Olivier Blanchard, Research Director at Futurum, shares his/her insights on Qualcomm’s CES 2026 announcements, which highlight both the breadth of Qualcomm’s Snapdragon and Dragonwing portfolios, and the velocity with which...
Brendan Burke, Research Director at Futurum, shares his insights on the unveilings of NVIDIA’s Rubin platform and AMD’s Helios platform at CES. These reveals emphasize that fast access to storage...
Futurum Research analyzes Arm’s Q2 FY 2026 results, focusing on Neoverse data center momentum, CSS-driven mix shift, and ecosystem-led licensing growth as AI demand expands from smartphones to hyperscale....
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the recent partnership between Intel and Nvidia, analyzing its implications for the tech industry. They...
Olivier Blanchard, Research Director at Futurum, shares a recap of the litigation between Qualcomm and Arm, which includes a status report, analysis of the case and its broader ecosystem impact,...
Olivier Blanchard, Research Director at Futurum, shares his insights on Arm’s Lumex CSS platform, which combines C1 CPUs, Mali G1 GPUs, and system IP to deliver up to 5x AI...
Futurum’s Ray Wang and Daniel Newman analyze Arm’s Q1 FY26 results, highlighting revenue above $1B, 25% royalty growth, and surging AI and cloud adoption. He examines key trends and offers...
Olivier Blanchard, Research Director at Futurum, shares insights on Arm’s Zena Compute Subsystems, which help automakers cut vehicle launch time by a year and scale AI capabilities across software-defined vehicles....
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the recent US-China trade deal, the Middle East AI technology push, and Qualcomm's unexpected data...
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...
Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, unpacks Google Axion’s strong benchmarks across AI, HPC, and cloud workloads, showing how Google’s custom Arm CPU could reshape...
Olivier Blanchard, Research Director at The Futurum Group, explores Arm’s latest hybrid prototyping collaboration with S2C, Xylon, and ZC Technology, highlighting its role in accelerating SDV development....
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