← ALL FRONTIERS
// FRONTIER.SILICON-BRAINS

Silicon Brains

AI Chips & Accelerators

38 companies · 24 sourced backers · 261 milestones on record

// What this frontier is about

Silicon Brains covers chips that train and run AI models, alongside the memory, connections and manufacturing systems they need. Companies are trying to make AI computing more energy-efficient and practical in data centres and devices, while improving data movement and reliably producing complex chips.

// How real is it?

Where the 38 companies stand today, from their profiles and 10-year milestones. Tap a phase to see who is there.

← labavailable to all →
// What usually holds it back
  • ▸Power constraints and inefficient energy use
  • ▸Memory access and data movement bottlenecks
  • ▸Manufacturing defects and reliability at commercial scale
  • ▸Turning specialised chip designs into practical computing systems
// Who's backing it
BlackRock· SambaNova SystemsFidelity· LightmatterSamsung Catalyst· GroqMatrix Capital· RivosWalden Catalyst· RivosGV· SambaNova SystemsIntel Capital· SambaNova SystemsSoftBank Vision Fund· SambaNova SystemsPrimary Venture Partners· EtchedAltimeter· Cerebras SystemsBenchmark· Cerebras SystemsG42· Cerebras SystemsGradient Ventures· Positron AIValor Equity· Positron AIMicrosoft· d-MatrixNvidia· d-Matrix

Publicly listed: 30 companies (owned by public shareholders).

// Inside the terminal
  • ›Every sourced story on all frontiers, filterable by company and news type
  • ›10-year milestone records for each company: demo vs shipped
  • ›Explained: plain-words readiness diagrams for real breakthroughs
  • ›Signal Trends of 39 frontiers covering 378 companies over time.
  • ›The events calendar: launches, approvals and deadlines ahead
Create a free account
// Companies in this frontier
  • ACM Research

    ACM's aim is to be a leading global supplier of wafer-fabrication equipment across cleaning, plating and other process steps, competing with much larger incu…

    Everyone · publicly listed

  • Aehr Test Systems

    To make reliability testing a standard part of producing advanced chips at scale, detecting devices likely to fail before they reach customers.

    Some users · publicly listed

  • Allegro MicroSystems

    To make precise sensing and efficient power control foundational components of electric vehicles, automated machines and industrial equipment through its sem…

    Everyone · publicly listed

  • Ambarella

    To bring capable visual intelligence into vehicles and other devices using specialised chips.

    Everyone · publicly listed

  • AMD

    To become a credible second major supplier of data-centre AI accelerators alongside Nvidia, giving cloud providers an alternative for training and running la…

    Everyone · publicly listed

  • Analog Devices — Physical Intelligence

    To provide the sensing, control and edge-compute layer that allows machines and robots to interpret and respond to the physical world.

    Some users · publicly listed

  • Applied Materials

    To provide the materials-engineering systems required for each new generation of smaller, denser and more energy-efficient semiconductors.

    Everyone · publicly listed

  • Astera Labs

    To provide the connectivity chips that let AI computing systems move data effectively between their components.

    Everyone · publicly listed

  • Axcelis Technologies

    To enable advanced chip production through precise ion implantation, which changes the electrical properties of semiconductor materials.

    Everyone · publicly listed

  • Broadcom

    To be the leading partner for hyperscalers building their own custom AI accelerators and the networking that ties large AI clusters together — an alternative…

    Everyone · publicly listed

  • Cerebras Systems

    To make wafer-scale processors a practical computing platform for AI.

    Everyone · publicly listed · backed by Altimeter, Benchmark

  • Cirrus Logic

    To make audio and signal processing increasingly capable within compact electronic devices.

    Everyone · publicly listed

  • Credo Technology

    To move data efficiently between the components of AI data centres.

    Everyone · publicly listed

  • d-Matrix

    To make running AI models more efficient through chips that perform computation close to stored data.

    Some users · backed by Microsoft, Nvidia

  • Diodes Incorporated

    To provide the discrete and analog semiconductor components that let electronic products control power and signals.

