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.
Imagination Technologies gets investment from Fortress Investment Group
Convertible term loan for growth in graphics, compute, and edge AI.