Olivier Blanchard and Daniel Newman at Futurum break down AMD’s Q1 FY 2025 earnings, highlighting EPYC and Instinct-driven Data Center growth, record Ryzen ASPs, and how AI momentum is powering...
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss ServiceNow's Knowledge conference, IBM's Think event, and the UK-US trade deal. The hosts analyze AMD...
Ron Westfall, Research Director at The Futurum Group, shares insights on why Intel possesses the key portfolio building blocks, such as AI accelerators, edge computing expertise, and a legacy of...
Olivier Blanchard, Research Director at The Futurum Group, examines AMD’s Ryzen AI Max+ 395 entering desktop PCs, delivering strong AI and gaming performance that could reshape the role of discrete...
Dive into the future of AI infrastructure with Infrastructure Matters Episode 76! Hosts Camberley Bates, Dion Hinchcliffe, and Keith Townsend dissect NVIDIA's GTC conference, Blackwell GPUs, the token economy, and...
Olivier Blanchard, Research Director with The Futurum Group, analyzes AMD’s Radeon RX 9000 Series launch, highlighting RDNA 4 advancements, AI acceleration, enhanced raytracing, and FSR 4 upscaling....
Richard Gordon, Vice President & Practice Lead, Semiconductors at The Futurum Group shares his insights on Synopsys’ 1Q FY 2025 earnings report, where the company demonstrated that strong design activity...
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Qualcomm, Arm, AMD, Amazon, Alphabet, Coherent as well as IBM Investor Day!...
Daniel Newman and Patrick Moorhead discuss the biggest innovations unveiled at CES 2025. From Meta’s community-driven moderation to NVIDIA’s AI advancements and Qualcomm’s edge computing breakthroughs sharing a technical look...
Olivier Blanchard, Research Director at The Futurum Group, discusses Tim Keating's appointment as AMD’s Senior VP of Government Relations and Regulatory Affairs and how his leadership could shape AMD’s policy...
Olivier Blanchard, Research Director at The Futurum Group, analyzes AMD's Q3 2024 performance and AI advancements from the Advancing AI event, emphasizing AMD’s competitive push in data centers and AI...
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