Press Release – Jon Peddie Research

Q2’26 PC graphics AIB shipments increased 10% from last quarter to 12 million units

Data center GPU boards were up an average of 11.5% from last quarter.

But viewed in light of recent history, it doesn’t necessarily portend any long-term material weakness… at least not yet.

Server CPUs were up 8% from last quarter.

RISC-V enters the AI silicon fight: Open ISA meets memory, sovereignty, consolidation.

The report tracks 151 companies and more than 290 AI processor products.

Data center GPU boards were up an average of 18.6% from last quarter.

Data center GPUs showed impressive growth of 19%.

Platform economics drive consolidation as buyers favor integrated deliverables over per-core IP.

Now 135 companies chasing $493 billion market.

Ten companies are building photonic and quantum photonic compute processors.

High-end x86 systems dominate the absolute market; entry-level Arm processor-based systems lead relative growth with blistering CAGR.

Data center GPU boards were up an average of 17.0% from last quarter.