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JPR releases its Q4’25 AI Processors Quarterly Update report

Contains significant information on the market in Q4’25 and the AIP companies in it.

Jon Peddie

It’s here, the report you’ve been waiting for, the Q4’25 AI Processors Quarterly Update report is now available from JPR and ready for you to download.

AIP quarterly update report

The 188-page report (with 44 diagrams and illustrations, and 12 tables) covers the AI processor products and company changes that took place in Q4’25.

The report is subdivided into two main sections. It contains discussions on subjects such as market drivers, where the companies are focused, the so-called bubble, the Chinese sovereign VC fund, why Nvidia is impossible to catch, and much more.

Also within the report are the companies being discussed, including Ainekko, Alibaba, Alif, Amazon, AMD, Arm, Axelera, Broadcom, Coral, Google, Intel, Meta, Moore Threads, Nvidia, NextSilicon, OpenAI, Qualcomm, Ryad, Tiiny AI, Tsavorite, Vsora, XMOS, and others.

The AIP market has seven segments: Vehicles, Edge, IoT, AI Training, AI Cloud Inference, Device Inference, and Data Center, and there are 10 different processor types serving the market: IP only, Chip, GPU, NPU, CIM, Neuromorphic, RISC-V, x86, Arm CPU, and Analog-based.

Vendors deliver them as chips, SoCs, chiplets, accelerator modules, cards, or IP cores for use across cloud infrastructure, client systems, edge devices, vehicles, and IoT products.

Companies in AIP

Figure 1. Population of companies in the AIP market.

The report can be purchased as a single copy ($2,500), a yearly subscription ($4,000), or bundled with the massive 431-page 2026 AI Processor Market report and database ($8,000). A Table of Contents and other details for the Q4’25 AIP report can be found here.

JPR also publishes quarterly reports on CPUs, GPUs, add-in boards, workstations, AI processors, and RISC-V.

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