AI Processors Quarterly Update series and Annual AI Processors Market Development report bundle

Description

This report package contains the AI Processors Quarterly Update report series and the Annual AI Processors Market Development report.

The AI Processors Quarterly Update report series

This portion of the package includes four quarterly update reports. The reports are indicators of how the AI processor market is and will behave.

This report series contains the following content:

• A comprehensive list of the AI processor suppliers
• Analysis of the shifting U.S.–China competitive landscape
• Profiles and interviews with notable startups and established players
• Trends in VC investment and market maturity

The AI Processors Quarterly Update report series is a valuable resource for understanding the AI processor market, providing insight into the capabilities of AI processors in use today and coming in the near future.

Q4’25 AI Processors Quarterly Update Table of Contents

• Introduction 
  • The market segments
  • Forecast for the AI processor market
    • Market drivers
    • Where the companies are focused
    • 3D chip to accelerate AI
  • Can OpenAI use Trainium chips if it agreed to use Nvidia chips?
    • Bubble, bubble, wherefore art thou bubble
  • When is an AI IoT device an edge device?
  • Intel’s AI processor strategy—custom or acquisition?
  • First AI factor pioneer reports results
  • Moore Threads files IPO, raises $1.1 billion
  • China’s GPU hopefuls hit the public markets with big multiples, while Nvidia hangs on
  • Nvidia’s Game of Thrones
  • One more reason why Nvidia is impossible to catch
    • Other AI developments
  • The Chinese situation
    • U.S. policy & tariffs on AI chips
    • Market & industry fallout
    • Emerging policy reconsideration
    • What this means in 2025
    • AI software
  • If AMD and Nvidia can sell chips to China, will it be profitable?
• Q4’25
  • AI returns the favor—makes AIPs
  • GPUs vs. ASICs—the threat from within
  • When is an AI IoT device and Edge AI device?
  • Ainekko acquires Esperanto IP
  • Alibaba’s T-Head PPU
  • Alif bets on the bottom half of edge AI—and builds up
  • Amazon Trainium
  • Ambiq introduces Apollo510 Lite SoCs
  • AMD gets closer to revealing the MI430X GPU
  • Graviton5 powers the rise of the converged AI data center
  • Arm China points Zhouyi X3 at the edge
  • Axelera AI’s Euopa emerges from the Netherlands
  • Coral NPU goes open source
  • The tensor contraction bet: Interview with Furiosa.ai June Paik
  • Google 7th-gen AIP
  • Intel unveils Crescent Island GPU for the AI inference era
  • Intel is pursuing a three-track AI strategy
  • Intel NPU5 in Panther Lake
  • Intel, the AI company
  • Intel making yet another AI processor acquisition?
  • Meta swallows Rivos—could Rivos be making an AI GPU?
  • Is Meta’s acquisition of Rivos a YANK?
  • Meta’s next-generation MITA Training and Inference AIP
  • Moore Threads files IPO, raises $1.1 billion
  • Neuromorphic developer Ray Technologies uses optics
  • Nvidia prepares Vera Rubin for next AI wave
  • Nvidia makes a dramatic, gigantic acquisition-licensing deal with Groq
  • Why, with 139 choices, would OpenAI go custom?
  • NextSilicon: Maverick-2 and RISC-V development
  • Will Jeff Bezos’ Project Prometheus use Tenstorrent AI processors?
  • Qualcomm enters AI loud-based inference market
  • Qualcomm Snapdragon 8 Elite Gen 5
  • Tiiny AI processor box
  • Tsavorite’s Omni Processing Unit
  • Visor shifts from vehicles to data center AI inferencing
  • XMOS—from DSP to hybrid AIPs
• Appendix
  • The AI processor companies
  • Training vs. inference in AI
  • Do edge-based AI inference processors need an NPU?
  • Study reveals the world’s most AI-innovative countries in 2025
  • I love my AIs

Annual AI Processors Market Development report

This part of the package, the evergreen Annual AI Processors Market Development report, provides an in-depth picture of the AI processor market including a market map of 137 companies offering dedicated AI silicon or IP across 18 countries. The study details products, funding, leadership, geography, and SWOTs, and quantifies an $387 billion market driven mainly by inference (cloud and local) and edge deployments (wearables to PCs).

This Annual AI Processors Market Development report portion of the package contains the following content:

A profile of 137 AIP vendors, of which 70% are privately held and most founded within the last 7 years.

Examination of the start-up wave, which peaked in 2018, and the consolidation baseline, which has averaged 3 acquisitions per year since 2022.

Analysis of the strategy shift, which is concentrated in cloud/local inference and edge; training remains capital-intensive.

Details of the technology mix (GPUs, NPUs, CIM/PIM, neuromorphic processors, and matrix/tensor engines.

Inclusion of common patterns such as tensor/matrix engines, near-compute SRAM + HBM/DDR, NoC fabric, and PCIe/CXL/NVLink/Ethernet off-chip links.

The Annual AI Processors Market Development report is a valuable resource for understanding the AI processor market, providing insight into the evolving market and capabilities of AI processors in use today and coming in the near future.

Annual AI Processors Market Development Table of Contents

• Introduction
• The market segments
  • What’s not included in this report
  • Market value
  • AI Processor Innovators: A short overview
• The companies
• Appendix
  • AI Processor companies — Segment summary
  • The processors of AI
  • When did a GPU become an SoC?
  • What is a GPU these days 25 years later?
  • Neuromorphic computing
  • Compute-in-Memory (CIM)
  • Comparison of CIM to neuromorphic
  • High-volume AI IoT device categories (consumer)
  • AI training
  • PyTourch
  • Industrial AI gateways
  • Imec
  • Sanctions