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Category: Semiconductors, Supply Chain, & Emerging Tech

Can Lenovo’s GPU Services Close the AI Infrastructure Gap in Enterprises?
October 7, 2025

Can Lenovo’s GPU Services Close the AI Infrastructure Gap in Enterprises?

Ray Wang, Research Director at Futurum, shares his insights on Lenovo GPU Advanced Services, a modular suite designed to boost AI workload performance by up to 30% while simplifying GPU...
The Six Five Pod | EP 279: Government Shutdown Blues: Tech Impact and Economic Uncertainty
October 6, 2025

The Six Five Pod | EP 279: Government Shutdown Blues: Tech Impact and Economic Uncertainty

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discussMeta's $14 billion infrastructure deal with Core Weave, OpenAI's $6 billion agreement, and the ongoing debate...
IBM and AMD Team with Zyphra to Build AI Infrastructure on IBM Cloud
October 6, 2025

IBM and AMD Team with Zyphra to Build AI Infrastructure on IBM Cloud

Ray Wang, Research Director at Futurum, shares insights on IBM and AMD’s partnership with Zyphra to deliver one of the largest AI training clusters on IBM Cloud, advancing Zyphra’s $1...
Is Snapdragon 8 Elite Gen 5 the Benchmark for Next-Gen Flagship Phones?
October 1, 2025

Is Snapdragon 8 Elite Gen 5 the Benchmark for Next-Gen Flagship Phones?

Olivier Blanchard, Research Director at Futurum, shares his insights on Snapdragon 8 Elite Gen 5 - 20% faster CPU, 23% stronger GPU, 37% faster NPU, first APV video, and AI-enhanced...
Snapdragon X2 Elite Pushes AI-PC Performance to New Heights
October 1, 2025

Snapdragon X2 Elite Pushes AI-PC Performance to New Heights

Olivier Blanchard, Research Director at Futurum, shares insights on Qualcomm’s Snapdragon X2 Elite launch, spotlighting 18-core CPUs, 80 TOPS NPUs, redesigned GPUs, and multi-day battery targets for Windows PCs....
The Six Five Pod | EP 278: The Foundation of Future AI: From Micron's Memory Surge to Marvell's XPU and Nvidia's $100 Billion Blueprint
September 29, 2025

The Six Five Pod | EP 278: The Foundation of Future AI: From Micron’s Memory Surge to Marvell’s XPU and Nvidia’s $100 Billion Blueprint

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Nvidia's $100 billion investment in OpenAI, Oracle's leadership changes, Microsoft's addition of Anthropic to Copilot,...
Micron Q4 FY 2025 Earnings Top Estimates on DRAM and HBM Strength
September 26, 2025

Micron Q4 FY 2025 Earnings Top Estimates on DRAM and HBM Strength

Ray Wang and Daniel Newman at Futurum analyze Micron’s Q4 FY 2025 earnings, focusing on record data center momentum, HBM growth, and margin expansion, while highlighting how AI demand positions...
Can Synopsys and TSMC Accelerate Next-Gen Chip Design With AI?
September 25, 2025

Can Synopsys and TSMC Accelerate Next-Gen Chip Design With AI?

Ray Wang, Research Director at Futurum, shares insights on Synopsys and TSMC’s expanded collaboration on certified flows, IP, and 3DIC solutions to accelerate AI and multi-die chip design across advanced...
Will MediaTek Dimensity 9500 Raise the Bar for Flagship Smartphone AI and Gaming?
September 24, 2025

Will MediaTek Dimensity 9500 Raise the Bar for Flagship Smartphone AI and Gaming?

Olivier Blanchard, Research Director at Futurum, shares insights on MediaTek’s Dimensity 9500, a flagship chipset delivering top-tier AI, gaming, and efficiency, debuting in OPPO’s Find X9 series and competing directly...
Gaining a Competitive Edge in Today’s IT Job Market - The Main Scoop
September 24, 2025

Gaining a Competitive Edge in Today’s IT Job Market – The Main Scoop

Enzo Damato, President of Rice Telecom, joins hosts to discuss bridging generational gaps in IT, his journey from mainframe hobbyist to AI innovator, and how future technologists can succeed in...
Can SiTime’s Titan Platform Disrupt the $4B Resonator Market?
September 22, 2025

Can SiTime’s Titan Platform Disrupt the $4B Resonator Market?

Olivier Blanchard, Research Director at Futurum, shares his insights on SiTime’s Titan Platform, the industry’s smallest MEMS resonators, enabling miniaturization across wearables, medical devices, and IoT....
The Six Five Pod | EP 277: From Intel's Comeback to Meta's XR Vision - Tech's Pivotal Updates
September 22, 2025

The Six Five Pod | EP 277: From Intel’s Comeback to Meta’s XR Vision – Tech’s Pivotal Updates

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the recent partnership between Intel and Nvidia, analyzing its implications for the tech industry. They...

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