AI chip vendor strategy, M&A, IPO, ecosystem partnerships
View all tags2026 AI chip market enters a "winner takes all" phase. NVIDIA holds 90%+ market share, AMD struggles at 10%, and Google/AWS/Huawei/Cerebras each occupy niche segments. But a group of AI chip startups are fighting to survive in the cracks — this article analyzes the 2026 status and future of Tenstorrent, SambaNova, Graphcore, Cambricon, Moore Threads, Biren, and Iluvatar.
The bottleneck for AI compute has shifted from compute itself to memory bandwidth and capacity. HBM (High Bandwidth Memory) , as a core component of AI chips, has a 2026 market size of $80B+, but there are only 3 suppliers globally — SK Hynix, Samsung, Micron. This article provides an in-depth analysis of this "memory three kingdoms" battle.
May 14, 2026, Intel disclosed in its Q1 earnings report that it has formally cancelled the Falcon Shores single-chip GPU project and confirmed a new rack-scale AI system project named Jaguar Shores to launch in 2027-2028. This is a major strategic adjustment in Intel's AI roadmap. This article provides an in-depth analysis of the reasons and future implications.
On April 22, 2026, at the Cloud Next conference, Google unveiled TPU 8t + TPU 8i — splitting TPU into two independent product lines for the first time. TPU 8t focuses on training, TPU 8i on inference. This is a key product adjustment as Google responds to the AI inference era.
On April 17, 2026, Cerebras Systems formally filed its S-1 prospectus with the SEC, applying to list on Nasdaq, targeting May 2026. This is one of the most significant IPOs in the AI chip industry in 2026. This article provides a deep analysis of Cerebras's finances, strategy, customers, and future.
In Q1 2026, one of the biggest pieces of news in the AI chip industry: NVIDIA acquired Groq for approximately $20 billion in a full acquisition. This means Groq's LPU architecture officially becomes part of NVIDIA's compute landscape, complementing GPUs. This article analyzes the strategic significance of this acquisition in detail.
Huawei Ascend 920 (昇腾 920) entered large-scale mass production in 2025 H2, representing a major breakthrough for Chinese domestic AI chips. This article analyzes its specifications, comparison with NVIDIA H20, the CloudMatrix 384 Ultra system, and its significance for China's AI industry.