Company: Qualcomm

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.
Anshel Sag to share his insights on Qualcomm’s Snapdragon X Elite and X Plus devices, spotlighting the blending of cutting-edge technologies with practical applications in major industries.
Don McGuire, SVP & CMO at Qualcomm, shares his insights on how Snapdragon is broadening its horizons beyond mobile to redefine technology sectors such as AI PCs, bringing innovative computing to the forefront.
Nitin Kumar, VP Product Management at Qualcomm, shares insightful details on Qualcomm's next-gen X Elite, highlighting its unmatched performance and cutting-edge features that set new standards in technology innovation.
Kedar Kondap, SVP and GM at Qualcomm, joins Daniel Newman and Ryan Shrout to share his insights on Qualcomm's bold strategy to lead the Windows PC ecosystem, emphasizing innovation, partnerships, and a focused vision for the future.
Rahul Patel, Group GM at Qualcomm, joins Olivier Blanchard and Anshel Sag to share his insights on advancing PC connectivity with 5G, Wi-Fi 7, and beyond, fostering a new era of AI PC capabilities.
Cristiano Amon, President and CEO at Qualcomm, shares insights on the transformative role of AI in diversifying and strengthening Qualcomm's market position, along with the development of Oryon and its influence on the company's compute trajectory.
Alex Katouzian from Qualcomm shares his insights on leveraging AI and other cutting-edge technologies to restore performance leadership to the Windows ecosystem, promising an exciting roadmap for on-device AI and XR advancements.
Olivier Blanchard, Research Director with The Futurum Group, shares his insights into Dell’s Q1 2025 earnings, and sheds some light into how Dell’s complete end-to-end AI ecosystem play, from data center to edge to PC, is absolutely the right approach to the transition to AI.
Implementing Enterprise AI Needs a Traditional Factory’s Analogous Structure, Organization, and Support with State-of-the-Art Technology
Dr. Bob Sutor of The Futurum Group recounts his experience at Dell Technologies World 2024, focusing on the Dell AI Factory and its new AI PCs.
Lenovo’s QoQ and YoY Execution in the Expanding Hybrid, Distributed AI Ecosystem Is Fueling an Accelerating Growth Trajectory Across Its Businesses
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 the company’s pocket-to-cloud strategy is already working.

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