Articles

  • 5 days ago | jonpeddie.com | Jon Peddie

    Intel’s 2018 plan for a scalable Xe GPU architecture, from iGPUs to supercomputers, has seen mixed realization. While iGPUs and entry-level AIBs have performed well, and the massive Ponte Vecchio GPU powers the Aurora supercomputer, high-end consumer and workstation GPUs have been elusive. Intel now teases new Arc Pro GPUs for workstations and AI, with details expected at Computex.

  • 6 days ago | jonpeddie.com | Jon Peddie

    Stereo 3D (S3D) technology, once quiet after limited success, is seeing a resurgence. Following Sony and Acer, Lenovo unveiled its Legion 9i concept notebook, a hefty desktop replacement. It features an 18-inch PureSight display offering 4K in 2D and 2K in 3D, with variable refresh rates up to 440 Hz. Powered by high-end Intel and Nvidia components, it promises significant performance.

  • 6 days ago | jonpeddie.com | Jon Peddie

    Coined by Neal Stephenson in 1992, the “metaverse” was popularized by Meta in 2021. The intense hype has cooled due to unclear value, tech limitations, and lack of killer apps. While broad consumer adoption faltered, the concept isn’t dead. Development continues, finding traction in gaming, enterprise, and niche social VR.

  • 1 week ago | jonpeddie.com | Jon Peddie

    The US plans to scrap a Biden-era rule limiting AI chip exports, which firms like Nvidia and AMD found burdensome. Deemed “unenforceable” due to red tape, the Trump administration intends to overhaul it. This move signifies a more lenient domestic AI regulation approach, aiming to foster US innovation, while preventing adversaries from accessing advanced technology.

  • 1 week ago | jonpeddie.com | Andy Patrizio |Jon Peddie

    AMD reported Q1 2025 revenue of $7.44 billion, up 35.9% year over year, with $0.96 GAAP EPS. Data center sales, a key driver, increased 57.5% to $3.7 billion. Client revenue also grew. Despite macroeconomic challenges and export controls, CEO Lisa Su expressed confidence in achieving strong double-digit revenue growth for 2025. AMD projects Q2 revenue of around $7.4 billion and ended Q1 with increased cash reserves.

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JonPeddieResearch
JonPeddieResearch @jonpeddie
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JonPeddieResearch
JonPeddieResearch @jonpeddie
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JonPeddieResearch
JonPeddieResearch @jonpeddie
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