Podcast appearances and mentions of Olivier Blanchard

Vous aimez notre peau de caste ? Soutenez-nous ! https://www.lenouvelespritpublic.fr/abonnementUne émission de Philippe Meyer, enregistrée en public à l'École alsacienne le 15 juin 2025.Avec cette semaine :Antoine Foucher, spécialiste des questions sociales, auteur de Sortir du travail qui ne paie plus.Lucile Schmid, vice-présidente de La Fabrique écologique et membre du comité de rédaction de la revue Esprit.Richard Werly, correspondant à Paris du quotidien helvétique en ligne Blick.Lionel Zinsou, ancien Premier ministre du Bénin et président de la fondation Terra Nova.COMMENT RÉPARTIR L'EFFORT DU DÉSENDETTEMENT ?Visant un déficit à 4,6 % du PIB l'année prochaine, au lieu de 5,4 % cette année, le gouvernement entend serrer la vis budgétaire, avec un effort de 40 milliards d'euros en 2026. La répartition de cet effort devrait être précisée à la mi-juillet. Dans ce contexte budgétaire alarmant, et quatre mois après avoir été votée par une large majorité de députés, la proposition de loi des Ecologistes visant à instaurer un impôt plancher de 2 % sur le patrimoine des ultra-riches, dite « taxe Zucman » a été rejetée jeudi par le Sénat par 188 voix contre 129 voix.Aux côtés de deux économistes français reconnus internationalement - Olivier Blanchard, ancien chef économiste du Fonds monétaire international et Jean Pisani-Ferry, architecte du programme économique d'Emmanuel Macron en 2017 -, Gabriel Zucman a défendu mercredi dans Le Monde ce mécanisme pour rétablir le « principe constitutionnel d'égalité devant l'impôt ». « Nous partageons le constat que les plus riches ne contribuent pas aujourd'hui à hauteur de ce qui est demandé aux autres catégories sociales, et que le mécanisme voté à l'Assemblée est le plus efficace pour remédier à cette situation. » L'Institut des politiques publiques, fondé sur de nouvelles données administratives, a établi que les plus grandes fortunes payent dans l'ensemble très peu d'impôts sur le revenu, car elles peuvent le contourner – légalement – grâce à diverses techniques d'optimisation, comme l'utilisation de sociétés holdings. En conséquence, alors que l'ensemble des Français acquittent environ 50 % de leurs revenus en impôts et cotisations sociales, tous prélèvements compris, ce chiffre tombe à 27 % pour les milliardaires, soit presque deux fois moins. Le dispositif voté à l'Assemblée ne concerne que les fortunes d'au moins 100 millions d'euros, soit environ 1.800 foyers fiscaux. Il rapporterait entre 15 et 25 milliards d'euros.Le gouvernement est opposé à la taxe Zucman. « Une telle contribution serait à la fois confiscatoire et inefficace », a tranché la ministre des comptes publics, Amélie de Montchalin, en février. « Confiscatoire », parce qu'elle est trop élevée : sans mécanisme de plafonnement, la proposition pourrait être censurée par le Conseil constitutionnel, met aussi en garde la commission des finances du Sénat. « Inefficace », dans la mesure où elle pousserait, de façon « catastrophique », les contribuables visés à fuir la France. Pour relativiser l'argument, Gabriel Zucman s'appuie sur des études qui tendent à démontrer que, lorsqu'un impôt sur la fortune est créé, le nombre de départs à l'étranger pour y échapper est marginal.Cette taxe pourrait revenir au budget 2026 à l'automne. Gabriel Zucmanrappelle que l'impôt sur le revenu, voté en 1909 par la Chambre des députés a attendu 1914 pour que le Sénat, déjà dominé par la droite conservatrice, finisse par l'adopter.TRUMP CONTRE LA CALIFORNIE Après des heurts à Los Angeles sur fond d'expulsions d'immigrés en situation irrégulière le président américain a envoyé le 7 juin la garde nationale dans la ville, contre l'avis des autorités locales. Désormais, 4.800 membres de la garde nationale de Californie et marines se trouvent déployés autour des bâtiments fédéraux, pour apporter leur soutien à la police locale et aux agents de l'ICE, l'agence chargée de l'immigration. Officiellement, il s'agit de protéger bâtiments et agents fédéraux. En s'en prenant au « Golden State », Le choix de cibler la Californie n'a rien d'anodin. « Le déploiement sans fondement de la garde nationale par l'administration Trump est manifestement une mesure de rétorsion contre la Californie, bastion des communautés immigrées, et s'apparente à une déclaration de guerre à l'égard de tous les Californiens », a dénoncé l'ACLU, influente organisation de défense des libertés civiles.Depuis son retour à la Maison Blanche, soutenu par un Congrès à majorité conservatrice, la confrontation s'est envenimée. Véhicules électriques, protection des transgenres, gestion de l'eau : aucun domaine n'échappe à la croisade. Plus que jamais ciblée, la Californie riposte dans l'arène judiciaire. Lors du premier mandat de Trump, l'État avait intenté plus de 120 recours contre son administration, en majorité remportés, se dressant notamment contre le décret anti-immigration Muslim Ban, le démantèlement des protections des jeunes sans papiers et la sortie de l'accord de Paris sur le climat. Depuis janvier, le rythme s'est accéléré. Seule ou alliée à d'autres États, la Californie a déjà déposé plus d'une vingtaine de recours : contre la remise en cause du droit du sol, contre l'accès du Doge (le département de l'Efficacité gouvernementale) au système de paiement du Trésor, contre les coupes dans la recherche médicale ou contre l'augmentation des droits de douane. Sur le plan économique, l'escalade commerciale avec la Chine menace lourdement l'État de la côte ouest, dont les ports jouent un rôle majeur dans les importations venues d'Asie.Sur le sujet central de l'immigration, la « résistance » californienne passe aussi par la loi. Fin 2017, malgré les menaces répétées de l'administration Trump, les élus de l'État avaient adopté une loi limitant strictement la coopération entre polices locales et agents fédéraux chargés des expulsions. Surnommée « loi sur les valeurs californiennes », cette législation a fait de l'Étatle premier « sanctuaire » du pays pour les immigrés sans papiers. Validée en 2019 par la justice, elle reste une épine dans le pied de l'administration Trump, qui accuse la Californie d'entraver sa politique migratoire.Jeudi, le sénateur Padilla, successeur de Kamala Harris, a été arrêté et menotté pour avoir interrompu la conférence de presse de Kristi Noem, Secrétaire à la sécurité intérieure et vigoureuse promotrice des lois anti-immigrés. Samedi, de grandes manifestations ont été organisées pour s'opposer la politique du président républicain, tandis que la présidente démocrate de la chambre des représentants du Minnesota était assassinée.Chaque semaine, Philippe Meyer anime une conversation d'analyse politique, argumentée et courtoise, sur des thèmes nationaux et internationaux liés à l'actualité. Pour en savoir plus : www.lenouvelespritpublic.frDistribué par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Nvidia (NVDA) shares rose, then fell, after the company posted earnings that beat expectations, but included an $8 billion adjustment due to export uncertainty with China. Despite this Olivier Blanchard remains bullish on Nvidia's A.I.-driven growth prospects. He notes that the company's dominant share of the data center GPU market, combined with a strong comeback in its gaming segment, position it well for continued success.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Alibaba (BABA) shares are down after earnings which Melissa Armo says "looks like a short to me" adding "it's really hard to think about buying this" amid rockier U.S.-China trade relations. She's bearish on BABA and JD.com (JD). Olivier Blanchard says it's been a tough quarter considering macroeconomic conditions and the trade war, but he still "moderately hopeful" in the Chinese economy which would benefit stocks like BABA. He points out the A.I. exposure for BABA and how that factors into forward expectations.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

durée : 00:23:25 - L'invité de 8h20 : le grand entretien - par : Simon Le Baron - Olivier Blanchard, ancien chef économiste du FMI et professeur au MIT et à l'école d'économie de Paris, était l'invité de France Inter ce jeudi. Il revient sur les secousses provoquées par les décisions du président américain Donald Trump. - invités : Olivier Blanchard - Olivier Blanchard :

durée : 03:00:14 - Le 7/10 - par : Léa Salamé, Sonia Devillers, Simon Le Baron, Anne-Laure Sugier - Ce matin dans le 7/10 de Simon Le Baron : Raphael Quenard / Olivier Blanchard / Olivier Wieviorka / Cécile Vaissié / Adrien Bosc et Marguerite.

