Category: Processors

The Six Five team discusses Supercomputing 2023.
The New Workstation Graphics Card Targets Next-Generative AI Design, Engineering, and Content Creator Market
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on AMD’s new sub-$1K Radeon Pro W7700 graphics card designed for next-gen AI-powered design, engineering, and creative applications.
MediaTek’s Dimensity 9300 Goes After Qualcomm’s Snapdragon 8 Gen 3 with Impressive AI-Forward Specs
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on MediaTek’s new Dimensity 9300 flagship SOC, and how this iteration is its strongest challenge to Qualcomm’s incumbent Snapdragon mobile platform to date.
Despite YoY Revenue Losses, Qualcomm Q4 2023 Earnings Beat Expectations
The Futurum Group’s Daniel Newman and Olivier Blanchard share insights on Qualcomm Q4 2023 earnings, which beat expectations and join other tech sector quarterly earnings in suggesting an improving demand environment for handsets and other devices.
The Six Five team discusses AWS ML Capacity Blocks in this highlight from episode 191 of the Six Five Webcast.
The Six Five team discusses AMD Q3 Earnings results in this highlight from episode 191 of the Six Five Webcast.
AMD Q3 2023 Earnings Point to a Normalizing Chip Market and Strong Tailwinds for AI
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on why AMD’s Q3 2023 numbers signal an accelerating recovery for the PC market and strong AI-accelerated potential for AMD across all segments.
Qualcomm’s New PC Platform and Custom CPU Could Pose a Real Challenge to x86 and Go Head-to-Head with Apple Silicon
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on how Qualcomm’s impressive new Snapdragon X Elite PC platform and Oryon CPU take aim at x86 and Apple silicon to redefine PCs for the era of on-device AI.
Qualcomm’s Snapdragon 8 Gen 3 Premium Mobile Platform Hits the Gas with Powerful On-Device AI Features
Olivier Blanchard, Research Director at The Futurum Group, shares his insights about Qualcomm’s powerful new Snapdragon 8 Gen 3 mobile platform and how its AI-forward specs and features are already redefining mobile experiences and performance.
On-Device AI Leader Qualcomm Shows How Intelligence Can Enhance Experiences from Snapdragon PCs and Phones to Earbuds
Olivier Blanchard, Research Director at The Futurum Group, shares insights on the new on-device generative AI capabilities of Qualcomm’s next-gen Snapdragon platforms and what this market differentiator means for the premium mobile, PC, and IoT competitive landscape.
On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Intel’s Greg Lavender and Sandra Rivera for a conversation on Intel’s AI Portfolio during Intel Innovation in San Jose, California.
Semtech’s Sequential Growth Earnings Point to Recovery, but Inventory Bloat Offsets Semiconductor Gains With a Drag on Hardware
Olivier Blanchard, Research Director at The Futurum Group, shares insights on Semtech Q2 FY 2024 earnings, which point to recovery in high-margin semiconductors and IoT segments despite inventory bloat continuing to drag on module and router revenue.