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Category: Semiconductors, Supply Chain, & Emerging Tech

Is NVIDIA Building the Defining Infrastructure for AI-powered Robotics?
June 11, 2025
 

Is NVIDIA Building the Defining Infrastructure for AI-Powered Robotics?

Olivier Blanchard, Research Director at Futurum, shares insights on how NVIDIA’s Isaac GR00T platform and Blackwell systems aim to accelerate humanoid robotics through simulation, synthetic data, and integrated infrastructure....
Olivier Blanchard
Synopsys Collaboration Expands Startup Access to Chip Design Tools
June 11, 2025
 

Synopsys Collaboration Expands Startup Access to Chip Design Tools

Olivier Blanchard, Research Director at Futurum, explores how Synopsys’ collaboration with Plug and Play could reduce chip design costs and accelerate time-to-market for startups entering the semiconductor space....
Olivier Blanchard
Broadcom Q2 FY 2025 Sees Record Revenue, Solid AI and Software Growth
June 10, 2025
 

Broadcom Q2 FY 2025 Sees Record Revenue, Solid AI and Software Growth

Olivier Blanchard and Daniel Newman, at Futurum, explore Broadcom’s strong Q2 FY2025 earnings driven by robust growth in AI networking, VMware-led infrastructure software, and strategic acceleration of custom AI chip...
Olivier Blanchard
 & 
Six Five Connected with Diana Blass at Dell Tech World: From Data Chaos to AI-Ready—Inside the Enterprise Shift
June 9, 2025

Six Five Connected with Diana Blass at Dell Tech World: From Data Chaos to AI-Ready—Inside the Enterprise Shift

Justin Jones, Spencer Bull, Graham Steen, Christopher M. Sullivan, Mitch Mcleod, and Michael Catrone join Diana Blass to discuss the enterprise shift towards AI readiness, highlighting real-world applications and the...
Diana Blass
The Six Five Pod | EP 264: Breaking Up and Making Up: Feuds, Forecasts & Foundries
June 9, 2025

The Six Five Pod | EP 264: Breaking Up and Making Up: Feuds, Forecasts & Foundries

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Microsoft's reorganization signaling the potential end of SaaS, the public feud between Elon Musk and...
Marvell Q1 FY 2026 Results Driven by Custom Silicon and Data Center Momentum
June 3, 2025
 

Marvell Q1 FY 2026 Results Driven by Custom Silicon and Data Center Momentum

Olivier Blanchard, Research Director at Futurum, unpacks Marvell’s Q1 FY 2026 results, where strong AI demand, custom silicon ramp, and electro-optics gains fuel data center momentum amid cautious sentiment on...
Olivier Blanchard
Dell Q1 FY 2026: Robust AI Server Sales, Guidance Lift Despite EPS Miss
June 3, 2025
 

Dell Q1 FY 2026: Robust AI Server Sales, Guidance Lift Despite EPS Miss

Olivier Blanchard and Daniel Newman of Futurum explore how Dell’s record AI server momentum and rising backlog are fueling its infrastructure lead, even as consumer softness delays broader PC refresh...
Olivier Blanchard
 & 
Synopsys Q2 FY 2025 Results Show AI-Led Growth, Design IP Surge
June 3, 2025
 

Synopsys Q2 FY 2025 Results Show AI-Led Growth, Design IP Surge

Olivier Blanchard, Research Director at Futurum, explores how Synopsys continues to benefit from AI-led design momentum and IP strength, even as new export restrictions introduce near-term uncertainty....
Olivier Blanchard
NVIDIA Q1 FY 2026 Revenue Jumps 69% Despite China Export Setback
June 2, 2025
 

NVIDIA Q1 FY 2026 Revenue Jumps 69% Despite China Export Setback

Olivier Blanchard and Daniel Newman at Futurum analyse NVIDIA’s Q1 FY 2026 results. Despite a $4.5 billion export hit, Blackwell-fueled data center and gaming momentum underscores NVIDIA’s dominant position in...
Olivier Blanchard
 & 
The Six Five Pod | EP 263: NVIDIA’s Big Week, The iPhone Made in America Debate, and the China Chip Crunch
June 2, 2025

The Six Five Pod | EP 263: NVIDIA’s Big Week, The iPhone Made in America Debate, and the China Chip Crunch

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss recent developments like the US chip software ban on China, Meta's AI team restructuring, and...
The Six Five Pod EP 262: AI Acceleration: Cisco's Jeetu Patel on Transforming Enterprise Tech
May 26, 2025

The Six Five Pod EP 262: AI Acceleration: Cisco’s Jeetu Patel on Transforming Enterprise Tech

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the recent Dell Tech World conference, Computex announcements, and Microsoft Build highlights. The hosts analyze...
Qualcomm’s Arm-Based Data Center CPUs To Smoothly Integrate With NVIDIA
May 22, 2025
 

Qualcomm’s Arm-Based Data Center CPUs To Smoothly Integrate With NVIDIA

Olivier Blanchard, Research Director at Futurum, explores Qualcomm’s re-entry into the data center market with Arm-based CPUs designed to integrate with NVIDIA’s AI infrastructure, marking a strategic pivot from its...
Olivier Blanchard

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