AI Processors Quarterly Update Report Subscription

Description

This is an annual subscription that includes four quarterly reports.

As of the end of the quarter, 151 suppliers—from industry giants to VC-funded start-ups—are chasing this $588 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 151 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.

Q2’26 AI Processors Quarterly Update Table of Contents

• Introduction 
  • AI chip scarcity reshapes infrastructure strategy
  • Autonomous systems in factories and cars
  • If you want to do AI, you need an NPU, right?
  • Neuromorphic, the other AI processor
  • AI expands role in CAD engineering
• Company developments
  • IBM’s latest AI processor is GPU-free
  • AI Vector Vision reframes computer vision
  • Socionext’s custom XPU and AI data center chipset platform
  • AIStorm puts AI inside the image sensor
  • Bitmain’s AI chips are real—and radioactive
  • TI’s TDA4VM puts AI at the automotive edge
  • aiMotive aiWare brings neural IP to automotive ADAS
  • Arm Ethos-N78 scales NPU IP to 10 TOPS
  • GreenWaves GAP9 ships AI in earbuds at 50 mW
  • MAX78000 brings CNN inference to battery-powered edge
  • Nvidia enters PC chip market
  • Rebellions bets on memory-centric AI inference
  • Why SRAM chips are AI’s favorite
  • Blaize GSP streams AI graphs at the edge
  • Graphcore’s IPU doing well at SoftBanks
  • Flex Logix took eFPGA wiring into AI inference
  • Intel aims Crescent Island at inference
  • Netrasemi announces its 6th chip
  • Mosaic-SoC sits at the intersection of AI and vision
  • Google TPUs are becoming a market product
  • Computer houses may be the pinprick of the bubble
  • SambaNova and Intel target agentic inference
  • Because 138 are not enough
  • Vaire Computing bets on reversible chips
  • Taalas bets on hard-wired models to beat GPUs at inference
  • China builds exascale supercomputer without GPUs
  • CPUs return to the AI core
  • NASA builds space-grade AI compute
  • Second best not good enough, says China
  • Edge AI moves closer to sensors
  • Part III: The evolution to AI GPUs
  • Tenstorrent goes general-purpose in an age of AI specialization
  • FuriosaAI scales inference beyond chips
• Other AI processor news
  • Biren bets on China’s AI silicon independence
  • UCLA hub targets AI silicon
  • Anthropic is the supershopper for AI processors
  • Intel and Nvidia recast AI platforms
  • OpenAI’s $180B chip bet hits a wall
  • What is an agentic SoC?
• Appendix
  • The AI Processor library
    • AI Processor Tracker Service
    • Photonic AI Processors report
    • Neuromorphic AI processors
    • FPGAs as Ai processors
    • AI-based wearables