Jon Peddie’s Tech Watch

In our consulting services, we provide clients with a bi-weekly report called Jon Peddie’s Tech Watch. This report offers insightful opinions and updates about the high-tech industry. It delivers the latest information for anyone who needs to stay informed about current trends in graphics, multimedia, technology, and products. Our consulting clients can choose from two different service levels:

International, Trade/B2B

English

Newsletter (Print)

Outlet metrics

Domain Authority

Ranking

Global

#910195

India

#185775

Computers Electronics and Technology/Computer Hardware

#681

Traffic sources

Monthly visitors

Articles

Inside the Interconnect: Michal Siwinski on the Future of Network-on-Chip at Arteris

2 days ago | jonpeddie.com | David Harold

At the RISC-V EU Summit, Arteris CMO Michal Siwinski emphasized the critical role of Network-on-Chip (NoC) technology in enabling efficient data movement, especially as SoCs grow more complex. He discussed balancing NoC area costs, the importance of soft IP tailored to foundry needs, and NoCs’ impact on heterogeneous systems and memory design. Arteris blends manual and AI-assisted tools, generating 70% of revenue from IP and 30% from software.
Flow Computing hits milestone toward commercial deployment of PPU-accelerated CPUs

3 days ago | jonpeddie.com | David Harold

Finnish start-up Flow Computing has entered alpha testing for its compiler that enables CPUs integrated with its Parallel Processing Unit (PPU) to achieve up to 100x performance gains on parallel workloads. The milestone supports Flow’s plans to license its architecture to CPU vendors across Arm, RISC-V, x86, and Power platforms.Flow Computing, a Finnish start-up aiming to redefine CPU performance scaling, has reached a key milestone on its path to commercialization.
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.
Tenstorrent, Jim Keller, and the road to AI-ready silicon

1 week ago | jonpeddie.com | David Harold

Tenstorrent, led by chip legend Jim Keller, is developing next-gen AI processors using open RISC-V CPUs and modular chiplets. Its Athena CPU chiplet and upcoming Callandor processor form the core of a scalable, AI-ready platform. Backed by $693 million in funding from Samsung, LG, Hyundai, and others, the company is licensing its IP globally and partnering in Japan and Korea to co-develop advanced AI chips.
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.