Futurum’s Daniel Newman and Ron Westfall examine Intel’s Q2 2022 financial results including the bad, the good, and the implications of the CHIPs Act passage. Intel’s CCG and DCAI units reported substantial declines that contributed directly to missing consensus outlooks related to its Q2 top-line and bottom-line expectations and revising full-year guidance, however progress in the NEX, AXG, and Mobileye units along with advancement of the CHIPs Act in the U.S. Congress indicate how Intel can mount a much-needed comeback before near-term and long-term.
Google Cloud to Use Arm-based Processors in Tau T2A VM Expansion
Futurum principal analyst Daniel Newman breaks down Google Cloud’s decision to use Ampere Altra Arm-based processors in an expansion of its Tau VMs.
Marvell’s Brightlane Ethernet Switch Ready to Help Drive SDV Ecosystem to New Levels of Security and Autonomy
Futurum’s Ron Westfall examines Marvell’s third generation Brightlane Ethernet Switch launch and why it delivers the MACsec, dual core lockstep CPU redundancy, and key automotive standards support vital to accelerating and broadening support for the zonal architecture and security capabilities that can meet the demands of greater security threat surfaces throughout the software-defined vehicle ecosystem.
Insights From Qualcomm’s Snapdragon Tech Summit – Part 1: How Snapdragon 8 Gen 1 Signals an AI Inflection Point for The Premium Mobile Tier
Futurum Senior Analyst Olivier Blanchard shares insights and observations from Qualcomm’s Snapdragon Tech Summit. In the first of several pieces that will focus on individual Snapdragon Tech Summit announcements, Blanchard outlines how Qualcomm’s new premium Snapdragon 8 Gen 1 mobile SOC plays into the company’s broader intelligent connected edge ambitions and highlights the paradigm shift that it represents with regard to new benchmarks of performance, particularly regarding AI.
If Intel Lost Apple As A Customer, It Would Be Good News
Intel would be better off without Apple’s CPU chip business. Even in just a year, we’ll look back on this and say it actually was good for Intel, much like its 5G modem exit last year has proven to be.
Quick Overview of Intel’s new 10th generation “Ice Lake” CPUs for laptops.
Intel’s new 10nm “Ice Lake” CPUs promise to bring more gaming and AV processing punch to laptops with better AI, IPCs and graphics.