Tag: Intel

July 31, 2024

Olivier Blanchard

Research Note

AMD Q2 2024 Financial Results Highlight Strong Momentum in Data Center and PC Segments

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.

AI, Business Information, Data Center, PCs and Devices, Semiconductors and Components

July 26, 2024

Ron Westfall

Research Note

Juniper Debuts Ops4AI and JVDs to Spur Ecosystem-wide Adoption of AI

Juniper Introduces Ops4AI and JVDs to Accelerate Time-to-Value by Assuring Networking for AI Configurations Using Juniper, Broadcom, Intel, NVIDIA, and AMD

The Futurum Group’s Ron Westfall examines why Juniper’s new Ops4AI Lab and JVDs are ready to play a key role in accelerating ecosystem-wide AI adoption across both hyperscaler and beyond hyperscaler environments by assuring an AI-optimized high-performance network with flexible design and management ease benefits.

AI, Communications Networks, Digital Transformation, Hybrid Cloud, Infrastructure, and Operations

July 17, 2024

David Nicholson

Six Five Webcast

Making Enterprise AI Real with Dell, Intel & Kyndryl – Six Five Media Webcast

Experts from Kyndryl, Intel, and Dell Technologies share their insights on enabling practical and scalable Enterprise AI solutions that drive impactful outcomes. Discover the potential of AI factories, the critical role of tailored infrastructure, and the path towards AI readiness in enterprises.

AI and Data Analytics, Emerging Technologies, Enterprise Applications

June 24, 2024

Olivier Blanchard

Research Note

The Copilot+ PC Disruption Is Here: What Happens Now?

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.

AI, Computing, Operating Systems, PCs and Devices

June 20, 2024

Daniel Newman

Six Five Webcast

Intel’s Computex Report Card – Six Five on the Road

Daniel Newman and Patrick Moorhead share their insights on Intel's latest developments and performance at Computex, revealing how these announcements could shape the future of technology.

Emerging Technologies, PCs and Devices, Semiconductors and Components

June 17, 2024

Daniel Newman & Ron Westfall

Research Report

Intel AI Everywhere: Ready to Transform the AI Ecosystem

In our latest research brief, Intel AI Everywhere: Ready to Transform the AI Ecosystem, we analyze why Intel is perfectly suited to pace the AI Everywhere proposition. We look at why Intel is fundamentally committed to the core proposition of bringing AI everywhere, through key offerings such as Intel Xeon processors, Gaudi accelerators, and Intel Core Ultra Processors, which are aimed at ushering in the age of AI PC and securely distributing AI workloads in data center, cloud, and edge environments.

AI, AI and Data Analytics, PCs and Devices, Semiconductors and Components

June 13, 2024

Olivier Blanchard

Analyst Insight

The PC Segment’s AI Inflection Point: Your 2024-2025 Copilot+ PC Cheat Sheet

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.

AI, Computing, Operating Systems, PCs and Devices

June 10, 2024

Ron Westfall

Research Note

Lenovo Takes the Intel Path to Simplify AI Journeys for Businesses

Lenovo Infrastructure Solutions V4 Portfolio Uses Intel Xeon 6 Processors to Make AI Accessible Ecosystem-wide with Right Mix of AI Across XPUs and Assets

The Futurum Group’s Ron Westfall assesses why Lenovo and Intel are advancing their mutual goal of bringing AI everywhere as the new Lenovo Infrastructure Solutions V4 portfolio uses Intel 6 processor breakthroughs to accelerate performance, consolidate IT, and lower power consumption, including especially across demanding AI environments.

AI, Digital Transformation, Hybrid Cloud, Infrastructure, and Operations, Semiconductors and Components

June 10, 2024

Ron Westfall

Research Note

Computex 2024: Intel Catalyzes AI Everywhere with Key AI Portfolio Innovations

Intel Shows Why Intel 6 Processors, Gaudi Accelerators, and Lunar Lake Architecture Breakthroughs Are Key to AI Cloud, Networking, Client, and Edge Innovation

The Futurum Group’s Ron Westfall assesses why Intel’s latest Xeon, Gaudi, and Lunar Lake platform innovations, reinforced by its field-proven extensive software and hardware ecosystem, can fulfill the unique challenges of the AI era with cost-advantageous, secure, and agile solutions for all its customers and partners.

AI, Cloud, Communications Networks, Digital Transformation, Hybrid Cloud, Infrastructure, and Operations, Semiconductors and Components

June 5, 2024

Ron Westfall

Research Note

Marvell Sees Time Has Come for Alaska-sized Retimer Innovation

Marvell Unveils Alaska P PCIe Retimer Product Line Aimed at Scaling Compute Fabrics of Accelerated Infrastructure to Meet Connectivity Device Demands of AI Era

The Futurum Group’s Ron Westfall assesses why the Alaska P PCIe launch positions Marvell to drive PAM4 PCIe innovations throughout AI server compute fabrics, building on its PAM4 innovation expertise, capitalizing on a major industry inflection point as compute fabrics for PCIe and CXL transition from NRZ to PAM4.

AI, Communications Networks, Digital Transformation, Hybrid Cloud, Infrastructure, and Operations, Semiconductors and Components

May 17, 2024

Ron Westfall & Daniel Newman

Research Note

Cisco Q3 2024: Networking, Security, Observability, and Data Wax

Cisco Q3 Results Show Progress in Portfolio Synergies Across Networking, Security, Observability, and Data with the Splunk Addition Positioned to Spur More Growth

The Futurum Group’s Ron Westfall and Daniel Newman examine Cisco’s Q3 FY 2024 results and why Cisco’s progress with the integration of Splunk and the harnessing of portfolio synergies provides a positive framework for the company.