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


Microsoft is building a global data center network with high-speed links to support trillion-parameter AI training, including a new Wisconsin node connected to Atlanta.....
AMD acquires AI inference startup MK1 in Nov 2025 to strengthen its AI strategy. MK1's Flywheel tech, optimized for AMD Instinct GPUs, processes trillions of tokens daily, boosting inference capabilities. The MK1 team joins AMD's AI division to enhance market position.....
AMD CEO Lisa Su announced a partnership with OpenAI, attracting industry attention and multiple clients. The collaboration is expected to generate $100 billion in revenue, highlighting AMD's key role in the AI market.....
Amazon and OpenAI signed a $3.8 billion AI computing power cooperation agreement, drawing global attention. The news stimulated the capital market, with Amazon's stock rising more than 5% during trading and reaching a new all-time high, while also boosting stock index futures in Japan and South Korea.
Nvidia's market cap surpasses $5 trillion, making it the world's most valuable company. Its GPUs drive AI growth, with expansion in data centers and AI factories reinforcing its market leadership.....