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Company: Qualcomm

New Snapdragon-Powered Copilot+ Windows PCs Redefine the PC Market
Olivier Blanchard
Olivier Blanchard

New Snapdragon-Powered Copilot+ Windows PCs Redefine the PC Market

Acer, Asus, Dell, HP, Lenovo, Microsoft, and Samsung Coordinate Global Launch of Snapdragon X-Powered Windows Copilot+ PCs
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 transform the PC space.
Intel, Qualcomm, and Huawei Licenses
Daniel Newman

Intel, Qualcomm, and Huawei Licenses

The Six Five team discusses Intel, Qualcomm, and Huawei licenses.
Welcome Stacy Rasgon, Bernstein Research - AMD, Intel, Qualcomm
Daniel Newman

Welcome Stacy Rasgon, Bernstein Research

The Six Five team discusses welcome Stacy Rasgon, Bernstein Research.
Special Guest, Intel & Qualcomm & Huawei, Arm, GlobalFoundries, Apple, ServiceNow, Solidigm
Daniel Newman

Special Guest, Intel & Qualcomm & Huawei, Arm, GlobalFoundries, Apple, ServiceNow, Solidigm

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 FY24 earnings, GlobalFoundries Q1/24 earnings, Apple, ServiceNow Knowledge 2024, and Solidigm.
Qualcomm Q2/FY24 Earnings
Daniel Newman

Qualcomm Q2/FY24 Earnings

The Six Five team discusses Qualcomm Q2/FY24 earnings.
Talking AMD, Amazon, Qualcomm, Apple, Lattice, Commvault
Daniel Newman

Talking AMD, Amazon, Qualcomm, Apple, Lattice, Commvault

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 Q4 earnings for Commvault.
Qualcomm Q2 2024 Earnings
Olivier Blanchard
Daniel Newman & Olivier Blanchard

Qualcomm Q2 2024 Earnings

Strong Automotive Growth Ahead of Snapdragon X PC Launches
The Futurum Group’s Daniel Newman and Olivier Blanchard share their insights into Qualcomm’s Q2 2024 earnings and discuss why steady growth, measured pace, and lean execution may set the stage for Qualcomm’s next growth cycle.
Ron Westfall

Market Insight Report: AI RAN

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 the AI RAN market segment as it evolves.
Meta's Horizon OS Aims to Scale, Speed App Development for XR Segment
Olivier Blanchard
Olivier Blanchard

Meta’s Horizon OS Aims to Scale, Speed App Development for XR Segment

Horizon OS Is Meta’s Overdue Horse-Before-Cart Moment for XR Adoption
Olivier Blanchard, Research Director at The Futurum Group, shares his insights about Meta’s Horizon OS announcement, outlines how its app developer ecosystem may be the missing link in Meta’s mainstream market XR adoption strategy.
5G Factor: Making AI Open, Responsible, and Transparent
Olivier Blanchard
Ron Westfall & Olivier Blanchard

5G Factor: Making AI Open, Responsible, and Transparent

An Assessment of AI’s Openness Including Intel’s Guadi 3-led Enterprise AI Strategy, Qualcomm’s Responsible AI Vision, and Nokia’s Transparent AI Moves
The Futurum Group’s Ron Westfall and Olivier Blanchard examine the major mobile ecosystem moves to make AI open, responsible, and transparent including Intel’s Enterprise AI proposition emphasizing open industry software for developer productivity, Qualcomm’s Responsible AI vision focus on privacy and security, and Nokia using Transparent AI moves.
AI in Context: UXL to Be an Open-Source Alternative to NVIDIA’s CUDA?
Dr. Bob Sutor
Dr. Bob Sutor

AI in Context: UXL to Be an Open-Source Alternative to NVIDIA’s CUDA?

The UXL Foundation Has Been Getting Attention Lately as It Plans to Provide an Open-Source Alternative to NVIDIA’s CUDA GPU Coding Platform
The Futurum Group’s Dr. Bob Sutor discusses the UXL’s plan to create a “multi-architecture multi-vendor software ecosystem for all accelerators,” competing with NVIDIA’s CUDA platform for GPUs. Does it stand a chance of overcoming NVIDIA’s lead?
5G Factor: Telco GenAI’s Early Market Impact
Olivier Blanchard
Ron Westfall & Olivier Blanchard

5G Factor: Telco GenAI’s Early Market Impact

An Assessment of Telco GenAI’s Market Impact with BT Group Using Amazon CodeWhisperer, Amdocs Microsoft GenAI Alliance, and Qualcomm Snapdragon X80 Debut
The Futurum Group’s Ron Westfall and Olivier Blanchard review the nascent market impact of Telco GenAI including BT Group using Amazon Code Whisperer to provide GenAI coding assistance to its software engineers, Amazon and Microsoft combining Amdocs amAIz platform and Microsoft Azure OpenAI Service to bring verticalized GenAI to telcos, and the debut of the Qualcomm Snapdragon X80 5G Modem-RF system that integrates a dedicated 5G AI Processor and 5G-Advanced-ready architecture.
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