Jon Peddie Research: Mapping the $387B AI processor landscape
Global start-ups surge, strategic shifts, and market consolidation trends.
Jon Peddie Research releases its Q3’25 AI Processors Quarterly Update series report
Now 137 companies chasing $387 billion market.
Intel Unveils Crescent Island GPU for the AI inference era
The workload is shifting to smart devices
AMD AIPs are going to have a great 2H ’26
Lots of promised deals in the pipeline
Jensen delivers a GPU to SpaceX
Mighty tiny, and packing lots of memory, the DGX Spark is made for AI
Why, with 137 competitors already in the field, would OpenAI go custom?
Latest AIP partnerships announced
Meta swallows Rivos—now what?
Lots of hints, rumors, and leaks to suggest Meta’s ambitions for Rivos may go beyond adding to Meta’s technology portfolio.
Meta’s next-generation MITA Training and Inference AIP
MTIA complements and strengthens Meta’s AI infrastructure investments.
Is Meta’s acquisition of Rivos a YANK?
How many AIPs does it need to quit Nvidia?
Alibaba’s T-Head PPU
In the race with homegrown 7nm
Apple’s A19 and upcoming M5 chips
Different platforms, similar specifications.