… Related Story NAND Revenue Explodes 3.5x to a Record $46 Billion in a Single Quarter as Agentic AI Starves the PC Market Back during the Arm event, the company had estimated around $1 Billion in chip revenue from the AGI CPU, but in its latest earnings results , the company is now expecting over $2… …
… Gaming business revenue was $720 million, up 11% year-over-year, driven by solid demand for AMD Radeon™ GPUs, partially offset by lower semi-custom revenue. …
… Console revenue reached 44.7 billion , up just 2.8% , helped by full-game spending and subscriptions, but weighed down by softer live-service performance and weaker Nintendo ecosystem revenue. …
… Desktop revenue share increased 3.2% points Y/Y and -5.0% points Q/Q to 37.6%. Notebook revenue share increased 6.6% points Y/Y and 4.0% points Q/Q to 28.9%. Overall revenue share increased 6.5% Y/Y and 2.7% points Q/Q to 38.1%. …
… Read all comments on AMD’s Server CPU Revenue Set To Surge 80% This Year, With An Estimated 1.9M AI GPUs Shipping By 2027
… This would lead NVIDIA to generate 52% higher revenue versus the prior year. …
… The bulk of this revenue is made from orders of the Ascend 950PR chip, which entered mass production in March. …
IDC has released its latest report on the PC sector, cutting shipment forecasts by a large margin amid supply chain uncertainties. …
… With dramatically lower infrastructure demands, up to $33 million more annual revenue per rack, and efficient scaling for multi-trillion parameter models, Napier doesn’t just compete with NVIDIA’s Blackwell & Rubin; it redefines what’s possible for next-generation AI deployment. …
… The full-year forecast showed the game potentially earning up to half a billion dollars in revenue by the end of 2026 , which would be an incredible success for the first entry in a new franchise. …