Q4’25 PC GPU shipments decreased by -1.3% from last quarter, which is a prelude to the creep forward
Data center GPUs were up an average of 17% from last quarter.
OK, no wedding, but can we still date?
Let’s swap tech and go steady.
Happy birthday, GeForce 3
25 years old and it can still run ‘Doom.’
AMD to deliver 6 GW of AIPs to Meta
How many is 6 GW, and where will Meta put them?
Renesas joins the AI process club
Number 135 in JPR’s list of AIP suppliers, welcome.
AMD and Meta announce $60B, 6 GW AI partnership
Another circular deal, knotting together supplier and customer.
Can AI save science?
AI processors using dataflow look very promising.
An AI processor by any other name
Flux, no, Olix, raises $220 million for AI processor development.
Sunrise releases next-generation inference GPU, Qiwang S3
Is shifting its architecture toward inference-first design.
Q4’25 client CPU shipments up 2.7% from Q3’25, down -7% from previous year
Server CPUs were up 6.5% from last quarter.
Neurophos CIM promises super high performance at a fraction of the power
AI processing at the speed of light.
The extraordinary GPU, from entertainment to supercomputer
Continuous integration and improvement over decades.