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Global AI Hardware Startups: Strategic Positioning and Emerging Opportunities (pre-order)

February 05, 2025 / Chih Chieh Yang

17 Page, Topical Report

US$1,800 (Single User License)

※This pre-order report can be delivered in 5-7 business days after payment

Abstract

Amid the AI development landscape dominated by global AI hardware giants and cloud leaders, international AI hardware startups are entering the market from various sectors, addressing gaps and driving new technological and product advancements. This report examines five representative international AI hardware startups from the perspectives of AI chips, AI consumer devices, and AI edge hardware. It also analyzes their competitive and collaborative dynamics, offering insights into AI technology trends and product development directions for industry players.

Table of Contents
1. Overview of Global AI Hardware Startups in 2024

2. AI Chip Innovation: Challenging Nvidia’s Dominance

2.1 SambaNova: Lower-TCO Enterprise LLM Solutions

2.2 Cerebras: Partnering with TSMC on the Largest Wafer-Scale AI Chip

3. AI Edge Computing Hardware: Focusing on Vertical Application Specialization

3.1 Humane AI Pin: A High-End AI Device Integrating Taiwan’s Supply Chain

3.2 Rabbit R1: A Lightweight AI Agent Service Exploring Viable AI Device Business Models

4. Global AI Hardware Startups: Product and Technology Trends

4.1 Insight 1: AI Chip Architecture Startups Strategically Target Gaps in Nvidia's Dominance

4.2 Insight 2: Mid-to-low-cost AI devices Present Potential Market Opportunities

4.3 Insight 3: The Independent Edge NPU Ecosystem Creates Opportunities for Small and Mid-Sized Startups

5. MIC Perspective

Appendix

List of Companies

List of Figures
Figure 1: AI Hardware Startups Focus On Chip Innovation, with Some Expanding into AI Consumer Applications

Figure 2: SambaNova Enables LLM Training with Lower TCO

Figure 3: SambaNova’s RDU Design is FPGA-like

Figure 4: Cerebras’ AI Chip vs. Mainstream GPUs

Figure 5. Comparison of Cerebras' Wafer-Scale Chip and Traditional GPU Specifications

Figure 6: Usage Scenario of Humane AI Pin with A Micro-Laser Projection Display

Figure 7: Humane AI Pin Heavily Relies on Domestic Suppliers for Key Components

Figure 8: Rabbit R1 Enables Voice-Based Interaction with LAM-Powered AI Agents

Figure 9: Hailo Addresses the Challenge of Balancing Edge AI Performance and Power Efficiency

Figure 10: Hailo’s Key Customers Include Industrial PC, Automotive, and Server Companies

List of Tables

Table 1: Key Global AI Hardware Players – Profiles and Analysis Rationale

Table 2: Specification Comparison – Humane AI Pin vs. Rabbit R1

Companies covered
ABB
ADLINK Technology
Advantech
Aleph Alpha
Apple
Axiomtek Co
Cerebras
Deep X
DeepMentor
Dell
Hailo
Humane
iMotion Automotive Technology
Intel
Kneron
Kontron
LandMark Optoelectronics
LedderVision
Lingsen Precision Industries
MediaTek
Meta
Mistral AI
Mobilint
NEC
Nexcom International
NextGear
Nvidia
Open AI
Oracle
OurCrowd
Pegatron
Qualcomm
Rabbit
RaspberryPi
SambaNova
Samsung
Sensortek Technology
Shanghai AB Megaforce
Sima.ai
Skymizer
Spotify
Supermicro
Uber
Zilltek Technology

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