AI Processors Quarterly Update Report Subscription

Description

This is an annual subscription that includes four quarterly reports.

As of the end of the quarter, 146 suppliers—from industry giants to VC-funded start-ups—are chasing this $494 billion market. Presently, the market is entering a new phase marked by consolidation, strategic pivots, and differentiated bets on future compute paradigms. 

The report contains the following content:

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

The quarterly AI Processors Quarterly Update report 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 report Table of Content

• 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