Annual AI Processors Market Development Report

Description

The evergreen 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.

The report 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
• 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