durée : 00:23:25 - L'invité de 8h20 : le grand entretien - par : Simon Le Baron - Olivier Blanchard, ancien chef économiste du FMI et professeur au MIT et à l'école d'économie de Paris, était l'invité de France Inter ce jeudi. Il revient sur les secousses provoquées par les décisions du président américain Donald Trump. - invités : Olivier Blanchard - Olivier Blanchard :

Olivier Blanchard considers Huawei's new A.I. chip a "significant threat" that Nvidia (NVDA) has time to react to. The biggest headwind Olivier sees for the A.I. giant is license restrictions on its H20 chips, which Huawei took advantage of. He turns to the next steps Nvidia can take to ensure it holds leadership in the A.I. space.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Nvidia (NVDA) will have to pay $5.5 billion for licenses to export its H20 chips, while AMD Inc. (AMD) will pay $800 million. Olivier Blanchard says these companies can absorb these costs without issue if it weren't for the "snowball" of other developments these companies are managing. Olivier believes the tariff picture can be even more complicated if China is more "patient" with negotiations. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Un nouvel épisode de Contact avec Olivier Blanchard, ancien économiste en chef au FMI. Les marchés sont de retour. LA RENCONTRE BUREAU-DUMONT avec Stéphan Bureau et Mario DumontPour de l'information concernant l'utilisation de vos données personnelles - https://omnystudio.com/policies/listener/fr

Olivier Blanchard says Amazon's (AMZN) reach into agentic A.I. is a "smart move" that will face competition against Alphabet (GOOGL) and Meta Platforms (META). He adds that the ecommerce giant faces a headwind in not being known as an A.I. company despite its heavy tech integration. Olivier believes the company needs to be more aggressive in how it uses the technology.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

LI Auto (LI) beat in earnings and saw a notable increase in vehicle deliveries. This, as BYD Co. (BYDDY) and XPeng (XPEV) delivered astronomical stock returns year-over-year. Olivier Blanchard compares China's EV and A.I. automotive innovation to Tesla (TSLA), which he believes is losing market share to these international competitors. Tom White offers a bearish and bullish example options trade for Tesla.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Olivier Blanchard notes rockiness in the chip trade but expects it to smooth out with the world's growing reliance on A.I. He anticipates companies to use the technology in ways that improve employee efficiency. He maintains bullishness on giants like Nvidia (NVDA) and AMD Inc. (AMD) while pointing to Qualcomm (QCOM) as an undervalued play. Intel's (INTC) comeback adds to Olivier's argument: "don't bet against" the company.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X – / schwabnetworkFollow us on Facebook – / schwabnetworkFollow us on LinkedIn - / schwab-networkAbout Schwab Network - https://schwabnetwork.com/about

On this episode of the Six Five Webcast: The 5G Factor, host Ron Westfall, along with analyst Olivier Blanchard, dive into the latest developments in the mobile and AI landscapes. They discuss DeepSeek R1, Galaxy Unpacked, and the prospects of operators like AT&T and Verizon using their real estate and AI infrastructure to monetize AI services are examined. Their discussion covers: The introduction of DeepSeek's R1 model, its impact on AI ecosystems, and the geopolitical considerations involving NVIDIA. Samsung's unveiling of new Galaxy devices aimed at enhancing AI mobile experiences. The potential for operators like AT&T and Verizon to monetize their AI capabilities and real estate assets. 

You could be carrying an AI agent in your pocket.

CES 2025 is in full swing and Dell has some major announcements. On this episode of Six Five On The Road, host Olivier Blanchard is joined by Kevin Terwilliger, VP and GM of PC Portfolio Management at Dell Technologies, for a conversation on Dell's strategic innovations ahead of CES 2025. They cover the following ⤵️ • A sneak peek into Dell's AI PC strategy unveiling at CES 2025, including key trends and the opportunities it presents • Insights into the IT customer and end-user dynamics driving the AI PC market and the strategic positioning of Dell's new lineup • The importance of silicon diversity in Dell's innovation strategy, with a focus on partnerships with leading tech companies like Intel, Qualcomm, and Delta • Dell's commitment to sustainability and the circular economy across its new PC portfolio • Strategies for engineering AI PCs that evolve with AI technologies to meet the future needs of both businesses and consumers  

For many, the AI PC revolution can't come fast enough. So how do we speed it up? Host Olivier Blanchard, Research Director & Practice Lead, Artificial Intelligence Devices at The Futurum Group, is joined by Dell Technologies' Jon Siegal, SVP, Dell Product Marketing, on this episode of the Six Five On The Road. They share in-depth analysis on the benefits of AI PCs and accelerating adoption of AI in personal computing.  Tune in as they cover:  The rise of hybrid AI: AI workloads moving beyond the cloud to the edge and devices Dell Pro AI Studio: A free toolkit that simplifies AI development and deployment, allowing developers to "build once, run anywhere" AI PCs: These high-performance, energy-efficient machines can empower developers and enable new use cases like offline RAG models and on-device translation Dell's initiatives to boost on-device AI capabilities and innovation through the integration of Neural Processing Units (NPUs) The current landscape of AI PC adoption and how customers are utilizing Dell's AI solutions in their day-to-day operations  

Olivier Blanchard discusses his book “Human/Machine” and the future of our partnerships with machines. Olivier is a senior analyst with Futurum Research, where he focuses on the impact of emerging and disruptive technologies including artificial intelligence, the Internet of Things, smart automation, edge compute and robotics. Listen for three action items you can use today. Host, Kevin Craine Do you want to be a guest? Do you want to be a sponsor?

Pat Gelsinger has retired as Intel's (INTC) CEO, which prompted a rally after the opening bell. Olivier Blanchard calls the departure "a little sudden" but notes it could offer a chance for Intel's comeback. He looks ahead to where the company can improve its standing in A.I. and cloud. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Qualcomm (QCOM) is rallying Thursday morning after a strong earnings report. Olivier Blanchard from the Futurum Group thinks the changes the company has made over the last 10 years puts it in a strong position to continue to rally. The use of chips in all cars, not just electric vehicles, means that Qualcomm will continue to see growth. Meanwhile, Arm Holdings (ARM) investors should not be scared off by its post-earnings drop as A.I. moves into the chips for phones and computers. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Joseph Gagnon is a senior fellow at the Peterson Institute for International Economics, a former senior Fed staffer, and a returning guest to the podcast. Joe rejoins David on Macro Musings to talk about the unholy trinity behind the COVID inflation surge and what history can teach us about the unusual inflation experience of that period. David and Joe also discuss the inflationary lessons from the Korean War, the Fed's upcoming framework review, and much more.   Transcript for this week's episode.   Joseph's Twitter: @GagnonMacro Joseph's PIIE profile   David Beckworth's Twitter: @DavidBeckworth Follow us on Twitter: @Macro_Musings   Check out our new AI chatbot: the Macro Musebot! Join the new Macro Musings Discord server!   Join the Macro Musings mailing list! Check out our Macro Musings merch!   Related Links:   *What Caused the U.S. Pandemic-Era Inflation?* by Ben Bernanke and Olivier Blanchard   *Understanding U.S. Inflation During the COVID Era* by Laurence Ball, Daniel Leigh, and Prachi Mishra   Timestamps:   (00:00:00) – Intro   (00:02:46) – Predicting the Post-Pandemic Inflation Surge   (00:06:39) – Assessing the State of the Bond Market and Inflation Expectations After the Inflation Surge   (00:16:14) – What Caused the U.S. Pandemic-Era Inflation: Breaking Down the Literature   (00:23:45) – *The Trinity of COVID-Era Inflation in G7 Economies*   (00:32:55) – *Why Did Inflation Rise and Fall So Rapidly? Lessons from the Korean War*   (00:42:06) – Inflation, FAIT, and the Upcoming Fed Framework Review   (00:49:18) – Why Should the Fed Consider Nominal GDP Targeting?   (00:53:04) – Responding to the Measurement Issue Surrounding Nominal GDP   (00:57:40) – Outro

