JonPeddieResearch
@jonpeddie
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JPR releases Q2'25 PC GPU market report.
jonpeddie.com
Data center GPUs were up an average of 5% from last quarter.
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AI processors are in demand, and with it, infrastructure investment is in the trillions of dollars. A look at this market.
jonpeddie.com
Investments in infrastructure exceeding trillions of dollars.
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Nvidia Q2 earnings exceed revenue & profit expectations, but data center falls short. What the earnings results mean and revenue guidance indicates.
jonpeddie.com
Data center revenue less than expected.
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Student winners named in 2025 Student Academy Awards. Final placements (Gold, Silver, Bronze) revealed at Oct. 6 ceremony in NYC.
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Celestial AI redefines chip interconnect with Photonic Fabric SoC.
jonpeddie.com
CEO tells us how and why.
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Autodesk at Siggraph: Going with the Flow (Studio) and as it sees its AI future.
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Ambiq's Apollo510B—a small AI processor that can do big things.
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For IoT and the edge.
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Examination of the AI processor market—the companies, the investment.
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121 companies, $73.5 billion invested—Jon Peddie Research maps the global AI processor explosion.
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AMD lets its hair down with TressFX 5.0 for Unreal Engine 4.26/4.27 and 5.4.
jonpeddie.com
Remember when Lara got real hair?
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Nvidia's B30A chip—it's compliant for China.
jonpeddie.com
Targeted for Chinese market amid regulatory constraints.
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Battlefield 6 can be yours with purchase of Arc AIB or Core processor. Welcome to Intel Gamer Days 2025.
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A standard edition of ;Battlefield 6' costs $69.99.
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China aims to manufacture its own AI chips—what does this mean for Nvidia?
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Will Nvidia be a minority player in five years?
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SPEC Graphics & Workstation Performance Group (GWPG) Siggraph 2025 session summary.
jonpeddie.com
Workstation benchmarking done right.
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Why a focus on Intel Inside rather than on x86 is a good move—hear us out.
jonpeddie.com
Why an “Intel-first” not x86-first, approach makes sense.
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