PC GPU shipments increased 10.4% Q-Q, up 1.1% Y-Y
The second quarter is typically down—not this time.
Q1’26 PC graphics add-in board shipments decreased -0.6% from last quarter, to 12 million units, with a CAGR to 2029 of -3.3%
Data center GPU boards were up an average of 18.6% from last quarter.
Q1’26 PC GPU shipments decreased by -7.5% from last quarter; quarter following seasonality but still down from historical average
Data center GPUs showed impressive growth of 19%.
Intel and Google agree on strategic direction in silicon as CPUs get trendy
A deepened AI infrastructure partnership.
Q4’25 PC graphics AIB shipments decreased -4.4% from last quarter to 11 million units, with a CAGR to 2029 of -5.9%
Data center GPU boards were up an average of 17.0% from last quarter.
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.