Press Release – Jon Peddie Research

Q4’25 PC graphics AIB shipments decreased -4.4% from last quarter to 11 million units, with a CAGR to 2029 of -5.9%

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

Data center GPUs were up an average of 17% from last quarter.

Long-term growth outlook remains solid, but not likely at Q4’s pace.

Server CPUs were up 6.5% from last quarter.

Consolidation slow, as are new entrants.

Contains significant information on the market in Q4’25 and the AIP companies in it.

Contains information on shipments, products, and suppliers.

On the surface, another mundane quarter that belies uncertainties beneath.

Data center GPU boards were up an average of 145.5% from last quarter.

Data center GPUs were up an average of 145% from last quarter.

Server CPUs were up 2.7% from last quarter.

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