Group
Edge AI Long
7 themes47 tickers
10D rank10D#25of 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 '26: NPU + Mobile InferenceNPU + Mobile Inference | 11 | $641.74B | $7.06T | +2.88% | +5.79% | +15.31% | +3.20% | +94.37% | +112.32% | +163.28% | +251.61% | +18.23% | -2.81% | +63.99% | +175.90% | -6.64% | +15.80% |
| Edge AI Long '24: Device PowerDevice Power | 4 | $12.48B | $49.93B | +0.20% | +5.03% | +4.33% | +0.20% | +51.10% | +48.34% | +73.45% | +79.20% | +1.10% | -15.11% | +38.17% | +89.25% | +8.01% | +3.70% |
| Edge AI Long '24: Edge ProcessorsEdge Processors | 8 | $283.97B | $2.27T | +0.81% | +2.05% | +17.55% | +0.94% | +100.90% | +114.36% | +191.28% | +311.84% | +15.81% | -9.14% | +69.65% | +189.13% | -4.16% | +34.10% |
| Edge AI Long '24: Device Connectivity & IoTDevice Connectivity & IoT | 15 | $5.96B | $89.40B | +2.74% | +1.75% | +19.11% | +2.64% | +71.39% | +56.88% | +118.30% | +62.95% | +26.44% | +6.63% | +57.50% | +103.15% | +1.38% | +25.67% |
| Edge AI Long '24: Device ComponentsDevice Components | 6 | $44.44B | $266.64B | +0.24% | +0.88% | +6.01% | +0.29% | +55.91% | +48.64% | +92.26% | +112.36% | +8.80% | -7.84% | +34.09% | +84.99% | +0.12% | +22.05% |
| Edge AI Long '26: AI WearablesAI Wearables | 7 | $895.24B | $6.27T | +2.65% | -0.18% | +5.29% | +2.65% | +8.09% | +8.70% | +92.97% | +149.16% | +3.33% | -17.19% | +14.56% | +56.52% | -8.21% | +15.35% |
| Edge AI Long '24: Edge IntegratorsEdge Integrators | 4 | $55.08B | $220.31B | +0.02% | -5.51% | -2.96% | +0.02% | +18.41% | +14.57% | +36.79% | +145.51% | +0.10% | -23.33% | +11.30% | +61.24% | +0.62% | -5.02% |
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