Group
Edge AI Long
7 themes47 tickers
10D rank10D#64of 172 groups/172
This group tracks the trend of moving AI compute from the data center to the device itself. Edge AI Long dives into the components, power, and connectivity making on-device intelligence tick, from processors to AI wearables. We're tracking the booming market for localized AI in your favorite gadgets.
Themes in this group
| Edge AI Long '24: Device PowerDevice Power | 4 | $13.09B | $52.37B | -2.63% | +8.80% | +7.28% | +2.55% | +54.64% | +49.54% | +74.35% | +82.74% | +3.09% | -8.53% | +41.41% | +93.69% | +7.93% | +8.96% |
| Edge AI Long '26: NPU + Mobile InferenceNPU + Mobile Inference | 11 | $643.45B | $7.08T | -2.36% | +1.18% | +8.74% | -0.44% | +87.48% | +102.66% | +157.25% | +238.83% | +9.37% | +3.29% | +58.18% | +166.12% | -6.73% | +15.55% |
| Edge AI Long '26: AI WearablesAI Wearables | 7 | $899.03B | $6.29T | -2.78% | +0.24% | +3.12% | +0.28% | +5.49% | +5.93% | +89.90% | +143.82% | -0.90% | -10.44% | +11.81% | +52.76% | -8.21% | +15.83% |
| Edge AI Long '24: Edge ProcessorsEdge Processors | 8 | $275.06B | $2.20T | -2.68% | -0.24% | +9.62% | -1.86% | +95.34% | +105.88% | +186.06% | +300.22% | +10.00% | +1.94% | +64.96% | +181.12% | -4.19% | +29.48% |
| Edge AI Long '24: Device Connectivity & IoTDevice Connectivity & IoT | 15 | $5.75B | $86.24B | -2.85% | -1.35% | +11.31% | +0.18% | +65.75% | +51.83% | +108.05% | +59.41% | +14.61% | +13.82% | +52.31% | +96.46% | +1.53% | +20.61% |
| Edge AI Long '24: Device ComponentsDevice Components | 6 | $42.23B | $253.39B | -4.35% | -1.95% | -0.59% | -3.95% | +49.32% | +41.98% | +82.72% | +109.74% | -1.33% | -1.06% | +28.43% | +77.17% | +0.44% | +15.78% |
| Edge AI Long '24: Edge IntegratorsEdge Integrators | 4 | $54.14B | $216.58B | -2.40% | -3.65% | -4.64% | -2.83% | +15.04% | +10.86% | +30.45% | +132.68% | -6.17% | -15.71% | +8.14% | +56.66% | +0.67% | -6.51% |
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