[ Compute Compass · company directory ] Every company building compute hardware

NVIDIA designs GPUs, CPUs, DPUs and networking products such as NVLink, InfiniBand and Ethernet, and develops the CUDA software platform that runs on its GPUs. Its Data Center products are widely used for AI training and inference, and it also sells GeForce graphics cards for gaming and RTX workstation GPUs. NVIDIA is fabless. Foundries such as TSMC make its wafers, memory comes from suppliers including SK hynix, Micron and Samsung, and partners handle assembly and packaging. The company was incorporated in 1993 and is based in Santa Clara, California.

AMD designs processors and accelerators across several product lines. These include EPYC server CPUs, Instinct data center GPUs for AI and high performance computing, Ryzen client processors, Radeon graphics cards, and FPGAs and adaptive SoCs from its Embedded business. Its ROCm software supports Instinct GPUs. AMD does not own fabs. It relies mainly on TSMC for wafers, with packaging and test handled by partners in Asia. The company was incorporated in 1969 and is headquartered in Santa Clara, California.

Intel Arc is the brand for Intel's discrete graphics processors, used for gaming, content creation and some AI work. It first appeared with the Alchemist generation, launched in March 2022 on laptops, and Battlemage cards such as the Arc B580 followed on 13 December 2024. Arc chips are designed by Intel and manufactured under contract by TSMC, which sets them apart from Intel's integrated graphics built into CPUs. Intel Corporation is headquartered in Santa Clara, California.

Cerebras Systems builds AI processors around the Wafer-Scale Engine, a single chip made from an entire silicon wafer rather than a cut die. The third generation, WSE-3, powers the company's CS-3 systems, which it sells for on-premises use and also offers as cloud inference and training services. Cerebras is headquartered in Sunnyvale, California. It listed on Nasdaq under the ticker CBRS on May 14, 2026, after pricing its initial public offering at $185 per share.

Groq designs the Language Processing Unit, or LPU, an inference chip built for fast, predictable execution of AI language models, and runs GroqCloud, a hosted inference service for developers. In December 2025 Groq announced a non-exclusive licensing agreement with NVIDIA for its inference technology, and founder Jonathan Ross and president Sunny Madra joined NVIDIA. Groq remains a separate company, with GroqCloud continuing to operate under new chief executive Simon Edwards. The deal value was reported by CNBC at about $20 billion and was not confirmed by the companies.

Lightmatter develops photonic interconnect technology for AI data centers, using light rather than electrical signals to move data between chips. Its Passage product line includes the M1000, a photonic interposer, and the L200 and L200X, co-packaged optics engines. The M1000 is built on the GlobalFoundries Fotonix silicon photonics platform, and the L200 was developed with Alphawave Semi. Lightmatter is a privately held company whose products target the bandwidth limits that arise when connecting large numbers of GPUs and other accelerators.