Olivier Blanchard 💬 @OABlanchard
Research Director at The Futurum Group: Devices, semi, policy & regs, AI, auto, IOT. Co-author of Human/Machine + Futureproof 🇫🇷|🇺🇲 Opinions are my own futurumgroup.com USA, Europe Joined March 2008-
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On @SchwabNetwork with @NPetallides talking about semiconductors. Summary: QoQ hiccups but on-ramps for YoY growth across the space thanks to AI transformation of the data center, devices and automotive spaces. PS: Don't sleep on memory and timing chips. Check it out:
On @SchwabNetwork with @NPetallides talking about semiconductors. Summary: QoQ hiccups but on-ramps for YoY growth across the space thanks to AI transformation of the data center, devices and automotive spaces. PS: Don't sleep on memory and timing chips. Check it out:
Since we're talking about @Meta today, here's some background on my earlier comments about what I think the street is missing about the company's XR play and its runway to mainstream adoption. Hint: This isn't a QoQ shipments equation. Take a step back and see the bigger picture.
Since we're talking about @Meta today, here's some background on my earlier comments about what I think the street is missing about the company's XR play and its runway to mainstream adoption. Hint: This isn't a QoQ shipments equation. Take a step back and see the bigger picture.
when the firm isn't only known for great insights and advice, but top-notch rooms according to Room Rater -> @ratemyskyperoom Nice interview on @YahooFinance @OABlanchard and even better decor. I see those books we wrote on that shelf behind you! 💪
when the firm isn't only known for great insights and advice, but top-notch rooms according to Room Rater -> @ratemyskyperoom Nice interview on @YahooFinance @OABlanchard and even better decor. I see those books we wrote on that shelf behind you! 💪
*soon*
I've officially made it. 😁
That's quite the sound bite, especially from me, but in the long term, yeah. Not that @Tesla isn't about to go through some things in the short term, but it will find its way out of the temporary mess it's in. Most EV OEMs are poised for growth.
That's quite the sound bite, especially from me, but in the long term, yeah. Not that @Tesla isn't about to go through some things in the short term, but it will find its way out of the temporary mess it's in. Most EV OEMs are poised for growth.
I'm going to be on @YahooLive tomorrow to talk about this. Also, (shocker, I know) but EV sales being under pressure from hybrids is nothing new, so blaming Tesla's poor performance on that isn't super credible, imo. That's not the issue.
I'm going to be on @YahooLive tomorrow to talk about this. Also, (shocker, I know) but EV sales being under pressure from hybrids is nothing new, so blaming Tesla's poor performance on that isn't super credible, imo. That's not the issue.
On this #EarthDay2024, you should check out how circularity is helping the tech sector inject scalable sustainability into its products and supply chains. Case in point: @HP's increasingly impressive use of recycled and recyclable materials in their products, and more.
On this #EarthDay2024, you should check out how circularity is helping the tech sector inject scalable sustainability into its products and supply chains. Case in point: @HP's increasingly impressive use of recycled and recyclable materials in their products, and more.
The Futurum Group’s @RonWestfallDX and @OABlanchard examine the major mobile ecosystem moves to make AI open, responsible, and transparent including Intel’s Enterprise AI proposition emphasizing open industry software for developer productivity. buff.ly/4d7p8hV
I might need to follow this up with a piece on how @HP is now using recycled ocean plastics like salvaged fishing nets in its products now, among other very cool sustainable practices that might not neatly fit into a circularity discussion. #EarthDay2024
I might need to follow this up with a piece on how @HP is now using recycled ocean plastics like salvaged fishing nets in its products now, among other very cool sustainable practices that might not neatly fit into a circularity discussion. #EarthDay2024
.@pnashawaty, Practice Lead at The Futurum Group, provides his insights into the transformative impact of @Google's AI announcements at Google Next and their implications for the future of AI development and adoption. buff.ly/3vUefPW #Google #GoogleNext #TheFuturumGroup
#CTOShort in response to @MichaelDell and @PatrickMoorhead's posts on hybrid cloud for AI. Who are the leaders in the space? There's a surprise mention of @IBMcloud and some commentary about what I saw at #GoogleCloudNext.
