Jon Peddie Research releases Q3 2026 AI processor industry report
Inference turns into a system, memory sets the pace, and consolidation begins.
Inference turns into a system, memory sets the pace, and consolidation begins.
Apple SoCs break into Mid-Range tier of JPR’s PC gaming hardware analysis.
Data center GPU boards were up an average of 11.5% from last quarter.
But viewed in light of recent history, it doesn’t necessarily portend any long-term material weakness… at least not yet.
Server CPUs were up 8% from last quarter.
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.