Jon Peddie Research publishes Q4’25 RISC-V Market Update
Consolidation slow, as is new entrants.
Consolidation slow, as is new entrants.
Contains significant information on the market in Q4’25 and the AIP companies in it.
Contains information on shipments, products, and suppliers.
On the surface, another mundane quarter that belies uncertainties beneath.
Data center GPU boards were up an average of 145.5% from last quarter.
Data center GPUs were up an average of 145% from last quarter.
Server CPUs were up 2.7% from last quarter.
Platform economics drive consolidation as buyers favor integrated deliverables over per-core IP.
Global start-ups surge, strategic shifts, and market consolidation trends.
Now 137 companies chasing $387 billion market.
Due to Windows 11 migration.
Workstation volume is up for what is a very abnormal quarter.