Alibaba’s Hanguang 800
Company developing new AI inference chip for smartphones and servers.
Q2’25 PC graphics add-in board shipments increased 27.0% from last quarter
Data center GPU boards were up an average of 4.7% from last quarter.
Q2’25 PC GPU shipments increased by 8.4% from last quarter, suggesting pre-tariff panic buying
Data center GPUs were up an average of 5% from last quarter.
AI processor sales are moving all the needles
Investments in infrastructure exceeding trillions of dollars.
Nvidia’s earnings beat expectations
Data center revenue less than expected.
Semidynamics’ NPU
Very dense AI compute in RISC-V.
Ambiq’s new, tiny AI processor
For IoT and the edge.
121 AI processor companies! Where are they?
121 companies, $73.5 billion invested—Jon Peddie Research maps the global AI processor explosion.
GeForce Now on GeForce
Tens of thousands of RTX 5080s.
Google’s new M4 SoC
With new-gen NPU.
Intel includes Battlefield 6 with Arc graphics AIBs and Core processors
A standard edition of Battlefield 6 costs $69.99.