Press Release – Jon Peddie Research

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.

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.

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.