Data as of Aug 25, 2026 · Based on 871 AI responses · See how Parse measures this
AI Semiconductor and Accelerator Vendors
Parse
https://parse.gl
NVIDIA holds a firm lead in AI assistant recommendations for semiconductor vendors, consistently cited for its dominant position in AI GPUs. Meanwhile, a dynamic competitive landscape has emerged, with gaining significant ground in edge AI while hyperscalers like and are increasingly framed as custom silicon designers.
| # | Brand | What AI says | Mention rate |
|---|---|---|---|
| 1 | Consistently cited for leadership in AI GPUs and data center acceleration. | 53% | |
| 2 | 42% | ||
| 3 | A key provider of licensable NPU IP cores, particularly the Ethos series. | 37% | |
| 4 | A rising leader for on-device processing and | 28% | |
| 5 | Cited for its edge AI portfolio, including Movidius VPUs and Core processors. | 28% | |
| 6 | A specialized startup consistently mentioned for high-performance edge AI accelerators. | 27% | |
| 7 | Often cited as a primary competitor to | 27% | |
| 8 | A dominant provider of NPU IP cores, especially its DesignWare ARC NPX family. | 25% | |
| 9 | Key provider of air-gapped and sovereign private cloud solutions with | 24% | |
| 10 | 22% | ||
| 11 | 21% | ||
| 12 | 21% | ||
| 13 | 21% | ||
| 14 | 19% | ||
| 15 | 19% | ||
| 16 | 16% | ||
| 17 | 16% | ||
| 18 | 15% | ||
| 19 | 15% | ||
| 20 | 14% | ||
| 21 | 14% | ||
| 22 | 13% | ||
| 23 | 13% | ||
| 24 | 12% | ||
| 25 | 11% |
Who wins on each AI
The same market, seen by two models.
Sources AI cited
hpe.com is the page AI reaches for most here, cited in 25% of analyzed answers.
“A direct provider of air-gapped GPUs.” → “The core GPU component within air-gapped systems from partners like HPE and Google.”
Rose from rank #5 to #2 between October and March.
Slipped from rank #1 to #3 overall between October and March.
Fell from rank #3 to #7 between October and March.
Emerged as a top-cited company from December for its custom TPU silicon.
| Brand | ChatGPT Search | Google AI Mode | Comparison |
|---|---|---|---|
| 46% | 42% | ||
| 33% | 35% | ||
| 41% | 20% | ||
| 20% | 29% | ||
| 31% | 29% |
The two models disagree most about Hewlett Packard Enterprise (ChatGPT #20, Google #3) and SiMa.ai (ChatGPT #6, Google #19).
NVIDIA holds a firm lead in AI assistant recommendations for semiconductor vendors, consistently cited for its dominant position in AI GPUs. Meanwhile, a dynamic competitive landscape has emerged, with Qualcomm gaining significant ground in edge AI while hyperscalers like Google and Amazon are increasingly framed as custom silicon designers.
Across 871 AI responses, NVIDIA is mentioned most, named in 53% of them, followed by Alphabet (42%) and Arm (37%).
Parse measures each brand's mention rate — the share of answers naming it — across 871 AI responses to this market's buyer questions. Answers are collected daily and the ranking is published weekly.
Brands enter the ranking when AI answers mention them. Parse collects answers daily and publishes the re-measured set weekly, so new brands appear as AI starts recommending them.
We are evaluating neural processing units (NPUs). Who designs custom AI silicon?
AI assistants consistently identify major cloud providers as key designers of custom AI silicon. Early responses named a mix of chipmakers and hyperscalers, but from late 2025 onwards, answers solidified around Google (TPU),
Amazon (Trainium/Inferentia), and
Microsoft (Maia) as primary examples.
Early responses listed a mix of major chipmakers and startups, but over time, AI assistants became more structured. Answers consistently name Qualcomm, , and as established leaders, while also highlighting specialized startups like and . AI Overviews often provided more detailed lists covering both established players and emerging specialists.
Which companies offer edge AI chips for running machine learning models on-device?
Early responses listed a mix of major chipmakers and startups, but over time, AI assistants became more structured. Answers consistently name Qualcomm,
NVIDIA, and
Intel as established leaders, while also highlighting specialized startups like
Hailo and
SiMa.ai.
Google AI Overviews often provided more detailed lists covering both established players and emerging specialists.
The market map
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