JPR releases its Q4’25 AI Processors Quarterly Update report
Contains significant information on the market in Q4’25 and the AIP companies in it.
Jon Peddie Research releases its annual GPU Market and Products report
Contains information on shipments, products, and suppliers.
Nvidia makes a dramatic, gigantic acquisition-licensing deal with Groq
As JPR predicted, the biggest private companies will get acquired.
Multiple threads improve GPU performance
How modern GPUs work.
Chinese sovereign VC fund
Already a big investor and now with the promise of more.
Intel scales up functionality and out physically
The largest multi-chip floor to date.
RISC-V GPUs
Will a RISC-V GPU be risky?
Bubble, bubble, wherefore art thou bubble
The AI explosion is not a replay of the Internet.
Exploring Area 51
Alienware’s relaunched high-performance gaming machine.
Can OpenAI use Trainium chips if it agreed to use Nvidia chips?
A federation of AI processors.
One more reason why Nvidia is impossible to catch
Nvidia acquires SchedMD, open-source AI workload management.
Intel’s AI processor strategy—custom or acquisition?
Build to order, buy another developer, or both?