Agentic AI
AI systems that plan, use tools, and execute multi-step tasks autonomously are moving from research labs into real production.
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AI systems that plan, use tools, and execute multi-step tasks autonomously are moving from research labs into real production.
Hyperscaler capital spending heads past $1 trillion. New data centers require 44 GW of power by 2028 against only 25 GW of expected grid additions — the compute stack must be rebuilt from first principles.
Companies are designing specialized chips tailored to their own AI workloads — from inference ASICs to etched-silicon accelerators. A 20% inference efficiency gain is worth $2 billion.
On-device inference is reshaping computing across billions of devices. The edge AI chip market reaches $33.3 billion in 2026, with custom ASICs growing at 44.6%.
151 companies now offer 290+ distinct AI processor products. The AI chip market is no longer a GPU market — it is a custom silicon market with no dominant player.
RISC-V crossed 25% global market share in 2026, challenging the ARM/x86 duopoly with royalty-free, customizable processor designs.
Neutral-atom quantum computers are now operational in multiple countries, and post-quantum cryptography migration has begun worldwide.
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