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.
The News: Hewlett-Packard has unveiled two new models of its ZBook mobile workstations – the HP ZBook Studio G9 and the HP ZBook Fury G9 – targeted at creative and technical professionals who demand even more robust processing power while working in hybrid or remote environments. Read the full Press Release from HP. HP Unveils Updated ZBook Mobile Workstations Which …
Futurum’s Ron Westfall scrutinizes why Intel’s expanded silicon, software, and services portfolio vision boosts its ecosystem influence in powering AI workload optimization and adoption of key emerging applications as well as improve its competitive standing against key rivals.
Futurum Research analyst Michael Diamond discusses Intel’s launch of its Arc A-Series discrete GPUs line-up which includes its Arc 3 Series, Arc 5 Series, and Arc 7 Series.
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.
AMD has released its Q2 2021 financial results, solidly beating consensus estimates with revenue of $3.85 billion (versus $3.62 billion expected) and earnings of $0.63 (versus $0.54 expected). This is the fourth consecutive quarter of record revenues including a 99 percent Y/Y increase from Q2 2020.
NVIDIA continues to expand its focus and customer value as it rolls out software solutions and service offerings designed to help its customers accelerate their own internal application development and digital transformation initiatives. Futurum Research analyst Fred McClimans breaks down two key announcements from COMPUTEX Taipei 2021.
NVIDIA’s annual digital event, GTC, made a big splash as CEO Jensen Huang announced several key advancements in AI that will shape its future.
Today at VMworld 2019, VMware and NVIDIA have announced a partnership that will enable AI workloads on prem to be seamless portable to the cloud on AWS.
NVIDIA has announced new record speeds for inference on GPU technology opening up an interesting debate as to whether CPU or GPU is best for AI Inference.
- Page 1 of 2