Global AI Hardware Startups: Strategic Positioning and Emerging Opportunities (pre-order)

Table of Contents

1. Overview of Global AI Hardware Startups in 2024

2. AI Chip Innovation: Challenging Nvidia’s Dominance

• 2.1 SambaNova: Lower-TCO Enterprise LLM Solutions
• 2.2 Cerebras: Partnering with TSMC on the Largest Wafer-Scale AI Chip

3. AI Edge Computing Hardware: Focusing on Vertical Application Specialization

• 3.1 Humane AI Pin: A High-End AI Device Integrating Taiwan’s Supply Chain
• 3.2 Rabbit R1: A Lightweight AI Agent Service Exploring Viable AI Device Business Models

4. Global AI Hardware Startups: Product and Technology Trends

• 4.1 Insight 1: AI Chip Architecture Startups Strategically Target Gaps in Nvidia's Dominance
• 4.2 Insight 2: Mid-to-low-cost AI devices Present Potential Market Opportunities
• 4.3 Insight 3: The Independent Edge NPU Ecosystem Creates Opportunities for Small and Mid-Sized Startups

5. MIC Perspective

Appendix

• List of Companies

List of Tables

• Table 1: Key Global AI Hardware Players - Profiles and Analysis Rationale
• Table 2: Specification Comparison - Humane AI Pin vs. Rabbit R1

List of Figures

• Figure 1: AI Hardware Startups Focus On Chip Innovation, with Some Expanding into AI Consumer Applications
• Figure 2: SambaNova Enables LLM Training with Lower TCO
• Figure 3: SambaNova’s RDU Design is FPGA-like
• Figure 4: Cerebras’ AI Chip vs. Mainstream GPUs
• Figure 5. Comparison of Cerebras' Wafer-Scale Chip and Traditional GPU Specifications
• Figure 6: Usage Scenario of Humane AI Pin with A Micro-Laser Projection Display
• Figure 7: Humane AI Pin Heavily Relies on Domestic Suppliers for Key Components
• Figure 8: Rabbit R1 Enables Voice-Based Interaction with LAM-Powered AI Agents
• Figure 9: Hailo Addresses the Challenge of Balancing Edge AI Performance and Power Efficiency
• Figure 10: Hailo’s Key Customers Include Industrial PC, Automotive, and Server Companies