Lenovo Innovation World 2024 was held in Berlin on September 4th—5th. During this event, the company announced a slew of Copilot+ PCs powered by the new Intel Core Ultra 400v, AMD Ryzen AI 300, and Qualcomm Snapdragon X Plus (8-core) SoCs. In this episode, I talk to Olivier Blanchard, Research Director, Futurum Research, about the various SoCs, their strengths and weaknesses, the need for OEMs to position them well, specifically what Lenovo should do to maintain its formidable market leadership, and finally, key takeaways from the event. Also, check out the reviews of these Copilot+ PCs powered by Snapdragon XElite SOC  Lenovo Slim7x - https://bit.ly/3WK9W4n Samsung Galaxy Book4 Edge - https://bit.ly/3XJSGLN

Olivier Blanchard is the former chief economist of the IMF and a senior fellow at the Peterson Institute for International Economics in Washington. He collaborated with former Fed chair Ben Bernanke to study the responses of 10 central banks to the recent bout of inflation, what we know about its causes, and whether finally getting it back to 2% will require a hard landing. In a wide-ranging chat with Soumaya, he also discusses areas where he has changed his mind, as well as the recent tilt towards the right in France.Soumaya Keynes writes a column each week for the Financial Times. You can find it here.Subscribe to Soumaya's show on Apple, Spotify, Pocket Casts or wherever you listen.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

On this episode of the Six Five On The Road at Computex Taipei, analysts Daniel Newman, Ryan Shrout, Anshel Sag, and Olivier Blanchard discuss the rapid advancements in AI and innovation showcased at Computex 2024 in Taipei. Their conversation covers: Key trends and breakthroughs in AI technology from Computex 2024 How these innovations are shaping various industries The impact of AI on global technology strategies Insights into the future of computing and digital transformation Expert analysis of the challenges and opportunities ahead in AI Learn more at Computex 2024.

On this episode of the Six Five On The Road at Computex Taipei, hosts Olivier Blanchard and Anshel Sag are joined by Qualcomm's Don McGuire, SVP & CMO for a conversation on Qualcomm's role in pushing the boundaries of technology through its Snapdragon platform. The discussion spans from the overall impact of the Snapdragon brand across various sectors including mobile, sound, XR, automotive, and the emerging segment of AI PCs. Their discussion covers: The evolution and recognition of the Snapdragon brand beyond mobile, entering new domains such as sound, XR, automotive, and AI PCs. How Snapdragon's entry into the AI PC platform with its next-generation features aims at redefining the PC industry. The positioning of Snapdragon as both a technology disruptor and an innovation accelerator, and its strategic approach to market leadership. Key differentiators of the Snapdragon platform in contrast to other technology solutions, and the significance of these distinctions for the wider tech ecosystem. Learn more at Qualcomm.

On this episode of the Six Five On The Road at Computex Taipei, hosts Olivier Blanchard and Anshel Sag are joined by Qualcomm's Nitin Kumar, VP Product Management for Qualcomm Technologies, Inc., for a conversation on Qualcomm's groundbreaking approach to the design and capabilities of their latest technological marvel, the X Elite. Their discussion covers: The X Elite's 45 TOPS NPU and its revolutionary performance features The genesis and development of the X Elite's IP to surpass current-generation performance The significance of CPU performance and the impressive results of the Oryon CPU Enhancements in GPU performance and its impact on gaming, drivers, and game compatibility The advancement in connectivity features including WiFi, cellular connections, cameras, and sensorsLearn more at Qualcomm.

On this episode of the Six Five On The Road, hosts Olivier Blanchard and Ryan Shrout are joined by Lenovo's Steve Long, SVP & GM, Commercial Segment IDG for a conversation on Lenovo's strategy and vision for the future of AI PCs, emphasizing the development and integration of Snapdragon X Elite processors. Their discussion covers: Lenovo's roadmap for the AI PC space in the upcoming year and its strategic positioning The behind-the-scenes of the Snapdragon X Elite based machines' development and the decision-making process for this collaboration The differentiation in AI PC features between Lenovo's commercial and consumer designs Prospects for the PC and laptop market with the advent of X Elite processors, including new form factors and design considerations Highlighting unique features, technologies, and capabilities in Lenovo's ThinkPad and Yoga systems in the context of AI Lenovo's future plans aligning with Microsoft's vision for the Copilot+ PC  

On this episode of the Six Five On The Road at Computex Taipei, hosts Olivier Blanchard and Anshel Sag are joined by ASUS's Benjamin Yeh, President of North America, System Business Group, for a conversation on ASUS's innovative strategies and the future of AI PCs. Their discussion covers: The distinctiveness of the ASUS Vivobook S 15 from previous ASUS designs and innovations The advantages of ASUS' partnership with Qualcomm in developing the latest generation of CoPilot+ PCs The future direction for AI PCs, as seen through the lens of ASUS's current CoPilot+ PC offerings Prospects of integrating CoPilot+ technology into ROG-based PCs and the potential focus on non-gaming systems  

On this episode of the Six Five On The Road at Computex Taipei, hosts Olivier Blanchard and Anshel Sag are joined by Acer's Eric Ackerson, Sr. Product Marketing and Brand Manager, for a conversation on Acer's innovative strategies in the evolving landscape of AI PCs, highlighting their collaboration with Qualcomm on the Snapdragon X Elite and the introduction of the Acer Swift 14 AI. Their discussion covers: Acer's leadership in PC innovation and how the new CoPilot+ PC platform and Snapdragon X Elite are setting new standards in the market. The transformative impact of the Snapdragon X Elite partnership with Qualcomm on the concept of AI PCs. Future perspectives on PC innovation driven by AI and Acer's vision for the evolving technology ecosystem. The development and competitive positioning of the Acer Swift 14 AI as a testament to Acer's ongoing innovation momentum.  

On this episode of the Six Five On The Road at Computex Taipei hosts Olivier Blanchard and Anshel Sag are joined by Qualcomm's Rahul Patel, Group GM, Connectivity, Broadband and Networking, at Qualcomm Technologies, Inc., for a conversation on the pivotal role of advanced connectivity solutions like 5G and Wi-Fi 7 in enhancing AI PC experiences. This insightful discussion delves into how Qualcomm is shaping the future of PC technology through innovative connectivity. Their discussion covers: The significance of PC connectivity in the age of AI and how Qualcomm is positioned within this space. The benefits of integrating 5G and Wi-Fi 7 into PCs for both enterprise users and consumers, moving beyond conventional Wi-Fi connections. New connectivity enhancements Qualcomm is bringing to the PC market to elevate user experiences. A broad look at how Qualcomm views connectivity among various devices, including PCs, mobile devices, XR, hearables, and wearables. The announcement of a new Wi-Fi SoC aimed at battery-powered IoT devices and the importance of micro-power Wi-Fi. Learn more at Qualcomm.

