Update: 2026-03-07 (05:36 AM)
Here is the Technical Intelligence Report for 2026-03-07.
Executive Summary
- Market Critical: AMD’s discrete GPU market share has collapsed to a historic low of 5% in Q4 2025, while NVIDIA captured 95% of the market driven by RTX 50-series sales.
- Firmware Development: Significant progress reported on porting open source firmware (Coreboot + openSIL) to consumer AM5 motherboards (MSI PRO B850-P), with a target for upstreaming later this year.
- Competitor Ecosystem: Intel’s Linux software ecosystem continues to mature with NPU frequency and Xe GPU power monitoring added to standard GNOME utilities for Ubuntu 26.04 LTS.
🤖 ROCm Updates & Software
[2026-03-07] 3mdeb Making Progress On AMD Ryzen AM5 Motherboard Port With Coreboot + openSIL
Source: Phoronix
Key takeaway relevant to AMD:
- Demonstrates active development in replacing proprietary AGESA with openSIL on consumer hardware (AM5), a critical requirement for security-conscious and open-source enterprise clients.
- Sets the stage for AMD Zen 6 platforms, where openSIL is expected to be the production standard.
Summary:
- Firmware consulting firm 3mdeb is porting Coreboot and AMD openSIL to the MSI PRO B850-P consumer motherboard.
- The codebase has been updated to the latest Coreboot standards, with a full release expected later in 2026.
Details:
- Hardware Target: MSI PRO B850-P (AM5 Ryzen consumer motherboard).
- Software Stack: 3mdeb is utilizing their downstream “Dasharo” code, which has been re-based from Coreboot 24.12 to Coreboot 25.12.
- Current Status: The team is currently tackling port configuration. The project remains a “work-in-progress” but is slated for release within the year.
- Roadmap Implications:
- Current AMD Phoenix openSIL code is treated as a “proof-of-concept.”
- Zen 6: Identified as the target generation where openSIL is intended to be production-ready at scale.
- Upstreaming: 3mdeb plans to upstream all changes to the main Coreboot repository once the port reaches stability.
🤼♂️ Market & Competitors
[2026-03-07] Nvidia dominates gaming GPU market with 95 percent share as sales of AMD Radeon graphics plummet to a historical low of 5 percent
Source: Tom’s Hardware
Key takeaway relevant to AMD:
- AMD Radeon discrete desktop market presence is virtually vanishing (5% share), indicating severe rejection or lack of availability of the RX 9000-series.
- The integrated GPU (iGPU) market remains AMD’s stronghold, but the lucrative Add-in-Board (AIB) market is now almost a total NVIDIA monopoly.
Summary:
- Jon Peddie Research (JPR) data for 2025 shows NVIDIA holding 95% of the discrete GPU market, with AMD falling to 5%.
- Total market shipments increased to 44.28 million units in 2025, largely driven by NVIDIA’s Blackwell architecture (RTX 50-series).
Details:
- Market Share (Q4 2025):
- NVIDIA: 95% (Increased from 92% in Q1 2025).
- AMD: 5% (Decreased from 8% in Q1 2025). This is the lowest share in AMD/ATI history.
- Intel: 0% gain (Battlemage architecture targeted niches and did not gain significant share).
- Shipment Volume:
- Total Industry: 44.28 million units (up from 34.7M in 2024).
- AMD Volume: Dropped from 0.74 million (Q1) to 0.57 million units (Q4).
- Product Performance: The report cites that AMD Radeon RX 9000-series GPUs “failed to garner popularity,” potentially due to scarce availability at recommended pricing.
- 2026 Outlook: JPR predicts a 10% market decline in 2026 due to tariffs, memory prices, and unstable conditions.
[2026-03-07] Resources For GNOME Adds Intel Xe GPU Power Usage & Intel NPU Frequency Reporting
Source: Phoronix
Key takeaway relevant to AMD:
- Intel is aggressively refining Linux user experience for “Lunar Lake” and “Battlemage,” ensuring granular monitoring tools are available in standard distributions (Ubuntu 26.04).
- Highlights a gap AMD must ensure is filled for Ryzen AI (NPU) monitoring in standard Linux GUI tools to remain competitive in the Linux developer laptop space.
Summary:
- The “Resources” system monitor app (GNOME/GTK4) released version 1.10.2 with specific enhancements for modern Intel hardware.
