Are dedicated gaming GPUs doomed?
R&D ROI shifting to data center and AI.
Desktop CPU shipments down, notebook not too much
Shows ASP adjustments and inventory rundown.
Famous graphics chips—1986 NCR 7300
Several advanced features but insufficient customers.
Intel continues to face rough times
Macroeconomics aren’t helping—wither thou, GPU?
OK, maybe the sky really is falling
At least the US Consumer Confidence Index is—does that make it so?
Will game engines and GPUs obsolete render farms?
The old pipeline is being reconstructed.
The sky is falling—oh, wait, maybe not
Leading indicators out of sync with S&P data.
Tencent, the chip company
Added transcode chip to its AI parts.
Q1 to Q3 not looking good
Don’t expect a turnaround until Q1’24.
Aokzoe brings handheld to market
Joins an increasing population of AMD-based handhelds.
Intel mixes up Max data center AIBs
And takes the water out of the 1550.
Current GPU challenges in technology
And the evolution that got us where we are today.