    Some users · publicly listed

  • Entegris

    To enable reliable production at increasingly small semiconductor nodes by controlling material purity and contamination throughout the fabrication process.

    Everyone · publicly listed

  • Etched

    To make specialised chips a practical, efficient way to run transformer-based AI models.

    Lab · backed by Primary Venture Partners

  • FormFactor

    To make testing and measurement keep pace with advanced semiconductor production.

    Everyone · publicly listed

  • Groq

    To make AI inference fast and practical using specialised language-processing chips.

    Everyone · backed by BlackRock, Cisco Investments

  • Intel

    To combine leading-edge semiconductor manufacturing with processor and accelerator design as a large-scale alternative in advanced computing.

    Everyone · publicly listed

  • KLA Corporation

    To detect and measure the defects that limit advanced-chip production.

    Everyone · publicly listed

  • Lam Research

    To provide the etching and deposition processes needed to manufacture more advanced chips.

    Some users · publicly listed

  • Lattice Semiconductor

    To make low-power programmable chips useful building blocks for intelligent devices.

    Some users · publicly listed

  • Lightmatter

    To use light to move data within AI computing infrastructure and relieve electrical communication bottlenecks.

    Trials · backed by Fidelity, Viking Global

  • Marvell Technology

    To provide custom chips and connectivity for demanding AI data centres.

    Everyone · publicly listed

  • Micron Technology

    To provide the high-bandwidth memory needed by advanced AI processors.

    Everyone · publicly listed

  • Navitas Semiconductor

    To make power conversion more efficient through gallium-nitride and silicon-carbide chips.

    Everyone · publicly listed

  • Nvidia

    To be the core computing platform of the AI era — supplying the chips, networking and software that data centres worldwide use to build and run artificial in…

    Everyone · publicly listed

  • Onto Innovation

    To make advanced semiconductor production more predictable through inspection and measurement.

    Everyone · publicly listed

  • Positron AI

    To make AI inference more energy-efficient through specialised computing hardware.

    Some users · backed by Gradient Ventures, Valor Equity

  • Qualcomm

    To bring capable AI computing into phones and other connected devices.

    Everyone · publicly listed

  • Rambus

    To improve how computing systems connect to and use memory through interface chips and design technology.

    Some users · publicly listed

  • Rivos

    To make RISC-V-based processors a practical platform for data-centre and AI computing.

    Trials · backed by Matrix Capital, Walden Catalyst

  • SambaNova Systems

    To provide a practical AI computing platform built around reconfigurable dataflow hardware.

    Some users · backed by BlackRock, GV

  • SiTime

    To provide precise, dependable timing components for advanced electronic systems.

    Some users · publicly listed

  • Skyworks Solutions

    To supply the radio-frequency and analog components that make wireless connections work.

    Everyone · publicly listed

  • Tenstorrent

    To make RISC-V-based AI processors a practical computing platform.

    Some users · backed by Fidelity, Hyundai Motor

  • Texas Instruments — GaN Power

    To provide the analog and embedded-processing chips that connect electronic systems to the physical world.

    Some users · publicly listed

// WEEKLY.UPDATES

Keep following breakthroughs like these. Every Monday, get up to 5 major breakthroughs and launches explained in plain English.

Free. No account needed. One email a week. Unsubscribe anytime.

14 NOV 2026

Press Kit Data Center November 10, 2026 6th Gen AMD EPYC Now Available 6th Gen AMD EPYC SP7 processors extend the company’s server CPU performance leadership as AI creates new demands across the data center.

13 NOV 2026

Will fallout from the Nvidia scandal dampen the exuberance around the AI boom?

13 NOV 2026

Embedded November 12, 2026 AMD Advances Built-in Protection from Physical Attacks for Security-Critical Systems AMD Versal tamper-resistant devices deliver industry-first built-in protection against silicon backside physical attacks without the cost, complexity or time-to-market penalties of custom solutions.

13 NOV 2026

Applied Materials sees semiconductor systems growth above 40% as AI demand drives record results

13 NOV 2026

Qualcomm’s CEO Says Chipmakers Are in an “Extreme Shortage”