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Jon Peddie Research First hand analysis for Decision Makers Jon Peddie Research provides in-depth research in the field of computer graphics Our publication and studies provide industry information including technology trends, market data, comparative studies, forecasts, and opinions TechWatch Our TechWatch subscriptio
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News
Q2’26 PC graphics AIB shipments increased 10% from last quarter to 12 million units
4+ day, 12+ hour ago (250+ words) Data center GPU boards were up an average of 11.5% from last quarter. According to the latest research report from Jon Peddie Research, the growth of the global PC-based graphics add-in board market reached 12.5 million units in Q2’26, and desktop PC CPUs…...
Biren revenue surges nearly 2,000%
4+ day, 19+ hour ago (206+ words) China's GPGPU champion scales fast. Gross margin came in at 42.7%, up 10.8 percentage points year on year, driven mainly by stronger revenue from cloud training products. Net loss narrowed to $56.1 million, inside the guided range of $47.6 million to $59.5 million and 76.4% tighter…...
Nvidia explores deal with Rebellions
5+ day, 11+ hour ago (76+ words) Jon Peddie Research Nvidia explores deal with Rebellions Korean NPU maker draws interest. Enjoy full access with a TechWatch subscription! TechWatch is the front line of JPR information gathering service, comprising current stories of interest to the graphics industry spanning…...
Groq 3 LPX accelerates agentic inference
5+ day, 19+ hour ago (642+ words) Agentic AI puts latency under pressure. Nvidia’s Groq 3 LPX addresses that part of the problem. Nvidia acquired Groq’s technology and has positioned LPX as an extension of the Vera Rubin platform, giving its AI factory architecture a processor optimized specifically…...
CIX Technology has nearly RMB 1 billion riding on the ‘agent CPU’
1+ week, 2+ day ago (463+ words) Introduces the CIX ClawCore family, aimed explicitly at systems running AI agents and related workloads. Chinese processor developer CIX Technology has completed a Series B financing round worth nearly 1 billion RMB (roughly $140–150 million), giving the five-year-old company more money to…...
DLSS 5 moves AI into rendering
1+ week, 4+ day ago (729+ words) Nvidia shifts AI from reconstruction toward generation. DLSS 5 changes the relationship between AI and the rendering pipeline. Nvidia calls the new technique 3D-guided neural rendering. A specialized pixel-space diffusion transformer receives the rendered frame plus information from the game engine…...
Nvidia invests $3.5B in MediaTek – Jon Peddie Research
1+ week, 5+ day ago (197+ words) Another slice of Nvidia’s cake. Figure 1. The bank of Nvidia incorporates MediaTek tech. Both companies frame this as multi-generational, not a single product cycle, spanning AI infrastructure, local AI computing, and automotive together. The bonds close the financial chapter of…...
Iluvatar CoreX turns demand into profit
1+ week, 6+ day ago (79+ words) Jon Peddie Research Iluvatar CoreX turns demand into profit China’s GPGPU market funds a roadmap. Enjoy full access with a TechWatch subscription! TechWatch is the front line of JPR information gathering service, comprising current stories of interest to the graphics…...
Nvidia financial results for Q2’26–FY’27
2+ week, 3+ day ago (289+ words) Nvidia is shifting from a tech company to a finance company. Figure 1. Nvidia’s sales and profits over time. (Source: Nvidia/JPR) Figure 2. Data Center sales continue to overwhelm all other segments of Nvidia’s business. (Source: Nvidia/JPR) Future commitments by…...
OpenAI’s Jalapeño – update
2+ week, 4+ day ago (204+ words) More details from Hot Chips—OpenAI challenges Nvidia. Figure 1. InferenceX GPT‑OSS‑120B nominal 8K/1K STP package TDP: Jalapeño 700 W; GB200 1,200 W. (Source: OpenAI) Real caveats apply. The models benchmarked so far skip the largest frontier releases like DeepSeek V4 Pro. And Jalapeño remains…...