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.

Q1’26 AI Processors Quarterly Update Table of Contents

• Introduction 
  • AI processor start-ups: IPO faster than getting acquired
  • AI companies rake in the VC money
  • AI training vs. inferencing vs. memory bandwidth
  • AI processor architectures are evolving almost as fast as LLMs are
    • Would a photonic AI inference processor be better?
    • Would a neuromorphic AI inference processor be better for inference?
  • AI takes over cryptocurrency transaction monitoring
  • Can AI save science?
  • The RISC-V vector extensions for AI
  • The heart of an AI processor: Is it the NPU and GPU?
  • The extraordinary GPU from amusing to supercomputer
  • Local opposition, not ROI, will determine AI’s build-out pace
  • Begging for chips
  • Supply, the growth limiter, not circular investment
  • AI meets the Robotics & Autonomous Systems world
  • Data center build-out in China
• Q1’26
  • Ainekko merges with Veevx after Esperanto pickup
  • Alibaba’s RISC-V CPU runs AI natively
  • Ambiq puts edge AI on a power diet
  • AMD: AI will be everywhere, and is for everyone
  • AMD and Meta announce $60B, 6 GW AI partnership
  • AMD to deliver 6 GW of AIPs to Meta
  • AMD and Samsung partnership on AI memory
  • Apple
  • Axelera real-world edge AI
  • Axelera secures $250M
  • Broadcom’s $100B custom silicon bet
  • CoreLab’s Allen Wu’s open hardware playbook
  • DMP expands its AI IP processor portfolio
  • Fujitsu joins the AIP crowd with an NPU
  • Furiosa—the proof is in the shipping
  • GlobalFoundries carries on the storied ARC processor line
  • Google Coral NPU used by Synaptics
  • Google TPU roadmap & custom silicon scaling
  • Interview with Jake Kochnowicz, Imagination Technologies
  • Innatera seeks to build a neuromorphic ecosystem
  • Interview with Innatera CEO Sumeet Kumar
  • OK, no wedding, but can we still date?
  • Meta’s AI chips epitomize hybrid hyperscalers
  • Microsoft’s Maia 200 inference AIP
  • Mythics—AI processor start-ups, the money continues to flow in
  • Neurophos CIM promises super high performance at a fraction of the power
  • Nvidia may now sell to China
  • Nvidia is (re)-proving the Jevons paradox
  • Nvidia leads and shapes the AI industry
  • Nvidia GTC 2026 keynote
  • Nvidia’s Groq tie-in
  • Nvidia Nemotron 3 Super
  • An AI processor by any other name
  • Positron jumps up to the big-league investment circle
  • Remember optical computing? It’s here
  • Quadric—$30 million more invested in AIP start-ups
  • Interview with Steve Roddy, Chief Marketing Officer, Quadric Inc.
  • Rebellions’ Rebel100 NPU
  • Renesas joins the AI process club
  • Semidynamics announces 3 mm inference tape-out and a full-stack systems roadmap
  • Semifive NPU plus SoC design
  • Sunrise releases next-generation inference GPU, Qiwang S3
  • TI integrates TinyEngine NPU across MCU portfolio
• Appendix
  • Autonomous systems
  • Tensors, vectors, and matrices
  • The who’s who of AI processors

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 142 companies offering dedicated AI silicon or IP across 18 countries. The study details products, funding, leadership, geography, and SWOTs, and quantifies a $377 billion market, driven mainly by inference (cloud and local) and edge deployments (wearables to PCs). This market is projected to increase to $494 billion in 2026.

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

A profile of 142 AIP vendors, of which 72% 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
• Summary and conclusions
• 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?
  • Is a wearable an AI IoT or an Edge AI device?
  • Neuromorphic computing
  • Compute-in-Memory (CIM)
  • Comparison of CIM to neuromorphic
  • High-volume AI IoT device categories (consumer)
  • AI training
  • PyTorch
  • Industrial AI gateways
  • Imec
  • Sanctions