Vous aimez notre peau de caste ? Soutenez-nous ! https://www.lenouvelespritpublic.fr/abonnement Une émission de Philippe Meyer, enregistrée au studio l'Arrière-boutique le 12 avril 2024. Avec cette semaine : François Bujon de l'Estang, ambassadeur de France. Nicole Gnesotto, vice-présidente de l'Institut Jacques Delors. Marc-Olivier Padis, directeur des études de la fondation Terra Nova. Richard Werly, correspondant à Paris du quotidien helvétique Blick. REVOIR LES DÉPENSES PUBLIQUES Le 10 avril, le gouvernement a fait évoluer sa prévision du déficit de 4,4% du PIB à à 5,1 % espérés. Selon les prévisions de Bercy, ce déficit doit revenir à 2,9 % en 2027. Il avait déjà sévèrement dérapé à 5,5% au lieu des 4,9% prévus en 2023, en raison principalement de recettes moindres que celles attendues. Au quatrième trimestre 2023, la dette de la France atteignait 3.200 milliards d'euros. Depuis 2017, elle s'est alourdie de près de 1.000 milliards d'euros. Face au mur de la dette, le gouvernement cherche à faire des économies. Après l'annonce de 10 milliards d'euros d'économies en 2024, le ministère des Finances a fixé un objectif de 20 milliards supplémentaires à trouver en 2025 sur l'ensemble des trois postes (Etat, Sécurité sociale, collectivités locales). La Cour des comptes évoque, elle, 50 milliards d'ici à 2027. Ce chantier des économies à réaliser en 2025 est déjà ouvert. Des audits de la dépense ont été pour partie rendus au gouvernement, qui décidera des suites à leur donner d'ici à l'été. Quelques pistes sont déjà dans le débat public, comme notamment la réforme de l'assurance-chômage, les crédits d'impôts, les dispositifs de sortie de crise, les politiques de l'emploi et de la formation professionnelle, la revalorisation automatique des prestations sociales indexées sur les prix, à commencer par les retraites… La piste des affections de longue durée a été écartée. L'économiste Jean Pisani-Ferry estime que, si le péril financier n'a rien d'immédiat, il doit conduire à un réexamen collectif du budget et de son financement, sans exclure ni emprunt, ni impôt, ni réductions. Selon lui, en valeur 2025, ce sont 150 milliards qu'il faut trouver dans les années à venir afin d'assainir les finances publiques et financer les priorités nouvelles. Priorités précisées par l'économiste Olivier Blanchard qui distingue trois composantes dans le déficit : celle liée aux dépenses traditionnelles (allocations-chômage, retraites, paiements des fonctionnaires…), celle liée à la défense contre la Russie et à la lutte contre le réchauffement climatique et, enfin, celles liées au soutien de l'activité en cas de ralentissement. Pour lui, le plan doit clairement être de diminuer les premières, d'augmenter les dépenses liées à la défense et au climat, qui sont vitales à court et long terme, et de soutenir l'économie si nécessaire. Le président de la République, jugeant le débat anxiogène souhaite que l'accent soit mis sur les recettes supplémentaires à engranger plutôt que sur les coupes. Il a rejeté l'idée de présenter des mesures d'économies dans le cadre d'un projet de loi de finances rectificatif qui aurait nécessité un examen parlementaire. Des mesures seront présentées en conseil des ministres le 17 avril, et débattues au Parlement les 29 et 30 avril. Le verdict des agences de notation, qui doivent actualiser la note de crédit française, tombera dans quelques semaines. L'agence Moody's a d'ores et déjà estimé « improbable » que le gouvernement atteigne son objectif de déficit de 4,4 % du PIB en 2024 et de moins de 3 % en 2027. ISRAËL-IRAN, LA PROCHAINE GUERRE ? Le 1er avril, des frappes attribuées à l'aviation israélienne ont entièrement rasé le consulat iranien à Damas, la capitale syrienne. Elles ont tué 13 personnes, dont plusieurs Gardiens de la révolution et deux commandants de la force Al-Qodsn. Parli eux, le plus haut gradé des gardiens de la révolution Mohammad Reza Zahedi, un général expérimenté de 65 ans en charge des opérations en Syrie et au Liban voisin. Une frappe prenant pour cible une enceinte diplomatique, ou même un bâtiment semi-officiel contigu, représente une escalade qui pourrait avoir des conséquences importantes. Ce faisant, « Israël a franchi une ligne », estime Ali Vaez, analyste de l'International Crisis Group. Le président iranien, Ebrahim Raïssi, a affirmé que ces frappes « ne resteraient pas sans réponse ». L'Iran se trouve désormais face à un dilemme. Une riposte pourrait provoquer un conflit ouvert avec Israël et un embrasement régional. Un scénario que Téhéran cherche à éviter depuis le début de la guerre dans la bande de Gaza, le 7 octobre 2023, laissant ses alliés au sein de « l'axe de la résistance » – le Hezbollah libanais, les milices irakiennes et les houthistes yéménites – attaquer seuls l'Etat hébreu en soutien du Hamas. Mais ne pas répondre pourrait ternir la réputation du régime au sein de cet axe et réduire à néant son pouvoir de dissuasion face à Israël. Depuis le début de la guerre civile en Syrie en 2011, Israël a mené des centaines de frappes dans ce pays contre des positions du pouvoir syrien, des groupes pro-iraniens – comme le Hezbollah libanais – et des cibles militaires iraniennes, tout en prenant soin de ne pas tuer des ressortissants de la République islamique, afin d'éviter une confrontation plus large. Les États-Unis ont tenu à faire savoir à Téhéran qu'ils « n'étaient pas impliqués » dans le raid de Damas. La Russie et la Chine ont toutes deux dénoncé vigoureusement cette frappe, qualifiée d' « inacceptable » par Moscou, qui soutient le régime de Bachar el-Assad à Damas. De son côté, l'Union européenne s'est contentée d'appeler à « la retenue ». Afin de ne pas être surprise par des représailles, l'armée israélienne a annoncé avoir renforcé les unités de défense aérienne, mobilisé des renforts de réservistes, suspendu des permissions dans toutes les unités combattantes, et brouillé des signaux GPS afin de perturber d'éventuels vols de missiles iraniens, ou du Hezbollah. L'Iran dispose de missiles d'une portée de 2.000 km susceptibles d'atteindre des cibles stratégiques comme le ministère de la Défense à Tel-Aviv, le quartier des ministères à Jérusalem, mais aussi des raffineries, des centrales électriques, des hôpitaux …Chaque semaine, Philippe Meyer anime une conversation d'analyse politique, argumentée et courtoise, sur des thèmes nationaux et internationaux liés à l'actualité. Pour en savoir plus : www.lenouvelespritpublic.fr

Dani Rodrik (Harvard Kennedy School Economics Professor) joins the podcast to discuss his career, the best case for industrial policy, the labor market effects of globalization, and his vision of an ideal economic policy paradigm. Rodrik is the Ford Foundation Professor of International Political Economy at Harvard's John F. Kennedy School of Government. He is co-director of the Reimagining the Economy Program at the Kennedy School and of the Economics for Inclusive Prosperity network. He was President of the International Economic Association during 2021-23 and helped found the IEA's Women in Leadership in Economics (IEA-WE) initiative. His most recent books are Combating Inequality: Rethinking Government's Role (2021, edited with Olivier Blanchard) and Straight Talk on Trade: Ideas for a Sane World Economy (2017). Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

Dani Rodrik (Harvard Kennedy School Economics Professor) joins the podcast to discuss his career, the best case for industrial policy, the labor market effects of globalization, and his vision of an ideal economic policy paradigm. Rodrik is the Ford Foundation Professor of International Political Economy at Harvard's John F. Kennedy School of Government. He is co-director of the Reimagining the Economy Program at the Kennedy School and of the Economics for Inclusive Prosperity network. He was President of the International Economic Association during 2021-23 and helped found the IEA's Women in Leadership in Economics (IEA-WE) initiative. His most recent books are Combating Inequality: Rethinking Government's Role (2021, edited with Olivier Blanchard) and Straight Talk on Trade: Ideas for a Sane World Economy (2017). Learn more about your ad choices. Visit megaphone.fm/adchoices

