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Olivier Blanchard

Research Director & Practice Lead, Artificial Intelligence Devices

Olivier Blanchard
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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:

Is NVIDIA Building the Defining Infrastructure for AI-powered Robotics?
Olivier Blanchard
Olivier Blanchard
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Is NVIDIA Building the Defining Infrastructure for AI-Powered Robotics?

NVIDIA Expands Isaac Platform With New Tools and Systems To Accelerate Physical AI Development
Olivier Blanchard, Research Director at Futurum, shares insights on how NVIDIA’s Isaac GR00T platform and Blackwell systems aim to accelerate humanoid robotics through simulation, synthetic data, and integrated infrastructure.
Synopsys Collaboration Expands Startup Access to Chip Design Tools
Olivier Blanchard
Olivier Blanchard
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Synopsys Collaboration Expands Startup Access to Chip Design Tools

Plug and Play Taps Synopsys to Expand Semiconductor Ecosystem and Support Startup Chip Design
Olivier Blanchard, Research Director at Futurum, explores how Synopsys’ collaboration with Plug and Play could reduce chip design costs and accelerate time-to-market for startups entering the semiconductor space.
Broadcom Q2 FY 2025 Sees Record Revenue, Solid AI and Software Growth
Olivier Blanchard
Olivier Blanchard & Daniel Newman
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Broadcom Q2 FY 2025 Sees Record Revenue, Solid AI and Software Growth

VMware-Led Software Sales and AI Chips Powered 20% YoY Topline Growth in Q2 FY 2025
Olivier Blanchard and Daniel Newman, at Futurum, explore Broadcom’s strong Q2 FY2025 earnings driven by robust growth in AI networking, VMware-led infrastructure software, and strategic acceleration of custom AI chip deployments.
Marvell Q1 FY 2026 Results Driven by Custom Silicon and Data Center Momentum
Olivier Blanchard
Olivier Blanchard
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Marvell Q1 FY 2026 Results Driven by Custom Silicon and Data Center Momentum

Strong AI Demand and Growth in Electro-Optics and Custom Silicon Drive 63% YoY Revenue Surge
Olivier Blanchard, Research Director at Futurum, unpacks Marvell’s Q1 FY 2026 results, where strong AI demand, custom silicon ramp, and electro-optics gains fuel data center momentum amid cautious sentiment on margin delivery.
Dell Q1 FY 2026: Robust AI Server Sales, Guidance Lift Despite EPS Miss
Olivier Blanchard
Olivier Blanchard & Daniel Newman
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Dell Q1 FY 2026: Robust AI Server Sales, Guidance Lift Despite EPS Miss

Record $6.3 Billion in Server Sales and $12.1 Billion in AI Orders Support Full-Year EPS Upgrade
Olivier Blanchard and Daniel Newman of Futurum explore how Dell’s record AI server momentum and rising backlog are fueling its infrastructure lead, even as consumer softness delays broader PC refresh tailwinds.
Synopsys Q2 FY 2025 Results Show AI-Led Growth, Design IP Surge
Olivier Blanchard
Olivier Blanchard
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Synopsys Q2 FY 2025 Results Show AI-Led Growth, Design IP Surge

AI and Silicon Complexity Continue To Drive Revenue, Margin, and Backlog Gains Despite Trade Friction
Olivier Blanchard, Research Director at Futurum, explores how Synopsys continues to benefit from AI-led design momentum and IP strength, even as new export restrictions introduce near-term uncertainty.
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