{"city":"Santa Clara","name":"Ambarella","slug":"ambarella","facts":[{"date":"2026-09-03","type":"product_launch","value":"Ambarella’s Cooper Model Garden provides hardware-validated edge AI models","source":"Ambarella"},{"date":"2026-09-03","type":"partnership","value":"Ambarella and DeepEdge.ai launched a virtual benchmark lab for customer datasets","source":"Ambarella"},{"date":"2026-05-21","type":"partnership","value":"iENSO demonstrated an on-premises hybrid AI architecture built on Ambarella chips","source":"Ambarella"},{"date":"2024-09-26","type":"revenue_band","value":"[object Object]","source":"Kodiak"},{"date":"2024-09-26","type":"partnership","value":"Collaboration with Ambarella to apply VLMs to self-driving and inference chips using Ambarella CV3-AD SoCs","source":"Kodiak"},{"date":"2024-09-26","type":"deployment","value":"Integration of Ambarella CV3-AD into Kodiak Driver","source":"Kodiak"}],"peers":[],"stage":"Established","state":"California","aliases":[],"country":"United States","domains":[{"why":null,"list":null,"rank":null,"tier":"watchlist","layer":null,"total":64,"domain":"Humanoids","scores":{"gate_ne":["technology","firepower"],"leverage":6,"position":6,"progress":8,"firepower":6,"commercial":4,"deployment":4,"production":8,"technology":8},"edition":null,"segment":null},{"why":"Ambarella designs CVflow edge-AI chips and domain controllers for computer vision and AI inference, with a common SDK for supported models.","list":null,"rank":null,"tier":"watchlist","layer":null,"total":43,"domain":"AI Core","scores":{"gate_ne":["firepower"],"leverage":6,"position":5,"progress":8,"firepower":1,"commercial":1,"deployment":4,"production":5,"technology":4},"edition":null,"segment":null},{"why":"Ambarella supplies edge-AI compute and domain-controller components for autonomous vehicles, including integration of its CV3-AD SoCs into Kodiak Driver and support for real-time surround-view in L2++ and L3 vehicles.","list":null,"rank":null,"tier":"watchlist","layer":null,"total":40,"domain":"Robotics","scores":{"gate_ne":["firepower"],"leverage":6,"position":5,"progress":7,"firepower":1,"commercial":1,"deployment":4,"production":5,"technology":3},"edition":null,"segment":null}],"founded":null,"signals":[{"date":"2026-09-03","header":"Ambarella’s CVflow portfolio uses a shared architecture and common SDK across edge AI parts.","outlet":"Ambarella"},{"date":"2026-09-03","header":"Ambarella’s Cooper Model Garden provides hardware-validated edge AI models.","outlet":"Ambarella"},{"date":"2026-09-03","header":"Ambarella’s CVflow architecture supports unstructured weight sparsity in hardware.","outlet":"Ambarella"},{"date":"2026-09-03","header":"Ambarella and DeepEdge.ai launched a virtual benchmark lab for customer datasets.","outlet":"Ambarella"},{"date":"2026-09-03","header":"Ambarella’s SDK evaluates AI models directly on production silicon.","outlet":"Ambarella"},{"date":"2026-08-12","header":"Hellbender demonstrated real-time multimodal perception on Ambarella’s N1 processor.","outlet":"Ambarella"}],"website":"ambarella.com","category":"AI Infra · Chips & accelerators","categories":[{"name":"Inference-specialist chips","domain":"AI Core","parent":"AI Infra · Chips & accelerators"},{"name":"Compute & controllers","domain":"Robotics","parent":"Robotics · Components"}],"last_round":null,"updated_at":"2026-10-25T23:16:48.240585+00:00","facts_total":28,"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.","sub_category":"Inference-specialist chips","signals_total":40,"url":"https://www.frontiertechintelligence.com/companies/ambarella","title":"Ambarella · humanoids, Santa Clara, California, United States · scores, facts and signals · Frontier Tech Intelligence","description":"Humanoids watchlist (score 64) 40 signals and 28 facts with sources.","publisher":"Frontier Tech Intelligence (Future Frontiers, a trade name of Essential Cognition Inc.)","note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}