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


Nvidia's market cap surpasses $5 trillion, making it the world's most valuable company. Its GPUs drive AI growth, with expansion in data centers and AI factories reinforcing its market leadership.....
U.S. DOE partners with AMD on a $1B deal to build two supercomputers for nuclear energy, cancer research, and national security, enhancing data processing capabilities.....
OpenAI partners with AMD in a multi-billion dollar deal, deploying 1,000 MW computing capacity by late 2026 for AI model inference, with 160 million AMD stock warrants.....
AMD partners with Oracle to deploy up to 50K Instinct MI450 AI chips in data centers by Q3 2026, boosting its AI competitiveness against Nvidia.....
Recent transactions by OpenAI have complicated its equity structure, causing investors to question their returns. The company's valuation has reached $500 billion, making it the most valuable non-publicly traded company globally. This is mainly due to multi-billion-dollar chip contracts with NVIDIA and AMD, with the funds intended to achieve a trillion-level computing power deployment goal.