On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Q2CY24 earnings for Intel, AMD, and Lattice, Q2 earnings for Amazon, Q3FY24 earnings for Qualcomm,...
Olivier Blanchard, Research Director with The Futurum Group, drills down into Qualcomm’s FYQ3 2024 earnings. Highlights include Qualcomm’s impressive YoY growth in the automotive segment, steady growth in handsets despite...
Olivier Blanchard, Research Director at The Futurum Group, zooms in on AMD’s Q2 2024 financial results and discusses the opportunities, threats, velocity, and momentum of AMD’s opportunity across all business...
Robert Hormuth and Mark Orthodoxou from AMD join Keith Townsend and Dave Nicholson to share their insights on AMD and Solidigm's efforts to empower the open AI ecosystem, highlighting the...
The Futurum Group’s Research Director Olivier Blanchard covers the highlights in the AI PC market for H1 2024, focusing on the Copilot+ PC launch, which is setting the stage for...
The Futurum Group’s Ron Westfall examines why Juniper’s new Ops4AI Lab and JVDs are ready to play a key role in accelerating ecosystem-wide AI adoption across both hyperscaler and beyond...
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss CrowdStrike Global meltdown, Meta won't do GAI in EU or Brazil, HP Imagine AI 2024,...
Olivier Blanchard, Research Director with The Futurum Group, shares his insights on why HP’s new 14” OmniBook Ultra next-gen AI PC hints to HP’s AI PC market differentiation strategy, and...
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss AWS Summit New York 2024, Samsung Galaxy Unpacked July 2024, Apple & Microsoft leave OpenAI...
Olivier Blanchard, Research Director at The Futurum Group, shares his notes about Apple’s recent AI partnership announcements and rumors, and frames how disruption of the competitive landscape in the Mobile...
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