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:

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Is Intel finally entering the workstation AIB market?

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.
Stereo 3D still calls to us-Lenovo answers

5 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.
Big changes in the creatorverse

5 days ago | jonpeddie.com | Kathleen Maher

Sébastien Deguy is a name familiar to those in 3D content creation, first as founder of Allegorithmic, maker of 3D DCC tools, and then at Adobe, where he signed on following their acquisition of his company. Now, Deguy, who has enabled so many to achieve their creative dreams, is pursuing his own creative passions.Sébastien Deguy celebrated May by announcing his departure from Adobe, where he headed 3D & Immersive. He had been at Adobe since January 2019.
Metaverse? Metaverse? I’ve heard that somewhere…

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.
A company with a vision

6 days ago | jonpeddie.com | Kathleen Maher

Based in Espoo, Finland, IXI Eyewear promises to deliver glasses that can adapt to deliver a clear vision of what the view is looking at. The company has come out of semi-stealth mode with $36.5 million series A round of funding.IXI, the newly emerged Finnish company developing autofocus eyewear, hasn’t exactly been flying under the radar before now. They’ve been skimming the surface of the tech world’s consciousness since their founding by Ville Miettinen and Niko Eiden in 2021 (as Pixieray).
Trump defuses the AI diffusion rule

6 days 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.
AMD reports first-quarter 2025 revenue

1 week ago | jonpeddie.com | Andy Patrizio

AMD slightly beat projections for both revenue and net income, with sales down slightly from the previous quarter but up considerably year over year. AMD announced revenue for the first quarter of 2025 on Tuesday, reporting revenue of $7.44 billion, up 35.9% over the same period last year. GAAP EPS came in at $0.96, compared to $0.62 in the year-ago quarter. Analyst consensus was $7.12 billion in revenue and EPS of $0.93.
AMD beats analyst consensus

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.
Lights, camera, tariffs!

1 week ago | jonpeddie.com | Karen Moltenbrey

It’s no secret that the film industry in America has been struggling with job losses and studio closures. For years, studios and production facilities have found more favorable conditions elsewhere and opened locations where labor is cheaper and tax credits more plentiful. This week, President Trump announced/is considering/will seek input concerning tariffs (the situation is fluid) on films made outside the US.
Returning to Area-51

1 week ago | jonpeddie.com | Jon Peddie

Gaming enthusiasts are serious about their systems and want the best. They can build their own dream machine, and many serious PC gamers opt to do so. However, it is an arduous task whose end result is not always as ideal as they had envisioned. Or, they can buy a prebuilt machine that’s ready to go—a convenient but not always the most desirable option for those who want to game on the cutting-edge in terms of technology and aesthetics.