Intel ekes out a gain in revenue but increases loss
Lip-Bu Tan: Steps in the right direction.
MIPS and Cyient Semiconductor will bring custom RISC-V power solutions to AI power delivery, industrial robotics, automotive
Custom silicon for safety-critical systems.
Could an RTX 5060 or 5090 be used in a data center?
Sure, but it wouldn’t be very satisfying.
Game over?
What started with gaming may end with gaming.
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.
Nvidia headed toward $50 billion
The supercomputer AI company that also makes gaming GPUs.
AMD beats analyst consensus
Sales and profits up in a seasonally down quarter.
Q4’24 PC GPU shipments increased by 6.2% from last quarter; supply constraints dampened a strong demand quarter
Data center GPUs were up an average of 14% from last quarter.
Nvidia tops projections, hypes Blackwell launch
Revenue in the fourth fiscal quarter rose 78% and 114% for the full fiscal year.
AMD went to Las Vegas
And announced seven new products.
Nvidia’s 4-banger Blackwell board
And yet it’s called ‘a’ GPU.
Intel betting on ROI and TCO to win in AI
Data center operators are throwing money today at AI infrastructure—that will stop.