Does the rise of the NPU spell the beginning of the end for discrete GPUs?
NPUs and integrated graphics are reducing the need for entry-level discrete GPUs, while high-end dedicated GPUs remain necessary for specialized, intensive workloads.
Everyone needs an AI phone. No, don't hang up, it's true
Smartphones with NPUs are expected to drive major 2025 shipments and roughly $298 billion in end-user spending, potentially renewing smartphone market growth.
More than 100 companies are chasing an AI chip gold rush
Over 120 companies are developing AI processor chips worldwide, led by the US with concentrated hubs in California and Texas and substantial startup funding.