Q1’25 PC graphics add-in board shipments increased 8.5% from last quarter due to Nvidia’s Blackwell ramping up
Data center GPU boards were up an average of 9.6% from last quarter.
Q1’25 PC GPU shipments decreased by -12.0% from last quarter; quarter following seasonality but still down from historical average
Data center GPUs showed impressive growth of 9.6%.
AMD and Nvidia AI GPUs comparison
For the non-China market.
AMD to launch Radeon RX 9060 XT at end of Computex
Entry-level AIB to compete with Nvidia 5060.
Does Amazon’s AMD shares mean overnight delivery of Ryzens?
Amazon gets a double benefit.
Trump defuses the AI diffusion rule
AMD and Nvidia the big benefactors.
AMD reports first-quarter 2025 revenue
No surprises as all business units are down slightly sequentially but up year over year.
AMD beats analyst consensus
Sales and profits up in a seasonally down quarter.
(Not) The Last of Us
A review of the remastered PC release.
Larry Ellison found someone to take his money—AMD
Oracle to deploy AI cluster with 30,000 AMD MI355X accelerators.
Intel’s R&D-to-sales ratio outpaces all others
If Intel spins off its fab, its R&D ratio may drop.
Intel’s inventory soars, while Apple’s and Nvidia’s drops
Where are all those wafers?