AI chips & accelerators
GPUs and custom AI ASICs (TPUs, Trainium and others) that train and run models
6 leading companies in ai chips & accelerators, one segment of ai infrastructure — Chips, data centres, power and rented cloud compute behind AI — data centre power use set to double by 2030 (IEA)
new market segment · researched 2026-11-14
AI chips & acceleratorsMemory, networking & chip foundriesData centre colocationHyperscale AI cloudNeoclouds (GPU clouds)
C
Leading ai chips & accelerators companies
6 companies, with the scale each source states. Scale is the whole company's unless the row says otherwise.
| Company | Where | What they do | Scale |
|---|---|---|---|
| Nvidia NVDA ↗ | Santa Clara, United States since 1993 | Leading AI GPU and data centre systems and networking supplier (Hopper/Blackwell, CUDA) | revenue (total company, FY ended 2026-01-25): 215.938 USD billions (2026) ↗ |
| AMD AMD ↗ | Santa Clara, United States since 1969 | Instinct AI GPUs and EPYC data centre CPUs | revenue (total company): 34.639 USD billions (2025) ↗ |
| Broadcom AVGO ↗ | Palo Alto, United States since 1961 | Custom AI ASICs for hyperscalers plus data centre Ethernet switching silicon | revenue (total company, FY ended 2025-11-02): 63.887 USD billions (2025) ↗ |
| Intel INTC ↗ | Santa Clara, United States since 1968 | Xeon data centre CPUs, Gaudi AI accelerators and a foundry business | revenue (total company): 52.853 USD billions (2025) ↗ |
| Cerebras Systems CBRS ↗ | Sunnyvale, United States since 2015 | Wafer-scale AI chips and systems, plus an inference cloud | revenue: 0.51 USD billions ($510 million as stated) (2025) ↗ |
| Tenstorrent ↗ | Santa Clara, United States since 2016 | Toronto-founded AI chip designer (RISC-V); sells hardware to data centre operators and licenses IP | employees: 550 employees ('550-plus', over 120 in Canada) (2024) ↗ |
CA
In Canada
- 2024-11Toronto-founded AI chip maker Tenstorrent moved its headquarters to Santa Clara, California in November 2023 and redomiciled to a Delaware holding company. It still had over 120 of its 550-plus employees in Canada. ↗
M
The ai infrastructure market
The whole market this segment sits in.
data centre electricity consumption · world415
↗TWh (about 1.5% of world electricity) · 2024
Growth, segments, risks and every company in ai infrastructure →
Quick answers
- What are ai chips & accelerators?
- GPUs and custom AI ASICs (TPUs, Trainium and others) that train and run models. They are one segment of the ai infrastructure market.
- Who are the leading ai chips & accelerators companies?
- Nvidia (United States), AMD (United States), Broadcom (United States), Intel (United States), Cerebras Systems (United States), Tenstorrent (United States).
- Which ai chips & accelerators companies are publicly traded?
- Nvidia (NVDA), AMD (AMD), Broadcom (AVGO), Intel (INTC), Cerebras Systems (CBRS).
- How big is the ai infrastructure market?
- For the whole ai infrastructure market, not this segment alone: data centre electricity consumption (world) 415 TWh (about 1.5% of world electricity), 2024 — International Energy Agency.