$2,500
AI Processors Quarterly Update – a report on the AI processors market segment
Jon Peddie Research’s AI Processor Quarterly Update report is a supply-side report (available in a series) that establishes the AI processing market size by shipments, value, segment type, installed base, and investment from the current quarter back to Q1’04 for a historical perspective.
Description
As of the end of the quarter, 137 suppliers—from industry giants to VC-funded start-ups—are chasing this $387 billion market. Presently, the market is entering a new phase marked by consolidation, strategic pivots, and differentiated bets on future compute paradigms.
The report contains the following content:
- A comprehensive list of 137 AI processor suppliers
- Analysis of the shifting U.S.–China competitive landscape
- Profiles and interviews with notable start-ups and established players
- Trends in VC investment and market maturity
The quarterly AI Processors Quarterly Update report is a valuable resource for understanding the AI processor market, providing insight into the capabilities of AI processors in use today and coming in the near future.
Q3’25 AI Processors Quarterly Update Table of Contents
- Introduction
- Training vs inference in AI
- Do edge-based AI inference processors need an NPU?
- What they can use
- Why use an NPU at the edge?
- When an NPU is not necessary
- Real-world examples
- Conclusion
- Forecast for the AI processor market
- Edge AI processor market
- Regional trends and use cases
- Memory subsystems
- Market drivers
- Summary table
- Other AI Developments
- The China sales tax
- Wafers and chips
- AI software
- AI goes to Hollywood?
- Will AI completely take over computer graphics?
- Q3’25
- aiMotive AI NPU IP
- Alibaba’s Hanguang 800
- Alif AL/ML MCU with NPU
- Ambiq’s new tiny AI processor
- America’s AI action plan: Winning the race
- Arm Ethos-U85 NPU
- Arm’s CPU-first AI push gets teeth with Lumex
- Arm’s evolution from IP for everyone to chipmaker-in-disguise
- Arm Lumex AI compute
- Broadcom to build OpenAI processor
- Cambricon: China’s AI chip powerhouse emerges
- China’s domestic AI alliances
- CyberSwarm’s Memristor bet
- Denglin Technology
- Dojo what happens to A16 processor, what does Samsung do?
- EdgeCortix AI processor company lined up for IPO
- Enflame/Suiyuan AI processor chip
- Flow Computing commercial deployment of PPU-accelerated CPUs
- FuriosaAI raises $125 million to scale RNGD AI inference chip production
- Google’s Tensor G5 AI chip
- Groq yanks forecast
- Huawei’s Ascend 950 AI processor
- Huawei 950 SuperCluster isn’t so super
- MediaTek’s Dimensity 9500 goes big on cores, big on AI
- MediaTek Genio 700
- Nordic Semiconductor expands its AI footprint
- Nvidia Rubin CPX and disaggregated long-context inference
- Oxmiq Labs enters the GPU market, softly
- Positron AI builds power and memory-efficient AI chips
- Qualcomm: Interview with Vinesh Sukumar
- Semidynamics’ NPU
- SiMa.ai’s Modalix platform ships
- Tesla’s A16 AI processor
- Tesla’s Dojo, alas we knew ye not well
- Appendix
- Study reveals the world’s most AI-innovative countries in 2025
