Olivier Blanchard, Research Director at The Futurum Group, digs into the market implications of the Copilot+ PC launch, including Microsoft vs Apple, Windows on Arm’s long-overdue big moment, the disruptive...
Olivier Blanchard, Research Director at The Futurum Group, shares his insights from Computex 2024 about the transition from traditional PCs to AI PCs, the market opportunity for Windows Copilot+ PCs,...
The Futurum Group’s Ron Westfall assesses why the Alaska P PCIe launch positions Marvell to drive PAM4 PCIe innovations throughout AI server compute fabrics, building on its PAM4 innovation expertise,...
Olivier Blanchard, Research Director with the Futurum Group, and Steven Dickens, VP and Practice Lead, share their insights into Lenovo’s Q4 and FY 23/24 earnings and drill down into how...
Jas Tremblay and Robert Hormuth share insights on Broadcom and AMD's forward-looking strategy for Open Architecture in AI, highlighting the collaboration's potential to drive efficiency and scalability....
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Microsoft’s Copilot+ PC announcement and explains why Qualcomm’s Windows-on-Arm AI-accelerated Snapdragon X PC platform is set to radically...
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman invite a special guest, Stacy Rasgon to discuss the Intel, Qualcomm, and Huawei license, Arm Q4...
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Q1 2024 earnings for AMD, Amazon, and Lattice; Q2 earnings for Qualcomm and Apple; and...
Olivier Blanchard, Research Director at The Futurum Group, shares his insights about AMD’s Q1 2024 earnings and how its investments in AI solutions sets up the company for growth early...
In our latest offering, Market Insight Report: AI RAN, focuses on the nascent AI RAN market, sharpening the definition of the category’s addressable market and market sizing data specific to...
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