Editor S.T. (LinkedIn) WeChat / 微信公众号 · StarryHeavensAbove — AI chip articles A living directory of AI accelerators (ICs & IPs) — each entry has a short field intro, product lineage and current corporate status. Acquired subsidiaries and discontinued vendors are separated from independent startups. Prefer official / primary sources; performance claims are often vendor-reported. Explore: AI Accelerator Software Ecosystem · AI Accelerator Benchmarks · Compatibility Explorer · Model Support ExplorerAI Chip (ICs and IPs)


At a glance
One-line latest status per company — updated periodically. Last refreshed: November 2026. Detailed software and benchmark maps are maintained in dedicated pages.
- NVIDIA — Vera Rubin platform in full production (GTC 2026); NVL72 partner shipments targeted H2 2026.
- Intel / Habana — Gaudi 3 generally available on IBM Cloud and Dell AI Factory for enterprise GenAI inference/fine-tune.
- AMD — Helios / MI455X rack-scale on track for H2 2026; Meta 6GW Instinct deal incl. custom MI450-class.
- Qualcomm — Dragonfly data-center AI: AI200/AI250 (2026–27) + AI300/HBC; Meta multi-gen deal for Dragonfly C1000 CPU.
- Samsung — Exynos 2600 (first 2nm GAA mobile SoC) ships in Galaxy S26 with large on-device GenAI NPU gains.
- MediaTek — Dimensity 9500 (Sep 2025) NPU 990 + Super Efficient CIM NPU for agentic on-device GenAI.
- Marvell — Custom AI XPU partner for AWS Trainium / Microsoft Maia; 18+ custom projects and rising AI silicon revenue.
- Broadcom — OpenAI Jalapeño Intelligence Processor unveiled; continues Google TPU + Meta MTIA XPU franchise.
- Google — Ironwood (TPU7x) generally available Mar 2026; Trillium (v6e) remains a volume Cloud TPU SKU.
- AWS — Trainium3 / Trn3 UltraServers GA (Dec 2025); Trainium4 previewed with NVLink Fusion path.
- Microsoft — Maia 200 inference accelerator (Jan 2026) deploying in Azure for Copilot / Foundry token economics.
- OpenAI — First custom inference ASIC “Jalapeño” with Broadcom; initial deployments targeted end of 2026.
- Anthropic — Expanded Google TPU + Broadcom capacity (~3.5 GW from 2027) atop AWS Trainium and NVIDIA GPUs.
- Apple — M5 / M5 Pro / M5 Max add GPU Neural Accelerators and a faster Neural Engine for Apple Intelligence.
- Alibaba — Zhenwu M890 (144GB HBM3) in mass production; 560k+ Zhenwu shipments; roadmap to V900/J900.
- Baidu — Kunlunxin P800 10k-card clusters; key ERNIE 5.1 training on domestic stack; Tianchi 256-card supernode (2026).
- Tencent — Zixiao / partner accelerators continue scaling LLM and recommendation serving on Tencent Cloud (2025–2026).
- Meta — MTIA “Iris” (v3) enters production Sep 2026 with Broadcom/TSMC; six-month chip cadence through 2027.
- Tesla — AI5 taped out (Apr 2026); AI6 / Dojo3 in progress; vehicles near-term stay on AI4.
- Arm — Ethos-U85 + Corstone-320 IoT reference for edge transformer / GenAI; Armv9 SME path in mobile SoCs.
- Synopsys — ARC NPX NPU IP scaled for auto/consumer GenAI SoCs with ongoing 2025–2026 toolchain releases.
- Imagination — PowerVR NNA + Continuum for edge/auto transformer networks; 2025–2026 licensee SoC ramps.
- CEVA — NeuPro-class NPU IP for embedded/auto/IoT transformers; 2025–2026 DNN compiler updates.
- Cadence — Tensilica AI Platform / NeuroWeave updates for on-device and automotive transformer SoCs (2025–2026).
- VeriSilicon — VIP/Acuity NPU IP and turnkey services for China/global edge GenAI SoCs (2025–2026).
- Cerebras — Nasdaq IPO (CBRS, May 2026); multi-year OpenAI inference capacity deal (>$20B messaging).
- Acquired / Legacy — Graphcore and Ampere are SoftBank subsidiaries; Kinara is now part of NXP; Untether AI ceased operations after an AMD team acqui-hire.
