First AI factory pioneer reports results
The partnership between the companies has produced great results.
Tiiny AI processor box
Surprising amount of AI processing capability and no GPU or TPU.
If AMD and Nvidia can sell chips to China, will it be profitable?
A 25% cost-of-goods hit comes out of the gross margin.
Moore Threads files IPO, raises $1.1 billion
Will that be enough to put them in league with AMD or Nvidia?
Samsung Galaxy Z Trifold proves Peddie’s Law
The more you can see, the more you can do.
AMD will pay Trump’s protection money
The company is willing to pay 15% tax on AI chip shipments to China.
AMD gets closer to revealing the MI430X GPU
Destined for supercomputer and AI factories.
Ironwood chetyorka: Google, Broadcom, MediaTek, and TSMC
Google’s Ironwood inferencing AIP pod. (Source: Google)
Tsavorite’s Omni Processing Unit
A custom GPU with an Arm Neoverse CPU.
Global add-in board market: $8.8 billion in Q3’25, with a CAGR of -0.7% to 2029
Data center GPU boards were up an average of 145.5% from last quarter.
GPUs vs. ASICs—the threat from within
Some of AMD’s and Nvidia’s biggest customers are building their own AIPs.
Q3’25 PC GPU shipments increased by 2.5% from last quarter, which might suggest a creep forward
Data center GPUs were up an average of 145% from last quarter.