News

Jon Peddie Research
jonpeddie.com > news > aip-supplier-ambiq-micro-reveals-technical-details-on-atomiq

AIP supplier Ambiq Micro reveals technical details on Atomiq

3+ day, 23+ hour ago  (76+ words) Figure 1. Ambiq's SPOT platform. (Source: Ambiq) Ambiq also created new foundation intellectual property blocks that support reliable operation at ultra-low voltages. Engineers validated the 12 nm SPOT platform on silicon within Ambiq Laboratories, establishing a key milestone toward the commercial deployment…...

Jon Peddie Research
jonpeddie.com > news > axelera-secures-250m

Axelera secures $250M 

3+ hour, 2+ min ago  (152+ words) Record-breaking European chip funding round brings total to $450M. Axelera participates in the EU-funded DARE program, which supports the development of a European HPC stack. Within the project, Axelera is designing an AI accelerator chiplet intended for future HPC and AI…...

Jon Peddie Research
jonpeddie.com > news > q425-pc-graphics-aib-shipments-decreased-4-4-from-last-quarter-to-11-million-units-with-a-cagr-to-2029-of-5-9

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

4+ day, 6+ hour ago  (346+ words) Data center GPU boards were up an average of 17.0% from last quarter. Jon Peddie Research has released its fourth-quarter 2025 Market Watch report focused on AIBs. High memory prices and tariffs are killing the AIB market According to a new research…...

Jon Peddie Research
jonpeddie.com > news > q425-pc-gpu-shipments-decreased-by-1-3-from-last-quarter-which-is-a-prelude-to-the-creep-forward

Q4’25 PC GPU shipments decreased by -1.3% from last quarter, which  is a prelude to the creep forward 

6+ day, 5+ hour ago  (421+ words) Data center GPUs were up an average of 17% from last quarter. Jon Peddie Research releases its fourth-quarter 2025 Market Watch Report. Jon Peddie Research reports the direct shipments and vendors" share growth for the global PC-based graphics processor unit (GPU) market....

Jon Peddie Research
jonpeddie.com > news > workstation-volume-shows-robust-gains-in-the-fourth-quarter-of-2025

Workstation volume shows robust gains in the fourth quarter of 2025

1+ week, 46+ min ago  (123+ words) Long-term growth outlook remains solid, but not likely at Q4s pace. The global market for workstations grew by 12% in the fourth quarter, measured year over year. While the magnitude of gains is welcome for industry stakeholders, there are several caveats to…...

Jon Peddie Research
jonpeddie.com > news > ok-no-wedding-but-can-we-still-date

OK, no wedding, but can we still date?

1+ week, 3+ hour ago  (173+ words) Let's swap tech and go steady. Lip-Bu Tan, CEO of Intel, and Rodrigo Liang, CEO of SambaNova, are old friends. (Source: Business Wire and JPR AI) Figure 1. SambaNova's RDUs. (Source: SambaNova) SambaNova's core product is the SN50, purpose-built for agentic inference…...

Jon Peddie Research
jonpeddie.com > news > happy-birthday-geforce-3

Happy birthday, GeForce 3

1+ week, 3+ day ago  (384+ words) 25 years old and it can still run "Doom." David Kirk in Tokyo. I remember back in 2001, when Nvidia surprised us with a processing pipeline graphics controller they called a GPU'a graphics processing unit'and nothing in PC gaming was ever quite…...

Jon Peddie Research
jonpeddie.com > news > renesas-joins-the-ai-process-club

Renesas joins the AI process club

1+ week, 5+ day ago  (101+ words) Number 135 in JPR's list of AIP suppliers, welcome. Figure 1. Block diagram of Renesas' SoC. (Source: Renesas) What do we think? JPR maintains an updated database of AIP suppliers that is part of its'AI Processors Market Development report. The report is…...

Jon Peddie Research
jonpeddie.com > news > amd-and-meta-announce-60b-6-gw-ai-partnership

AMD and Meta announce $60B, 6 GW AI partnership

1+ week, 5+ day ago  (135+ words) Another circular deal, knotting together supplier and customer. AMD and Meta signed a definitive multi-year, multi-generation agreement to deploy up to 6 GW of AMD Instinct GPUs across Meta's global AI infrastructure'the second major supply pact that AMD has struck in…...

Jon Peddie Research
jonpeddie.com > news > could-should-watermarking-become-part-of-ai-neural-net-processors

Could/should watermarking become part of AI neural net processors?

8+ mon, 2+ week ago  (326+ words) It's a logical thing to add for traceability. The field of Neural Network Traceability offers a set of solutions to satisfy these dual requirements. This discipline provides a framework to ensure that a deployed neural network can be authentically traced…...