Q4’25 PC GPU shipments decreased by -1.3% from last quarter, which is a prelude to the creep forward
Data center GPUs were up an average of 17% from last quarter.
Can AI save science?
AI processors using dataflow look very promising.
Q4’25 client CPU shipments up 2.7% from Q3’25, down -7% from previous year
Server CPUs were up 6.5% from last quarter.
Second-quarter client CPU shipments increased 8% from last quarter, up 13% from last year
Server CPUs were up 0.6% from last quarter.
Saudi Arabia, global exporter of oil and AI?
Saudi’s new AI venture Humain strikes deal with AMD to advance global AI infrastructure.
4th-quarter client CPU shipments increased 8% from last quarter, up 5% from last year
Server CPUs were up 6% from last quarter.
It’s time for Intel and AMD to merge
The landscape has changed enough that old concerns no longer apply.
Imagination Technologies gets investment from Fortress Investment Group
Convertible term loan for growth in graphics, compute, and edge AI.
Intel has a good Q4 but weak Q1 guidance
The client business fared much better than the server business, which continues to languish.
Intel AI Everywhere
AI PCs to take over.
AMD’s Q1’23 financial results
Q1 revenue was down 9% year over year, with particular softness in the client business.
AMD’s Q1’23 financial results
Q1 revenue was down 9% year over year, with particular softness in the client business.