Companies in AI ASICs
6 active companies tracked.
L2
AMD
MI300 / MI325 / MI350 Instinct accelerator family — the dominant merchant alternative to NVIDIA in AI training silicon. ROCm software stack maturity is the primary watch-point.
L2
Cerebras Systems
Wafer-scale Engine — single-chip alternative to multi-chip GPU clusters. Filed for IPO in 2024 (deferred). Real production deployments in scientific / pharma + select hyperscaler inference.
L2
Groq
LPU inference-only accelerator; deterministic-latency architecture. GroqCloud commercial inference service. Sample point for inference-specialised non-NVIDIA silicon path.
L2
Rebellions
Korean AI inference chip startup. Atom chip + REBEL roadmap. Merged with Sapeon (SK Telecom AI chip subsidiary) in 2024. Sovereign-Korea-AI angle on inference silicon.
L2
SambaNova Systems
Reconfigurable Dataflow Architecture (RDU) — appliance + cloud model. Strong enterprise + government deployments. Pivoted toward inference-of-large-models from training focus.
L2
Tenstorrent
Wormhole + Blackhole AI chips on RISC-V cores. Open-source software stack (TT-Metalium). Jim Keller-led architecture; named in multiple sovereign-AI government compute initiatives.