Jon Peddie, founder and president of Jon Peddie Research, was the featured guest of DE 24/7 tech podcaster Kennth Wong, where he discusses the unprecedented-growth industry of AI processors and the constant ebb and flow occurring practically daily in this billion-dollar market.
Jon Peddie
The AI processors market is an important one and one that everyone, especially those within tech circles, should be focused. Computer graphics analyst Jon Peddie, founder/president of Jon Peddie Research, explains why during an interview with Digital Engineering’s Kennth Wong during a recent episode of Wong’s DE 24/7 podcast. “As of the end of the [third] 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.”
AI is a strong presence in everyone’s daily life—upfront and/or behind the scenes. And, it is fast coming a dominant presence, as our dependence on it and use continues to grow. And the power behind AI are AI processors.
In 2025, Jon Peddie Research began publishing in-depth reports on the AI processor market—a must-have for established companies, start-ups, or those about to enter this market. The Annual AI Processors Market Development Report is a substantial document, updated monthly, that establishes the AI processor market size by shipments, value, segment type, installed base, and investment, and provides a database of all suppliers of AI processor chips. Among other information the AI Processors Quarterly Update Report follows the shipment of semiconductors from manufacturers to ODMs and OEMs in this market. There’s also a free summary report of the AI processor market that discusses how and why GPUs evolved into AI processors (AIPs) and the epic explosion of the AIP market.
During the podcast, Peddie dissects the market, discusses the major players to date and minor ones ready to take on those giants, and looks at the past, present, and future built with AIPs.
A link to the podcast can be found here.
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