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Microsoft joins the charge for custom AI silicon

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DreamerV3 may well be the GPT of reinforcement learning

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AI Processor M&A Activity Tracker 1H23 - Data

Monitoring merger and acquisitions activity in the artificial intelligence industry, focused on companies active in the AI hardware space, by sector, technology, use case, geography, and deal size

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AI Processors for Cloud and Data Center Forecast Report – 2023 Database

Forecasts for AI accelerators in the data center (2022–28). Covers GPUs, AI ASSPs, AI ASICs, and FPGAs by workload category, use case, industry, training/inference, power consumption, and performance. Includes a user-defined pivot table.

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Omdia Market Radar: AI Processors for the Edge 2023

Compares key players and products in the AI processors market for edge computing and Internet of Things.

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AI Processors for Cloud and Data Center Forecast Report – 2022 Analysis

The 2022 edition of the AI Processors for Cloud and the Data Center Forecast estimates the size of the market for data center AI accelerators from 2021 to 2027. This report analyzes the qualitative trends underlying the forecast.

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Advanced Computing Market Inflection Watch 1H23

A monitoring dashboard to inform your decisions about where the semiconductor cycle for AI hardware stands based on key indicators from Omdia research.

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Microsoft joins the charge for custom AI silicon

Media reporting suggests Microsoft may be planning a custom AI ASIC. Omdia analyzes this development in the context of the wider custom silicon trend and Microsoft’s deal with OpenAI.

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AI Processor M&A Activity Tracker 1H23 - Data

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AI Processor M&A Tracker – 1H23 Analysis

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Omdia Market Radar: AI Processors for the Edge 2023

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Advanced Computing Market Inflection Watch 1H23

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The Analyst Team
Alexander Harrowell

Principal Analyst, Advanced Computing for AI

Alexander Harrowell
Neil Dunay

Principal Market Forecaster

Neil Dunay
Natalia Modjeska

Research Director, AI and Intelligent Automation

Natalia Modjeska
Lian Jye Su

Chief Analyst

Lian Jye Su
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