Dani Rodrik (Harvard Kennedy School Economics Professor) joins the podcast to discuss his career, the best case for industrial policy, the labor market effects of globalization, and his vision of an ideal economic policy paradigm. Rodrik is the Ford Foundation Professor of International Political Economy at Harvard's John F. Kennedy School of Government. He is co-director of the Reimagining the Economy Program at the Kennedy School and of the Economics for Inclusive Prosperity network. He was President of the International Economic Association during 2021-23 and helped found the IEA's Women in Leadership in Economics (IEA-WE) initiative. His most recent books are Combating Inequality: Rethinking Government's Role (2021, edited with Olivier Blanchard) and Straight Talk on Trade: Ideas for a Sane World Economy (2017). Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/world-affairs

Dani Rodrik (Harvard Kennedy School Economics Professor) joins the podcast to discuss his career, the best case for industrial policy, the labor market effects of globalization, and his vision of an ideal economic policy paradigm. Rodrik is the Ford Foundation Professor of International Political Economy at Harvard's John F. Kennedy School of Government. He is co-director of the Reimagining the Economy Program at the Kennedy School and of the Economics for Inclusive Prosperity network. He was President of the International Economic Association during 2021-23 and helped found the IEA's Women in Leadership in Economics (IEA-WE) initiative. His most recent books are Combating Inequality: Rethinking Government's Role (2021, edited with Olivier Blanchard) and Straight Talk on Trade: Ideas for a Sane World Economy (2017). Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/economics

Dani Rodrik (Harvard Kennedy School Economics Professor) joins the podcast to discuss his career, the best case for industrial policy, the labor market effects of globalization, and his vision of an ideal economic policy paradigm. Rodrik is the Ford Foundation Professor of International Political Economy at Harvard's John F. Kennedy School of Government. He is co-director of the Reimagining the Economy Program at the Kennedy School and of the Economics for Inclusive Prosperity network. He was President of the International Economic Association during 2021-23 and helped found the IEA's Women in Leadership in Economics (IEA-WE) initiative. His most recent books are Combating Inequality: Rethinking Government's Role (2021, edited with Olivier Blanchard) and Straight Talk on Trade: Ideas for a Sane World Economy (2017). Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/finance

In this episode of The 5G Factor, our series that focuses on all things 5G, the IoT, and the 5G ecosystem as a whole, I'm joined by my colleague and fellow analyst, Olivier Blanchard, for a look at the top 5G semiconductor and device takeaways from our conversations and sessions at Mobile World Congress 2024. The major takeaways we had included Micron's UFS and memory portfolio innovations with the Samsung Galaxy S24 series showcasing new GenAI capabilities, Lenovo's Integrated Edge AI Solution for Telco collaborations with Telefonica and Orange, Lenovo's new ThinkPad and ThinkBook devices including transparent displays, new Mediatek Dimensity 9300 GenAI features, and Qualcomm's portfolio-wide breakthroughs across AI, 5G, and Wi-Fi.   Our analytical review focused on: Micron Delivers UFS, Memory Advances: Spurs Samsung Galaxy 24 AI Innovation. Micron announced that it is delivering qualification samples of an enhanced version of its Universal Flash Storage (UFS) 4.0 mobile solution with breakthrough proprietary firmware features delivered in an ultra-compact UFS package at 9x13 millimeters (mm). Built on its 232-layer 3D NAND and offering up to 1 terabyte (TB) capacity, the UFS 4.0 solution provides advances in performance that can enable faster and more responsive experiences on flagship smartphones. Samsung is now incorporating Micron's low-power double data rate 5X (LPDDR5X) memory and UFS 4.0 mobile flash storage into select devices in the Samsung Galaxy S24 series, which is introducing AI to mobile users worldwide. The Galaxy S24 series is underpinned by Samsung's suite of generative AI tools, Galaxy AI, which helps amplify experiences from enabling barrier-free communication to maximizing creative freedom. We assess how Micron's LPDDR5X is a mobile-optimized memory distinguished by offering the advanced capabilities of the 1β (1-beta) process node, while Micron's UFS 4.0 offers the performance and power needed to store growing amounts of data in today's AI-driven smartphones. Lenovo Readies Telcos for Edge AI Renaissance. To support the massive amount of computing moving to the edge, the company is offering Lenovo Integrated Edge AI Solutions for Telco with Lenovo's ecosystem of partners. Highlights include new multi-cloud edge computing architecture with Telefonica tackles mission critical applications for smart cities, making it simple to leverage data throughout city streets in a wide array of AI use cases, including using video analytics and computer vision to identify smoke and fire, support public safety and improve emergency response times. We delve into how Telefonica leveraging its own Telco Cloud with the range of Lenovo ThinkEdge servers and Motorola's push-to-talk technology, and is demonstrating through a proof of concept the capabilities of multi-cloud at the edge, AI, and computer vision to alert public safety officials of danger. The new solution orchestrates the entire edge-to-cloud ecosystem, weaving infrastructure, connectivity, and applications together to support public safety and enhance emergency response with real-time AI.   Plus, at MWC24, Lenovo unveiled and expanded the joint innovation partnership for telecom and cloud services to help Orange Group bring high performance and energy efficiency to telco clients worldwide. We appraise why the alliance can deliver telecom advancement, since Orange and Lenovo are also extending the partnership for three more years and launched a shared Sylva project validation center, addressing telco and edge use cases. The program will cover areas critical for evolving telecommunications infrastructure, including supporting operational efficiency, automation, and new open radio access. Lenovo Transparently Energizes ThinkBook and ThinkPad Portfolio. On the device side, Lenovo launched brand new ThinkPad and ThinkBook business laptops – unveiling AI features that enhance productivity and efficiency – with performance enhancements and multi-mode versatility. Additionally, Lenovo introduced a selection of accessories designed to boost mobile productivity, including the ThinkVision M14t Gen 2 portable display, a USB-C Slim Travel Dock for comprehensive docking on-the-go, and a redesigned ThinkPad Executive 16-inch Backpack that allows for easy carrying of a mobile office. Rounding out the new hardware announcements are new software solutions, including Lenovo Identity Advisor, a digital identity monitoring tool and Smart Connect, a software that unlocks multi-device synergies. Finally, we review Lenovo showcasing a futuristic proof of concept laptop – the ThinkBook Transparent Display Laptop Concept – which features the industry's first laptop with a 17.3-inch Micro-LED transparent display, providing a fully borderless and see-through display experience. Mediatek Density 9300 GenAI: New Capabilities. MediaTek is a global fabless semiconductor firm supporting more than two billion connected edge devices every year, who showcased a series of new Generative AI demos, all of which are using the latest generation of APU hardware featured in the Dimensity 9300 flagship smartphone SoC. The new solution highlights several key Generative AI technologies enabled by MediaTek, including multiple new applications running entirely on-device. We examine the solution's new capabilities such as SDXL Turbo, a text-to-image Stable Diffusion engine that dynamically generates images in real-time, based on user-provided prompts as well as Video Diffusion Generation, which enables fast video diffusion generation, capable of a range of animation styles. Qualcomm Breaks Ground Across AI, 5G, and Wi-Fi. We saw Qualcomm demonstrating groundbreaking advancements in AI, 5G, and Wi-Fi that can spearhead a new era of intelligent computing everywhere, infusing AI throughout industries, devices, and consumer experiences. By unleashing the potential of AI, the fusion of on-device computing prowess and improved connectivity can empower businesses and individuals to unlock new use cases and applications. At MWC24, Qualcomm showcased on-device AI, intelligent computing, and wireless connectivity products and milestones, poised to accelerate digital transformation, drive a new wave of economic growth, and bring the convergence of AI and connectivity to new regions. We consider why Generative AI is expected to have a broad impact across industries, with estimates that it could add the equivalent of $2.6 trillion to $4.4 trillion to the world economy by 2040.   

