AI Processors Quarterly Update Report Subscription

Description

This is an annual subscription that includes four quarterly reports.

As of the end of the quarter, 154 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 the 154 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.

Q3’26 AI Processors Quarterly Update Table of Contents

• Introduction 
  • How graphics became artificial intelligence
  • The AIP zoo
• Company developments
  • Alibaba’s T-Head builds China’s Nvidia alternative
  • SambaNova could cap AI CapEx
  • Efficient Computer pulls $60M to push energy-efficient AI to the edge
  • Koduri builds the Arm model for AI GPUs
  • Europe’s AI sovereignty dream gets a data center address
  • TAI builds edge AI silicon
  • AMD Instinct 455X targets Nvidia’s Rubin directly
  • DeepSeek moves toward its own AI chip
  • Sentient files for edge AI IPO
  • Europe’s AI sovereignty dream gets a data center address
  • Nvidia shrinks Blackwell for mass robotics
  • Semidynamics wants to make memory the metric that matters
  • Tensormesh turns GPU memory into software
  • The history of AI cuts through visual computing
  • Tensordyne bets on math to beat Nvidia
  • Nvidia’s new Vera Rubin platform makes inference a rack problem
  • Huawei pulls Ascend roadmap forward again
  • Imagination’s E-Series unifies graphics and AI
  • Euclid raises €200 million for AI silicon
  • Amazon bets $60 billion on Qualcomm
  • AMD builds physical AI around balanced compute
  • Arm extends its AI platform across cloud, mobile, and physical AI
  • Ato: A voice-first companion built for sensors
  • BrainChip puts Akida in every slot
  • Enflame completes China’s four-dragons IPOs
  • Groq 3 LPX accelerates agentic inference
  • Microchip acquires edge AI leader Hailo
  • Qualcomm splits flagship strategy in two
  • SambaNova tackles AI’s memory wall
  • US agencies accuse six Chinese AI firms
  • Alibaba builds its own AI stack
  • The processor is only one layer
  • An annual Zhenwu cadence
  • MediaTek pushes Dimensity 9600 Pro into agentic AI
  • ADI buys Alif’s AI-native microcontrollers
  • Axelera brings Europa into enterprise inference
  • Fujitsu Monaka exports AI chips globally
  • Google accelerates TPU cadence for AI
  • Transform claims cloud AI on edge
  • Xiaomi expands XRing into AI silicon
• Other AI processor news
  • FuriosaAI finds a European beachhead for efficient inference
• Appendix
  • The AI Processor library
    • AI Processor Tracker Service
    • Photonic AI Processors report
    • Neuromorphic AI processors
    • FPGAs as Ai processors
    • AI-based wearables