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.
CHIPS Act Delay Creates a Snowball for US Based Chip Manufacturing
Futurum principal analyst Daniel Newman discusses how Congress coming to an impasse with the proposed CHIPS Act may set Intel back nearly $100 billion as the development of their new U.S.-based semiconductor manufacturer could come to a pause.
MicroAI Factory: The AI Edge Platform Essential to Smart Automation of Food and Beverage Industry Processes
The MicroAI Factory AI-driven analytics platform is an agile solution developed to improve manufacturer overall equipment effectiveness by providing actionable, real-time analysis of productivity, machines, and human data. Futurum’s Ron Westfall examines why the overall MicroAI Factory platform fulfills the topmost lifecycle management, operational efficiency, automated reporting, and workflow management requirements that substantially augment the manufacturing processes of the Food and Beverage industry.
NVIDIA’s Omniverse Enterprise Platform Has the Potential to Reshape the Future of Manufacturing and Collaboration
NVIDIA’s Omniverse Enterprise platform has the potential to reshape the future of manufacturing and collaboration. Futurum’s Fred McClimans walks through the key elements of the Omniverse and explains why it might well be transformational for businesses well beyond the manufacturing sector.
3D Systems Announces Jeff Graves Appointment as New President and CEO
While 3D Systems has grown by acquisition over the course of the last few years and has a diverse product offering, revenues (and profitability) haven’t followed that same trajectory. It looks to us like Graves will be focused on transformation and streamlining offerings and delivering on earnings and profitability in the process.
Space Tech: What Do Private Space Efforts Mean for the Tech Sector?
What do private space efforts mean for the tech sector? As Elon Musk forges ahead with his plans to colonize Mars and private space exploration becomes a reality, there are both challenges and opportunities ahead. Here are my predictions on what tech sectors could experience a paradigm shift and new revenue streams fueled by private space exploration.
IoT Cybersecurity Regulations Kick in With the Start of 2020
With the launch of 2020, certain cybersecurity laws covering “smart” devices go into effect. As local (state) IoT cybersecurity regulation kicks in and federal regulation is looming, what does this mean for members of IoT ecosystems?
The State of Manufacturing
From the early days of steam power, through the growth of automated production lines powered by electricity, and right up to the use of computer technology and robotics, manufacturing has been at the vanguard of innovation and technological development. It’s not just an historical phenomenon though. It’s an evolution that continues—with innovative manufacturers now building on cloud technologies to connect …