AI Processor Tracker Service

Description

Jon Peddie Research’s AI Processor Tracker Service provides a regularly updated in-depth database of all aspects of the 136 active and 24 inactive (acquired, typically) processor suppliers.

 

The AI Processors Tracker Service delivers an in-depth picture of the AI processor market—and it’s a big one. The study maps 136 companies (the number changing almost weekly) offering dedicated AI silicon or IP across 18 countries, quantifies a $494 billion market driven primarily by inference (cloud and local) in unit sales, and training in dollar volume, as well as edge deployments ranging from wearables to PCs. Autonomous systems covering vehicles and robots is a smaller but growing segment.

The service covers:

• Profiles of all AIP vendors, active and acquired, 73% of which are privately held and most founded within the last seven years.
• The start-up wave that peaked in 2018 and the consolidation trend that has averaged three acquisitions per year since 2022. The start-ups are issued IPOs more frequently than they are getting acquired.
• The ??? is currently concentrated in cloud and local inference and edge deployments, with training remaining capital-intensive and increasingly dominated by a small number of large cap players.

 

There are over 23 spreadsheets in the workbook covering subjects such as:

Lookup	AI Training TAM	ASP
Market Segments	Cloud Inference TAM	Segment Sales
AIP Types	Master Database	Segment Shipments
Start-up Funding	Processor Types per Segment	Segment Installed Base
Market Summary TAM	AIP Products	AI Processor Foundry Data
Autonomous Systems TAM	Segment % Linked	Foundry Summary
Device Inference TAM	Sales Shipments	CapEx
IoT TAM	Units

 

The master database page covers:

Company	Category	Founded	Ownership
CEO/President	CTO	CMO	Employees
Address	City	State	Country
Phone	URL	Product Name	Product Type
NPU Name	Autonomous Systems	IoT	AI Training
AI Cloud inference	Device Inference	IP Only	GPU
NPU	CIM	Neuromorphic	RISC-V
x86	Arm CPU	Analog-based	Approx_INT8_TOPS
Process	Description	NPU Cores	Vector Engines
Memory Type	Memory Size	Memory BW	Communication
Additional Specifications	Introduced	Price	First Ship Date
ASP ($)	Die Size	Transistor Count (B)	Blog
Investors	Funding ($M)	Pre-IPO Funding	More Notes

 

The technology mix across GPUs, NPUs, CIM/PIM, neuromorphic processors, and matrix/tensor engines is shifting frequently, and one of the values this tracker service provides to stay on top of it.

Common architectural patterns include tensor/matrix engines, near-compute SRAM combined with HBM/DDR, NoC fabric, and off-chip links across PCIe, CXL, NVLink, and Ethernet.

Whether you are tracking competitive positioning, evaluating investment targets, or mapping the technology landscape, this evergreen report gives you the detail and context to understand where the AI processor market stands today and where it is heading.

The service can be purchased separately, with our Annual AI Processors Market Development report and/or our AI Processors Quarterly Update reports. Addition benefits such as complimentary copies of our supplemental reports (e.g., Photonic AI Processors, and AI processors for vision, audio, and custom IoT).

JPR’s AI Processor library

Feature	Quarterly Update	Annual Market Report	AIP Tracker service	Description
Industry Update	Y			News, opinions, and interviews about several of the suppliers, some data charts. Stand-alone and complements Annual or Tracker
Lookup		Y	Y	A sheet that lists all the data about a company when the company name is typed in
Market Segments		Y	Y	List of which companies are supplying which of the five market segments, includes heat maps and pie chart
AIP Types		Y	Y	List of which companies are supplying what types of AIP, includes heat maps and pie chart
Start-up Funding	Y	Y	Y	Lists of companies, funding rounds, total, and country, several charts in Annual and Tracker
Market Summary TAM		Y	Y	The estimated TAM in dollars and units of the five AIP segments, and CAGR out to 2034
Autonomous Systems TAM		Y	Y	Expanded estimates of the subsegments’ TAM in sales and units with CAGR to 2024
Device Inference TAM		Y	Y	Expanded estimates of the subsegments’ TAM in sales and units with CAGR to 2025
IoT TAM		Y	Y	Expanded estimates of the subsegments’ TAM in sales and units with CAGR to 2026
AI Training TAM		Y	Y	Expanded estimates of the subsegments’ TAM in sales and units with CAGR to 2027
Cloud Inference TAM		Y	Y	Expanded estimates of the subsegments’ TAM in sales and units with CAGR to 2028
Master Database		Y	Y	Lists companies, location, management, country, market segment, AIP type, funding, several charts
Processor Types per Segment			Y	Table of AIP types to market segments by company
AIP Products		Y	Y	Detailed information on all AIPs from each company
Segment % Linked			Y	The weighting sheet for company sales in each segment
Sales Shipments			Y	Quarterly dollar shipments by company (Modeled data)
Units			Y	Quarterly unit shipments by company (Modeled data)
ASP			Y	Quarterly average selling price by company (Modeled data)
Segment Sales			Y	Quarterly sales by company (Modeled data)
Segment Shipments			Y	Unit shipments by market segment by quarter forecasted to Q4’32
Segment Installed Base			Y	Units installed by quarter and by market segment
AI Processor Foundry Data			Y	AIP foundry data by company
Foundry Summary			Y	Information about the foundries
CapEx			Y	CapEx model of the top five hyperscalers
Price	Quarterly Update	Annual Market Report	AIP Tracker Service	Notes
Stand-alone	$4000/yr	$6,000	$18,000	Additional consulting time included
With Quarterly update	na	$8,000	$20,000
Photonic AIP	$500	$500	included	Credited to the purchase on any other report
TechWatch	$6,000	$3,000	included	Daily industry news and analyst’s opinions