Based on our experience running AIMultiple’s cloud GPU benchmark, we compare chip makers by product, availability and architecture, covering data center GPUs, mobile chips, edge accelerators and foundries.
30+ AI chip makers by category
Each row names a representative product, its type and its availability. Availability distinguishes hardware offered for sale, cloud services, internal deployments and announced products. Dates refer to documented milestones. Future shipment dates remain targets.
GPUs vs ASICs in AI chip architectures
GPUs are programmable parallel processors used for training and inference. TPU and Trainium support both workloads, while other designs focus on inference. Architecture alone does not establish performance for a particular model.
Training and inference columns describe the stated workload scope. Evidence identifies the basis for each row as Specification, Roadmap claim, Vendor benchmark or Independent benchmark. Independent benchmark applies to the named tested hardware. It does not validate the vendor’s other products or future generations.
Data center GPU and accelerator suppliers
1. NVIDIA
NVIDIA designs GPUs and systems for AI training and inference. Its data center products range from individual accelerators to racks that connect GPUs, host CPUs and networking. It outsources chip fabrication to TSMC.
Data center GPUs and systems
The Hopper and Blackwell families include H200, B300 and GB300. HGX systems combine eight GPUs, while NVL72 racks connect 72 GPUs with NVLink.1
NVIDIA unveiled Vera Rubin, its platform after Blackwell Ultra, at CES 2026 as a six-chip platform.2 At GTC on March 16, 2026 NVIDIA expanded it to seven chips, the Vera CPU, Rubin GPU, NVLink 6 Switch, ConnectX-9 SuperNIC, BlueField-4 DPU, Spectrum-6 Ethernet switch and Groq 3 LPU, and declared them in full production.3 On September 16, 2026, CoreWeave announced that it had brought up a multi-rack Vera Rubin NVL72 cluster connecting hundreds of Rubin GPUs on its cloud.4 Blackwell and the GB300 NVL72 remained the revenue volume product through Q1 FY2027.
The Vera Rubin NVL72 rack pairs 72 Rubin GPUs with 36 Vera CPUs for 3,600 PFLOPS of NVFP4 inference, 20.7 TB of HBM4 and 260 TB/s of NVLink 6 scale-up bandwidth.5 The Rubin GPU is reported to be built on TSMC’s N3P with HBM4, a node NVIDIA has not confirmed.
The seventh chip comes from NVIDIA’s December 2025 licensing agreement with Groq, covered in the Groq section below.
The Groq 3 LPU is a dedicated inference chip, and Samsung Foundry manufactures it.6 Groq 3 LPX racks are slated for the second half of 2026, and NVIDIA projects up to 35x higher throughput per megawatt for trillion-parameter models when LPX is paired with Vera Rubin NVL72.7
Cloud access and software
Most cloud players offer NVIDIA hardware as their cloud GPUs. Morgan Stanley put NVIDIA at roughly 85% of AI processor revenue in March 2026, with custom ASICs above 10% and AMD below 5%.8 Bloomberg Intelligence expects NVIDIA to hold 70% to 75% of the AI accelerator market through 2030.9
NVIDIA Dynamo, announced at GTC 2025, is an open-source inference framework for high-throughput, low-latency deployment of generative AI models in distributed environments.10
NVIDIA also offers DGX Cloud services. Its DGX Cloud Lepton marketplace connects developers with GPU cloud providers including CoreWeave, Lambda and Crusoe.11
Desktop and enterprise systems
DGX Spark (formerly Project Digits) is a desktop AI supercomputer featuring a Grace Blackwell Superchip with an NVIDIA Blackwell RTX GPU with 6,144 CUDA cores and fifth-generation Tensor Cores with FP4 precision, connected via the NVIDIA NVLink-C2C chip-to-chip interconnect to a 20-core NVIDIA Grace CPU, with up to 1 petaflop of AI compute and 128GB of unified memory.1213
Announced in May 2025 at Computex, NVIDIA introduced RTX PRO Servers powered by RTX PRO 6000 Blackwell Server Edition GPUs, designed for enterprise AI factories.14
Data center revenue
NVIDIA data center revenue and its share of total revenue are reported by NVIDIA fiscal year.15
2. AMD
AMD is a fabless chip manufacturer with CPU, GPU, and AI accelerator products.
AMD launched MI300 for AI training workloads in June 2023 and is competing with NVIDIA for market share. Startups, enterprises and tech giants adopted AMD hardware in 2023, when NVIDIA hardware was difficult to procure amid the generative AI boom triggered by the launch of ChatGPT.161718
In 2025, AMD acquired a team of AI hardware and software engineers from Untether AI along with compiler startup Brium. In June 2026 AMD announced the acquisition of MEXT, whose predictive-memory technology is designed to make flash behave more like DRAM and cut data center memory cost.1920 AMD also agreed to acquire Taalas in August 2026, as covered in the Taalas profile below.21
AMD launched the Instinct MI350X and MI355X on June 12, 2025 at Advancing AI 2025.22 The MI355X is built on CDNA4 at TSMC 3nm with 288 GB of HBM3E and 10.1 PFLOPS of MXFP4, and AMD positions it against NVIDIA’s Blackwell B200. AMD followed on May 7, 2026 with the Instinct MI350P, a passive PCIe 5.0 card carrying 144 GB of HBM3E and a 600 W maximum TBP.23
AMD announced an OpenAI agreement on October 6, 2025 covering 6 GW, with the first 1 GW of MI450 Series capacity from the second half of 2026.24
AMD named Oracle Cloud Infrastructure as a launch partner on October 14, 2025 for an initial 50,000 MI450 Series GPUs from calendar Q3 2026.25
AMD announced a Meta agreement on February 24, 2026 for up to 6 GW from the second half of 2026, using a custom Instinct GPU based on the MI450 architecture.2627
AMD announced an Anthropic agreement on July 22, 2026 for up to 2 GW of MI450 Series GPUs in Helios racks from the first half of 2027.28
For measured inference comparisons across NVIDIA and AMD GPUs, see our GPU concurrency benchmark.
