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Tag: Intel

March 12, 2026
 

Will Intel’s New Core Ultra 200S Plus Processors Redefine Desktop Computing Performance?

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
At CES, NVIDIA Rubin and AMD “Helios” Made Memory the Future of AI
January 12, 2026
 

At CES, NVIDIA Rubin and AMD “Helios” Made Memory the Future of AI

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...
Brendan Burke, Research Director
Lenovo Makes a Splash at CES; Debuts Tech World with Major Device and AI Infrastructure Announcements
January 9, 2026
 

Lenovo Makes a Splash at CES; Debuts Tech World with Major Device and AI Infrastructure Announcements

Alex Smith and Olivier Blanchard at The Futurum Group share their insights on the key announcements at Lenovo Tech World 2026....
Alex Smith
Olivier Blanchard
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Intel Q3 FY 2025: Revenue Beat, AI Partnerships, Foundry Progress
October 24, 2025
 

Intel Q3 FY 2025: Revenue Beat, AI Partnerships, and Foundry Progress

Futurum Research analyzes Intel’s Q3 FY 2025 revenue beat, AI partnerships, supply prioritization, and 18A/packaging progress, with Q4 guidance reflecting server mix and early next-gen client ramps....
Futurum Research
Momentum Shifts in the Tech Sector Q3 2025
October 3, 2025
 

Futurum Tech Vanguards 2025 Q3: The Established Resurge

Alex Smith, VP at Futurum, explores how established tech companies are resurging, detailing big tech performance and shifts in cloud power balance fueled by AI infrastructure and strategic pivots....
Alex Smith
The Six Five Pod | EP 277: From Intel's Comeback to Meta's XR Vision - Tech's Pivotal Updates
September 22, 2025

The Six Five Pod | EP 277: From Intel’s Comeback to Meta’s XR Vision – Tech’s Pivotal Updates

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...
The Six Five Pod | EP 273: Silicon Strategies: Government Stakes, AI Chips, and Market Volatility
August 25, 2025

The Six Five Pod | EP 273: Silicon Strategies: Government Stakes, AI Chips, and Market Volatility

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Intel's potential government stake, China's reliance on Nvidia, and the impact of Fed interest rate...
The Six Five Pod | EP 272: The Great Tech Reshuffle: Insights on Cisco, NVIDIA, and Industry Shifts
August 18, 2025

The Six Five Pod | EP 272: The Great Tech Reshuffle: Insights on Cisco, NVIDIA, and Industry Shifts

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss NVIDIA's dominance in AI, Intel's potential government investment, and Apple's foray into robotics. The hosts...
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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July 21, 2025
 

TSMC Q2 FY 2025 Earnings: Too Impressive To Be True

Ray Wang, Research Director at Futurum, shares his insights on TSMC’s Q2 earnings result and outlook, specifically the company's key growth drivers, technology roadmap, and firm’s current and future market...
July 17, 2025
 

ASML Q2 FY 2025 Earnings Reflect Strong Demand, but Outlook Clouded by Future Uncertainty

Ray Wang, Research Director at The Futurum Group shares his insights on ASML’s Q2 earnings result and outlook, specifically the company's key growth drivers and some existing and future challenges....

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