Desktop GPU Shipments Grow by One Third, AI PCs Not the Main Driver


Intel CEO announces entry into GPU market, forming a top team led by a senior executive to accelerate AI and other key areas, recruiting talent from companies like NVIDIA.....
NVIDIA CEO Huang Renxun responded that the previously reported $10 billion investment was not a commitment but rather a gradual investment based on actual circumstances. He emphasized that the investment is not legally binding, and the core controversy lies in whether it is just an empty promise.
As AI becomes an essential tool for enterprises, building dedicated computing infrastructure has become a trend. More and more companies are choosing to build their own local AI workstations instead of relying on cloud-based APIs, mainly due to considerations of data security, cost control, and business stability. The initial investment in self-built hardware can typically be recouped within 1.5 to 2.5 years, showing significant economic advantages. Enterprises need to match different scales of computing solutions based on the complexity of their tasks.
At CES 2026, AMD CEO Lisa Su stated that AI development hasn't slowed hiring but shifted talent criteria. The company continues to grow and recruit, now prioritizing employees skilled in using AI tools and emphasizing human-machine collaboration.....
AMD and HPE deepen collaboration to advance open, scalable AI infrastructure, leveraging AMD's 'Helios' platform for large-scale AI workloads. HPE will be among the first to adopt this architecture, integrating Juniper network switches for high-bandwidth, low-latency AI cluster connectivity to accelerate next-gen AI infrastructure development.....