MI400 series
AMD launched the Instinct MI400 Series at Advancing AI 2026 on July 22-23, 2026.29 The MI455X is the AI-focused member of the family. AMD lists it as CDNA5 on “TSMC 2nm | 3nm FinFET” with 320 billion transistors, 432 GB of HBM4, 23.3 TB/s of peak memory bandwidth and 40.3 PFLOPS of OCP MXFP4.30 Helios, the rackscale system built around the MI400 Series, is in full production with first shipments starting at the end of Q3 2026.29
A third family member, the MI440X, was introduced at CES 2026 on January 5, 2026 for on-premises enterprise AI in a compact, eight-GPU form factor, and AMD has published no specifications for it since.31 Further out, AMD’s roadmap places the Instinct MI500 Series in 2027 and the MI600 Series in 2028, with the CDNA 6 architecture, 2nm process technology and HBM4E memory detail for MI500 given at CES 2026.29
The MI430X is the HPC and sovereign-AI member of the MI400 Series. AMD announced it on November 19, 2025 during SC25 week, at 432 GB of HBM4 and 19.6 TB/s, and updated its specifications on July 23, 2026. AMD’s product page now lists up to 288 TFLOPS of hardware-based peak theoretical FP64, up to 9.2 PFLOPS of peak FP4 and MXFP4, 432 GB of integrated HBM4 and up to 23.3 TB/s of peak theoretical memory bandwidth.32 Full-rate FP64 support distinguishes it from the MI455X for scientific computing.
AMD expects the MI430X to be available in 2027 and has published no transistor count, board power or lithography for it. Two figures in AMD’s own materials disagree. The MI400-series landing-page FAQ still states up to 19.6 TB/s where the MI430X specification page gives 23.3 TB/s, and the FAQ on the MI430X page contains a typo reading 2.3 TB/s.32
AMD names three target systems for the MI430X: Discovery at Oak Ridge National Laboratory, planned for 2028. Another target is Alice Recoque, France’s first exascale system. AMD also names Herder at HLRS Stuttgart, announced with HPE on December 2, 2025. Lux, the Oak Ridge AI factory cluster announced on October 27, 2025, is built on MI355X and is not an MI430X system.
Software
AMD’s AI software runs on the ROCm stack. SemiAnalysis, in a December 22, 2024 benchmark of MI300X against H100 and H200, gave AMD a 0% chance of breaking NVIDIA’s CUDA moat, finding that CUDA worked out of the box for most tasks while AMD software required significant configuration.33
The same analysts have since revised that call, on July 25, 2026, to “a great chance of success as long as AMD solves the two major risks we outline below”: the Helios rack production ramp, where weak SerDes require up to 85% of the backplane to be retimed with over 550 Broadcom ethernet retimers per rack, and a persistent lack of stable internal GPU clusters for software development and automated-testing CI.34
At Advancing AI 2026 AMD committed to a fixed six-week feature-release cadence in place of its previous roughly quarterly cycle.35
Ecosystem
Like NVIDIA, AMD is selectively investing in users of its solutions to drive adoption of its hardware.36 It has also tied equity to its largest commitments, issuing OpenAI and Meta each a performance-based warrant for up to 160 million shares at $0.01, vesting against Instinct shipment milestones.37
3. Intel
Intel has a long history of semiconductor development. Unlike the fabless NVIDIA and AMD, Intel owns its own fabs and builds parts such as the 18A-based Xeon 6+ in-house. It is not exclusively self-supplied. It also sources AI-related components from TSMC, and Gaudi 3 itself was manufactured on TSMC’s 5nm process.38
Gaudi 3 is the last dedicated AI accelerator in Intel’s Gaudi line. Intel has announced no Gaudi successor, and every step of its published roadmap after it is a GPU.3940 The chip itself has not been withdrawn. Intel’s product page still lists the Gaudi 3 PCIe card (HL-338) as shipping, and Intel has published no end-of-life notice for it.41 Intel targeted $500 million in Gaudi revenue for 2024 and abandoned the target on its third-quarter earnings call on October 31, 2024. At CES 2026 it conceded that Gaudi “did not meet the needs of the frontier AI training market.”39
Intel cancelled its Falcon Shores GPU to pivot to Jaguar Shores, a rack-scale AI accelerator whose confirmed details are limited to the Gaudi branding and SK hynix HBM4 memory, with no process node stated.39 At CES 2026 Intel’s roadmap referred to “the Shores product line” without the Jaguar name, and Intel has not announced a rename. Intel made fresh AI hardware announcements at Computex 2026 including its Xeon 6+ processor on the 18A node.4243
Crescent Island is a Xe3P-based, inference-optimized data center GPU, first announced on October 14, 2025 at the OCP Global Summit with 160GB of LPDDR5X and customer sampling expected in the second half of 2026.44 Intel detailed it at Computex 2026 as a 350W air-cooled PCIe card supporting data types from FP4 through FP64, with a maximum partner configuration of 480GB. The announced card has 160GB.39
4. Qualcomm
Qualcomm is a fabless designer best known for mobile SoCs, and it has announced a data center product line built around inference. The older Cloud AI 100 family is the Qualcomm data center line that buyers can order today. Two Qualcomm brands one letter apart sit either side of that line. Dragonwing, introduced on February 25, 2025, covers industrial and embedded IoT, networking and cellular infrastructure and carries the company’s edge AI parts, while Dragonfly, launched on June 24, 2026, is the data center brand.45
AI200, AI250 and the data center roadmap
On October 27, 2025, Qualcomm announced the AI200 and AI250, two rack-scale AI inference solutions. Both now sit under the Dragonfly brand Qualcomm launched in June 2026.46 The AI200 supports 768 GB of LPDDR per card, and Qualcomm said at announcement that the AI200 and AI250 were expected to be commercially available in 2026 and 2027 respectively.
The AI250 introduces a near-memory computing architecture that Qualcomm says delivers 133 TB/s of effective memory bandwidth per card, 18 times the AI200. This is a vendor roadmap specification. Both racks use direct liquid cooling, and Qualcomm now specifies a 140 kW OCP ORv3-compliant rack.47
On June 24, 2026, Qualcomm unveiled three further data center products.47 The Dragonfly C1000 is a data center CPU expected to reach commercial availability in 2028, and Qualcomm named Meta as its customer under a multi-generation collaboration covering data center CPUs. Qualcomm High Bandwidth Compute (HBC) bonds compute with accelerated memory bandwidth in a 3D-stacked silicon solution, making it a compute architecture, and HBC Gen 1, paired with the AI250, is expected to reach commercial sampling in mid-2027. The Dragonfly AI300 is an inference accelerator with commercial sampling expected in 2028. Qualcomm targets more than $15 billion of data center revenue by fiscal 2029.48
On September 8, 2026, Qualcomm announced a multi-generation collaboration with Amazon on custom silicon for AI inference and optical connectivity up to 1.6T.49
Acquisitions and the Cloud AI 100 family
Qualcomm completed its acquisition of Alphawave on December 18, 2025. Qualcomm completed its acquisition of Modular on July 29, 2026. Mojo, MAX and Modular Cloud continue as products and brands.50
Before the Dragonfly line, Qualcomm’s data center inference accelerators were the Cloud AI 100 cards. The Cloud AI 100 Pro PCIe card draws 75 W and is rated at up to 400 TOPS INT8 and up to 200 TFLOPS FP16.
