Qualcomm Strengthens Its AI Infrastructure Capabilities By Acquiring Alphawave Semi In A Strategic Move To Deepen Its Presence In Data Center Compute And Connectivity
Olivier Blanchard, Research Director at Futurum, analyzes Qualcomm’s $2.4 billion Alphawave deal and how it expands AI data center capabilities with high-speed connectivity IP.
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.
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.
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.
Justin Jones, Spencer Bull, Graham Steen, Christopher M. Sullivan, Mitch Mcleod, and Michael Catrone join Diana Blass to discuss the enterprise shift towards AI readiness, highlighting real-world applications and the journey through data chaos.
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.
The Highly Influential Model Context Protocol Launched With Backing From OpenAI, Anthropic, Google DeepMind, Meta, and Now Microsoft, but CIOs Must Weigh Openness Against the Risk of Ecosystem Lock-in
Dion Hinchcliffe, VP of CIO Insights at Futurum, shares why the Model Context Protocol is fast becoming a strategic control point for enterprise AI, including what CIOs must weigh as vendors race to define memory standards.
Olivier Blanchard and Daniel Newman at Futurum analyse NVIDIA’s Q1 FY 2026 results. Despite a $4.5 billion export hit, Blackwell-fueled data center and gaming momentum underscores NVIDIA’s dominant position in the AI infrastructure race.
John Roese from Dell Technologies and Dr. Pattie Maes from MIT delve into Agentic AI, explaining its power to autonomously initiate decisions and act as a business collaborator.
Phison Custom SSD Firmware Coupled With Software Drivers Allows Pytorch Applications To Use More Than the GPU RAM for Model and Data
Alastair Cooke, Tech Field Day Event Lead at Futurum, shares his insights on the Phison aiDAPTIV+ platform presented at AI Infrastructure Field Day. Phison enables the use of unmodified generative AI models on lower-cost GPUs than are typically required, making them cost-effective with large models.
HP’s Q2 FY2025 Earnings Highlight Healthy AI PC Growth and Supply Chain Agility Despite Tariff Pressures, While Print Still Struggles To Find On-Ramp to Growth
Futurum’s Olivier Blanchard shares his insights and analysis of HP, Inc.’s Q2 FY2025 earnings, which show commercial strength and supply chain agility as the company manages tariff impacts, with AI PC momentum and cautious FY25 guidance.
Dell Introduces a Discrete Enterprise-Grade NPU in a Mobile Form Factor for On-Device AI Model Inferencing
Olivier Blanchard, Research Director at Futurum, shares insights on Dell’s Pro Max Plus mobile workstation and its enterprise-grade NPU powering on-device AI development without cloud reliance.
