Desktop GPU Shipments Grow by One Third, AI PCs Not the Main Driver


AMD and Nutanix form a $250M strategic partnership to develop a full-stack AI infrastructure platform, enhancing on-premises AI deployment and building an ecosystem to compete with Nvidia.....
Nvidia's latest quarterly revenue hit $68 billion, up 73% year-over-year, with data centers contributing $62 billion, over 90% of the total. Annual revenue reached $215 billion, with $51 billion from GPU-centric computing.....
After purchasing chips from NVIDIA, Meta has signed a multi-year agreement with AMD worth over 100 billion dollars, purchasing a total of 6 gigawatts of AI computing power, aiming to diversify its computing power strategy and build an moat, setting a new record for transactions in the AI chip market.
Intel CEO announces entry into GPU market, forming a top team led by a senior executive to accelerate AI and other key areas, recruiting talent from companies like NVIDIA.....
NVIDIA CEO Huang Renxun responded that the previously reported $10 billion investment was not a commitment but rather a gradual investment based on actual circumstances. He emphasized that the investment is not legally binding, and the core controversy lies in whether it is just an empty promise.