Specialist AI accelerators and inference providers
5. Groq
Groq was founded by former Google employees and built its business around the LPU (Language Processing Unit), a chip architecture designed for low-latency inference.
On December 24, 2025, Groq announced that it had entered a non-exclusive licensing agreement with NVIDIA covering Groq’s inference technology, and that founder and CEO Jonathan Ross, president Sunny Madra and other senior team members had joined NVIDIA.51 Groq stated that it continues as an independent company. CNBC put the transaction at a reported ~$20 billion in cash, which would make it NVIDIA’s largest to date, a figure attributed to Alex Davis, CEO of Groq investor Disruptive, who also said NVIDIA acquires all of Groq’s assets except the GroqCloud business.52 NVIDIA has published no press release on the deal, NVIDIA CFO Colette Kress declined to comment on the price, and Reuters noted that neither company confirmed it. Jensen Huang told employees, “While we are adding talented employees to our ranks and licensing Groq’s IP, we are not acquiring Groq as a company.” NVIDIA unveiled the resulting product, the NVIDIA Groq 3 LPU, at GTC on March 16, 2026 as the seventh chip of the Vera Rubin platform.7
Groq operates an inference cloud and is an NVIDIA Cloud Partner. In August 2026 it reported 13 data centers, more than six million developers and 54 MW of capacity, with a target above 200 MW in 2027.53 Its Dammam data center, built with Aramco Digital, sits behind a $1.5 billion Saudi investment commitment announced in February 2025.54
On August 17, 2026, Groq LLC announced a $350 million Series A at a $3.5 billion valuation, led by Disruptive with planned participation from NVIDIA. The release calls the June and August rounds $1 billion of recent funding, while stating that the Series A remains subject to customary closing conditions.53
6. SambaNova Systems
SambaNova develops Reconfigurable Data Units (RDUs) and offers inference through SambaCloud. It completed the first close of a $1 billion Series F at an $11 billion valuation on July 8, 2026.55
SambaNova unveiled the SN50, its latest Reconfigurable Data Unit (RDU), on February 24, 2026, with shipments to customers due in the second half of 2026. SambaNova specifies 5x more compute per accelerator and 4x more network bandwidth than the previous generation SN40L, and supports a three-tier memory architecture for models up to 10 trillion parameters and context up to 10 million tokens.56 SoftBank Corp. will be the first customer to deploy SN50 within its AI data centers in Japan.
SambaNova also announced a planned multi-year strategic collaboration with Intel to deliver AI inference solutions.
SambaNova Systems leases its platform to businesses through SambaCloud.57
7. Cerebras
Cerebras builds wafer-scale accelerators. Its WSE-3 integrates four trillion transistors and 900,000 AI cores on a single wafer-scale processor.58
WSE-3 is the current shipping generation, and Cerebras has not announced a successor.
Cerebras’ system works with pharmaceutical companies such as AstraZeneca and GlaxoSmithKline and research labs that rely on it for simulations. It also targets LLM makers since its chips can lower inference costs for frontier models.
Cerebras also offers its chips on its cloud to enterprises. On September 1, 2026, it announced a Finnish data center project with Compute Nordic Finland, scaling in phases to 165 MW of contracted IT capacity. Construction of the initial 50 MW phase was under way.59
Cerebras has traded on Nasdaq under the ticker CBRS since May 14, 2026, after an IPO that raised about $6.38 billion in gross proceeds.60 It guides FY2026 core revenue to $855-865 million, and signed a 750 MW inference agreement with OpenAI on January 14, 2026 that its own Q1 release values at more than $20 billion.61
8. d-Matrix
d-Matrix develops inference accelerators that place compute near SRAM to reduce data movement.62
Corsair, the company’s AI inference platform, entered full production on June 9, 2026, built on an SRAM-based in-memory compute chiplet architecture.62
The 10x speedup attached to Corsair comes from partner-run benchmarking. The tester, Gimlet Labs, is a commercial partner of d-Matrix, and the benchmark post carries d-Matrix’s co-founder and CTO on the byline. The measured result is a 2-10x end-to-end request-latency improvement on gpt-oss-120b for one speculative-decoding configuration, not a blanket 10x over GPUs.
9. Rebellions
Rebellions is a Korea-based startup focused on LLM inference. It merged with another Korean semiconductor design firm, SAPEON.63 Total funding is about $850 million.64 The IPO has not happened. Rebellions said on July 8, 2026 that it targets the first or second quarter of 2027, leaning toward a KOSPI main-board listing.65
REBEL-Quad is the second-generation accelerator, four chiplets built on Samsung’s 4nm process, and Rebel100 is its productized commercial name.
10. Tenstorrent
Tenstorrent’s latest Blackhole Tensix Processor delivers 664 TFLOPS (BLOCKFP8) of performance, paired with 32GB of GDDR6 memory and 512 GB/s memory bandwidth.
The P150a card is priced at $1,399 and features four QSFP-DD 800G ports for multi-card scaling. The entry-level P100a model starts at $999.66
From January 2026, all Blackhole p150 cards ship with 120 Tensix cores instead of 140, and firmware release v19.5.0 applied the same reduction retroactively to cards sold. Tenstorrent puts the cost at 1-2% on typical workloads.67
Tenstorrent offers a fully open-source software stack. The company raised $700 million in December 2024.68
11. Positron
Positron was founded in 2023 and focuses exclusively on transformer model inference. It takes an ASIC approach, and designs, fabricates and assembles its chips in the United States.
Products:
- Atlas (shipping now): A transformer inference server featuring 8x Positron Archer Transformer Accelerators with 256 GB total HBM. The company claims >4x performance per watt and >3x performance per dollar compared to NVIDIA Hopper systems, benchmarked on Llama 3.1 8B with BF16 compute.69
- Titan (coming 2027): A successor system with 8+ TB memory powered by 4x Asimov custom chips, designed to support up to 16 trillion parameter models and 10 million+ token context windows in an air-cooled 4U form factor.70
- Asimov (coming 2027): Custom inference accelerator silicon with 2+ TB memory per chip.