- Updates focus on NPU visibility and Xe GPU power metrics.
Details:
- Software Version: Resources 1.10.2.
- New Intel Features:
- Xe Driver Support: Power usage monitoring added for Intel GPUs using the Xe kernel driver (default for Lunar Lake iGPUs and Battlemage discrete GPUs).
- NPU Support: Core frequency monitoring for Intel NPUs added, along with fixes for NPU utilization metrics.
- OS Context: This application is the default system monitor for Ubuntu 26.04 LTS, meaning Intel hardware will have superior out-of-the-box observability compared to hardware lacking these hooks.
📈 GitHub Stats
| Category | Repository | Total Stars | 1-Day | 7-Day | 30-Day |
|---|---|---|---|---|---|
| AMD Ecosystem | AMD-AGI/GEAK-agent | 69 | 0 | +1 | +11 |
| AMD Ecosystem | AMD-AGI/Primus | 76 | 0 | +2 | +4 |
| AMD Ecosystem | AMD-AGI/TraceLens | 63 | +1 | +4 | +6 |
| AMD Ecosystem | ROCm/MAD | 31 | 0 | 0 | 0 |
| AMD Ecosystem | ROCm/ROCm | 6,225 | 0 | +25 | +85 |
| Compilers | openxla/xla | 4,049 | +2 | +26 | +82 |
| Compilers | tile-ai/tilelang | 5,329 | -1 | +43 | +288 |
| Compilers | triton-lang/triton | 18,572 | +3 | +75 | +218 |
| Google / JAX | AI-Hypercomputer/JetStream | 415 | 0 | +1 | +11 |
| Google / JAX | AI-Hypercomputer/maxtext | 2,162 | 0 | +8 | +32 |
| Google / JAX | jax-ml/jax | 35,015 | +5 | +46 | +220 |
| HuggingFace | huggingface/transformers | 157,510 | +19 | +391 | +1340 |
| Inference Serving | alibaba/rtp-llm | 1,057 | -2 | +4 | +17 |
| Inference Serving | efeslab/Atom | 336 | 0 | +1 | 0 |
| Inference Serving | llm-d/llm-d | 2,585 | +4 | +44 | +135 |
| Inference Serving | sgl-project/sglang | 24,201 | +34 | +328 | +890 |
| Inference Serving | vllm-project/vllm | 72,318 | +80 | +823 | +2748 |
| Inference Serving | xdit-project/xDiT | 2,560 | 0 | +12 | +33 |
| NVIDIA | NVIDIA/Megatron-LM | 15,534 | +3 | +75 | +386 |
| NVIDIA | NVIDIA/TransformerEngine | 3,187 | 0 | +11 | +47 |
| NVIDIA | NVIDIA/apex | 8,928 | 0 | +2 | +17 |
| Optimization | deepseek-ai/DeepEP | 9,023 | +2 | +17 | +61 |
| Optimization | deepspeedai/DeepSpeed | 41,758 | +2 | +55 | +211 |
| Optimization | facebookresearch/xformers | 10,362 | +2 | +9 | +37 |
| PyTorch & Meta | meta-pytorch/monarch | 985 | 0 | +5 | +27 |
| PyTorch & Meta | meta-pytorch/torchcomms | 345 | 0 | +3 | +18 |
| PyTorch & Meta | meta-pytorch/torchforge | 632 | 0 | +8 | +21 |
| PyTorch & Meta | pytorch/FBGEMM | 1,536 | -2 | +2 | +11 |
| PyTorch & Meta | pytorch/ao | 2,721 | +1 | +16 | +53 |
| PyTorch & Meta | pytorch/audio | 2,834 | 0 | +1 | +12 |
| PyTorch & Meta | pytorch/pytorch | 98,018 | +19 | +194 | +842 |
| PyTorch & Meta | pytorch/torchtitan | 5,111 | +1 | +14 | +73 |
| PyTorch & Meta | pytorch/vision | 17,546 | +2 | +11 | +49 |
| RL & Post-Training | THUDM/slime | 4,605 | +10 | +122 | +929 |
| RL & Post-Training | radixark/miles | 956 | +6 | +35 | +119 |
| RL & Post-Training | volcengine/verl | 19,694 | +21 | +225 | +689 |