- Tenstorrent — Galaxy Blackhole GA (Apr 2026): 32× Blackhole servers shipping for LLM inference and video gen.
- Etched — ~$5B valuation / ~$1B booked orders for transformer-specialized Sohu inference ASICs.
- Groq — remains independent after non-exclusive NVIDIA technology licensing and selected team hires; GroqCloud continues to operate.
- SambaNova — SN50 RDU for agentic AI; $350M+ Series E; SoftBank early deploy; Intel collab; H2 2026 ship.
- Mythic — $125M Series D + Videantis acquisition for hybrid analog/digital energy-efficient inference.
- Hailo — Hailo-10H generally available for edge LLMs/VLMs (~40 TOPS INT4 class, ~2.5W).
- FuriosaAI — RNGD in mass production; Broadcom partnership for next-gen multi-die inference platform.
- SiMa.ai — Modalix MLSoC in production for Physical AI (robots/industrial) under ~10W with LLiMa LLMs.
- d-Matrix — Corsair inference platform in full production (Jun 2026); $275M Series C / ~$2B valuation.
- Blaize — Nasdaq-listed (BZAI); GSP architecture for industrial/smart-city edge vision and GenAI.
- SynSense — Speck/Xylo neuromorphic + event-vision stack; 2025–2026 funding/collabs for ultra-low-power edge AI.
- Sagence AI — Analog CIM accelerators for efficient LLM/vision inference; active 2025–2026 AI-infra engagements post-rebrand.
- Huawei Ascend — Atlas 950 SuperPoD / Ascend 950DT (up to 8,192 NPUs) debuts globally at MWC 2026; WAIC hardware showcase.
- Cambricon — Siyuan 690 in mass production/delivery; targets ~500k AI chips in 2026; Q1 profit surge on cloud demand.
- Biren — Hong Kong IPO (6082.HK, Jan 2026); BR100-class GPGPU/AI accelerators.
- Moore Threads — STAR Market IPO Dec 2025; MTT S4000/S5000 AI GPUs with MUSA software stack.
- MetaX — STAR-listed (688802.SH); C500 in mass production, C600 domestic-process follow-on, MXMACA stack.
- Hygon — DCU GPGPUs + DTK stack; Day-0 DeepSeek-V4 adaptation alongside Ascend and Cambricon.
- Iluvatar CoreX — HK-listed; multi-gen GPU roadmap (Tianshu→Tianquan) aiming at Hopper–Rubin class gap; BI-V150 deployed.
- Enflame — CloudBlazer / iGCU GPUs in China ICC deployments; TopsRider LLM stack updates through 2025–2026.
- Horizon Robotics — Journey 6 / BPU Nash mass-designed into China L2+ vehicles; stronger Transformer / E2E driving support.
- Black Sesame — Huashan A1000 in mass-production vehicles; A2000 messaging for higher-perf / cross-domain AD (2025–2026).
Shortcut

NVIDIA — GPU / AI accelerator lineage
NVIDIA turned GPUs into the default AI training/inference substrate via CUDA (2007) and successive datacenter architectures. From Pascal/Volta Tensor Cores through Ampere and Hopper, the stack evolved into rack-scale Grace+Blackwell systems; Rubin extends that AI-factory model into 2026.
CUDA foundation (pre–Tensor Core)
- Tesla arch (2006) + CUDA (2007) — unified shaders / GPGPU; GPU becomes a general accelerator.
- Fermi (2010) — caches, ECC, stronger HPC path.
- Kepler (2012) — Hyper-Q / dynamic parallelism; datacenter Tesla K-series.
- Maxwell (2014) — major perf/W redesign.
- Pascal (2016) — P100 — HBM2 + NVLink 1.0; first widely adopted datacenter GPU for deep learning at scale.
Tensor Core era
- Volta (2017) — V100 — first Tensor Cores (FP16 mixed precision); DGX / early large-model workhorse.
- Turing (2018) — T4 — inference-efficient datacenter SKUs; consumer RTX adds RT + Tensor Cores.
- Ampere (2020) — A100 — TF32 / BF16, structured sparsity, MIG; A100 40/80GB HBM2e.
- Ada Lovelace (2022) — L40 / L4 — inference / visual datacenter SKUs alongside Hopper.