Positron raised a Series B round of more than $230 million in early 2026.71
12. _etched
Their approach sacrifices flexibility for efficiency by burning model architectures into their chips.
Etched emerged from stealth on June 30, 2026 with first-pass A0 silicon back from TSMC’s N4P process, more than $1 billion in signed customer contracts and $800 million raised.72 On July 23, 2026 it announced a $300 million Series C at a $10.3 billion valuation, led by Sequoia.73
The company no longer uses the Sohu product name. It now describes itself as building frontier inference clusters that run DeepSeek, Qwen, Mamba and Llama, so the design is no longer transformer-only.72
Two questions stay open. Etched has published no third-party benchmark and names no customer behind the contracts it reports, so its performance figures remain internal measurements. The obsolescence question the original Sohu design raised now applies to the wider model set, since a chip built around a fixed group of architectures has to be re-targeted once those architectures are superseded.
13. Taalas
Taalas was founded in early 2023 and hard-wires individual models directly into custom silicon, producing what the company calls “Hardcore Models.”74 The company claims it can transform any previously unseen AI model into custom silicon within two months. AMD announced an agreement to acquire Taalas on August 6, 2026, subject to closing conditions and regulatory approvals. AMD plans to integrate its technology into systems alongside Instinct GPUs.21
Taalas’ architecture unifies storage and compute on a single chip at DRAM-level density, eliminating the need for HBM, advanced packaging, 3D stacking, liquid cooling, or high-speed I/O.
Products:
- HC1 (available now): A technology demonstrator hard-wired with Llama 3.1 8B, built on TSMC 6nm with 53 billion transistors. Taalas claims 17,000 tokens per second per user in a 2.5 kW air-cooled server. However, the model uses aggressive custom 3-bit and 6-bit quantization, which introduces quality degradations compared to GPU baselines.75
- HC2 (roadmap target for winter 2026, not yet a product): A second-generation platform with higher density, faster execution, and standard 4-bit floating-point formats to address the quantization limitations of HC1.
14. Extropic
Extropic raised a $14 million round in late 2023 to use thermodynamics for computing. Its hardware page lists three parts. X0 is a silicon prototype from Q1 2025, and XTR-0 is a development platform shipped in limited numbers to selected researchers in Q3 2025. Both were unveiled on October 29, 2025. Z1, the first production-scale chip, is listed as early access in 2026.76
15. Vaire
Vaire develops reversible computing circuits that recover some switching energy for reuse. Its published results concern test circuits.
Vaire’s first test chip, codenamed Ice River, is a 22nm CMOS demonstrator. Measurements reported in September 2025 gave an energy-recovery factor of 1.77 for a capacitor array driven by Vaire’s resonator and 1.41 for a shift register on the same chip, against roughly 2x predicted in simulation.77 The 50% figure reported at tape-out applies to the resonator alone and excludes further energy overheads.7879
16. Fractile
Fractile develops AI inference processors that interleave memory and compute on the same die.80
Fractile claims its design can run frontier models up to 25 times faster than GPUs. The comparison is a vendor claim. A shipping product is not established here.
Fractile announced a $220 million Series B on May 13, 2026.81 Reporting on the round put the valuation at about $1 billion, a figure the company has not confirmed.
17. FuriosaAI
FuriosaAI develops RNGD, a data center accelerator for AI inference. It announced volume availability on January 27, 2026, as a PCIe card and in its eight-card NXT RNGD server. The card has a stated 180 W TDP.82
Its SDK supports model compilation, multi-chip execution and an OpenAI-compatible API. FuriosaAI reports volume availability and publishes its own GPU performance comparisons.82
18. Graphcore
Graphcore develops Intelligence Processing Units (IPUs) and systems such as IPU-POD256. SoftBank acquired the company in July 2024.83
SoftBank injected a further $457 million into Graphcore on April 10, 2026.84
19. Mythic
Mythic was founded in 2012 and is focused on edge AI. Mythic follows an unconventional path, an analog compute architecture, that aims to deliver power-efficient edge AI computing.
Mythic developed the M1076 Analog Matrix Processor and the MM1076 card.85
Mythic raised an oversubscribed $125 million round led by DCVC on December 17, 2025.86 It acquired Videantis on May 19, 2026.87
20. Speedata
Founded in 2019 in Tel Aviv, Speedata develops an Analytics Processing Unit (APU) designed to accelerate big data analytics and AI workloads. It’s an APU that targets Apache Spark workloads, with plans to support other major data analytics platforms.
Speedata raised $44 million in a Series B round in June 2025, led by Walden Catalyst Ventures, 83North, and others, bringing its total funding to $114 million.88
21. Axelera AI
Founded in July 2021 in Eindhoven, Netherlands, Axelera AI specializes in AI hardware acceleration technology for computer vision and generative AI. The company is developing Titania, an AI inference chiplet based on its Digital In-Memory Computing (D-IMC) architecture, designed to accelerate AI workloads from edge to cloud.
Axelera AI raised more than $250 million on February 24, 2026, taking its total to more than $450 million in equity, grants and venture debt.8990
Axelera launched Europa on September 15, 2026 and states that it is shipping as a chip and in Edge 232p and Server 250p PCIe cards. It also lists validated Edge 232p systems from Dell and Supermicro.91 Titania remains targeted for 2028.
22. NextSilicon
NextSilicon, founded in Tel Aviv in 2017, sells Maverick-2, a runtime-reconfigurable dataflow accelerator built on TSMC’s 5nm process and shipped as a PCIe Gen 5 card with 96 GB of HBM3E or as an OAM module with 192 GB.92 The company says Maverick-2 is deployed at dozens of customer sites. One named site is Sandia National Laboratories’ Spectra, a 64-node system with 128 dual-die Maverick-2 accelerators that passed full system acceptance under Sandia’s Vanguard program in May 2026 after running HPCG, LAMMPS and SPARTA.9394 The 10x-a-GPU-at-half-the-power figure NextSilicon quotes is its own, not an independent measurement. In June 2026 the company said it would turn Arbel, the RISC-V core inside Maverick-2 and also a standalone 2.5 GHz test chip, into 64-core and 128-core server processors targeting 3.4 GHz and expected in the first quarter of 2028.95
Cloud platforms and integrated AI systems
23. AWS
AWS produces Trainium chips for model training and Inferentia chips for inference. It began developing its own chips after Google.
