JonPeddieResearch
@jonpeddieresearch.bsky.social
Jon Peddie Research is a technically oriented marketing, research, and management consulting firm. Based in Tiburon, California, JPR provides specialized services to companies in high-tech fields including graphics hardware development.
Valve and its Steam Machine. www.jonpeddie.com/news/value-e...
Value enters big console market
Now HH, VR, controller, and classic game machines.
www.jonpeddie.com
November 14, 2025 at 10:08 PM
Valve and its Steam Machine. www.jonpeddie.com/news/value-e...
A Q&A with Ainekko founders, who discuss their fully open, software-first approach to massively parallel RISC-V compute. www.jonpeddie.com/techwatch/in...
In conversation with Ainekko
Ainekko: Opening the AI hardware stack.
www.jonpeddie.com
November 14, 2025 at 6:52 PM
A Q&A with Ainekko founders, who discuss their fully open, software-first approach to massively parallel RISC-V compute. www.jonpeddie.com/techwatch/in...
JPR's David Harold speaks with SiFive's John Ronco about what's next for the company and its vision. www.jonpeddie.com/techwatch/in...
Interview with SiFive’s John Ronco
What next for SiFive?
www.jonpeddie.com
November 13, 2025 at 4:00 PM
JPR's David Harold speaks with SiFive's John Ronco about what's next for the company and its vision. www.jonpeddie.com/techwatch/in...
Another acquisition for Intel? www.jonpeddie.com/news/intel-m...
November 12, 2025 at 11:14 PM
Another acquisition for Intel? www.jonpeddie.com/news/intel-m...
ntel has made a lot of moves in the AI realm—a pioneer, yes, but a leader? No. www.jonpeddie.com/techwatch/in...
Intel, the AI company
A pioneer, but not a leader.
www.jonpeddie.com
November 12, 2025 at 5:41 PM
ntel has made a lot of moves in the AI realm—a pioneer, yes, but a leader? No. www.jonpeddie.com/techwatch/in...
We show you what all the buzz surrounding Adobe Firefly is all about and our thoughts on Adobe AI. www.jonpeddie.com/techwatch/fi...
November 11, 2025 at 6:28 PM
We show you what all the buzz surrounding Adobe Firefly is all about and our thoughts on Adobe AI. www.jonpeddie.com/techwatch/fi...
Max'ed out at Adobe Max 2025, with a range of announcements including agentic AI Assistants in Photoshop and conversational AI Assistants in Express and Firefly, as well as new Image Model 5. Plus, news for YouTube creators. www.jonpeddie.com/techwatch/ne...
Need an AI assistant? Adobe’s got that covered
Also at Adobe Max: Image Model 5, providing a new level of realism.
www.jonpeddie.com
November 11, 2025 at 5:57 PM
Max'ed out at Adobe Max 2025, with a range of announcements including agentic AI Assistants in Photoshop and conversational AI Assistants in Express and Firefly, as well as new Image Model 5. Plus, news for YouTube creators. www.jonpeddie.com/techwatch/ne...
JPR releases third-quarter report on the global client CPU and iGPU market. www.jonpeddie.com/news/third-q...
November 10, 2025 at 5:37 PM
JPR releases third-quarter report on the global client CPU and iGPU market. www.jonpeddie.com/news/third-q...
AI companies are learning from preexisting content, while content creators believe they own that content and should be compensated for it when it's used. A look at why this issue is difficult to address. www.jonpeddie.com/blog/the-val...
The value of AI knowledge transfer
Who actually owns the generative content?
www.jonpeddie.com
November 7, 2025 at 10:39 PM
AI companies are learning from preexisting content, while content creators believe they own that content and should be compensated for it when it's used. A look at why this issue is difficult to address. www.jonpeddie.com/blog/the-val...
JPR reports on and comments on Qualcomm fiscal-4Q earnings. www.jonpeddie.com/techwatch/qu...
Qualcomm reports fiscal-4Q 2025 results
Better-than-expected 4Q revenue, but a loss due to taxes.
www.jonpeddie.com
November 7, 2025 at 9:11 PM
JPR reports on and comments on Qualcomm fiscal-4Q earnings. www.jonpeddie.com/techwatch/qu...
Google presents Ironwood, its 7th-gen TPU, positioned to take on Nvidia and AWS. www.jonpeddie.com/techwatch/go...
Google 7th-gen AIP
Ironwood to take on Nvidia and AWS.
www.jonpeddie.com
November 6, 2025 at 10:18 PM
Google presents Ironwood, its 7th-gen TPU, positioned to take on Nvidia and AWS. www.jonpeddie.com/techwatch/go...
Q&A with Semidynamics chief sales officer, Volker Politz, on what's driving the company today. www.jonpeddie.com/techwatch/se...
Semidynamics’ strategy, driven by AI
Interview with Semidynamics’ Volker Politz.
www.jonpeddie.com
November 6, 2025 at 3:44 PM
Q&A with Semidynamics chief sales officer, Volker Politz, on what's driving the company today. www.jonpeddie.com/techwatch/se...
AMD posts strong Q3'25 earnings. JPR analyzes the results. www.jonpeddie.com/techwatch/am...
AMD posts 54% adjusted gross margin; PC chip sales jump 46% to $2.8B
AI chip demand drives strong data center revenue for AMD.
www.jonpeddie.com
November 5, 2025 at 3:57 PM
AMD posts strong Q3'25 earnings. JPR analyzes the results. www.jonpeddie.com/techwatch/am...
