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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, 23+ 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%
5+ day, 5+ 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…...
CIX Technology has nearly RMB 1 billion riding on the ‘agent CPU’
1+ week, 3+ 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…...
Nvidia invests $3.5B in MediaTek – Jon Peddie Research
1+ week, 6+ 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…...
Nvidia financial results for Q2’26–FY’27
2+ week, 4+ 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…...
Micron and Qualcomm chase memory differently
3+ week, 20+ min ago (486+ words) Two architectures, one memory bottleneck; Infineon and Rambus also have views. Micron builds a wider hierarchy Micron’s recently launched 256GB SOCAMM targets dense, serviceable server builds and gives systems far more memory per CPU than traditional RDIMMs support, running on Micron’s…...
Qualcomm pushes compute next to memory
3+ week, 4+ hour ago (211+ words) High Bandwidth Compute targets the memory wall. Figure 1. Compute capability climbed steeply for generations. Memory bandwidth grew far more slowly, and that gap increasingly sets real-world AI performance. (Source: Qualcomm) Qualcomm’s answer: Move logic next to memory Figure 2. Two philosophies:…...