GPUs
Graphics Processing Units enabling parallel computing for AI, gaming, scientific simulation, and cryptocurrency mining.
Imagination Technologies
GB · Kings LangleyUK-based semiconductor IP company. PowerVR GPU and IMG NPU cores for mobile, automotive, and IoT. Powers Apple devices, MediaTek, and automotive systems.
Moore Threads
CN · Beijing, ChinaFounded by ex-Nvidia China GM. $1.1B Shanghai IPO planned, DeepSeek/Qwen compatible.
Iluvatar CoreX
CN · ShanghaiChinese AI chip startup developing general-purpose GPUs and AI accelerators. Targeting data center AI training and inference markets with domestic alternatives.
VeriSilicon
CN · ShanghaiChinese semiconductor IP and custom chip company. Vivante GPU IP, ZSP DSP, VIP NPU cores. One-stop silicon platform for fabless companies.
CoreWeave
US · Roseland, NJGPU cloud provider. $23B valuation, NVIDIA-powered AI infrastructure.
Lambda Labs
US · San Francisco, CAGPU cloud for AI. Deep learning workstations, cloud GPU clusters.
NVIDIA
US · Santa Clara, CAGPU market leader (~88% share). Blackwell H100/H200/B200 deployed at scale. Vera Rubin NVL72 (50 PFLOPS FP4, HBM4, NVLink 6) shipping H2 2026. Acquired Groq assets ($20B, Dec 2025). CUDA ecosystem dominant.
Biren Technology
CN · Shanghai, ChinaBR166 GPU lineup. ~$2B valuation, Hong Kong IPO planned.
AMD
US · Santa Clara, CARadeon RDNA 4 GPUs (RX 9000 series). Instinct MI350 (CDNA 4, 3nm, 288GB HBM3E) shipping 2025; MI455X (HBM4, 40 PFLOPS FP4) for 2026. Acquired Enosemi (photonics, May 2025). Helios AI rack. ROCm ecosystem.
Curtiss-Wright Defense
US · Davidson, NCSOSA-aligned embedded computing for defense. VPX GPU modules with NVIDIA Blackwell delivering 100+ TFLOPS.
Shanghai Tianshu Zhixin
CN · Shanghai, ChinaAI chip company focused on data center applications. Developing domestic alternatives to Western GPUs.
Intel Arc
US · Santa Clara, CABattlemage (Xe2) Arc B580/B570 GPUs shipping. Panther Lake (18A process, 50% faster than prior gen) debuted CES 2026. Intel restructuring: 25,000+ layoffs, new CEO Lip-Bu Tan (Mar 2025). Foundry under strategic review.
Oxmiq Labs
US · San Jose, CAGPU hardware IP and software. OxCore (RISC-V GPU IP), OxPython (run CUDA apps on non-NVIDIA hardware without modification), Capsule (GPU container technology), OxQuilt (chiplet design). Founded by Raja Koduri (ex-Intel, AMD, Apple). $20M seed from MediaTek.