June 11 – Nvidia’s (NASDAQ:NVDA) Grace-Hopper chips are driving a major share of performance gains among newly listed supercomputers, according to Wells Fargo.
Five Grace-Hopper systems contributed nearly half of the computing performance from 48 new systems added to the list. Nvidia GPUs now power 27 of those systems, while AMD (NASDAQ:AMD) GPUs appear in seven, the analysts noted.
Still, AMD maintained its lead in total GPU cores, backed by its El Capitan system. The company also added 11 more systems using its EPYC CPUs compared to the June 2024 list, bringing its total to 173.
The June 2025 list shows rising adoption of AI accelerators, with 234 systems now using them, up from 210 in November. Nvidia GPUs were used in 201 systems, up from 172 a year ago, while AMD GPU deployments rose to 26 from 14.
Meanwhile, Intel (INTC) saw a drop in GPU core share outside China, falling to 13% from 15% in the previous list and 20% the year before. Nvidia’s Grace CPUs also gained ground, now in 13 systems with over 3.6 million cores.
This article first appeared on GuruFocus.