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After five years, how is the AI chip market doing

After 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. The need for AI acceleration was recognized, but it was unclear what applications would emerge and if ‘cat vs dog’ classification, the state of the art at the time, would be useful for anything from a market point of view. Looking…

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Why 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 a year since, and the 200+ AI chip start-ups with the dream of going IPO or being acquired are still waiting.  With so much VC investment pouring in, one would have expected that more companies would be acquired by now. Clearly, that is not the case. So why isn’t there more…

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Computer 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 was to recognize a cat versus a dog. IoT was hot, and semiconductors, in general, had lost their charm as the darling of the VC community. Embedded Vision Summit was the only conference focused on the commercial aspect of computer vision and hardware. Fast forward five years, and the word ‘Embedded’…

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Memory 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 is not part of the headlines. In reality, memory is just as important part of the overall acceleration and deserves more attention. As the compute performance is increasing, it has become increasingly important to have right data available at right time to ensure the performance is optimal. Not having the data available means the…

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Takeaways 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 was co-located with the AI Edge Summit and there was one overlapping day. Like any other conference, there were tracks, keynotes and of course exhibits. To my surprise, the event was packed – all exhibit booths were busy, people were shaking hands and eating lunch together on a table. Companies were…

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Which 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+ startups were born based on JP Data’s tracker. Some of them have gone to market and started generating dollars since, whereas others are still trying to get their products to the market. My report was the only report available that focused on both qualitative and quantitative aspect of AI chips in 2016. The first version…

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Data center AI chip market continues to move forward: Expected to reach $21 billion by 2027

MENLO PARK, CA, USA, June 1, 2022 — According to a new research report by market intelligence firm JP Data, the market for data center AI chips is expected to reach $21 billion by year 2027. New R&D activity around AI is driving the need for training chips, whereas AI proof of concepts going into production is driving the need for inference chips. All vendors offering CPUs, GPUs, FPGAs and ASICs have made significant progress in the past two years with new…

Read MoreData center AI chip market continues to move forward: Expected to reach $21 billion by 2027

Competition 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 is defined as chips that consumer less than 100 mW. These chip are targeted towards always on applications such as wakeword recognition that are always running in the background. The ASP of such chips is expected to be ~$1. In essence, the ultra low power chip market is currently going after what is…

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Yet 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 100 milli watt power has emerged in the past two years.  These chips have already shipped in multi-million volume and the market shows no sign of slowing down. Top AI chip companies such as Nvidia, Intel and Google are absent in this market segment and start-ups have capitalized on this opportunity. Several AI chips…

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Always-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 — Driven by always-on applications, a new market for AI chips has emerged in the past two years, according to a new research report by market intelligence firm JP Data. This new segment of AI chips consuming less than 100 milli watt (mW), referred to as ultra-low power AI chips, is expected to reach $3.3 billion by year 2027 at a CAGR of 65.5%. Always-on AI applications will drive the demand for…

Read MoreAlways-on applications are expected to drive ultra-low power AI chip market to $3.3 billion by 2027