Press Release – Jon Peddie Research

Q1’26 RISC-V Market Update from Jon Peddie Research

Platform economics drive consolidation as buyers favor integrated deliverables over per-core IP.

Now 135 companies chasing $493 billion market.

Ten companies are building photonic and quantum photonic compute processors.

High-end x86 systems dominate the absolute market; entry-level Arm processor-based systems lead relative growth with blistering CAGR.

Data center GPU boards were up an average of 17.0% from last quarter.

Data center GPUs were up an average of 17% from last quarter.

Long-term growth outlook remains solid, but not likely at Q4’s pace.

Server CPUs were up 6.5% from last quarter.

Consolidation slow, as are 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.