An Assessment of Key 5G-IoT Developments Including On-Device AI Progress, Voice and Gesture Innovations, and Foldable Screens Unfolding Across the Ecosystem In this episode of The 5G Factor, our series that focuses on all things 5G, the IoT, and the 5G ecosystem as a whole, I'm joined by my colleague and fellow analyst, Olivier Blanchard, for a look at the top unfolding 5G innovations that caught our eye in the lead up to Mobile World Congress 2024. Key unfolding innovations that we addressed included why 2024 is poised as the year that on-device AI will begin to reset expectations for everyday tech products' features, capabilities, and user experience (UX), voice and gesture recognition innovations redefining the AR and smart glasses categories, and foldable screens ready to proliferate across the entire device space.  Our analytical review focused on: On-Device AI Ready for 2024 Breakout. 2024 is poised as the year that on-device AI will begin to reset expectations for everyday tech products' features, capabilities, and UX. Powerful AI features are making their way to premium handsets, and that trend will continue to dominate the smartphone competitive landscape in 2024. The premium handset segment will push the boundaries of what is possible in pocket-sized form factors. We see that Qualcomm is especially well-positioned to lead the way with its next iteration of the Snapdragon 8 series SOC, presumably the Snapdragon 8 Gen 4, in the Android space. And while Apple has been slower to bring advanced AI features to its iPhone product, 2024 will likely mark the beginning of a more concerted effort to do so. We delve into why we fully expect that semiconductor vendors and their OEM partners to scale on-device generative AI capabilities to as many use cases and form factors as they can. Voice and Gesture Recognition Set to Redefine AR and Smart Glasses. 2024 is also gearing up to be the year that voice and gesture recognition redefine extended reality (XR) and smart glasses UI. Voice recognition and voice-activated commands have been an indispensable UI layer for smart speakers, smart TVs, mobile devices, smart watches, and hands-free automotive solutions over the course of the past few years, but the successful integration of voice-activated commands to smart glasses in 2023 signaled a paradigm shift in how platform vendors and XR OEMs can approach the challenge of developing instinctive, natural, organic UIs into their breadth of XR solutions. We examine why combining voice recognition, eye tracking, and gesture recognition to XR headsets and glasses will also make every segment in the category a lot simpler for OEMs to design products for by using fewer moving parts and can mean fewer points of failure, more streamlined form factors, as well as more elegant, intuitive, usable UX and operating systems. Foldable Screens Set to Proliferate Across Device Realm. Watching foldable touchscreen technology struggle to achieve any kind of enduring scale in the device market has been a bit of a head-scratcher these past few years, but 2023 turned out to be a bit of an inflection point for the technology. Now we see that foldable screens are proliferating across device categories and becoming a competitive must-have for device OEMs, it feels like the technology has matured beyond the early adopter consumer segment. We explore how the adoption of the technology by some of the world's largest device OEMs has helped shift those perceptions and that competition is heating up in 2024 between Motorola, Samsung, Google, Oppo, and OnePlus in the mobile handset segment, although no Apple foldable yet, while HP, Lenovo, and Asus have begun bringing the technology to the PC market.

In this episode of The 5G Factor, our series that focuses on all things 5G, the IoT, and the ecosystem as a whole, I'm joined by my colleague and fellow analyst, Olivier Blanchard, for a look at the top 5G developments and what's going on that caught our eye at CES 2024 such as Qualcomm's Snapdragon Digital Chassis innovations and Stellantis, Blackberry, and AWS collaboration focused on advancing virtual cockpit development.  Our conversation spotlighted: Qualcomm Snapdragon Digital Chassis Innovations. Qualcomm spotlighted the company's ecosystem-wide momentum and vital position as a key partner of the automotive industry, demonstrating maturity, breadth, and breakthrough innovations across its Snapdragon Digital Chassis portfolio. This includes Snapdragon Digital Chassis' ongoing market momentum with a full suite of products for Gen AI-enabled digital cockpits, connected car technologies, connected services, advanced driver assistance, and automated driving systems. We examine why we see Qualcomm meeting the growing demand for programmable and highly customizable solutions firmly backed by a diverse software and OS ecosystem that support all tiers of mobility platforms, including the fact that more than 350 million vehicles are on the road today using Snapdragon Digital Chassis solutions.  Qualcomm Underscores Variety of New Snapdragon Automotive Capabilities. Qualcomm promoted its Snapdragon Ride Platform which is comprised of the company's scalable and customizable automated driving system-on-chip (SoC) family that is designed to help global automakers and Tier-1 suppliers build efficient automated driving (AD) solutions now enhanced by a comprehensive and scalable AD stack and perception solution, targeting Active Safety to L2+/L3 functions. Plus, Snapdragon Ride Flex SoC, Snapdragon Car-to-Cloud, and Snapdragon Digital Chassis SoCs for Two-wheelers further illuminated Qualcomm's portfolio acumen. We delve into why we view the entire set of Snapdragon automotive-related updates as fortifying Qualcomm's ability to directly influence the industry's rapid evolution to software-defined vehicle (SDV) architectures.  Stellantis, BlackBerry, and AWS Team Up for Virtual Cockpits. Stellantis, BlackBerry QNX, and AWS have teamed up to unveil the trio's virtual cockpit for automobiles. Part of the group's Virtual Engineering Workbench (VEW), the platform is designed to accelerate the delivery of cutting-edge car technology to customers. The key to this acceleration lies in the utilization of QNX Hypervisor in the cloud from BlackBerry, which functions as a virtual lab for developing car controls and systems. We assess why the platform's ability to create realistic versions of car controls and systems, emulating the behavior of a real car without needing to make disruptive changes to the main software, can significantly decrease development cycles from months to as a little as 24 hours, further fueling SDV innovation.

In this episode of The 5G Factor, our series that focuses on all things 5G, the IoT, and the ecosystem as a whole, The Futurum Group's Ron Westfall is joined by colleague and fellow analyst, Olivier Blanchard, for a look at the top 5G developments and what's going on that caught their eye including HP's Q4 results hinting at PC market recovery, the impact of Intel's Core Ultra debut on AI PC expansion, T-Mobile's 5G secure laptop data plan push, and Qualcomm's AI portfolio diversification gains from its Cloud AI 100 Ultra launch.  Our conversation focused on: HP Q4 2023 Points to PC Market Rebound Intel Core Ultra NPU Targets AI PCs T-Mobile Shows 5G Secure Laptops Key to Security Qualcomm Diversifies AI Portfolio with Cloud AI 100 Ultra Debut

On this episode of The AI Moment, we will take a deeper look at a key trend in generative AI – the continued emergence of on-device AI, with special guest Olivier Blanchard, Senior Analyst and Research Director at The Futurum Group. The discussion covers: Key Trends in Generative AI: The installed base of smartphones and PCs is about 6.42 billion – 4.45 billion smartphones, 1.97 billion laptops, tablets and desktop PCs. This is a massive market opportunity to leverage generative AI applications. But there are challenges, including limitations to local processing, battery power and connectivity. Mark walks through some of the challenges and opportunities with my colleague, Olivier Blanchard, Senior Analyst and Research Director at The Futurum Group, whose practice area includes devices.