.@pnashawaty discusses AI's impact on DevOps, including GenAI, with @SFoskett and @CTOAdvisor. They delve into AI's role in DevOps efficiency, addressing transparency, bias, and collaboration. buff.ly/4d1zHTE #DevOpsDialogues #TheFuturumGroup #AI
Just in time for #EarthDay, check out our latest white paper on how @HP is operationalizing the circular economy to reinvent what sustainability can (and should) look like for the tech sector. We even threw in some actionable insights for you at the end. futurumgroup.com/research-repor…
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15K Followers 1K Following SVP & Chief Communications Officer at Cisco. Mother of two, married to a Brit, passionate about conscious leadership, technology and science. Views are my own.Good to see our team back on the tube (old people term) talking semiconductors. 🤓👇🏻 Good insights and conversation as always between @OABlanchard and @NPetallides. Huge earnings week. Today we turn attention to AMD. Tomorrow Qualcomm. $NXPI $AMD $QCOM $ON $NVDA
Checking-in on chip stocks 💻 @OABlanchard & @WeissRatings' Michael Robinson discuss semiconductor stocks to watch amid earnings season, and the likelihood we see another big chip rally with @NPetallides: 📊 $NVDA $AMD $ON $NXPI $INTC x.com/i/broadcasts/1…
Checking-in on chip stocks 💻 @OABlanchard & @WeissRatings' Michael Robinson discuss semiconductor stocks to watch amid earnings season, and the likelihood we see another big chip rally with @NPetallides: 📊 $NVDA $AMD $ON $NXPI $INTC x.com/i/broadcasts/1…
BREAKING: Happening now in Paris, France! Sorbonne University students join the global uprising for a free Palestine. The movement against Israel’s genocide reverberates across continents. 🇵🇸🔥
It's a constant struggle to just keep your bearings in the post-reality era.
Can't even talk to people about the world because everybody sees a completely different version of it from their preferred algorithms.
As a Jew, I keep thinking that this horror is the evilest possible legacy of the Holocaust, that it could warp history in such a way that the descendants of those they tried to exterminate would themselves commit genocide. It’s so perverse it takes your breath away.
The bizarre thing is that all of these schools could have just talked to their students like this and everyone would have gone home for the summer on a couple of weeks. Their need for absolute control has raised exactly the protest movement they wanted to stop.
The University of Rochester set up their tent encampment yesterday and in less than 48 hours was able to negotiate with the administration a report that will be released on the academic ties to Israeli universities, that will be coupled with a resolution that will be voted on. 👏🏻
Love seeing our team providing color to the market. Nice quote in the (@WSJ) journal, @StevenDickens3
First time being quoted in the @WSJ AWS’s AI strategy could work while businesses are still deciding which vendors and technologies to use, and which actually provide a return on investment, said Steven Dickens, vice president and practice leader for cloud at Futurum Group.…
New sponsors are signing up daily, don't miss your chance to showcase how your brand, products, & executives are leading the industry. Register to sponsor #SixFiveSummit24 6/11-13 👉 hubs.ly/Q02t45wP0 @ServiceNow @ericsson @Lenovo @Azure @IBM @SamsungSemiUS @HP @GroqInc…
Let’s retire the “marathon not a sprint” cliche for quantum. You may be taking your time, but there are business and geopolitical competitors who are not. PICK UP THE PACE. #quantumcomputing
@Meta announced #HorizonOS: something @OABlanchard thinks might be the missing link in their mainstream market #XR adoption strategy. Check it out 👉 zpr.io/r6RN3u9pFFai #Meta #OS
@OABlanchard @ratemyskyperoom @YahooFinance it really is a great room. Nicely done.
when the firm isn't only known for great insights and advice, but top-notch rooms according to Room Rater -> @ratemyskyperoom Nice interview on @YahooFinance @OABlanchard and even better decor. I see those books we wrote on that shelf behind you! 💪
Love the wall treatment. Good sconce plant. Art. Overall composition. Minor cord violations. 9/10 @OABlanchard
@OABlanchard @Qualcomm We will have some data to share I bet… 😁
Some good news, thank goodness because the awfulness of SCOTUS majority is really hard to sit with
Breaking Trump LOSES his bid for a new trial or a judgment overturning the more than $80 million verdict for E. Jean Carroll in the second trial. Ruling storage.courtlistener.com/recap/gov.usco…
@ratemyskyperoom @OABlanchard If I do see a cord violation, it's like a Where's Waldo or Find the Hidden Object search but I'm still confused as to how to hide them from prying eyes?
Love the wall treatment. Good sconce plant. Art. Overall composition. Minor cord violations. 9/10 @OABlanchard
@danielnewmanUV @OABlanchard @YahooFinance Smart as always from Olivier. Smart investors don't panic in situations like these. Tesla remains well-positioned.
.@OABlanchard, Research Director at The Futurum Group, shares his insights on the geopolitical, market, and supply chain implications of finally securing domestic #semiconductor chip production. buff.ly/49Py7S7 #TheFuturumGroup
Nice interview on Tesla today by Futurum Research Director @OABlanchard who joined @YahooFinance to give a perspective on the company’s long term growth and the recent quarter result. I think there is reason for cautious optimism but all the talk requires more proof in…
Despite operational issues, $TSLA is "on the right track for growth," The Futurum Group research director @OABlanchard says. "Some of the pains we're seeing now are growing pains. They're also reflective of seasonal behaviors, people buying cars at different times of the year."