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Company: AMD

Intel Sticks the Lunar Lake Core Ultra Landing as the AI PC Race Heats Up
September 5, 2024

Intel Sticks the Lunar Lake Core Ultra Landing as the AI PC Race Heats Up

Olivier Blanchard, Research Director at The Futurum Group, digs into Intel’s Lunar Lake Core Ultra announcement just ahead of IFA in Berlin, and explains the importance for Intel to get...
Olivier Blanchard
Dell Q2 FY 2025 Earnings Deliver Record Server and Networking Revenues
September 3, 2024

Dell Q2 FY 2025 Earnings Deliver Record Server and Networking Revenues

Olivier Blanchard, Research Director with The Futurum Group, digs into Dell’s Q2 FY2025 earnings. In focus: How growing demand for AI solutions and Dell’s partnership with NVIDIA are already producing...
Olivier Blanchard
HP’s FY 2024 Q3 Results The AI PC Supercycle Starts Now
September 3, 2024

HP’s FY 2024 Q3 Results: The AI PC Supercycle Starts Now

Olivier Blanchard, Research Director with The Futurum Group, digs into HP’s FY 2024 Q3 earnings report: 1) Understanding where HP’s Personal Systems segment is on the AI PC supercycle’s timeline...
Olivier Blanchard
Tech Giants on the Move: AMD, Cisco, Lenovo, and More – A Recap from The Six Five Podcast
August 29, 2024

Tech Giants on the Move: AMD, Cisco, Lenovo, and More – A Recap from The Six Five Podcast

AMD, Cisco, Lenovo, HPE, and Huawei make strategic moves to strengthen their positions in AI, cloud computing, and infrastructure. In the latest Six Five webcast, Patrick Moorhead and Daniel Newman...
Six Five Media
 & 
AMD to Acquire ZT Systems and Expand Data Center AI Systems Capabilities
August 26, 2024

AMD to Acquire ZT Systems and Expand Data Center AI Systems Capabilities

Olivier Blanchard, Research Director at The Futurum Group, digs into the motivations and potential upsides of AMD’s plans to acquire ZT Systems, particularly as AMD ramps up efforts to expand...
Olivier Blanchard
AMD Acquires ZT Systems for AI Rack Design Capabilities
August 20, 2024

AMD Acquires ZT Systems for AI Rack Design Capabilities

The Six Five team discusses AMD Acquires ZT Systems for AI Rack Design Capabilities...
Talking AMD, ZT Systems, Google, Cisco, Lenovo, HPE & Morpheus Data, Huawei & NVIDIA, Coherent
August 20, 2024

Talking AMD, ZT Systems, Google, Cisco, Lenovo, HPE & Morpheus Data, Huawei & NVIDIA, Coherent

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss AMD’s acquisition of ZT Systems, the DOJ consideration of breaking up Google, Cisco Q4FY24 Earnings,...
Lenovo FY Q1: Hybrid AI Opportunity Delivers Profitability and Growth Across All Segments
August 19, 2024

Lenovo FY Q1: Hybrid AI Opportunity Delivers Profitability and Growth Across All Segments

Olivier Blanchard, Research Director with The Futurum Group, digs into Lenovo’s latest quarterly earnings report and explains why the company’s device-to-cloud approach to the larger hybrid AI opportunity is already...
Olivier Blanchard
New SiFive Performance P870-D Complements Intelligence Chipset for AI
August 16, 2024

New SiFive Performance P870-D Complements Intelligence Chipset for AI

Dr. Bob Sutor and Steven Dickens of The Futurum Group examine the strategic significance of SiFive’s new P870-D processor in addressing the growing demand for scalable, power-efficient solutions in AI-driven...
Dr. Bob Sutor
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Stack or Pipeline? - Infrastructure Matters - Episode 51
August 14, 2024

Stack or Pipeline? – Infrastructure Matters, Episode 51

In this episode of Infrastructure Matters, we delve into the Future of Memory and Storage Summit, discussing advancements in AI-related memory technology and Intel's ongoing challenges. We also highlight Palantir's...
Camberley Bates
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8 Reasons Why This Summer’s Tech Stock Selloff Trend Makes No Sense
August 8, 2024

8 Reasons Why This Summer’s Tech Stock Selloff Trend Makes No Sense

Olivier Blanchard, Research Director at The Futurum Group, shares his thoughts on why the tech selloff trend doesn’t align with the tech sector’s overall year-on-year performance, AI-driven chip-to-cloud opportunity, or...
Olivier Blanchard
AMD Q2CY24 Earnings
August 7, 2024

AMD Q2CY24 Earnings

The Six Five team discusses AMD Q2CY24 earnings....

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