Trainium2 chips form the Project Rainier cluster, which powers LLM developer Anthropic’s models. The count at the cluster’s October 2025 launch was nearly half a million chips, and Anthropic stated on April 20, 2026 that it uses over one million Trainium2 chips.96
Trainium3 and Trn3 UltraServers reached general availability on December 2, 2025.97 Trainium3 is AWS’s fourth-generation AI chip and its first built on a 3nm process, rated at 2.52 PFLOPS of FP8 compute, 144 GB of HBM3e and 4.9 TB/s of memory bandwidth per chip. A Trn3 UltraServer scales to 144 chips for 362 FP8 PFLOPS, 20.7 TB of HBM3e and 706 TB/s of memory bandwidth.
AWS announced Trainium4 as a roadmap item at re:Invent 2025, with support for NVIDIA NVLink Fusion. On the Q1 2026 earnings call, Amazon said Trainium4 is about 18 months from broad availability and is largely reserved.98
24. Google Cloud Platform
Google Cloud TPU is the purpose-built machine learning accelerator chip that powers Google products. Google announced TPUs in 2016.99 Trillium TPU is the 6th generation.100
Ironwood, also called TPU v7 or TPU7x, is designed for complex “thinking models” like LLMs and MoEs, with 4,614 TFLOPS of FP8 compute per chip and up to 42.5 Exaflops in 9,216-chip pods.101 It offers 2x the power efficiency of Trillium. Each chip carries 192 GB of High Bandwidth Memory at 7.37 TB/s, with 1.2 TB/s bidirectional (9.6 Tb/s) Inter-Chip Interconnect and an enhanced SparseCore for large embeddings.102 It entered preview on November 24, 2025 and reached general availability on March 31, 2026.103
At Cloud Next on April 22, 2026, Google announced its eighth TPU generation as two purpose-built chips, TPU 8t for training and TPU 8i for inference.104 A TPU 8t superpod scales to 9,600 chips, two petabytes of shared HBM and 121 ExaFLOPS at FP4. Google says both will be available later in 2026.
25. Alibaba
Alibaba designs AI accelerators through its chip unit T-Head (PingTouGe), on a self-developed parallel processing unit (PPU) architecture with a custom ICN interconnect.105
T-Head publicly detailed the Zhenwu 810E on January 29, 2026. The chip carries 96 GB of HBM2e and 700 GB/s of inter-chip bandwidth across 7 independent ICN links, performance the company describes as comparable to NVIDIA’s H20, and Alibaba Cloud deploys it in 10,000-card clusters. The announcement disclosed specifications for the existing chip. The 810E is not new 2026 silicon, and the 10,000-card deployments predate the announcement.
On May 19-20, 2026, Alibaba announced the Zhenwu M890, with 144 GB of memory, 800 GB/s of inter-chip interconnect bandwidth, native support from FP32 down to FP4, and three times the performance of the 810E. It ships inside the Panjiu AL128 supernode, which holds 128 accelerators per rack and uses the ICN Switch 1.0 at 25.6 Tbps. Alibaba states that cumulative deliveries of the Zhenwu series exceed 560,000 units. That figure covers the whole series, not M890 units.
Some North American, European, and Australian organizations (e.g., those in the defense industry) may not prefer to use Alibaba Cloud for geopolitical reasons.
26. IBM
IBM announced its deep learning chip, the artificial intelligence unit (AIU), in 2022.106 The IBM AIU builds on the IBM Telum Processor, which powers the AI processing capabilities of IBM Z mainframe servers.107 IBM also demonstrated that merging compute and memory can lead to efficiencies in the North Pole processor prototype.108
The IBM AI accelerator that ships commercially is the Spyre Accelerator, announced on October 7, 2025 and available from October 28, 2025 on z17 and LinuxONE 5, and from early December 2025 on Power11.109 Spyre carries 32 accelerator cores and 25.6 billion transistors on a 5nm process, packaged as a 75W PCIe card with 128 GB of LPDDR5. Up to 48 cards cluster in a Z or LinuxONE system, against 16 in Power.
27. Huawei
Huawei’s HiSilicon Ascend 910C is part of the Ascend 910 family of chips introduced in 2019.
AI labs in China are experimenting with the Ascend 910C. Huawei’s cloud is hosting DeepSeek models, and a researcher at DeepSeek claims that it can reach 60% of NVIDIA H100 inference performance.110
Huawei debuted the Ascend 950PR chip alongside the Atlas 350 accelerator card on March 20, 2026.111 The Atlas 350 card is specified at 1.56 PFLOPS of FP4 compute, 112 GB of Huawei’s proprietary HiBL 1.0 HBM at 1.4 TB/s of memory bandwidth, 600 W of power and 2 TB/s of interconnect. Those memory figures belong to the card. The Ascend 950PR silicon itself is specified at 128 GB and 1.6 TB/s. Huawei claims the card delivers 2.8 times the performance of NVIDIA’s H20, which is not a like-for-like comparison, because the Hopper-class H20 has no native FP4 support.
Huawei has published one Ascend roadmap, at its Huawei Connect 2025 keynote on September 18, 2025.112 It lists Ascend 950PR in Q1 2026, Ascend 950DT in Q4 2026, Ascend 960 in Q4 2027 and Ascend 970 in Q4 2028. The Ascend 950DT is specified for 144 GB of HiZQ 2.0, Huawei’s second in-house HBM, 4 TB/s of memory bandwidth, 2 TB/s of interconnect and decode plus training workloads, with a Q4 2026 roadmap target. Huawei showed the Atlas 950 SuperPoD at WAIC 2026 on July 18, 2026, with commercial rollout still set for Q4 2026.
28. Microsoft Azure
At Hot Chips 2024, Microsoft unveiled Maia 100, their first custom AI accelerator, built on TSMC’s N5 process. Microsoft launched Maia 200 (codenamed Braga) on January 26, 2026, as an inference-focused AI accelerator for Azure, designed to reduce AI token costs and deliver 30% better performance per dollar over existing systems.113
Maia 200 is built on TSMC 3nm with more than 140 billion transistors, 216 GB of HBM3e at 7 TB/s, 272 MB of on-chip SRAM and more than 10 PFLOPS of FP4 compute within a 750 W SoC TDP. Microsoft confirmed Maia 200 was live in its Iowa and Arizona data centers on its FY2026 Q3 earnings call.114
AI chips for in-house infrastructure
29. Apple
Apple’s Project ACDC is reported to be focused on building chips for AI inference in data centers.115 The server chip is reportedly codenamed Baltra and developed with Broadcom, and Apple has never officially acknowledged it. Reuters reported on July 15, 2026, citing The Information, that the project has been pushed back and that Apple’s in-house AI servers still run on M2 Ultra chips.116117 M5 launched on October 15, 2025, and M5 Pro and M5 Max were announced on March 3, 2026 with a Neural Accelerator in each GPU core. Apple is strengthening its on-device AI strategy with the Core AI framework, which runs models on Apple silicon with no server dependencies, supported by an open-source Core AI models repository on GitHub.118119
30. Meta
Meta Training and Inference Accelerator (MTIA) is a family of processors for AI workloads such as training Meta’s Llama models.
