GPU and CPU news and discussions

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Nvidia Grows to 94% of GPU Market, Intel’s Share Hits 0%
AMD’s GPU share has nearly halved, going from 12% at the close of Q2 2024 to its current 6%.
By Devesh Beri September 4, 2025
https://www.extremetech.com/computing/n ... are-hits-0
Nvidia is continuing to expand its dominance in the desktop graphics card (GPU) market. According to data from Jon Peddie Research, Nvidia now controls about 94% of the add-in-board GPU segment as of the end of Q2 2025. AMD's presence has dropped to just 6%, and Intel's is nearly nonexistent.

This near-total dominance comes after years of Nvidia leading sales, thanks in part to strong demand from the AI and PC gaming sectors.

The numbers cover desktop PCs relying on add-in boards, not those using integrated graphics. Over the past year, AMD's share of this market has nearly halved, going from 12% at the close of Q2 2024 to 8% in Q1 2025. As of Q2 2025, AMD was down another two points to 6%. This is despite AMD's introduction of new cards at competitive prices, PCWorld reports.
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OpenAI and Broadcom Strike a Deal for a New AI Chip
Broadcom has a new customer and a $10 billion chip order.
By Josh Gulick September 5, 2025
https://www.extremetech.com/computing/o ... ew-ai-chip
Though an official announcement has yet to be made, Broadcom and OpenAI look to be collaborating on a new AI chip. The Financial Times reported the deal, which would produce the first AI chip of OpenAI's own. OpenAI has been looking for ways to diversify its hardware, which is currently dominated by AMD and Nvidia.

Moving to a proprietary AI chip is par for the course, at the moment. As Reuters points out, Amazon, Google, and Meta have all sunk money into custom AI hardware. With AI's biggest players looking to add hardware to the supply provided by Nvidia, Broadcom appears to have seized a lucrative opportunity. Reuters put the possible boost to Broadcom's valuation at an additional $200 billion.
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China bans its biggest tech companies from acquiring Nvidia chips, says report — Beijing claims its homegrown AI processors now match H20 and RTX Pro 6000D

By Jowi Morales
published 3 hours ago

The Cyberspace Administration of China (CAC), the country’s top internet regulator, has reportedly banned its biggest tech companies, including ByteDance and Alibaba, from buying Nvidia’s AI chips. According to the Financial Times, the CAC said that these institutions should stop testing the new RTX Pro 6000D and cancel their orders, even though several companies had already indicated their interest in purchasing tens of thousands of these GPUs, which were set to replace the H20 after it was banned (but before it was unbanned again). This goes against the initial reports that reception for the more affordable AI China-specific GPU was lukewarm — instead, it turns out that the central government was blocking the purchase of these graphics cards. This new ban comes just weeks after companies were directed to stop ordering Nvidia H20 chips, too.

Beijing reportedly believes that homegrown AI chip makers, like Huawei and Cambricon, now produce chips that have comparable performance to Nvidia’s China-only products. And although Team Green might still have an advantage with its software stack, other Chinese tech giants like Tencent are pushing to build their own infrastructure to replace that. Because of these developments, China’s chip makers are ramping production in anticipation of the glut of orders coming from companies that need AI chips but can’t purchase Nvidia products.

When approached for comment, Nvidia directed us to remarks made by CEO Jensen Huang in London on Wednesday morning. "We can only be in service of a market if the country wants us to be," adding, "I’m disappointed with what I see. But they have larger agendas to work out, between China and the US, and I’m understanding of that. We are patient about it. We’ll continue to be supportive of the Chinese government and Chinese companies as they wish.” Huang told reporters in London on Wednesday that he hopes to discuss Nvidia's ability to do business in China with President Trump during the latter's state visit to the UK.

https://www.tomshardware.com/tech-indus ... -pro-6000d
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AMD to supply 6GW of compute capacity to OpenAI in chip deal worth tens of billions

October 6, 2025

AMD has signed a multi-year chip supply deal with OpenAI that could generate tens of billions in revenue for the chipmaker, helping accelerate its momentum in the AI industry.

