TIBURON, Calif., Jan. 20, 2026 /PRNewswire/ — Jon Peddie Research (JPR) has released a new report that provides an in-depth analysis of the fast-growing AI processor market.
“The growth is phenomenal,” noted JPR founder and president Dr. Jon Peddie. “It’s attracted 120 startups and over $28.5 billion in private and corporate investment. Seventeen companies have filed IPOs, while another 21 have been acquired by other firms. And six of these startups have received over a billion dollars in private investment each.”
Peddie added that the 341-page report, which contains 275 illustrations and charts, and 169 tables, analyzes of all the major competitors, how much funding they’ve received, what their product claims and market segment interests are, and details about their SWOTs, and management.
“You can see how the other companies present themselves—and how your firm compares,” said Peddie. “There’s also a comprehensive database (in Excel) that shows market size by segment, who’s in which segments, and offering which type of processor technology (there are 7 architectures).”
The report is processor-focused; memory and sensors are not included in the market sizing and forecasts – such devices inflate the real market value.
Peddie said the R&D investment by the large publicly held companies like AMD, Google, and Nvidia, combined with the private investment by VCs, corporations, and sovereign-backed sources, is enormous. That level of investment, even at nominal efficiency, can’t help but produce unimaginable breakthroughs. Frontier areas like compute in memory and SRAM-based processors, as well as neuromorphic quasi-analog designs, will find niches that could develop into major new areas.
“It’s the testing of innovative ideas by startups and the investment in their development that make them prime acquisition targets,” noted Peddie. “Nvidia’s recent asset-buyout deal with Gorq is a prime example, valued at $20 billion. More are coming.”
JPR has a free summary presentation here. And a ToC and other information here. There is also a Quarterly Update service available here (single issues here) and a special bundle deal for both here. From as low as $2,500 to $8,000, JPR can provide an unvarnished view of the AI processor market.
About Jon Peddie Research
Jon Peddie Research is a technically oriented marketing, research, and management consulting firm. Based in Tiburon, California, JPR provides specialized services to companies in high-tech fields including graphics hardware development, multimedia for professional applications and consumer electronics, entertainment technology, high-end computing, and Internet access product development. See www.jonpeddie.com for more information.
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SOURCE Jon Peddie Research
