Jon Peddie Research yesterday released its Q2 2026 AI Processor Quarterly Update report, which covers the state of the AI processor industry in the second quarter of this year. Among the analysis, the report finds that the AI processor market continues to expand, but the nature of the competition is changing. The industry has moved beyond a simple race to build larger GPUs and now encompasses a broad range of architectures optimized for different workloads, power envelopes, deployment models, and economic constraints, says Dr. Jon Peddie, president of Jon Peddie Research.

The next phase will depend less on peak performance and more on efficiency, memory architecture, software ecosystems, deployment economics, and the ability to address specific workloads with the right combination of compute resources, according to the report.
An article by BriefGlance cites JPR’s report findings in its article “The Great AI Chip Fracture: Why Smarter, Not Faster, Is Now the Goal” and delves into how a new chapter for the AI processor is being written.
JPR puts the “I” in AI (and because you will ask—Intelligence, market intelligence).