Meta renamed the MTIA family on March 11, 2026. The part the company previously called Next Gen MTIA is now MTIA 200. It is based on TSMC 5nm technology, is claimed to offer 3x the performance of MTIA v1, and is hosted in racks containing up to 72 accelerators.120 MTIA 300 is in production for ranking and recommendation training, and MTIA 400, 450 and 500 follow across 2026 and 2027.121
MTIA runs Meta’s internal workloads and is not offered as a public cloud accelerator.
Broadcom co-designs technology for Meta’s MTIA program. The partnership and capacity commitments are covered in the Broadcom profile.122
31. OpenAI
OpenAI designed its first AI chip with Broadcom, and the leadership of its chip team has experience designing TPUs at Google.123 OpenAI has confirmed TSMC as the foundry, but neither OpenAI nor Broadcom has confirmed a process node.124 Korean supply-chain reporting has used the codename “Titan” for the chip and placed it on TSMC’s N3 process, though neither company uses that name.125
Samsung has secured an agreement to supply HBM4 memory for the OpenAI chip, reportedly allocating over 50% of its Pyeongtaek foundry capacity to HBM4 base dies for this purpose.126 OpenAI and Broadcom announced a collaboration for 10 gigawatts of custom AI accelerators in October 2025. Racks are targeted to start in the second half of 2026 and to complete by the end of 2029. The announcement states that the parties “have signed a term sheet” for the racks. A definitive purchase contract and financial value remain undisclosed.123 On June 24, 2026 the two unveiled Jalapeño, OpenAI’s first Intelligence Processor. Both companies state that engineering samples are running ML workloads in the lab at production target frequency and power, including GPT-5.3-Codex-Spark, and that the platform is designed for initial deployment by the end of 2026, which places the chip at the post-tape-out engineering-sample stage.127 Broadcom’s side of the arrangement, including its other custom-accelerator customers, is covered in the Broadcom section below.
Custom AI ASIC design partners
32. Broadcom
Broadcom co-designs custom AI accelerators with customers and supplies the networking that connects them. These customer-specific chips are not sold as a branded merchant accelerator.
Broadcom reported $16.7 billion in AI semiconductor revenue for Q3 FY2026 on September 2, 2026, up 221% year over year. It forecast $21.7 billion for Q4.128
On the June 3 call Broadcom walked through six core AI customers but named four of them, Google, Anthropic, OpenAI and Meta. The other two remain undisclosed and were described as two customers with $6 billion in purchase orders received to date, with shipments beginning in late 2026 and accelerating into 2027. Published lists naming all six rely on analyst inference for the undisclosed identities.129
Broadcom’s disclosure varies by customer:
- Google has a multi-generation TPU and AI-networking agreement, with no gigawatt figure given. Broadcom’s Form 8-K discloses a Long Term Agreement to develop and supply custom TPUs for Google’s future generations, plus a Supply Assurance Agreement covering networking components through up to 2031.130
- Anthropic takes over 1 GW of TPU-based compute in 2026, plus an April agreement for a further 5 GW of compute beginning in 2027. The same Form 8-K puts the figure at approximately 3.5 gigawatts from 2027, consumption of which it ties to Anthropic’s continued commercial success. The 3.5 GW figure comes from Broadcom’s filing, while Anthropic’s own post quantifies the commitment as “multiple gigawatts”. The filing describes the arrangement as an expansion of an existing collaboration.130
- For OpenAI, silicon has been delivered, production is expected in late 2026, and OpenAI is contracted for 1.3 GW in 2027 within the larger 10 GW-by-2029 arrangement. The chip itself is covered in the OpenAI section above.129
- Meta has a multi-generation MTIA XPU partnership targeting 3 GW through the end of 2028, with an initial 1 GW order delivering from the second half of 2027. Hock Tan is transitioning off Meta’s board to an advisor role.129122
On February 26, 2026 Broadcom began shipping a 2nm custom compute SoC, built on its 3.5D eXtreme Dimension System in Package (XDSiP) platform. That SoC supports Fujitsu’s FUJITSU-MONAKA processor program. Broadcom says XPUs for its broader customer base ship from the second half of 2026.131 In networking, Broadcom said in March 2026 that Tomahawk 6 is the sole 102.4T switch shipping in production volume, and Jericho 4, a 51.2 Tbps fabric router launched in August 2025, is shipping.
On June 9, 2026 Broadcom announced the AI XPV Platform with Apollo and Blackstone as initial anchor investors. The Platform is designed to enable more than 20 gigawatts of compute capacity through 2028, using Broadcom XPUs and networking customized for frontier AI labs including Anthropic and OpenAI. It launched with an initial tranche of $35 billion, funding Anthropic’s previously announced expansion of more than 1 gigawatt in Fluidstack-based sites from mid-2026. The more than 20 gigawatts is the Platform’s design target through 2028 and is not funded by that tranche.132
Third-party estimates of the custom-ASIC share of the AI processor market depend on what is being counted. Bloomberg Intelligence splits the custom-ASIC market between Broadcom at 60% to 80% and Marvell at 20% to 25%.
33. Marvell
Marvell designs custom AI silicon, which it calls XPUs, for hyperscalers, alongside the interconnect, optics and networking silicon that connects those chips. Bloomberg Intelligence puts it second to Broadcom in the custom AI ASIC market.
For Q2 FY2027, reported on August 27, 2026, Marvell posted $2.739 billion in total revenue and $2.172 billion in data center revenue. Data center revenue rose 46% year over year. Its Q3 total revenue forecast was $3.15 billion, plus or minus 5%.133
On March 31, 2026, NVIDIA and Marvell announced a strategic partnership that connects Marvell to the NVIDIA AI factory and AI-RAN ecosystem through NVLink Fusion, together with collaboration on silicon photonics. NVIDIA invested $2 billion in Marvell as part of it. Under the partnership, Marvell provides custom XPUs and NVLink Fusion-compatible scale-up networking.134
Marvell closed three acquisitions between February and April 2026, all on the optical and interconnect layer:
- Celestial AI, completed on February 2, 2026 at $3.25 billion.135
- XConn Technologies, completed on February 10, 2026 at approximately $540 million.
