Q2’26 RISC-V Market Update from Jon Peddie Research
RISC-V enters the AI silicon fight: Open ISA meets memory, sovereignty, consolidation.
RISC-V enters the AI silicon fight: Open ISA meets memory, sovereignty, consolidation.
The report tracks 151 companies and more than 290 AI processor products.
Data center GPU boards were up an average of 18.6% from last quarter.
Data center GPUs showed impressive growth of 19%.
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.