- Hopper (2022) — H100 / H200 — Transformer Engine, FP8, NVLink 4; H200 expands HBM3e for LLM train/serve.
Platform / rack-scale era (2024–2026)
- Blackwell (2024) — B200 / GB200 NVL72 — multi-die GPU, FP4/FP6 datapaths, NVLink 5; Grace+Blackwell superchips and NVL72 racks.
- Rubin (CES/GTC 2026) — Vera CPU + Rubin GPU + NVLink 6 Switch + ConnectX-9 / BlueField-4 / Spectrum-6 for agentic / MoE; partner availability targeted H2 2026. NVIDIA also described integrating Groq-class LPU technology into the AI-factory stack.
Latest
- Vera Rubin opens agentic AI frontier — GTC Mar 2026 — seven chips in full production (Vera CPU, Rubin GPU, NVLink 6, ConnectX-9, BlueField-4, Spectrum-6, Groq LPU); NVL72 on track for H2 2026 partner systems.
- Vera Rubin POD / rack-scale systems — Mar 2026 — POD-scale co-design across five rack systems; CEO later reiterated “giant amounts” of Vera Rubin production incoming for H2 2026.
Hopper in-depth · Hopper · Blackwell

Intel / Habana Gaudi
Intel’s AI accelerator path consolidated around Habana Labs after the 2019 acquisition. Gaudi (training) and Goya (inference) established Ethernet-centric scale-out as an alternative to proprietary GPU fabrics; Gaudi 2 broadened LLM training, and Gaudi 3 (2024) targets enterprise generative AI with OEM and cloud availability. Intel also folds AI into Xeon AMX and Arc/Flex GPUs, but Gaudi remains the dedicated datacenter accelerator brand.
Latest
- Gaudi 3 on IBM Cloud — Intel Vision 2025 — IBM Cloud is the first CSP with Gaudi 3 in production (Frankfurt, Washington D.C., Dallas) for enterprise GenAI price/performance.
- Dell AI Factory with Gaudi 3 — 2025 — Dell AI platform / AI Factory ships validated Gaudi 3 systems for scalable enterprise GenAI with open Ethernet networking.
AMD — Instinct AI GPUs
AMD’s datacenter AI story runs through the Instinct line on CDNA architecture (distinct from RDNA gaming GPUs), with ROCm as the software stack. MI100/MI200 established HBM-heavy training SKUs; MI300A/X (CDNA 3, 2023) brought chiplet APU/GPU designs into large LLM clusters. MI350 (CDNA 4, 2025) pushes HBM3E capacity and low-precision datatypes; MI400 / Helios rack systems headline the 2026 roadmap alongside deep hyperscaler partnerships.
- MI100 / MI200 (CDNA 1–2) — early Instinct training accelerators; MI250X widely used in HPC+AI.
- MI300A / MI300X (2023) — CDNA 3 chiplets; MI300X became a primary non-NVIDIA LLM training/inference GPU.
- MI350X / MI355X (2025) — CDNA 4, up to 288GB HBM3E, MXFP6/MXFP4 paths.
- MI400 / Helios (roadmap 2026) — rack-scale systems and custom SKUs for hyperscalers.
Latest
- AMD–Meta 6GW Instinct partnership — Feb 2026 — up to 6GW multi-generation Instinct GPUs; custom MI450-class on Helios with ROCm; first-GW shipments targeted H2 2026.
- Helios / MI400 series on track — 2026 — AMD says Helios racks and MI400/MI455X UALink systems remain on track for H2 2026 engineering/low-volume production alongside MI350 volume deployments.
Qualcomm — Hexagon NPU & Dragonfly data-center AI
Qualcomm’s AI silicon now spans mobile Hexagon NPUs in Snapdragon SoCs and a full data-center Dragonfly portfolio for agentic inference. Hexagon evolved from DSP blocks into fused scalar/vector/tensor NPUs for on-device GenAI; Cloud AI 100 was an earlier inference SKU. In Oct 2025 Qualcomm launched rack-scale Dragonfly AI200/AI250 inference accelerators, then at Investor Day Jun 2026 added AI300 with High Bandwidth Compute (HBC), the Dragonfly C1000 server CPU (Meta multi-generation agreement), and a multi-year data-center revenue push.
