile platform announcement, market positioning, strategy, and timing as Qualcomm gives its on-device AI roadmap more gas.

AI, Devices, Innovation, Mobile Devices, Processors

August 16, 2024

Olivier Blanchard

Research Note

Why The New AI-Enabled Pixel 9 Lineup Is Google’s Strongest Play Against Apple Yet

Google’s Pixel 9 Launch Drops Hints About How Google Intends to Use its Hybrid AI Strategy to Disrupt Apple’s Market Share in Mobile

The Futurum Group's Research Director Olivier Blanchard takes a look at the new Google Pixel 9 lineup and how Google intends to use its hybrid AI mobile solutions to disrupt Apple's mobile market share.

AI, Innovation, Mobile Devices, Processors, Semiconductors and Components

August 16, 2024

Olivier Blanchard

Research Note

How The Pixel 9 Launch Clarifies Google’s Expanding AI Monetization Strategy

Google’s Pixel 9 Launch Provides the Clearest Indication Yet of How Google Intends to Monetize Premium AI Experiences in Mobile

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on how the Pixel 9 launch clarifies Google’s expanding AI monetization strategy.

AI, Devices, Innovation, Mobile Devices, Processors

August 8, 2024

Steven Dickens

Research Note

The Future of NVIDIA: A Comparison with Intel and Cisco’s Legacy

Steven Dickens, Chief Technology Advisor at The Futurum Group, shares his insights on the position of NVIDIA in the marketplace and how this relates to the wider trends in the market.

AI, Business Information, Processors, Semiconductors and Components

August 7, 2024

Daniel Newman

Video Research Note

Intel Q2CY24 Earnings

The Six Five team discusses Intel Q2CY24 earnings.

Business Information, Devices, Processors

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

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

June 28, 2024

Alastair Cooke

Research Note

Google Delivers Titanium Hardware Offload for Efficient Performance

Google Cloud Platform Presentation Covering Running Enterprise Applications on GCP With Hardware Offload for Efficient Performance

Alastair Cooke, CTO Advisor at The Futurum Group, shares his insights on the Titanium architecture and hardware offload for efficient performance in the Google Cloud. Customers get more CPU for their code and less overhead from the infrastructure.

Cloud, Processors, Semiconductors and Components

June 4, 2024

Olivier Blanchard

Research Note

HP Q2 2024 Earnings: HP’s PC Refresh Supercycle Opportunity Comes Into Clearer Focus

Olivier Blanchard, Research Director with The Futurum Group, shares his insights into HP’s Q2 2024 earnings and makes the case for why the PC segment’s recovery has dragged in anticipation of the PC refresh supercycle.