AMD has agreed to supply 6 gigawatts of compute capacity to OpenAI — enough to power up to 4.5 million homes — across multiple generations of its Instinct GPUs, starting with the Instinct MI450 GPU. OpenAI will receive the first gigawatt of capacity in the second half of 2026, when the new chip is scheduled for deployment.

AMD claims the MI450 series will outperform Nvidia’s comparable offerings (NVIDIA Rubin CPX) through hardware and software improvements, many of which will be made with OpenAI’s input. Its current MI355X and MI300X series GPUs, currently used in some workloads for OpenAI, are already strong for AI inference in large language models due to their large memory capacity and bandwidth.

As part of the agreement, AMD has given OpenAI the option to buy up to 160 million shares of AMD stock, which amounts to a 10% stake. The first tranche will vest with the initial 1 gigawatt deployment, and additional tranches will vest as OpenAI buys up to the total 6 gigawatts, AMD said.

https://techcrunch.com/2025/10/06/amd-t ... -billions/
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Intel unveils new processor powered by its 18A semiconductor tech

Rebecca Szkutak
10:45 AM PDT · October 9, 2025

https://techcrunch.com/2025/10/09/intel ... ctor-tech/
Six months after Lip-Bu Tan’s began his quest to turn around struggling Intel, the semiconductor giant has announced a major hardware upgrade.

On Thursday, Intel unveiled a new processor, codenamed Panther Lake. This marks the next generation of the company’s Intel Core Ultra processor family and is the first chip built using Intel’s 18A semiconductor process.

The processors are expected to begin shipping later this year and are being produced at Intel’s Chandler, Arizona, Fab 52 facility, which came online in 2024.

“We are entering an exciting new era of computing, made possible by great leaps forward in semiconductor technology that will shape the future for decades to come,” Tan said in a company press release. “Our next-gen compute platforms, combined with our leading-edge process technology, manufacturing, and advanced packaging capabilities, are catalysts for innovation across our business as we build a new Intel.”
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Nvidia and TSMC Reveal the First US-Made Blackwell Wafer
The Arizona fab has come a long way.
By Josh Gulick October 21, 2025
The first Blackwell wafer to be manufactured in the US made an appearance this weekend, thanks to TSMC's fabrication plant in Arizona. Nvidia founder and CEO Jensen Huang joined TSMC brass to show off the wafer in front of an American flag, marking a milestone for both companies. With the Trump administration putting pressure on the industry to bring manufacturing jobs onshore, efforts to bring their cutting-edge tech to the US have become critical.

"It's the very first time in recent American history that the single most important chip is being manufactured here in the United States by the most advanced fab, by TSMC, here in the United States," Huang said at a celebration marking the achievement.

https://www.extremetech.com/computing/n ... well-wafer
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First monolithic 3D chip built in U.S. foundry delivers major AI speed gains
https://techxplore.com/news/2025-12-mon ... undry.html
by Ian Scheffler, Stanford University
A collaborative team has achieved the first monolithic 3D chip built in a U.S. foundry, delivering the densest 3D chip wiring and order-of-magnitude speed gains.

Engineers at Stanford University, Carnegie Mellon University, University of Pennsylvania, and the Massachusetts Institute of Technology have collaborated with SkyWater Technology, the largest exclusively U.S.-based pure-play semiconductor foundry, to develop a novel multilayer computer chip whose architecture could help usher in a new era of AI hardware and domestic semiconductor innovation.
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Unlike today's largely flat, 2D chips, the new prototype's key ultra-thin components rise like stories in a tall building, with vertical wiring acting like numerous high-speed elevators that enable fast, massive data movement. Its record-setting density of vertical connections and carefully interwoven mix of memory and computing units help the chip bypass the bottlenecks that have long slowed improvement in flat designs. In hardware tests and simulations, the new 3D chip outperforms 2D chips by roughly an order of magnitude.
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