AMD posts 54% adjusted gross margin; PC chip sales jump 46% to $2.8B
AI chip demand drives strong data center revenue for AMD.
Intel sort of clarifies its GPU roadmap
Will it even have one next year?
Intel’s strategy: x86 now, maybe other ISAs later
Intel’s culture and cadence reset is real.
Q2’25 PC GPU shipments increased by 8.4% from last quarter, suggesting pre-tariff panic buying
Data center GPUs were up an average of 5% from last quarter.
Nvidia’s earnings beat expectations
Data center revenue less than expected.
AMD posts in-line but mixed Q2 results
The company offered a strong Q3 outlook on AI sales.
Arm’s evolution from IP for everyone to chipmaker-in-disguise
Moving up the supply chain to compete with customers?
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.