From spend to component demand
Hyperscaler capex and server vendor revenue are walked down to eight bill-of-materials lines. In 2025 those lines add to $458 billion of server demand.
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Analysis and commentary from JP Data.
How to read the market with signals
A signal is a current reading of whether AI infrastructure is tight or loose. JP Data publishes three: coverage, lead time, and hyperscaler spend.
Read articleAfter five years, how is the AI chip market doing
I have been fortunate to follow AI chip market since 2016. When I wrote the first report, there were only a handful of start-ups trying to build AI chips.…
Read articleWhy aren’t more AI chip companies getting acquired?
At the 2022 AI Hardware and Edge Summit , the most frequent question I was asked was, ‘What is the future of all these AI chip companies?’. It’s been almost…
Read articleComputer Vision Has Come A Long Way
I started on my analyst journey with a report about Computer Vision back in 2015 . This was the time when classic techniques ruled, and the best AI could do…
Read articleMemory innovations must keep pace with compute to achieve best performance
Media often focuses on the compute and TOPS (TeraOPs Per Second) when writing about AI chips or hardware accelerator. Memory is mentioned in the article but…
Read articleTakeaways from 2022 AI Hardware and Edge Summit
I was recently at the AI Hardware Summit in Santa Clara. The event made a come back after two year hiatus and was packed with 700+ attendees. The conference…
Read articleWhich AI chip companies have generated over a billion dollars in revenue
AI chips were not among headline generators until Nvidia dedicated its GTC 2016 to ‘Deep Learning’. The industry then realized potential and at least 70+…
Read articleData center AI chip market continues to move forward: Expected to reach $21 billion by 2027
MENLO PARK, CA, USA, June 1, 2022 /EINPresswire.com/ -- According to a new research report by market intelligence firm JP Data, the mar
Read articleCompetition between low power and ultra-low power AI chip vendors
According to a new report that we published recently, ultra low power AI chip market is expected to reach $3.2 billion by 2027. The ultra-low power segment…
Read articleYet another AI chip market segment has emerged
AI chip market continues to grow. Driven by always-on applications such as keyword detection, a whole new market segment for AI chips that consume less than…
Read articleAlways-on applications are expected to drive ultra-low power AI chip market to $3.3 billion by 2027
MENLO PARK, CA, USA, April 18, 2022 / EINPresswire.com / — Driven by always-on applications, a new market for AI chips has emerged in the past two years…
Read articleAmpere will merge inference and training workloads in data center and cloud
At 2020 GTC keynote , Nvidia announced latest compute platform for enterprises, Ampere. Ampere is a giant step up from the previous generation and the…
Read articleIs Neuromorphic technology ready to take next steps?
Neuromorphic technology has been around since 90s in some form of the other. Early version of the Neurimorphic chipsets include SpinNNaker from University…
Read articleThe exciting world of AI
AI keeps on evolving… on a weekly basis! Ever since I started following this industry, not a single week as passed by when I haven’t heard something…
Read articleWho will go into mass production first for AI ASICs?
Artificial intelligence (AI) and deep learning have generated lot of excitement over the past few years. Many semiconductor startups have emerged to build…
Read articleIs AI the best news for semiconductors since microprocessor days?
The microprocessor chip acts as the brain of any computer system, whether the device is used for the Internet of Things (IoT), consumers, or the cloud. In…
Read articleASICs for deep learning are not exactly ASICs
The term “ application specific integrated circuit ” (ASIC) became popular in the 1990s when such chips promised to bring down the cost per chip for a given…
Read articleWill video analytics save retail market?
The world of computer vision has continued to evolve in recent years with computer surpassing the accuracy of human being. Computer vision has enabled many…
Read articleIs Nvidia moving towards AI chipset world Domination
Nvidia, by all accounts is the de-facto standard in AI chipsets today. In addition to being a chipset manufacturer, Nvidia has been able to offer additional…
Read articleIntel is going ‘all-in’ to dominate AI chipset world
AI revolution, started in 2012 when neural network Alexnet surpassed accuracy of all previous classic computer vision techniques and has not looked back…
Read articlePower limitations will force AI chip makers to look into alternate architectures for AI acceleration
The increasing complexity of AI algorithms posed has given rise to a new industry of AI chipsets. In the past two years, all the top semiconductor companies…
Read articleNvidia is moving faster than the competition in AI chipset industry
Since 2015, more than seventy companies have entered the AI chipset market with more than 100 chip starts announced. All of them are trying to tackle the AI…
Read articleAI chip companies continue to raise more capital
High mask costs made it hard for chipset start-ups to raise capital during early 2000s. Today mask costs can range up to 25 million dollars and by some…
Read articleNew architectures emerge in AI chipset race
As AI chipset market is getting crowded, many AI companies have started creating solutions that caters to a niche market. The needs for chipset
Read articleWho will go into volume production first for AI ASIC?
AI and deep learning has generated lot of excitement over the past few years. Many semiconductor start-ups have emerged since to build chipset optimized for…
Read articleMore and more places and things are now starting to recognize you
Facial recognition is one of the popular applications of computer vision technology that deals with recognizing identity of a person. The technology has…
Read articleIs AI the best news for semiconductor industry since microprocessors?
Microprocessors form the basis of any computer system. Whether the device is used for IoT, consumer or cloud, the microprocessor chip is there that acts as…
Read article(More and more) Deep Learning Chipset Companies Are Coming Out of Stealth Mode
Artificial intelligence (AI) applications are hot and everyone is trying to capitalize on the buzz. It is not surprising that everyone wants better, cheaper…
Read articleMachine Learning coming to a cloud near you
The popularity of artificial intelligence (AI) technology has led to application developers demanding more compute power. AI applications come in different…
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