Olivier Blanchard

Research Director & Practice Lead, Artificial Intelligence Devices

Research Director Olivier Blanchard covers edge semiconductors and intelligent AI-capable devices for Futurum. In addition to having co-authored several books about digital transformation and AI with Futurum Group CEO Daniel Newman, Blanchard brings considerable experience demystifying new and emerging technologies, advising clients on how best to future-proof their organizations, and helping maximize the positive impacts of technology disruption while mitigating their potentially negative effects. Follow his extended analysis on X and LinkedIn.

Recent Insights, NEWS & RESEARCH:

Armv9 Adoption and Smartphone Royalty Growth Drive Top-Line Performance
Olivier Blanchard and Daniel Newman at Futurum analyse Arm’s Q4 FY25 results, highlighting how Armv9 and CSS adoption are driving record royalty and licensing growth across smartphones, AI infrastructure, and automotive compute.
Gross Margin Gains and Datacenter Momentum Support Coherent’s Record Quarterly Performance
Olivier Blanchard, Research Director at Futurum, shares insights on Coherent’s record Q3 FY 2025 results, driven by strong AI datacenter momentum, next-gen optical product launches, and the upcoming commercialization of its OCS platform.
Strong EPYC and Instinct Demand Drive 36% YoY Growth; Data Center Revenue Up 57%
Olivier Blanchard and Daniel Newman at Futurum break down AMD’s Q1 FY 2025 earnings, highlighting EPYC and Instinct-driven Data Center growth, record Ryzen ASPs, and how AI momentum is powering AMD’s performance despite China export curbs.
Olivier Blanchard, Research Director at Futurum shares his/her insights on the global AI PC’s latest numbers, which point to not only an acceleration of AI PC adoption, but very specific PC buyer preferences, from price bands and system performance to the types of AI use cases that are driving these purchases.
Olivier Blanchard, Practice Lead and Research Director at Futurum shares his insights on why Microsoft’s vision for the Copilot+ PC ecosystem might be getting not only outpaced by hardware innovation and competitive forces across the AI PC ecosystem, but also held back by Copilot’s inability, at least thus far, to attract as many users as its competitors – namely ChatGPT and Google’s Gemini.
Q1 FY 2025 Results Reflect Resilience in Gross Margin and Record Design Wins in AI, Robotics, and Automotive as New Products Scale
Olivier Blanchard, Research Director at Futurum, examines Lattice’s Q1 FY 2025 earnings, highlighting record design wins across AI, robotics, and automotive, and how new products are paving the way for growth in FY 2026.

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