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Tag: CPUs

Intel Q4 FY 2025 AI PC Ramp Meets Supply Constraints
January 26, 2026
 

Intel Q4 FY 2025: AI PC Ramp Meets Supply Constraints

Futurum Research analyzes Intel’s Q4 FY 2025 results, highlighting AI PC and data center demand, 18A/14A progress, and near-term supply constraints with guidance improving as supply recovers from Q2 FY...
Futurum Research
AMD Q3 FY 2025 Earnings Highlight Broad-Based Compute Momentum
November 7, 2025
 

AMD Q3 FY 2025 Earnings Highlight Broad-Based Compute Momentum

Futurum Research analyzes AMD’s Q3 FY 2025 earnings, focusing on data center AI acceleration, EPYC cloud and enterprise traction, and client/gaming strength....
Futurum Research
July 28, 2025
 

Intel Q2 FY 2025 Results Beat on Revenue, Margin Hit by One-Time Charges

Ray Wang and Daniel Newman from Futurum explore Intel’s Q2 FY 2025 earnings, highlighting revenue strength, margin pressures from restructuring, strategic foundry shifts, and why the 18A ramp is critical...
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Google Axion Challenges x86 in Cloud Workloads with Arm-Based Advantage
April 14, 2025
 

Google Axion Challenges x86 in Cloud Workloads with Arm-Based Advantage

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...
Richard Gordon
The Future of Silicon Is Custom - Six Five at Marvell Industry Analyst Day
December 17, 2024

The Future of Silicon Is Custom – Six Five at Marvell Industry Analyst Day

Nigel Alvares, VP of Marketing at Marvell, joins Patrick Moorhead to share his insights on the booming trend toward custom silicon, spotlighting how Marvell is steering through the changing tides...
Six Five Media
Arm Says CPUs Can Save 15 Percent of Total Datacenter Power
April 24, 2024

Arm Says CPUs Can Save 15 Percent of Total Datacenter Power

The Six Five team discusses Arm says CPUs can save 15 percent of total datacenter power....
5G Factor: Key MWC24 Takeaways – Open RAN
March 19, 2024

5G Factor: Key MWC24 Takeaways – Open RAN

The Futurum Group’s Ron Westfall reviews the top Open RAN takeaways from MWC 2024 consisting of Ericsson Cloud RAN portfolio advances, Nokia’s anyRAN market readiness including anyRAN for enterprise partnerships...
Intel 5th Gen Xeon Scalable Processors Make Breakthroughs
December 20, 2023

Intel 5th Gen Xeon Scalable Processors Make Breakthroughs

The Futurum Group’s Ron Westfall assesses why the debut of 5th Gen Intel Xeon processors can ensure organizations gain improved TCO and better performance per watt for demanding network and...
Top Trends In AI This Week: October 9, 2023
October 11, 2023

Top Trends In AI This Week: October 9, 2023

Mark Beccue, Research Director at The Futurum Group, highlights the top trends in AI this week, October 9, 2023....
Top Trends in AI This Week: August 25, 2023
August 28, 2023

Top Trends in AI This Week: August 25, 2023

Mark Beccue, Research Director AI at The Futurum Group, highlights the top trends in AI for the week of August 25, 2023....
AMD Revenue Hits $5.4 Billion in Q2, Down 18% YoY, But Beats Estimates
August 3, 2023

AMD Revenue Hits $5.4 Billion in Q2, Down 18% YoY, But Beats Estimates

Chief analyst Daniel Newman and senior analyst Todd R. Weiss of The Futurum Group share their insights as AMD revenue hits $5.4 billion in Q2, down 18% YoY, but beats...
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June 16, 2023

GlobalFoundries and Lockheed Martin Put the National Security Into the US Chipset Supply Chain

The Futurum Group’s Ron Westfall examines why the collaboration between GlobalFoundries and Lockheed Martin directly benefits from the duo’s trusted partner status across the aerospace and defense industries, reaffirming the...

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