GPU winner: AMD
AMD is lastly making a exhibiting for itself, albeit modestly, in GPU accelerators. For the June 2025 version of the listing, AMD Intuition accelerators are in 23 techniques, a pleasant little bounce from the ten techniques on the June 2024 listing. In fact, it helps with the gross sales pitch when AMD processors and coprocessors might be discovered powering the No. 1 and No. 2 supercomputers on the planet.
GPU loser: Intel
Intel’s GPU efforts have been a catastrophe. It didn’t make a dent within the client area with its Arc GPUs, and it isn’t making a lot headway within the information heart, both. There have been solely 4 techniques working GPU Max processors on the listing, and that’s up from three a yr in the past. Nonetheless, it’s pitiful exhibiting given the trouble Intel made.
Server winners: HPE, Dell, EVIDAN, Nvidia
The 4 server distributors — servers, not element makers — all noticed share will increase. Nvidia can be a server vendor, promoting its SuperPOD AI servers on to prospects. All of them gained on the expense of Lenovo and Arm.
Server loser: Lenovo
It noticed the sharpest drop in server share, going from 163 techniques in June of 2024 to 136 on this most up-to-date itemizing.
Loser: Arm
Apart from the 13 Nvidia Grace chips, the ARM structure was fully absent from this spring’s listing.
