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%.
Anthropic is the supershopper for AI processors
Nvidia, SpaceX, Microsoft, Amazon, and Google are all in the game.
Part I: The first fully programmable GPUs—a review
If you’re familiar with DirectX 8 and Larrabee, you can skip this and go to part II, Intel’s GPUs.
Because 138 are not enough
Anthropic is considering building its own AI chips.
Nvidia’s Groq tie-in
Why Nvidia keeps making smart decisions.
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.
AMD to deliver 6 GW of AIPs to Meta
How many is 6 GW, and where will Meta put them?
Can AI save science?
AI processors using dataflow look very promising.
Jon Peddie Research releases its annual GPU Market and Products report
Contains information on shipments, products, and suppliers.
Multiple threads improve GPU performance
How modern GPUs work.
Nvidia’s ‘Game of Thrones’
It’s hard to win a throne, and harder still to keep it.
AI processor sales are moving all the needles
Investments in infrastructure exceeding trillions of dollars.