Company: Lenovo

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 the segment’s relative maturity, and how the company’s investments in edge AI in the PC, XR, IOT and IIOT segments is already starting to pay off.
AMD Reports Record Growth in Data Center and Client (PC) Segments Thanks to Its Growing Portfolio of Competitive AI-Enabling IP
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 segments, with particular attention to the data center and PC segments, where the chipmaker could start capturing market share from rivals NVIDIA and Intel as early as H2 2024.
Q2 Copilot+ PC Launches Set Stage for Impending PC Refresh Supercycle
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 impending PC refresh supercycle.
An Overview of Significant Advancements and Announcements in the Communications Networks Industry in June 2024.
Ron Westfall, Research Director of The Futurum Group, examines the top communications networks market and technology moves announced in June 2024.
Oracle Debuts Oracle Cloud Infrastructure Telco Landing Zone, Google Cloud Motorola Bring GenAI to Razr Smartphones and AWS Seeks Global Roaming
The Futurum Group’s Ron Westfall and Steven Dickens examine the recent key 5G-related moves made by the hyperscale cloud providers including Google Cloud and Motorola announcing a new multi-year relationship to bring GenAI to Motorola phones, AWS works with SK Telecom to test outbound roaming across its global infrastructure, and OCI Telco Landing Zone debuts aimed at optimizing telco workloads.
In this episode of Infrastructure Matters, hosts Camberley Bates, Steve Dickens and Krista Macomber discuss key topics around Data Sovereignty, AI and Data Integration plus CyberSecurity.
The Six Five team discusses Lenovo AI Announcements
The Six Five team discusses Our First Personal Impressions On Copilot+ PC
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Micron Q3FY24 earnings, their first personal impressions on Copilot+ PC, Google kills endless scroll, Lenovo AI announcements, Google updates Vertex AI, and Synopsys at DAC.
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 and PC segments by next-gen on-device AI capabilities may have blindsided the tech giant.
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 potential of Qualcomm’s Snapdragon X PC platform, and the threat it represents to Intel’s PC segment incumbency, and whether or not the PC segment is truly ready for new AI features and experiences.
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, how Qualcomm, AMD, and Intel already look to be positioning themselves in the Copilot+ market, key benefits of Copilot+ PCs and individual platforms, and what to expect for the PC segment in the short and mid term.

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