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Segmenting the Machine-Learning Hardware Market

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March 14, 2019

One of the great pleasures in what I do is to work with people who are working with people in some of the hottest design areas today. A second-level indirect to be sure but that gives me the luxury of taking a broad view. A recent discussion I had with Kurt Shuler (VP Marketing at Arteris IP) is in this class. As a conscientious marketing guy, he wants to understand the available market in AI hardware because they have quite a bit of activity in that space – more on that later.

So Kurt put a lot of work into finding every company and product he could that is active in this space, 91 entries in his spreadsheet. This he broke down by company, territory (eg China or US), product, target market (eg vision or speech), implementation (eg FPGA or ASIC), whether the product is used in datacenters or at the edge and whether it is being used for training or inference. I’ll share some interesting observations from the list but not the list itself. Kurt told me he put a lot of work into building this list, so I can’t imagine he be excited about giving it away

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