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Discrete GPU shipments jump 12% in Q2 as desktop PC demand falls, JPR reports

Jon Peddie Research found standalone GPU shipments rose 12.2% quarter over quarter and 14.1% year over year in Q2, even as the broader client CPU market shrank 1.1% annually and desktop PC demand softened. Total consumer PC GPU shipments, including integrated graphics, hit 75.5 million units, with notebook GPU shipments up 16.8% while desktop GPU shipments dropped 4%. Intel led the overall GPU market with 56% share from integrated graphics, followed by Nvidia at 23% and AMD at 21%.

Nvidia's PAIR turns idle home PCs and Macs into a shared AI compute network

Nvidia has released Personal AI Router (PAIR), a free open-source tool that finds compatible computers on a home network and links them together to run local AI inference tasks through apps like Ollama and LM Studio. It supports Nvidia RTX 20-series and newer GPUs, RTX Pro and DGX Spark systems, plus Apple M4 chips or later, and only taps machines when they're idle so it doesn't interfere with other use.

Nvidia disputes WSJ report of paused deals under its AI Compute Partnership program

The Wall Street Journal reported that Nvidia had frozen some transactions under its two-month-old 'take or pay' AI Compute Partnership after partners objected to Nvidia dictating which customers could lease its GPUs. Nvidia pushed back, saying the program remains active and is simply evolving amid strong demand, without confirming or denying specific paused deals.