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

Description

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

Annual AI Processors Market Development report

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 in 2025, driven mainly by inference (cloud and local) and edge deployments (wearables to PCs). This market is projected to grow to $494 billion in 2026.

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

• A profile of 151 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

 

AI Processors Quarterly Update report series

The AI Processors Quarterly Update Report series update portion of the package includes four quarterly reports. These reports are an indicator of how the AI Processor market is and will behave.

These reports contain 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 start-ups 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.

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.

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