AI – Jon Peddie Research

AMD reports third-quarter revenue of $13.4 billion, up 45% Y-Y

Data Center reaches $8.5 billion; non-GAAP EPS rises to $2.09.

Cages, neural stages, and coding agents converge.

It’s time to step back, take a deep breath, throttle the enthusiasm, and become more realistic and cautious about what you expect from AI.

Imagination says the answer to edge AI is converged acceleration on the GPU.

Their appetite for power and water is fierce.

World models bring research closer to silicon.

John Ternus kicks off Apple’s next generation.

Distillation campaigns target US frontier models.

Seven balance sheets, one AI bill.

CSS for Mobile 2 targets agentic AI and neural graphics.

Introduces the CIX ClawCore family, aimed explicitly at systems running AI agents and related workloads.

After using Ato for a month, it’s hard not to be optimistic about the future of applied AI improving humanity.