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Category: Semiconductors, Supply Chain, & Emerging Tech

Daniel Newman

Semiconductors Are Hot, But Was Q4 EPYC for AMD?

AMD wrapped up its fiscal year with an earnings beat and a 4% revenue growth. The client business saw huge growth, but the enterprise business stalled. A look at the numbers.
Daniel Newman

Strong Q4 Earnings For Intel Confirm That Woes Are Greatly Overstated

Intel outperformed in the 4th quarter of its fiscal year with big revenue beats on data center and a surprise performance in Client Compute. Analyzing Q4.
Daniel Newman

IBM Fiscal Q4 Results Driven By Strong Systems Performance

IBM had a strong earnings report for its fiscal 4th quarter in 2019. The earnings popped on strong results in systems covering for shortfalls elsewhere.
Daniel Newman

AMD Focuses In On Laptops But Can It Expect Big Gains in Market Share?

AMD has made a few runs into mobile in the past, each ending badly. However, this time feels different as the company launches its new Mobile Chips.
Daniel Newman

Learning More About IBM’s Content Services–Futurum Tech Podcast Interview Series

In this special episode of the Futurum Tech Podcast The Interview Series, Daniel Newman welcomes Bill Lobig, Vice President of IBM’s Content Services, to discuss how the way we manage content has evolved. After all, content is the cornerstone of the internet, and the way we treat it is changing—thanks to developing technology.
Cisco’s Internet for the Future Is Built on Breaking History’s Limitations
Daniel Newman

Cisco’s Internet for the Future Is Built on Breaking History’s Limitations

An in depth look at Cisco's Internet for the Future strategy, its new SiliconOne and how the company can scall OTT and Service Providers in 2020 and beyond.
Daniel Newman

Intel Announces Horse Ridge Establishing Its Place In Quantum Computing

Intel annoucned a SoC control chip code name Horse Ridge to establish its place in helping the industry build superconducting Quantum Computers.
NVIDIA Is Poised to Dominate the AI Inferencing Chipset Market through 2021
Daniel Newman

NVIDIA Is Poised to Dominate the AI Inferencing Chipset Market through 2021

NVIDIA continues to flex its technical muscle in Artificial Intelligence (AI) to seize new opportunities in the fast-growing chipset market. Long known as the powerhouse of AI “training” solutions, the company has recently been pushing into the adjacent—and potentially much larger—market for AI “inferencing” products. What does that mean for the future of the AI wars? Let’s take a look.
Olivier Blanchard
Olivier Blanchard

Qualcomm’s Snapdragon Summit Day 2: First thoughts about the Snapdragon 865

Olivier Blanchard
Olivier Blanchard

Qualcomm’s Snapdragon Summit – 11 months later

Daniel Newman

Xerox’s Bid for HP: A Reversal of Fortune in the Making?–Futurum Tech Podcast

This week’s FTP features a lively discussion around the topic of Xerox and its bid to takeover HP, Mavenir pushing OpenRAN to accelerate 5G, NVIDIA and its readiness to power AI inference workloads, DXC’s takeover of Virtual Clarity, security breaches and CEO departures, and much more. If you’re not yet subscribing to FTP, you’re missing out. Give it a listen today!
Qualcomm Introduces Cloud AI 100 Powering Cloud Inference
Daniel Newman

Qualcomm Introduces Cloud AI 100 Powering Cloud Inference

This week at the AI Hardware Summit, Qualcomm demonstrated its Cloud AI 100 inference chip that will be available in 2020. Analyzing this weeks introduction.
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