- Polariton Technologies, a Swiss ETH Zurich spinoff working on plasmonics-based silicon photonics, acquired on April 22, 2026 on undisclosed terms.
Marvell’s role in later Trainium generations is disputed. SemiAnalysis reported that Alchip handled Trainium3 back-end physical and package design after Marvell worked on Trainium2.136 The companies have not confirmed that account.
Host CPUs and processor IP
Host CPUs run alongside accelerators and handle system control and general-purpose work. Arm licenses processor IP and has added its own data center CPU product line.
34. Arm
Arm announced on March 24, 2026 that it is “extending into production silicon products for the first time in the company’s history,” starting with the Arm AGI CPU, a data center CPU for agentic AI infrastructure. Meta “serves as the lead partner and co-developer.”137138
Arm states the CPU carries up to 136 Arm Neoverse V3 cores, 6 GB/s of memory bandwidth per core at sub-100ns latency and a 300 W TDP, scaling to 8,160 cores per air-cooled rack and more than 45,000 cores per liquid-cooled rack. Arm claims more than 2x performance per rack versus x86. These are Arm’s own figures and have not been independently measured.137
Arm continues to license IP and Compute Subsystems (CSS) alongside its AGI CPU silicon product line. Early systems are available now, with broader availability expected in the second half of 2026, and alongside Meta, Arm names Cerebras, Cloudflare, F5, OpenAI, Positron, Rebellions, SAP and SK Telecom as committed customers.137 Meta shows how far the roles now blur. It designs its own MTIA silicon, is Arm’s AGI CPU lead partner, is an announced Qualcomm data center CPU customer, and buys from AMD and Broadcom.
5 mobile AI chip providers
These are representative mobile SoCs, each with a documented device or AI hardware role.
Edge AI processors, modules and IP
These edge AI chips run inference on local devices. The comparison identifies modules, discrete processors, integrated NPUs and reusable IP separately.
Peak performance and power are vendor specifications or reference-design claims. Sources cover Jetson Thor, Jetson Orin, Hailo-10H, Dragonwing IQ10, Europa, Coral NPU and Core Ultra Series 3, respectively.144145146147148149150
*These are the maximum values quoted by each vendor, and they are not directly comparable across rows. A figure quoted at FP4 or INT4 describes a different operation from one quoted at INT8, and rows marked sparse are vendor figures that assume sparsity. TOPS is tera operations per second, TFLOPS is tera floating-point operations per second, and GOPS is giga operations per second.
On July 24, 2026, Microchip Technology signed a definitive agreement to acquire Hailo, expected to close by the end of the quarter ending September 30, 2026 subject to closing conditions and regulatory approvals, on undisclosed terms.151
Foundry partners and TSMC’s role
TSMC is a pure-play foundry. It manufactures semiconductors from customer designs, including those of NVIDIA and AMD. Samsung Foundry and Intel Foundry Services compete in the same market.
N2, TSMC’s 2nm node, entered volume production in the fourth quarter of 2025 and accounted for 3% of wafer revenue in the second quarter of 2026, against 33% for 5nm, 30% for 3nm and 11% for 7nm.152 TSMC’s roadmap places A16 in 2027, A14 in the second half of 2028, and A13 and A12 in 2029.152 TSMC fabricates AI accelerators for the following designers. FuriosaAI also identifies TSMC as a manufacturing partner for RNGD.82
Alibaba’s 2019 Hanguang 800 inference chip, its last TSMC-produced part, is not included. US export controls now bar TSMC from producing advanced AI chips for Chinese designers, and foundries must review any shipment at 7nm and below to Chinese designers. Alibaba’s 2026 AI silicon is fabricated domestically, with capacity at SMIC the stated constraint.105
SemiAnalysis reported on March 12, 2026 that front-end N3 wafer capacity has displaced CoWoS packaging as the dominant bottleneck in AI chip supply, with CoWoS tight but easing. TrendForce expects the CoWoS supply-demand gap to narrow from about 20% to about 10% by the end of 2026.153 Micron reached high-volume production of HBM4 36GB 12H for NVIDIA’s Vera Rubin platform on March 16, 2026, at pin speeds above 11 Gb/s.154
Expansion plans
TSMC’s announced US investment totals $265 billion across 12 leading-edge fabrication and packaging facilities, after an incremental $100 billion Arizona commitment announced on July 16, 2026.155
The March 2025 reports of a TSMC-led joint venture to run Intel’s foundry division did not produce a deal. TSMC denied active discussions on April 17, 2025, and on September 26, 2025 stated that it “has never entered into talks with any company on establishing a joint venture or engaging in the licensing or transfer of technology.”156 Intel was recapitalized instead, with the US government taking a 9.9% stake for $8.9 billion in August 2025.157
AI chip makers in China
Due to US sanctions preventing many Chinese companies from acquiring the most advanced AI chips from AMD and NVIDIA, Chinese buyers have increased their purchases from local producers.
Huawei and Alibaba are covered above. Other Chinese AI chip producers include:
- Cambricon (SHA: 688256) reported FY2025 revenue of RMB 6.4972 billion, up 453.21% year over year, and its first full-year profit at RMB 2.0592 billion. Its market capitalization passed RMB 1 trillion on June 30, 2026, a first for the STAR Market.
- Baidu Kunlunxin unveiled two chips on November 13, 2025. The Kunlun M100 is optimized for large-scale inference and was slated for launch in early 2026, and the Kunlun M300, built for training and inference of ultra-large multimodal models, is targeted for 2027. Baidu also presented two supernode systems, Tianchi 256 (available in H1 2026) and Tianchi 512 (available in H2 2026), both built from Baidu’s existing Kunlun P800 chips.
- Biren, founded by NVIDIA alumni, listed on the Hong Kong Stock Exchange main board on January 2, 2026, raising HK$5.58 billion (about US$717 million).
- Moore Threads (SHA: 688795) listed on the STAR Market on December 5, 2025. FY2025 revenue was RMB 1.505 billion, up 243.37% year over year. The company remains unprofitable and has been on the US Entity List since 2023.
- MetaX listed on the STAR Market on December 17, 2025, raising about RMB 4.2 billion (US$586-596 million), and has since confidentially filed for a secondary Hong Kong listing.
- Iluvatar CoreX (HKEX: 9903) listed on the Hong Kong main board on January 8, 2026, raising about HK$3.68 billion.