Q&A with Andes Technology team and Condor CEO as they detail the company's evolution, strategy, and product roadmap. www.jonpeddie.com/techwatch/fl...
Flying with Andes and Condor
Interview with Condor CEO Ty Garibay and Andes team.
www.jonpeddie.com
November 4, 2025 at 10:56 PM
Q&A with Andes Technology team and Condor CEO as they detail the company's evolution, strategy, and product roadmap. www.jonpeddie.com/techwatch/fl...
Nintendo on a roll with Switch 2, raises its forecast from 15 million to 19 million units. The positives and negatives of this move. www.jonpeddie.com/news/nintend...
Nintendo raises forecast
Q3 looks very good for the company.
www.jonpeddie.com
November 4, 2025 at 5:32 PM
Nintendo on a roll with Switch 2, raises its forecast from 15 million to 19 million units. The positives and negatives of this move. www.jonpeddie.com/news/nintend...
Khronos—developing industry standards for 25 years. www.jonpeddie.com/news/khronos...
Khronos has given us 25 years of stability
The standard body enabled the mobile market; is AI next?
www.jonpeddie.com
November 3, 2025 at 9:59 PM
Khronos—developing industry standards for 25 years. www.jonpeddie.com/news/khronos...
Trying to categorize an AI device is not always easy; sometimes it may fit into overlapping categories. www.jonpeddie.com/techwatch/wh...
When is an AI IoT device an edge AI device?
It’s all shades of gray.
www.jonpeddie.com
November 3, 2025 at 6:49 PM
Trying to categorize an AI device is not always easy; sometimes it may fit into overlapping categories. www.jonpeddie.com/techwatch/wh...
MediaTek announces Q3'25 earnings: down Q-Q but up Y-Y. www.jonpeddie.com/news/mediate...
MediaTek’s sales increase year to year in Q3’25
Qtr-qtr, -5.6%; Yr-yr, +8.5%.
www.jonpeddie.com
November 3, 2025 at 5:58 PM
MediaTek announces Q3'25 earnings: down Q-Q but up Y-Y. www.jonpeddie.com/news/mediate...
Chipmaker Vsora shifts gears from vehicles to data center AI inferencing. www.jonpeddie.com/techwatch/vs...
Vsora shifts from vehicles to data center AI inferencing
Chiplet design taped-out, production 2026.
www.jonpeddie.com
November 3, 2025 at 5:31 PM
Chipmaker Vsora shifts gears from vehicles to data center AI inferencing. www.jonpeddie.com/techwatch/vs...
Chipmaker Vsora shifts gears from vehicles to data center AI inferencing. www.jonpeddie.com/techwatch/vs...
Vsora shifts from vehicles to data center AI inferencing
Chiplet design taped-out, production 2026.
www.jonpeddie.com
November 3, 2025 at 5:29 PM
Chipmaker Vsora shifts gears from vehicles to data center AI inferencing. www.jonpeddie.com/techwatch/vs...
AMD makes the transition from GPU vendor to co-develpment partner in open-AI infrastructure. www.jonpeddie.com/techwatch/am...
AMD: The open alternative to Nvidia
AMD—From silicon supplier to open AI platform partner.
www.jonpeddie.com
October 31, 2025 at 8:38 PM
AMD makes the transition from GPU vendor to co-develpment partner in open-AI infrastructure. www.jonpeddie.com/techwatch/am...
JPR's David Harold talks with Alif Semiconductor's Reza Kazerounian about Alif's focus on scalable edge AI. www.jonpeddie.com/techwatch/al...
Alif bets on the bottom half of Edge AI—and builds up
Reza Kazerounian explains Alif’s path from smart bands to scalable edge AI.
www.jonpeddie.com
October 31, 2025 at 7:10 PM
JPR's David Harold talks with Alif Semiconductor's Reza Kazerounian about Alif's focus on scalable edge AI. www.jonpeddie.com/techwatch/al...
Rayd Technologies builds chips that think like brains—using photons, not electrons. www.jonpeddie.com/techwatch/ne...
Neuromorphic developer Rayd Technologies uses optics
Photons mimic brain synapses, slashing latency to picoseconds and energy to femtojoules.
www.jonpeddie.com
October 30, 2025 at 9:15 PM
Rayd Technologies builds chips that think like brains—using photons, not electrons. www.jonpeddie.com/techwatch/ne...
Amazon prepping for next wave of generative AI, readying Trainium3 chip. Trainium chips enable developers ton train massive AI models inside Amazon’s cloud, linking thousands of chips together through high-speed connections. www.jonpeddie.com/techwatch/am...
Amazon Trainium
The company is readying number 3.
www.jonpeddie.com
October 30, 2025 at 8:26 PM
Amazon prepping for next wave of generative AI, readying Trainium3 chip. Trainium chips enable developers ton train massive AI models inside Amazon’s cloud, linking thousands of chips together through high-speed connections. www.jonpeddie.com/techwatch/am...
Nvidia makes the fantastical seem real, thanks to RTX Mega Geometry and ReSTIR path tracing. www.jonpeddie.com/news/the-com...
The complexity of the normal
CG needs it, and so does your brain.
www.jonpeddie.com
October 30, 2025 at 2:23 PM
Nvidia makes the fantastical seem real, thanks to RTX Mega Geometry and ReSTIR path tracing. www.jonpeddie.com/news/the-com...