In this episode of The 5G Factor, our series that focuses on all things 5G, the IoT, and the ecosystem as a whole, Ron Westfall is joined by colleague and fellow analyst Olivier Blanchard for a look at the top 5G developments and what's going on that caught their eye. Their conversation focused on: Qualcomm Unleashes Snapdragon 8 Gen 3 Qualcomm Debuts Snapdragon X Elite Motorola Transforming Adaptive Display Devices Join the conversation as we assess the new offerings from the Snapdragon Summit, including Snapdragon 8 Gen 3, Snapdragon X Elite, and Motorola Showcasing Adaptive Display Tech.

An Assessment of Key 5G Ecosystem Developments Including the Google Pixel 8 Launch, Intel Enters the AI PC Race, and the 5G Americas Forum and NTN Updates In this episode of The 5G Factor, our series that focuses on all things 5G, the IoT, and the ecosystem implications, I'm joined by my colleague and fellow analyst, Olivier Blanchard, for a look at the top 5G developments and what's going on that caught our eye. Our conversation focused on: T-Mobile is Offering Free Google Pixel 8 Products. Google Pixel 8, Pixel 8 Pro and Pixel Watch 2 are now available on the T-Mobile network as T-Mobile is taking orders online and in stores. We evaluate the market impact of T-Mobile promoting the performance gains that Google's new devices can attain through T-Mobile's 5G standalone four-carrier aggregation capabilities. Plus, we review some basic specs and the capabilities of the new Google Pixel products in comparison to alternative smartphones and smartwatches. Intel Enters AI PC Race with NPU-powered Core Ultra Processor. Intel unveiled an array of technologies to bring AI everywhere and make it more accessible across all workloads, from client and edge to network and cloud, at its third annual Innovation event. Intel seeks to foment the new AI PC experience through its upcoming Intel Core Ultra processors (available December 14), code-named Meteor Lake, featuring Intel's first integrated neural processing unit (NPU) for power-efficient AI acceleration and local inference on the PC. We examine the impact of the launch including use of the Intel 4 process technology in helping to deliver significant power-efficient performance improvements and bringing discrete-level graphics performance with onboard Intel Arc graphics. 5G Americas Industry Analyst Forum. 5G Americas recently hosted its Industry Analyst Forum in Dallas. The event is an opportunity to meet with its 17 member companies to discuss relevant current and upcoming technical advancements as well as participate in a variety of small roundtables discussions with member company subject matter experts. We look at key takeaways including how mobile devices have become integral to all society rendering spectrum as the new oil, identifying the enterprise vertical use cases that are generating revenue today, and new insights on non-terrestrial network (NTN) technology and capabilities.

In this episode of The 5G Factor, our series that focuses on all things 5G, the IoT, and the ecosystem as a whole, The Futurum Group's Ron Westfall is joined by colleague and fellow analyst Olivier Blanchard for a look at the top 5G developments and what's going on that caught our eye. Their conversation focused on: Overview of 5G-enabled Opportunities for AAA Game Studios. Cloud gaming, where you can play games hosted in remote data centers without owning any physical game disc or cartridge, has become a major growth area for the industry. Research from Ericsson found that 35 services launched cloud-gaming platforms in 2022, with more onboarding this year as well. They assess how real are the 5G—enabled opportunities for AAA game studios, the huge firms that release household titles. This includes our perspective on the 5G ecosystem's ability to aid and abet game development and playing, especially in the growing sector of cloud gaming, including as a key enabler of AR and VR gaming.  Qualcomm Makes Waves With Snapdragon G Series Launch. Qualcomm created a marketing splash when it unveiled its Snapdragon G Series portfolio designed for the next generation of handheld gaming devices. Key highlights included the Snapdragon G Series now spans three tiers, G1, G2, and G3, with Snapdragon G3x Gen 2 Platform debuting as the newest enthusiast-class processor. They analyze the competitive impact of the Snapdragon G series launch on the 5G ecosystem as well as break down the capabilities of the respective G1, G2, and G3 offerings. Ericsson and Vodafone Live Network Trial: Budding Mobile Game Difference Maker. In August 2023, Ericsson and Vodafone completed a live network trial at Coventry University which successfully demonstrated the positive impact an optimized 5G Standalone (SA) network slice could have on enhancing the mobile gaming experience for consumers. Using network slicing, a major function of a 5G SA network that can enable Vodafone to customize connectivity services for specific customers and use cases, the trial participants were able to experience more consistent gaming connectivity with a 270 percent increase in throughput, a 25 percent decrease in latency and 57 percent less jitter, as well as smoother graphics rendering. They assess the ramifications of the trial in potentially advancing the ability of CSPs to support, scale, and monetize mobile gaming applications. You're not going to want to miss this lively conversation!

A Review Of Key AI/Automotive Innovations by Qualcomm and Ethernovia Including The Selection Of The Snapdragon Platform For The 2025 Cadillac Escalade IQ In this episode of The 5G Factor, our series that focuses on all things 5G, the IoT, and the ecosystem as a whole, The Futurum Group's Ron Westfall is joined by colleague and fellow analyst, Olivier Blanchard, for a look at the top 5G developments and what's going on that caught our eye. Their conversation underscored: Qualcomm Spotlights Benefits of Running Gen AI on Devices. We see the cost of running generative AI models on-device versus the cloud translates directly to the amount of power required to run these models. Edge devices with efficient AI processing offer leading performance per watt, especially when compared with the cloud. Edge devices can run generative AI models at a fraction of the energy, especially when considering not only processing but also data transport. This difference is significant in energy costs as well as helping cloud providers offload data center energy consumption to meet their environmental and sustainability goals. We examine why on-device processing performance of mobile devices has increased by double-digits with each technology generation and is projected to continue this trend, and how Qualcomm's portfolio is integral to optimizing generative AI models across the global digital ecosystem through edge device optimization.  Ethernovia: Accelerating Vehicle Data Architecture Transformation. New entrant Ethernovia is charting a portfolio development course that aggregates enormous quantities of data and routing between AI and SoC chipsets, which requires high bandwidth, low latency intelligent fabrics. As vehicle architectures evolve from domain-centric controllers toward zonal architectures, networking solutions must concurrently evolve to support higher data rates of advanced vehicle applications while meeting demand for improved reliability and security. We assess why zonal architectures are critical to advancing and scaling fast-evolving software-defined vehicle (SDV) applications such as Advanced Driver-Assisted Systems (ADAS), autonomous driving (AD) and a rich ecosystem of customer software delivered Over the Air (OTA), including 5G connectivity. Ericsson on Board for Intel's 18A Process. Qualcomm's announcement that the 2025 Cadillac Escalade IQ will leverage several core automotive platforms from its Snapdragon Digital Chassis solutions stack in one vehicle points to both the growing appeal for automakers to streamline the design of their software-defined vehicles and to the accelerating maturity of Qualcomm's portfolio of automotive solutions. The four pillars of Qualcomm's Snapdragon Digital Chassis stack focus on connectivity, cockpit tech (digital instrument clusters and infotainment), Car-to-Cloud features (think OTA updates), and ADAS (the Snapdragon Ride Platform delivers a broad swath of driver-assist and autonomous driving features). We review GM's decision to power the 2025 Escalade IQ with key Snapdragon automotive platforms and why it sends a clear signal to the industry that it trusts Qualcomm to deliver the goods when it comes to uncompromisingly redefine the Escalade for the EV era.

From the PSE-CEPR Policy Forum at the Paris School of Economics. What caused inflation in the US, where will it settle, and how much unemployment will be the cost of bringing it back to target? Olivier Blanchard talks to Tim Phillips.

