Group
Edge AI Long
7 themes47 tickers
10D rank#121of 142 groups
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.
Edge AI Long '24: Device Components+57.56%14.3%
Edge AI Long '24: Device Connectivity & IoT+46.08%14.3%
Edge AI Long '24: Device Power+62.64%14.3%
Edge AI Long '24: Edge Integrators+38.46%14.3%
Edge AI Long '24: Edge Processors+122.70%14.3%
Edge AI Long '26: AI Wearables+10.17%14.3%
Edge AI Long '26: NPU + Mobile Inference+107.26%14.3%
As of Aug 24, 2026, 4:48 AM ET
Themes in this group
Build 20260824T084825
| Edge AI Long '24: Edge Processors | 8 | $261.80B | $2.09T | +0.16% | -0.79% | +0.70% | +5.12% | +80.62% | +122.70% | +151.93% | +289.86% | -17.81% | +24.25% | +51.79% | +160.08% | -3.45% | +25.06% |
| Edge AI Long '24: Device Connectivity & IoT | 15 | $4.82B | $72.31B | -0.08% | -2.21% | -0.24% | +5.88% | +42.53% | +46.08% | +84.37% | +30.07% | -10.91% | +13.95% | +31.01% | +68.95% | -2.06% | -1.19% |
| Edge AI Long '24: Edge Integrators | 4 | $55.65B | $222.60B | +0.17% | -2.25% | -4.17% | +0.74% | +19.98% | +38.46% | +43.70% | +140.44% | -11.97% | +3.17% | +12.61% | +63.49% | +0.62% | -5.53% |
| Edge AI Long '26: NPU + Mobile Inference | 11 | $594.00B | $6.53T | +0.68% | -2.33% | -1.36% | +3.57% | +70.52% | +107.26% | +130.18% | +204.47% | -18.09% | +26.58% | +43.45% | +142.16% | -6.80% | +7.52% |
| Edge AI Long '24: Device Components | 6 | $39.66B | $237.97B | +2.01% | -3.64% | +0.40% | +4.12% | +47.52% | +57.56% | +87.24% | +99.40% | -13.86% | +10.39% | +26.77% | +75.25% | -0.90% | +8.99% |
| Edge AI Long '24: Device Power | 4 | $11.83B | $47.31B | -0.82% | -4.05% | -2.07% | -0.14% | +49.23% | +62.64% | +64.51% | +69.03% | -19.60% | +16.99% | +36.54% | +87.09% | +7.16% | -1.34% |
| Edge AI Long '26: AI Wearables | 7 | $831.04B | $5.82T | +0.97% | -4.87% | -4.99% | +0.45% | +2.34% | +10.17% | +89.24% | +126.84% | -16.84% | +2.90% | +8.46% | +48.19% | -8.13% | +6.01% |
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