The Frontier Leaders · AI Infra 100 · By category · Chips & accelerators

Chips & accelerators in AI infrastructure: the 6 leaders on the AI Infra 100

November 2026 edition · 6 of 100 companies · rank is the position on the AI Infra 100

6 of the 100 companies on the AI Infra 100 are in the Chips & accelerators category (6% of the list), in 4 segments and from 3 countries. The highest ranked is Broadcom, rank 1 of 100 with a score of 100. Ranking and scores from the November 2026 edition, the assessment by Frontier Tech Intelligence of the AI infrastructure landscape.

RankCompanyCategory / segmentCountryScore
1BroadcomBroadcom designs and supplies custom AI ASICs, TPUs, XPUs, networking silicon, and licensed chip components and IP for hyperscalers and AI companies.Chips & accelerators / Custom silicon & IPUnited States100
2NVIDIANVIDIA designs and sells GPUs and accelerator platforms including H100, RTX 5090, Blackwell Ultra, Vera Rubin and Jetson products for AI training, inference and edge computing.Chips & accelerators / Accelerator designUnited States100
7ArmArm develops and licenses CPU, GPU, neural-acceleration and compute-subsystem IP, including Cortex/C2, Mali G2-Ultra NX, Neoverse CSS N4 and the Arm AGI CPU platform for AI-capable silicon.Chips & accelerators / Custom silicon & IPUnited Kingdom100
22HuaweiHuawei develops and launches the Ascend accelerator and NPU product family, including Ascend 950, 960, and 960DT chips, and supports a domestic AI computing ecosystem.Chips & accelerators / China acceleratorsChina96
73AMDAMD designs and supplies data-center CPUs, AI GPUs, adaptive SoCs and specialized accelerators, including the Instinct, MI400, EPYC and Threadripper product lines.Chips & accelerators / Accelerator designUnited States87
92CerebrasCerebras designs and sells wafer-scale AI accelerators for training and inference to AI labs, cloud providers, and enterprise customers.Chips & accelerators / Inference-specialist chipsUnited States84.5

Score out of 100: traction (deployment, production, commercials, progress) and capability (technology, positioning, firepower, leverage). The full AI Infra 100 with filters →

AI Infra 100 by country

United States 46Japan 12China 7Taiwan 7Germany 5Ireland 3Netherlands 3South Korea 3Switzerland 3United Kingdom 3France 2Australia 1Canada 1Israel 1Italy 1Singapore 1Sweden 1

AI Infra 100 by region

North America 47Asia 30Europe 21Middle East 1Oceania 1

AI Infra 100 by category

Power, cooling & thermal 19Networking & interconnect 16Semiconductor equipment, materials & critical inputs 16Data center build & operate 13Fabrication, memory & packaging 12Compute demand & operators 8Chips & accelerators 6Agents & tooling 3Compute software 3Models & applications 2Safety & security 2

AI Infra 100 by segment

Optical & photonic interconnect 11Cooling & thermal 8Advanced packaging 7Deposition, etch & metrology 7Colocation & wholesale 6Hyperscalers 5Rack & server power delivery 5Servers, racks & system integration 5Grid & power equipment 4EDA & design tools 3Frontier labs as compute buyers 3Inference & serving clouds 3Lithography 3Accelerator design 2Custom silicon & IP 2Foundry 2Generation for data centers 2HBM & DRAM 2Hyperscale developers 2Security 2Switching & NICs 2Test, measurement & validation 2Wafers, chemicals & gases 2Agent platforms 1Cables, connectors & PCB 1China accelerators 1Data platforms & labeling 1Generative media 1Inference-specialist chips 1Open-weight labs 1Orchestration 1Photonic foundry & PIC platforms 1Rare earths, minerals & gases 1

Questions this page answers

Who leads in Chips & accelerators for AI infrastructure?

Broadcom ranks highest (rank 1 of 100, score 100). The Chips & accelerators category holds 6 of the 100 companies on the AI Infra 100: Broadcom, NVIDIA, Arm, Huawei and AMD and 1 more. Ranking from the AI Infra 100, November 2026 edition, by Frontier Tech Intelligence.

Which AI infrastructure companies are in the Chips & accelerators category?

Broadcom, NVIDIA, Arm, Huawei and AMD and 1 more. Ranking from the AI Infra 100, November 2026 edition, by Frontier Tech Intelligence.

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