AMD

www.amd.com

Designs GPUs, CPUs, and AI accelerators for gaming, data centers, and AI workloads. Competes directly with Nvidia in AI and graphics hardware.

Intel

www.intel.com

Major semiconductor company producing CPUs and AI accelerators (e.g., Gaudi3) for data centers and enterprise AI applications.

Broadcom

www.broadcom.com

Develops custom chips for large customers, including AI and data center solutions, and is considered a rising competitor in AI hardware.

Qualcomm

www.qualcomm.com

Produces AI and data center chips, recently announced new data center chips to compete with Nvidia in AI acceleration.

Oracle

www.oracle.com

Cloud computing giant investing in AI infrastructure and hardware, emerging as a key competitor in the AI cloud business.

Palantir

www.palantir.com

Develops AI-driven software platforms for data analytics and government/military applications, increasingly competing in AI infrastructure.

IBM

www.ibm.com

Offers AI hardware and quantum computing solutions, positioning itself as a competitor in enterprise AI and advanced computing.

Google (Alphabet)

www.alphabet.com

Develops custom AI chips (TPUs) for its cloud and AI services, directly competing in AI hardware and infrastructure.

Amazon Web Services (AWS)

aws.amazon.com

Provides custom AI chips (Inferentia, Trainium) for cloud-based AI workloads, competing in the AI infrastructure market.

Microsoft

www.microsoft.com

Invests in custom AI hardware and cloud infrastructure, offering AI acceleration solutions for enterprise and cloud customers.