Artificial Intelligence: The Next Era of Compute
The Latest News in AI
We follow all the moves made by the leaders and challengers in AI semis and services. Here are recent announcements that caught our eye:

Cambrian AI Visions: Meet the Leaders
Karl Freund with Cambrian AI sits down with key newsmakers and influencers in the world of AI.
Stay up to date with the latest additions by subscribing to our newsletter!

Habana Labs COO Eitan Medina on Gaudi Developer and the Gaudi3 AI Chip
Intel Habana Labs COO Eitan Medina on Gaudi developer access and the Upcoming Gaudi3 AI chip.More Cambrian-AI Visions Video Interviews
Cambrian AI Research Papers
The latest in AI Research from Cambrian AI. Available free to download
Stay up to date with the latest papers by subscribing to our newsletter!
Cerebras Systems Enables Brain-scale AI
Cerebras Systems has extended the Wafer-Scale Engine design with a memory appliance and a fabric to enable multi-trillion parameter models.
Qualcomm Technologies AI Software
AI Developer Tools for Qualcomm Mobile and Data Center Chips Qualcomm has been developing AI hardware and software for nearly a decade and has recently expanded from the company’s mobile chip space...
Synopsys Is Raising The Bar With The Next Generation Of AI For Chip Design
A datacenter designed around Graphcore is strikingly elegant and flexible, enabled by the IPU-Machine and disaggregated servers and storage.
Who are we?
Cambrian AI Research is an industry analyst firm dedicated to understanding and explaining AI hardware and cloud services. We deliver a range of advisory and marketing services to investors and to providers of AI tech.
Quarterly AI Competitive Landscape Report
We have launched a subscription competitive landscape analysis. This service is free for customers with On-Going Consulting agreements. Take advantage of one of the most comprehensive AI hardware analyses in the industry, including both public and private vendors.
Marketing and Strategy Assessments
Let us help hone your messaging and GTM strategy.
Media Support and Quotes
Working on a hot story? Please contact us for our perspectives and a quote.
On-going Consulting
If you need regular advice and marketing support, consider retaining our expertise and services for 12 months.
Marketing Assistance
We write research papers that help our clients communicate their value proposition. See our research papers here.
Investor Due Diligence
We assist investors performing due-diligence for private and public equity investments.
How We Can Help You
With dozens of years of marketing and technical experience, we help our clients understand the AI marketplace and communicate their value propositions:
Investors
- Improve your understanding of the rapidly evolving AI chip landscape
- Read in-depth analysis about potential investment targets
- Understand the competitive landscape of public and private companies
Semi Conductors and System Vendors
- Create awareness and preference for your AI hardware offerings
- Nurture leads with research papers that analyze your strengths and challenges, not just re-state your data sheet
- Improve your messaging and go-to-market plans for upcoming AI offerings
Who we work with
We enjoy working with two types of clients: companies that deliver AI technology, and those that invest in them. We are honored by the companies that have selected us to help them refine and communicate their unique advantages in AI, and to hone their investment strategies.
All trademarks are the property of their respective owners.


Sally Doherty
VP Marketing, Graphcore
explore the explosion
What’s with the “Cambrian-AI” theme?
A few years ago, NVIDIA CEO Jensen Huang used the term “Cambrian Explosion” to refer to the rapid growth in AI models. I think the term is appropriate to both AI software models and the specialized hardware that accelerates AI. I began publishing an annual blog in January 2019, summarizing the year’s innovations and forecasting what we expect for the coming year. But I am getting ahead of the story…
