PC GPU shipments increased 10.4% Q-Q, up 1.1% Y-Y
The second quarter is typically down—not this time.
Nvidia lines up $500 billion backstop
Six Wall Street giants fund the build-out.
Gelsinger says AI economics still fail
GPUs, power, and memory all lag.
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%.
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.