121 AI processor companies, $73.5 billion invested: Where are they?

• AI investment is booming, with $13.5 billion poured into 95 start-ups and an estimated $60 billion in R&D from 26 public companies.
• Tenstorrent secured over $693 million in Series D funding, with investors including Samsung, LG, and Jeff Bezos backing its open RISC-V CPUs and modular chiplet approach.
• Lightmatter raised $400 million for photonic interconnects, while Germany’s Black Semiconductor received $275 million in state-led support.
• Imagination Technologies unveiled its E-Series GPUs, blending graphics and AI in a unified architecture designed for automotive and edge devices.
• Flow Computing advanced its Parallel Processing Unit, a fresh take on parallelism embedded directly into CPUs.

Source: Jon Peddie Research.