Jon Peddie

California

President at Jon Peddie’s Tech Watch

Chases pixels - finds gems

Articles

Intel unlikely to enter the mobile workstation dGPU market

5 days ago | jonpeddie.com | Jon Peddie

Intel’s Arc graphics AIBs are gaining traction in desktops, with new Pro B50 and B60 models debuting at Computex. However, the Arc B-series hasn’t expanded to laptops. Instead, Intel focuses on Core Ultra 200H processors with integrated Arc graphics, targeting thin-and-light mobile workstations. These chips can handle many entry-level tasks, but discrete GPUs are still needed for heavier workloads.
AMD and Nvidia AI GPUs comparison

5 days ago | jonpeddie.com | Jon Peddie

AMD is targeting the AI server and hyperscaler cloud market, aiming to challenge Nvidia’s dominant position. Around 20–30 other firms share similar goals. This comparison focuses on AMD’s Instinct MI325X versus Nvidia’s Blackwell B200 GPU and GB200 Superchip. While Blackwell specs are still emerging, the MI325X builds on the MI300X, with increased memory and bandwidth.
Will China care?

1 week ago | jonpeddie.com | Jon Peddie

A new term, CSIC (China Specific IC), describes detuned superchips Nvidia, AMD, and possibly Intel are developing to bypass US export restrictions to China. While feasible, it may be too late, as Chinese entities are actively transitioning to domestically produced chips and AI models. The Trump administration underestimates China’s self-sufficiency and engineering talent. Nvidia’s estimated $4 billion to $5 billion sales loss won’t be recovered by these workarounds, which require significant time.
Seeing things in a new light-Brelyon’s big display in a small enclosure

1 week ago | jonpeddie.com | Jon Peddie

Brelyon develops immersive monitors that create a wide field of view and optical depth without head-mounted gear, using a patented technology called field evolving cavities. The system uses a structured optical cavity to redirect light, producing a virtual display with depth cues and motion parallax effects. By adjusting the wavefront of light, the display makes pixels appear at various distances.
Nvidia headed toward $50 billion

1 week ago | jonpeddie.com | Jon Peddie

Nvidia reported strong Q1 2025 revenue of $44.1 billion, a 12% quarterly and 69% yearly increase. CEO Jensen Huang highlighted robust global demand for their AI infrastructure, driven by Blackwell architecture and a tenfold surge in AI inference token generation. Data Center revenue led at $39.1 billion, up 73% annually, fueled by AI applications. Gaming revenue also saw record growth. However, new US export rules for H20 products in China resulted in a $4.5 billion charge and lost revenue.
Absorption vs. panic buying

1 week ago | jonpeddie.com | Jon Peddie

Analyst firms predict a surge in PC sales due to companies panic buying to avoid upcoming tariffs, similar to toilet paper shortages during COVID. However, this could lead to a sales slump in the next few quarters, as the PC market has a fixed absorption rate. Overstocking is risky due to the perishable nature of inventory. Consumers and enterprises delaying purchases due to tariff-induced price hikes may not be strong demand customers.
ViTFOX-Vision Transformer architecture with mag cores

1 week ago | jonpeddie.com | Jon Peddie

The ViTFOX project, uniting European and South Korean partners, aims to revolutionize AI hardware by developing energy-efficient Vision Transformer (ViT) systems using ferroelectric oxide materials. Unlike traditional architectures, ViTFOX integrates memory and processing into one unit, greatly reducing energy use and latency—achieving over 50 TOPS/W. This neuromorphic approach mimics brain-like processing, supporting real-time AI tasks like image recognition and autonomous navigation.
Nvidia GeForce RTX 5060

2 weeks ago | jonpeddie.com | Jon Peddie

The Nvidia RTX 5060 shares GB206 silicon with the 5060 Ti, featuring 21.9 billion transistors, It offers 25% more cores than the RTX 4060, with 448 GB/s bandwidth from 28 Gbps GDDR7. Priced at $299, the 8GB VRAM and PCIe 5.0 x8 interface are limitations, especially on older systems. Unlike the multi-version 5060 Ti, it has one configuration. Historically popular for price-performance, its recent benchmarks show underwhelming results against AMD’s RX 9060 XT due to limited PCI and memory.
Maxsun stacks two Intel Pro B60s

2 weeks ago | jonpeddie.com | Jon Peddie

At Computex 2025, Intel revealed the Arc Pro B50 and B60 GPUs. Maxsun then combined two B60s into the Arc Pro B60 Dual 48G Turbo, a dual-GPU card with 48GB GDDR6 for AI tasks, supporting models like DeepSeek-r1:70B. It offers PyTorch, Intel ISV, IPEX-LLM, and vLLM compatibility on bifurcated PCIe 5.0 x16 consumer platforms. A triple-layer cooler ensures sustained performance in its dual-slot design.
Nvidia will talk to almost anyone

2 weeks ago | jonpeddie.com | Jon Peddie

Nvidia’s NVLink Fusion allows partners like Alchip, Astera, and Marvell to develop custom AI silicon, while Fujitsu and Qualcomm integrate custom CPUs with Nvidia GPUs. This “democratization” aims to re-architect data centers by integrating AI into every platform. NVLink Fusion enables cloud providers to scale AI factories using Nvidia’s rack-scale systems and high-speed networking.