$8,000
Jon Peddie Research’s Annual AI Processors Market Development and AI Processors Quarterly Update report series update subscription package contains a dual AIP market package that includes:
- The annual supply-side report that establishes the AI processor market size by shipments, value, segment type, installed base, and investment from the current quarter back to Q1’25 for a historical perspective.
- The report provides a database of all suppliers of AI processor chips.
Also:
- The four quarterly AI Processor Quarterly Update report series, a supply-side report series update establishing the AI processors market size, value, and segment type from the current quarter back to Q1’04 for a historical perspective. 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.
Description
This report package contains the Annual AI Processors Market Development report along with the AI Processors Quarterly Update report series.
Annual AI Processors Market Development report
The evergreen Annual AI Processors Market Development report provides an in-depth picture of the AI processor market including a market map of 137 companies offering dedicated AI silicon or IP across 18 countries. The study details products, funding, leadership, geography, and SWOTs, and quantifies a $387 billion market driven mainly by inference (cloud and local) and edge deployments (wearables to PCs).
This Annual AI Processors Market Development report portion of the package contains the following content:
- A profile of 137 AIP vendors, of which 70% are privately held and most founded within the last 7 years.
- Examination of the start-up wave, which peaked in 2018, and the consolidation baseline, which has averaged 3 acquisitions per year since 2022.
- Analysis of the strategy shift, which is concentrated in cloud/local inference and edge; training remains capital-intensive.
- Details of the technology mix (GPUs, NPUs, CIM/PIM, neuromorphic processors, and matrix/tensor engines).
- Inclusion of common patterns such as tensor/matrix engines, near-compute SRAM + HBM/DDR, NoC fabric, and PCIe/CXL/NVLink/Ethernet off-chip links.
The Annual AI Processors Market Development report is a valuable resource for understanding the AI processor market, providing insight into the evolving market and capabilities of AI processors in use today and coming in the near future.
Annual AI Processors Market Development Table of Contents
- Introduction
- The market segments
- What’s not included in this report
- Market value
- AI Processor Innovators: A short overview
- The companies
- Appendix
- AI Processor companies — Segment summary
- The processors of AI
- When did a GPU become an SoC?
- What is a GPU these days 25 years later?
- Neuromorphic computing
- Compute-in-Memory (CIM)
- Comparison of CIM to neuromorphic
- High-volume AI IoT device categories (consumer)
- AI training
- PyTourch
- Industrial AI gateways
- Imec
- Sanctions
AI Processors Quarterly Update report series
The AI Processors Quarterly Update Report series update portion of the package includes four quarterly reports. These reports are an indicator of how the AI Processor market is and will behave.
These reports contain the following content:
- A comprehensive list of the 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 AI Processors Quarterly Update report series 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.
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.
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