Latest
- Dragonfly AI300 / data-center roadmap — Jun 24, 2026 Investor Day — Dragonfly AI300 (3rd-gen rack inference with HBC Gen 2; sampling ~2028) joins AI200/AI250; Dragonfly C1000 CPU (250+ Oryon cores) with multi-generation Meta server deal; HBC near-memory compute for token efficiency.
- Dragonfly AI200 / AI250 launch — Oct 2025 — Hexagon-based rack-scale inference accelerators: AI200 (~768GB LPDDR/card, commercial ~2026) and AI250 (HBC Gen 1 near-memory, ~2027); Humain among early large deploy partners.
Samsung — Exynos NPU
Samsung integrates NPUs into Exynos mobile SoCs and builds HBM that underpins datacenter AI GPUs. Exynos NPUs scaled with each flagship for vision and on-device GenAI; Exynos 2500 (3nm GAA) was followed by Exynos 2600 — Samsung’s first 2nm GAA mobile SoC — powering Galaxy S26 with substantially higher generative-AI NPU performance and AI graphics features (ENSS).
Latest
- Exynos 2600 — First 2nm GAA mobile SoC; Samsung cites ~113% generative-AI NPU gains vs. prior gen for larger on-device models; ships in Galaxy S26 / S26+.
- ENSS AI graphics on Exynos 2600 — Apr 2026 — Exynos Neural Super Sampling (ENSS) commercialized for AI upscaling/frame generation to cut GPU load on flagship gaming/graphics.
MediaTek — Dimensity NPU
MediaTek’s Dimensity flagship line pairs Arm CPUs with successive in-house NPUs for Android on-device AI. The NPU roadmap (through 8th-gen NPU 890 on Dimensity 9400) emphasizes generative and agentic workloads—LoRA adaptation, diffusion video, and MoE LLMs—alongside the Dimensity Agentic AI Engine software path.
Latest
- Dimensity 9500 — NPU 990 — Sep 2025 — 9th-gen NPU 990 with Generative AI Engine 2.0 (vendor: ~2× compute, 4K image gen, 128K-token LLM path) plus Super Efficient CIM NPU for always-on AI.

Marvell — custom AI ASICs & DPUs
Marvell supplies DPUs (OCTEON / ARMADA) and, increasingly, co-designed custom AI accelerators for cloud providers. Alongside Broadcom’s XPU franchise, Marvell is widely reported as a design partner on AWS Trainium/Inferentia-class and Microsoft Maia-class silicon—making it a key “picks and shovels” vendor in the custom-ASIC wave.
Latest
- Expanding custom silicon opportunity — Jul 2025 — Custom AI Investor Event: ~18 active custom projects (hyperscaler XPUs + attach) with TAM for custom XPUs growing into the tens of billions by 2028.
- Hyperscaler AI ASIC programs — 2025–2026 — widely reported design partner on AWS Trainium-class and Microsoft Maia-class accelerators, plus AI optics/DPU attach silicon.
Broadcom — custom XPUs
Broadcom co-designs customer-specific AI accelerators (XPUs) and pairs them with Tomahawk/Jericho Ethernet switching. The model began with Google TPU generations and now spans Meta MTIA, OpenAI custom silicon, and other frontier/cloud programs—positioning Broadcom as the primary ASIC implementation partner opposite merchant GPUs.
Latest
- OpenAI Jalapeño with Broadcom — Jun 2026 — OpenAI’s first custom LLM inference ASIC co-developed with Broadcom (Tomahawk networking); initial deployments targeted end of 2026 within multi-GW platform.
- Meta MTIA partnership extended — Apr 2026 — XPU platform continues as co-design backbone for multi-generation MTIA and Ethernet AI fabric.
Google — TPU lineage
Google invented the modern custom-AI-ASIC pattern with TPU v1 (2015) for production inference, then opened Cloud TPU for external training. Each generation scaled systolic MXUs, HBM, and pod interconnect; v4/v5 pods trained many Google foundation models, while Trillium (v6e) and Ironwood (v7) address GenAI train/serve economics. Edge TPU (Coral) and Pixel Tensor are related but separate product lines.
Early generations
- TPU v1 (2015) — inference-only systolic MXU (INT8) in Google production services.
- TPU v2 (2017) — training + inference, bfloat16, HBM, first multi-chip pods.
- TPU v3 (2018) — higher compute, liquid cooling at pod scale.