It's time for episode 326 of the Mobile Tech Podcast with guest Olivier Blanchard of Creative Strategies -- brought to you by Mint Mobile. In this week's show, we recap WWDC 2023, share our thoughts on Apple's Vision Pro headset, and discuss the new Macs. We then dive into news, leaks, and rumors, and cover new phones, including the OnePlus Nord N30 5G and Moto G Stylus 5G (2023)...Episode Links- Support the podcast on Patreon: https://www.patreon.com/tnkgrl- Donate: https://tnkgrl.com/tnkgrl/- Support the podcast with Mint Mobile: https://mintmobile.com/mobiletech- Olivier Blanchard: https://twitter.com/OABlanchard- WWDC 2023 recap: https://www.macrumors.com/2023/06/05/wwdc-2023-recap/- Apple Vision Pro: https://www.theverge.com/2023/6/5/23750003/apple-vision-pro-hands-on-the-best-headset-demo-ever- Samsung Galaxy Unpacked in Seoul: https://www.theverge.com/2023/6/6/23751841/samsung-galaxy-unpacked-summer-2023-july-foldables-z-flip-fold-5- Xiaomi 13 Ultra now global: https://www.gsmarena.com/xiaomi_13_iltra_global_release_set_for_next_week-news-58756.php- Realme 11 Pro/Pro+ now global: https://www.gsmarena.com/realme_11_pro_11_pro_plus_india_price_sale_date-news-58808.php- OnePlus Nord N30 5G: https://www.gsmarena.com/oneplus_nord_n30_5g_features_price_sale_date-news-58785.php- Moto G Stylus 5G (2023): https://www.gsmarena.com/motorola_moto_g_stylus_5g_2023_goes_official_with_sd_6_gen_1_chip-news-58721.php- Honor 90 series launched in China: https://www.gsmarena.com/honor_90_series_launch_with_200_mp_cameras_pro_comes_with_90w_fast_charging-news-58707.php- Meta Quest 3: https://www.gsmarena.com/meta_quest_3_officially_unveiled_will_ship_this_fall_for_49999-news-58747.php- Sony Project Q: https://www.gsmarena.com/sony_project_q_is_a_game_streaming_handheld_coming_later_this_year-news-58666.php- Nothing Phone 2 specs leaks: https://www.gsmarena.com/alleged_nothing_phone_2_specs_surface_online-news-58470.php- Google Pixel Watch 2 with Snapdragon rumor: https://9to5google.com/2023/05/30/pixel-watch-2-specs/- Other Google Pixel folding phone cancelled: https://www.androidauthority.com/google-second-foldable-phone-canceled-3330167/

Deposit runs have led to the collapse of three U.S. banks this year, but another concern is building on the horizon. According to JPMorgan Chase CEO Jamie Dimon, commercial real estate is the area most likely to cause problems for lenders. U.S. banks have experienced historically low loan defaults over the last few years due to low interest rates and the flood of stimulus money unleashed during the Covid-19 pandemic. However, the Federal Reserve has hiked rates to fight inflation, which has changed the landscape. Commercial buildings in some markets, including tech-centric San Francisco, may take a hit as remote workers are reluctant to return to offices.In this episode of The Higher Standard, Chris and Saied examine this news and determine the effect it will have on the economy as a whole.They discuss an academic paper from economist Olivier Blanchard and former Federal Reserve Chair Ben Bernanke, who guided the central bank and the U.S. economy through the Great Recession, in which they argue that central bankers still have work to do to bring down inflation.Chris and Saied look at news that San Francisco has the largest sublease market of any U.S. metropolitan area, with 7.2% of its overall office inventory available for sublease, having doubled that figure since late 2019.They also offer some thoughts on the rise of asset managers, private equity funds and insurers, as the regional banking crisis supercharges the expansion of these non-bank lenders into areas such as providing consumer car loans and mortgages, or financing the construction of buildings.Join Chris and Saied for this fascinating and informative conversation.Enjoy!What You'll Learn in this Show:Why the debt ceiling 'crisis' is a non-event.Private equity and how it differs from real estate syndicators.Special Purpose Acquisition Companies (SPACs): a new way to take companies public.And so much more...Resources:"Here's how much emergency savings you need amid economic uncertainty, according to financial advisors" (CNBC via Instagram)"Fed Chair Powell says rates may not have to rise as much as expected to curb inflation" (CNBC)"Jamie Dimon warns souring commercial real estate loans could threaten some banks" (CNBC)"Analysis: Private equity steps up lending as U.S. banks pull back" (Reuters)"Former Fed Chair Ben Bernanke says there's more work ahead to control inflation" (CNBC)"What's the right emergency fund amount?" (Vanguard)"These Companies Are Trying To Shed Massive Amounts of San Francisco Office Space" (SF Standard)

Right now, the economy is running hot. Inflation is high, and central banks are pushing up interest rates to fight it. But before the pandemic, economies around the world were stuck in a different rut: low inflation, low interest rates, low growth. In 2013, Larry Summers unearthed an old term from the Great Depression to explain why the economy was in this rut: secular stagnation. The theory resonated with Olivier Blanchard, another leading scholar, because he had made similar observations himself. Larry and Olivier would go on to build a case for why secular stagnation was a defining theory of the economy and why government policies needed to respond to it. They helped reshape many people's understanding of the economy, and suggested that this period of slow growth and low interest rates was here to stay for a long time.But today, Larry and Olivier are no longer the duo they used to be. As inflation has spiked worldwide, interest rates have followed suit. Earlier this year, Larry announced that he was no longer on the secular stagnation train. Olivier, meanwhile, believes we're just going through a minor blip and will return to a period of low interest rates within the near future. He doesn't see the deep forces that led to a long-run decline in interest rates as just vanishing. Who's right? The future of the global economy could depend on the answer.Help support Planet Money by subscribing to Planet Money+ in Apple Podcasts or at plus.npr.org/planetmoney.

Russia's invasion of Ukraine changed the course of the year 2022. In this episode of The Sound of Economics, Giuseppe Porcaro invites Maria Demertzis, André Sapir and Jeromin Zettelmeyer to unfold the impact of the war, energy crisis and inflation, European responses to these incidents, continued confrontations on the global stage and their implications on the world. Following Bruegel's end-of-year tradition, the guests also each introduce a book, movie or TV series that resonated with them in 2022.  Publications mentioned in the podcast:  National fiscal policy responses to the energy crisis, Dataset by Giovanni Sgaravatti, Simone Tagliapietra and Georg Zachmann  The European Commission's fiscal rules proposal: a bold plan with flaws that can be fixed, Blog by Olivier Blanchard, André Sapir and Jeromin Zettelmeyer  Is the EU fiscal rules reform going in the right direction? Podcast with Grégory Claeys, Zsolt Darvas, Maria Demertzis and Jeromin Zettelmeyer  Rewriting the rulebook of the EU fiscal framework, Event with Carlos Cuerpo, Karolina Ekholm, Vitor Gaspar, Alenka Jerkič, Maarten Verwey and Jeromin Zettelmeyer  Santa's book/movie/series list Chums: How a Tiny Caste of Oxford Tories Took Over the UK, book by Simon Kuper How to Be Animal, A new history of what it means to be human, book by Melanie Challenger Nights of Plague, book by Orhan Pamuk  The Brexit effect: how leaving the EU hit the UK, FT Film The Swimmers, film directed by Sally El Hosaini  This England, TV series directed by Michael Winterbottom, Julian Jarrold, Anthony Wilcox and Mat Whitecross Enjoy a selection of highlighted podcasts and publications to keep you informed over the winter break. We wish you a lovely holiday season and look forward to bringing you more economic analysis in the upcoming year.

In the fight to combat high inflation, the Federal Reserve and the European Central Bank have embarked on aggressive tightening paths. But how much damage to economic growth will they ultimately have to inflict to win this fight? In the latest episode of Exchanges at Goldman Sachs, Jan Hatzius, Goldman Sachs' chief economist and head of Goldman Sachs Research, and Olivier Blanchard, C. Fred Bergsten Senior Fellow at the Peterson Institute, debate whether the Fed can rebalance an overheated labor market — a key requirement to tame inflation — without a sharp rise in unemployment. This episode is based off of Goldman Sachs' latest Top of Mind report.