- Enflame (SHA: 688801) listed on Shanghai’s STAR Market on September 11, 2026.158159 Its listing notice states that the company was still unprofitable at listing.
- SMIC, the foundry most of these designers depend on, had N+3 (5nm-class) in volume production as of June 2026, 7nm capacity of roughly 45,000 to 60,000 wafers per month, and $9.3 billion of 2025 revenue.
Export access and restrictions
Four separate measures govern advanced AI chip sales to China, and they are frequently conflated.
Licensing changed first. On January 13, 2026 the US Bureau of Industry and Security announced a final rule moving license applications for the NVIDIA H200, AMD MI325X and similar chips from a presumption of denial to case-by-case review, subject to conditions covering exporter certifications, customer-verification checks and independent pre-shipment testing.160 A volume cap runs alongside it: aggregate shipments of a given chip to China and Macau may not exceed 50% of the quantity of that same product the exporter has shipped to US customers for US end-use.160
Two further measures are both set at 25% and are routinely treated as one. President Trump announced a 25% US government revenue share on H200 sales to China on December 8, 2025 and restated it on January 14, 2026, while the White House announced a distinct 25% Section 232 tariff on advanced semiconductors at the same performance thresholds on January 14, 2026, with carve-outs including US data centers and US R&D.161
China has moved in the other direction, though less formally. Reuters reported on November 5, 2025, citing unnamed sources, that authorities had barred foreign AI chips from state-funded data centers, and no official Chinese regulation to that effect has been published.
Permission has not translated into sales. On July 14, 2026, Under Secretary of Commerce Jeffrey Kessler told a congressional hearing that “very few shipments against licenses for H200s and equivalents have taken place. It’s a very small quantity of chips.” NVIDIA had booked zero China data center compute revenue as of both its February 2026 and its May 2026 results.
Domestic share of China’s AI accelerator market
Reuters reported IDC’s estimates of AI accelerator card shipments in China.162 It counts unit shipments of accelerator cards, not servers and not revenue.
Domestic supply is itself concentrated. Huawei accounts for roughly half of Chinese-vendor shipments, with the rest split across Alibaba’s T-Head, Baidu Kunlunxin, Cambricon, Hygon, MetaX and Iluvatar CoreX.162
FAQs
Yes. CPUs can run neural-network inference. OpenVINO supports CPU execution alongside GPU and NPU targets.163 Accelerator choice depends on model support, memory, throughput and latency requirements.
A chip designer develops the processor architecture and circuit design. A foundry manufactures chips for customers. NVIDIA and AMD outsource fabrication, while TSMC manufactures customer designs. Arm and Synopsys also supply processor IP and design tools.
Use the same model, precision, batch size and latency target. Peak TOPS or FLOPS alone cannot establish application throughput or cost. Training and inference also place different demands on memory and compute.
Further reading
For hands-on performance comparisons of the chips covered, see our benchmarks:
- Multi-GPU benchmark: How NVIDIA’s B200, H200, H100, and AMD’s MI300X scale across 1, 2, 4, and 8-GPU configurations for LLM inference, with throughput, latency, and cost-per-token analysis.
- GPU concurrency benchmark: How NVIDIA’s B200, H200, H100, and AMD’s MI300X handle 1 to 512 concurrent requests, including system throughput, per-query speed, end-to-end latency, and tokens-per-dollar at each concurrency level.
- CUDA vs ROCm: How AMD’s ROCm compares with NVIDIA’s CUDA on framework support and portability, the software question behind AMD’s position.
- Edge AI chip makers: The vendors in the edge table above covered one by one, with the use cases each part targets.
- Cloud GPU providers: 60+ providers that rent the accelerators covered here by the hour, for teams that do not buy hardware.
Cite this research
Pick the format that matches where you're publishing. Pasting the link version into your CMS preserves the backlink.
@misc{dilmegani2026,
author = {Dilmegani, Cem and Sarı, Ekrem},
title = {{Top 30+ AI Chip Makers: NVIDIA & Its Competitors}},
year = {2026},
month = sep,
howpublished = {\url{https://aimultiple.com/ai-chip-makers}},
note = {AIMultiple. Retrieved September 17, 2026}
}Results and timestamps of 86 data points. Download the summary data shown in this article's charts and tables as a ZIP file containing 7 CSV files.
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Changelog
39 updatesAdded a NextSilicon company profile covering its Maverick-2 accelerator.
Added a new custom AI ASIC vendor section covering Broadcom and Marvell
Added vendor and chip table to mobile AI chip providers section
Added Fractile to the AI chip startups list, expanding the roundup from 20+ to 25+ chip makers.
Updated SambaNova Systems' funding, product, and collaboration details.
Added a section about AI chip architectures: GPUs vs ASICs.
Reference Links
Cem's work at AIMultiple has been cited by leading global publications including Business Insider, Forbes, Morning Brew, and Washington Post, global firms like Deloitte and HPE, NGOs like World Economic Forum, and supranational organizations like European Commission. [1], [2], [3], [4], [5]
Throughout his career, Cem served as a tech consultant, tech buyer and tech entrepreneur. He advised enterprises on their technology decisions at McKinsey & Company and Altman Solon for more than a decade. He also published a McKinsey report on digitalization.
He led technology strategy and procurement of a telco while reporting to the CEO. He has also led commercial growth of deep tech company Hypatos that reached a 7 digit annual recurring revenue and a 9 digit valuation from 0 within 2 years. Cem's work in Hypatos was covered by leading technology publications like TechCrunch and Business Insider.
Cem regularly speaks at international technology conferences. He graduated from Bogazici University as a computer engineer and holds an MBA from Columbia Business School.
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You forgot to include Tesla with their DOJO supercomputer. From the ground-up, the supercomputer was specifically designed for machine learning and image recognition - which means that every component was designed for it including, but not limited to, PCI board design, CPU, RAM, cooling, power, scalable hardware design and software. If I'm not mistaken, the AI is also the second most widely tested and used in the "wild", just below that of Google due to Google using it in their Search.
Thank you for your feedback, Dave! Here we are only covering companies that sell the chips that they produce. Therefore, companies like Tesla that build supercomputers for their own use or companies that embed chips in their products are out of our scope.
surprised that brainchip (akida) missing in this report. any reasons?
All included companies here raised $100+M. Last time we collected the data, that wasn't the case for akida. Why don't you reach out to us at info@aimultiple.com and let's discuss why it should be included. Thank you!