- TPU v4 (2021) — denser pods, 3D torus + optical circuit switches.
Split SKUs & GenAI scale-up
- TPU v5e (2023) — cost-efficient training/inference at volume.
- TPU v5p (2023) — high-end large-pod training.
- Trillium / TPU v6e (2024) — larger MXUs; Google cites ~4.7× peak compute/chip vs. v5e.
- Ironwood / TPU v7 (2025) — inference-leaning generation with FP8-class paths and very large pods.
Related Google silicon
- Edge TPU — Coral edge inference ASIC.
- Google Tensor (Pixel) — mobile SoC ML blocks (separate from Cloud TPU).
Latest
- Ironwood (TPU7x) GA — Mar 31, 2026 — TPU7x (Ironwood family) generally available for large-scale training and inference (LLMs, MoEs, diffusion); up to 9,216-chip pods.
- Ironwood for the age of inference — 2025–2026 — 7th-gen TPU purpose-built for high-volume low-latency inference/serving; Google cites large per-chip gains vs. prior gen.
10 years of TPU · v6e docs · Cloud TPU · Edge TPU

Amazon AWS — Trainium & Inferentia
AWS builds first-party AI silicon for EC2: Inferentia for inference and Trainium for training, compiled via the Neuron SDK. Inferentia1/2 lowered LLM serving cost on Inf1/Inf2; Trainium1 and Trainium2 (Trn1/Trn2) plus UltraServers with NeuronLink scale-up target foundation-model training and large inference inside AWS regions—often co-designed with partners such as Marvell/Annapurna.
Latest
- EC2 Trn3 UltraServers (Trainium3) — Dec 2025 re:Invent — Trainium3 (first 3nm AWS AI chip) UltraServers GA; AWS cites up to ~4.4× compute and ~4× energy efficiency vs. Trn2 UltraServers.
- Trainium3 UltraServers details — Up to 144 Trainium3 chips / ~362 FP8 PFLOPs per UltraServer; Anthropic and Bedrock among early Trainium users; Trainium4 on the roadmap.

Microsoft — Azure Maia
Microsoft entered custom AI silicon with Azure Maia (accelerator) and Cobalt (Arm CPU) to optimize Azure OpenAI / Copilot economics. Maia 100 (5nm, advanced packaging) is co-designed for Azure AI cloud workloads with a PyTorch/ONNX Runtime software path; subsequent Maia generations are expected to deepen rack-level integration with Azure networking and cooling.
Latest
- Maia 200 inference accelerator — Jan 2026 — TSMC 3nm inference ASIC with 216GB HBM3e; Microsoft cites ~30% better perf/$ vs. prior fleet hardware and FP4/FP8 leadership claims vs. other custom silicon.
- Maia 200 Azure rollout — Deploying in US Central (then US West 3) for Superintelligence / Foundry / Copilot workloads; Maia SDK preview with PyTorch and Triton.
OpenAI — custom Intelligence Processors
Long dependent on NVIDIA GPUs (and Azure capacity), OpenAI moved into custom inference silicon to cut serving cost and diversify supply. Jalapeño—co-developed with Broadcom—is the first “Intelligence Processor,” optimized for LLM inference rather than general training, as the opening move in a multi-generation, multi-gigawatt Broadcom collaboration.
Latest
- Jalapeño LLM inference chip — Jun 2026 — first custom inference-optimized ASIC with Broadcom; initial deployments targeted by end of 2026 within a multi-generation platform.
Anthropic — multi-hardware compute
Anthropic does not tape out a merchant chip brand; it co-designs capacity across AWS Trainium (Project Rainier), Google TPUs (Broadcom-implemented), and NVIDIA GPUs. The strategy is deliberate multi-sourcing for Claude training and serving at gigawatt scale, with long-term TPU commitments expanding through 2027+.
Latest
- Google & Broadcom compute partnership — Apr 2026 — expanded multi-GW next-gen TPU capacity (filings cite ~3.5 GW) from 2027, on top of prior >1 GW TPU plus Trainium and NVIDIA.

Apple — Neural Engine & Apple silicon AI
Apple’s on-device AI runs on the Neural Engine and, increasingly, GPU Neural Accelerators inside Apple silicon—not discrete datacenter GPUs. From A11’s first Neural Engine through M1–M4, Apple scaled unified-memory ML performance for privacy-preserving inference; M5 (2025) and M5 Pro/Max (2026) explicitly target Apple Intelligence and local LLM/creative AI workflows.
