Lenovo Announces New Commercial Copilot+ AI PCs Powered by Snapdragon, Ryzen, and Core Ultra Processors at Lenovo Innovation World in Berlin
Olivier Blanchard, Research Director at The Futurum Group, highlights Lenovo’s new commercial Copilot+ AI PC launch at the IFA show in Berlin, which for the first time include processors from Intel, AMD, and Qualcomm.
NVIDIA, VMware, Salesforce, Dell, Pure Storage, and HP Inc. spotlight AI growth and cloud innovation. In episode 230 of the Six Five webcast, Patrick Moorhead, Daniel Newman, and guest Dan Ives discuss their innovations and market challenges.
Synopsys’ Q3 earnings, NVIDIA’s AI dominance, Broadcom’s OpenAI wins, the future of AI hardware, and Microsoft’s upcoming Windows Recall launch. In the latest Six Five webcast, Patrick Moorhead and Daniel Newman discuss their innovations and market challenges.
Intel’s New Lunar Lake Core Ultra Processors for AI PCs Will Compete Against Qualcomm’s Snapdragon X and AMD’s Ryzen AI Processors, But Has Intel Fallen Behind?
Olivier Blanchard, Research Director at The Futurum Group shares his insights on whether or not Intel Lunar Lake Core Ultra processors entering the Windows 11 Copilot+ AI PC market a few months behind Qualcomm’s and AMD’s will cost the semiconductor giant some market share as the PC refresh supercycle begins to heat up.
Barry Wordell, Head and Global GTM for Sales and Strategy at Microsoft, discusses hybrid IT strategies, highlighting the strengths of cloud and mainframes, the importance of security, AI's potential, and future roles for mainframes.
New Lunar Lake Core Ultra Chipsets Are Everything Intel Needed to Get back Into the AI PC Race at Exactly the Right Time
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 this launch right, the significance of this new AI PC platform’s entry into the Copilot+ PC ecosystem, and key competitive considerations involving PC OEMs and semiconductor rivals AMD and Qualcomm.
Latest Dell Earnings Point to Growth Acceleration in Server and Networking Solutions
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 record results for Dell’s Infrastructure Solutions Group, and why softness in Dell’s Client Solutions Group numbers for the quarter suggests that the PC refresh supercycle, which kicked off just a few weeks ago, may take a few more quarters to gain momentum.
HP Fiscal 2024 Q3 Results: The Last of the Calm Before the AI PC Supercycle’s First Hints of Acceleration and Encouraging Numbers in the Printing Segment
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 and what to expect in terms of acceleration in upcoming quarters. 2) HP’s printing segment’s downward trend has slowed considerably since Q2, and further improvements could be seen as the PC refresh cycle creates new UX and attaches opportunities for printing solutions.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Synopsys, NVIDIA Earnings Predictions, Broadcom 1st and 2nd Generation AI ASIC Programs from OpenAI, the size of the AI GPU and ASIC Market, the Windows recall date and the massive downward job revision.
Steven Dickens emphasizes that the recent Google antitrust ruling could signal a pivotal shift in how regulators approach big tech companies, potentially leading to more aggressive enforcement actions across the industry. They suggest that this case, along with ongoing investigations into companies such as Apple and Meta, could reshape the competitive landscape and set new precedents for digital market regulation.
