AI Processors Quarterly Update Report Subscription

$4,000

AI Processors Quarterly Update – a report series on the AI processors market segment

Jon Peddie Research’s AI Processors Quarterly Update report is a supply-side report series; it establishes the AI processors market size, value, and segment type.

The AI Processors Quarterly Update report provides information of all suppliers of AI chips—integrated, embedded, and discrete—worldwide. Historical data is included from Q1’04.

The information JPR reports is a leading indicator of how the AI market will behave. JPR reports the shipment of semiconductors from the manufacturers to ODMs and OEMs.

Category: Subscription Tags: AI, GPU, NPU, Processors

Description

Description

This is an annual subscription that includes four quarterly reports.

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 report 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