Ambarella

Positioning

Ambarella is a US fabless edge-AI chip maker (fabbed via Samsung), scored here as an edge-vision compute supplier to the physical-AI stack. FY2026 revenue was a record $390.7M (+37.2%), edge-AI SoCs are 80% of revenue, and it cited more than 15 robotics design wins on its May 2026 call, with over 42M AI SoCs installed and 5nm shipping plus a first 2nm tapeout. Risks named in filings include WT Microelectronics at ~70% of revenue and ~88% Asia exposure; humanoid-specific design wins are not yet named.

Latest signals

• 3 Sept 2026Ambarella’s CVflow portfolio uses a shared architecture and common SDK across edge AI parts.Ambarella
• 3 Sept 2026Ambarella’s Cooper Model Garden provides hardware-validated edge AI models.Ambarella
• 3 Sept 2026Ambarella’s CVflow architecture supports unstructured weight sparsity in hardware.Ambarella
• 3 Sept 2026Ambarella and DeepEdge.ai launched a virtual benchmark lab for customer datasets.Ambarella
• 3 Sept 2026Ambarella’s SDK evaluates AI models directly on production silicon.Ambarella

40 signals name Ambarella. Members see all of them, filtered by topic, source and date.

Facts, with sources

• 3 Sept 2026Ambarella’s Cooper Model Garden provides hardware-validated edge AI modelsProduct launch · Ambarella
• 3 Sept 2026Ambarella and DeepEdge.ai launched a virtual benchmark lab for customer datasetsPartnership · Ambarella
• 21 May 2026iENSO demonstrated an on-premises hybrid AI architecture built on Ambarella chipsPartnership · Ambarella
• 26 Sept 2024[object Object]Revenue band · Kodiak

28 facts on file. Members see all of them with the source link.

Scores, Humanoids (of 10)

Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.

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