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


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.....
AMD, IBM, and Zyphra launch ZAYA1, the first MoE model trained entirely on AMD hardware. Pretrained on 14T tokens, it matches Qwen3 series performance with strong math reasoning. Uses 128 nodes × 8 MI300X GPUs (750 PFLOPs), CCA attention mechanism, and curriculum learning. Optimized versions to follow.....
Tencent's Q3 2023 earnings show revenue growth, but capital spending missed expectations, raising AI project concerns. President Liu Chiping assured sufficient GPU reserves for internal needs, especially the 'Yuanbao' project.....
Microsoft is building a global data center network with high-speed links to support trillion-parameter AI training, including a new Wisconsin node connected to Atlanta.....
AMD acquires AI inference startup MK1 in Nov 2025 to strengthen its AI strategy. MK1's Flywheel tech, optimized for AMD Instinct GPUs, processes trillions of tokens daily, boosting inference capabilities. The MK1 team joins AMD's AI division to enhance market position.....