Latest
- Apple M5 — Oct 2025 — Neural Accelerators in each GPU core and a faster 16-core Neural Engine for on-device Apple Intelligence.
- M5 Pro and M5 Max — Mar 2026 — Fusion Architecture scales GPU AI compute and unified memory (up to 128GB / ~614GB/s on M5 Max) for local LLM and pro creative AI.

Alibaba — T-Head PPU
Alibaba’s T-Head unit designs cloud AI accelerators under the Zhenwu / PPU family for Alibaba Cloud and external customers as a domestic GPU-class alternative. After Zhenwu 810E-class SKUs, Zhenwu M890 (2026) raises HBM capacity and chip-to-chip bandwidth for agentic train/infer, paired with Panjiu AL128 servers, ICN Switch networking, and the SAIL software stack.
Latest
- Zhenwu M890 AI chip — May 2026 Cloud Summit — M890 triples prior-gen performance claims with 144GB HBM3 and 800GB/s chip-to-chip bandwidth; FP32→FP4; powers Panjiu AL128 with ICN Switch 1.0.
- T-Head scale shipments — 2026 — T-Head cites 560,000+ Zhenwu AI chips shipped and 400+ external customers; further V900 (2027) / J900 (2028) roadmap messaging.
Baidu — Kunlunxin
Baidu’s Kunlunxin (昆仑芯) GPUs underpin ERNIE and Baidu Cloud AI services. From earlier Kunlun generations through P800-class training/inference cards, Baidu has iterated a full stack (hardware + software) as a China-domestic alternative for large-model workloads.
Latest
- Kunlunxin trains key ERNIE 5.1 version — Baidu Create 2026 — P800 completed large-scale validation with multiple 10k-card clusters since 2025; fully domestic Kunlunxin cluster trained a key ERNIE 5.1 version (97% effective training rate claimed).
- Tianchi 256-card supernode — May 2026 — Tianchi 256-card Kunlunxin supernode lit up, June launch messaging; +25% throughput / +50% inference efficiency claims vs. prior gen, HPN5.0 networking.
Tencent Cloud — Zixiao / custom AI
Tencent deploys proprietary Zixiao-class and partner AI accelerators across Tencent Cloud for recommendation, multimodal, and LLM train/infer inside its China footprint—part of a broader mix that also includes merchant GPUs where available.
Latest
- Tencent Cloud AI accelerators — 2025–2026 — proprietary Zixiao-class and partner AI accelerators deployed for recommendation, multimodal, and LLM train/infer inside Tencent Cloud.

Meta — MTIA
Meta’s MTIA (Meta Training and Inference Accelerator) is an in-house family for ranking, recommendation, and increasingly generative workloads at hyperscale. Built with Broadcom as implementation partner, MTIA has moved to a rapid multi-generation chiplet cadence (MTIA 300–500 class messaging) aimed at Meta’s production AI fleet rather than merchant sale.
Latest
- MTIA Iris production September 2026 — Jul 2026 reporting — next-gen MTIA chip (Iris / v3) cleared testing and targets September production with Broadcom design + TSMC 3nm; part of ~6-month cadence through 2027.
- Four MTIA chips in two years — Multi-generation MTIA roadmap (300–500 class) with modular chiplets; continues alongside AMD Instinct and NVIDIA GPU capacity.

Tesla — HW / AI inference & Dojo
Tesla designs FSD/AI inference SoCs for vehicles (HW3 → HW4/AI4 → AI5) and pursued Dojo training tiles for internal vision-model training. The vertical stack ties cars, Optimus, and data-center inference together; AI5 is the next major SoC step after AI4, with Dojo3 still on the longer training roadmap.
Latest
- Tesla AI5 taped out — Apr 2026 — AI5 inference/training SoC taped out; AI6/Dojo3 mentioned as in progress; broad vehicle deployment still gated (reports: mid–late 2027+).
Arm — Ethos NPU IP
Arm licenses Ethos NPU IP alongside Cortex CPUs for edge and IoT SoCs. The Ethos-U micro-NPU line (U55 → U65 → U85) scales MAC arrays and adds transformer operators while keeping the Vela/Ethos toolchain path; larger Ethos-N products address higher-TOPS vision/GenAI in Cortex-A systems.
