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


AMD CEO Lisa Su is expected to visit Korea next month to meet Samsung executives on AI chip and tech cooperation, with Samsung potentially becoming AMD's HBM4 supplier. The two signed an AI memory and computing MOU in March, and talks may finalize cooperation.....
AMD announced it will acquire AI startup World Labs through a stock deal, valued at about 8.2 billion US dollars. After the transaction, co-founder and Stanford University professor Fei-Fei Li will serve as AMD's Executive Vice President and Chief Scientist, working with Chairman and CEO Sue Mi Terry to advance cutting-edge AI strategies. World Labs was founded by Fei-Fei Li, Ben Mildenhall, and Justin Johnson in early 2024, aiming to break through the boundaries of traditional language models and build AI that can understand and reason about the physical world.
Google enhances its AI subscription with computing power: eligible members gain extra Colab and TPU resources.....
AMD revealed over 20 devices based on Ryzen AI Max+ PRO 495 will launch, mostly mini PCs; HP will instead launch a ZBook Ultra mobile workstation based on "Gorgon Halo". Known models include Minisforum N5MAX-P495, MS-S1MAX-P495, GMKtec EVO-X5 Pro and Lenovo ThinkCentre X Ultra.....
Amazon and Nvidia deepen partnership: 2M Nvidia GPUs for AWS over two years, including Blackwell Ultra, Rubin, Rubin Ultra, for LLM training/inference, 2027-2028. In-house chips coexist but Nvidia dominates. Previous 1M+ commitment doubled on strong demand, per Nvidia earnings call.....