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There are 135 developers of AI processors, says JPR
Investors have committed over $28.8 billion to AI processor start-ups since 2000, says JPR.
Over the rest of this decade, JPR analysts expect thst consolidation will see the number of specialist AI processor companies drop to 25 by 2030.
“The AI processor market is still on its growth curve but has to peak this year,” says JPR president Jon Peddie, “attracted by Nvidia’s astounding success and rapid growth, companies have flocked to the market, hoping to gain a piece of it, if not displace Nvidia. But, Nvidia will not be easily displaced, and many of the start-ups and their investors will be disappointed.”
Efficiency, scale, and differentiated architectures will decide the winners in the market.
JPR divides the AI processor market into five segments:
- Autonomous systems (including ambulatory robots),
- Inference (PCs and smartphones),
- AI IoT (including toys),
- AI training,
- AI cloud inference.
AI processor suppliers will be offering a mix of IP only, GPUs, NPUs, CIM, neuromorphic, RISC-V, x86, Arm CPU, analogue-based, and computer vision AI processors.
One size does not, and cannot, fit all needs and applications, concludes JPR.
Chinese firms—including Alibaba, Baidu, Huawei, Cambricon, and Moore Threads—are fielding competitive architectures to challenge the US lead.
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