Latest
- Ethos-U85 micro-NPU — Third-gen Ethos-U (to ~4 TOPS @ 1 GHz) with native transformer ops for edge/IoT GenAI; Corstone-320 reference and Vela toolchain.
- Arm C1 / SME2 in flagship SoCs — 2025 — Arm Lumex CSS (C1 cores + SME2) ships in MediaTek Dimensity 9500-class SoCs, accelerating on-CPU ML alongside NPUs.
Synopsys — ARC NPX NPU IP
Synopsys DesignWare ARC NPX provides licensable neural processor IP for SoC integrators across automotive, consumer, and infrastructure. The family emphasizes scalable TOPS, functional-safety options, and toolchain continuity for DNN/transformer graphs.
Latest
- ARC NPX NPU IP — 2025–2026 — DesignWare ARC NPX neural processor IP for automotive/consumer/infrastructure SoCs; multi-TOPS configs and transformer-ready toolchain updates.

Imagination — NNA IP
Imagination’s PowerVR Neural Network Accelerators (NNA) and GPU+NNA combinations target edge and automotive SoCs. IMG Continuum software maps CNN and transformer-class networks onto the NNA datapaths for licensees.
Latest
- Imagination AI / NNA IP — 2025–2026 — PowerVR Neural Network Accelerators and GPU+NNA combinations for edge and automotive SoCs with Continuum software for transformer-class nets.
CEVA — NeuPro / edge AI IP
CEVA licenses low-power AI processor IP and DSP/NPU hybrids for real-time embedded, automotive, and IoT inference. NeuPro-class offerings and the CEVA DNN compiler add transformer-capable paths for on-device GenAI and vision.
Latest
- CEVA edge AI / NeuPro IP — 2025–2026 — low-power NeuPro-class AI processor IP and DNN graph compiler for real-time embedded, automotive, and IoT inference including transformers.
Cadence — Tensilica AI IP
Cadence Tensilica offers configurable NPU and AI DSP IP for on-device and automotive SoCs. The NeuroWeave toolchain maps modern DNN and transformer graphs onto Tensilica datapaths used widely in vision, audio, and edge GenAI chips.
Latest
- Tensilica AI Platform — 2025–2026 — Tensilica NPU/AI DSP IP with NeuroWeave toolchain updates for modern DNN and transformer workloads in edge/auto SoCs.
VeriSilicon — VIP NPU IP
VeriSilicon provides VIP/Acuity NPU IP plus turnkey ASIC design services, especially strong in China edge and vision SoCs. The IP covers CNN through on-device GenAI use cases for consumer, automotive, and IoT customers.
Latest
- VIP / NPU IP & design services — 2025–2026 — Acuity/VIP NPU IP plus turnkey ASIC design services widely used in China and global edge SoCs for vision and on-device GenAI.
Cerebras — wafer-scale engine
Cerebras builds wafer-scale AI processors (WSE) that place an enormous on-wafer SRAM/compute fabric into CS systems, avoiding many multi-GPU communication bottlenecks. WSE-1/2 established the approach; WSE-3 (2024, 5nm) powers CS-3 for foundation-model training and high-throughput inference with cloud and on-prem deployments.
Latest
- Cerebras IPO (CBRS) — May 2026 — blockbuster Nasdaq debut after filing; WSE-3 / CS-3 wafer-scale systems power Training and Inference Cloud services.
- OpenAI multi-year capacity deal — 2025–2026 — OpenAI commits to large inference capacity (filings cite 750MW committed, option to 2GW) plus $1B infrastructure loan / warrants.
Tenstorrent — Wormhole / Blackhole
Tenstorrent (Jim Keller–led) builds Tensix-based AI processors as scalable chiplet meshes with an open software stack (TT-Metalium). Wormhole-generation cards are shipping into developer and rack deployments; Blackhole is the next architecture step toward higher-density train/infer systems.
Latest
- Galaxy Blackhole general availability — Apr 28, 2026 — 6U air-cooled Galaxy with 32 Blackhole chips shipping (vendor: 23 PFLOPS Block FP8, Ethernet scale-out); from ~$110k per server.
- TT-Deploy production shipping — May 2026 — TT-Deploy: volume
... (README truncated for length)

