Executive Brief: The CompassIntel A-List Index A-List in Artificial Intelligence Chipset

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1 Executive Brief: The CompassIntel A-List Index A-List in Artificial Intelligence Chipset Prepared by:

2 The Team Stephanie Atkinson Nadine Manjaro Amy Cravens Jarrod Russell Gerry Christensen Allen Nogee Tim McElgunn Leslie Outlaw A-List Index 2

3 About the Index The CompassIntel A-List Index is a proprietary research framework using economic indicators, vendor tracking analysis, firmographics, market metrics, quantitative tracking, and analytics to provide a scoring and ranking system for vendors in the mobile, IoT, and emerging technologies markets. 3

Analysis of Market Forecast and Related Trends Final Ranking and Output Primary Framework Categories

4 Methodology Overview Compilation of Top Companies in Market Segment Framework and Modeling Process Defining the Market Gathering and Input of Key Metrics & Assessment Scoring and Weighting Process Analysis of Market Forecast and Related Trends Final Ranking and Output Primary Framework Categories (below) Sample Framework Elements and Tracked Metrics (to right) Note: Each Framework will include unique tracked elements 4

5 Methodology Score and Point Details: AI Chipset Vendor Metrics (Total of 30 pts) Company and AI Revenue (or Range) Merger & Acquisition Potential Employee or Resources Growth Potential Years in Business Product and Client Metrics (Total of 30 pts) Product Portfolio Strength Features Strength Innovation Level Client Successes Market Reach & Awareness Brand Strength Economic Metrics (Total of 25 pts) Market Breadth Addressable Market Obtainable Market Resiliency Level Market Share Other (Total 15 pts) Leadership Recent News & Activity Google Mentions and AI *Max of 100 Points 5

6 Definitions The A-List in AI Chipset Index includes companies providing software and hardware components of AI chipsets. AI chipset products include central processing unit (CPU), graphic processing unit (GPU), neural network processor (NNP), application specific integrated circuit (ASIC), field programmable gate array (FPGA), reduced instruction set computer (RISC) processor, accelerators and more. Some of the chipsets are directed at edge processing or devices, some are for servers used in cloud computing and others are directed at machine vision and autonomous vehicle platforms. Some of the products are computational framework for AI and others are for AI training platforms. The edge and server chipsets are optimized for high performance and ultra-low power running sub one trillion operations per seconds (TOPs) to 30 TOPs. Power efficiency is important for improved battery life on edge devices and lower power costs for server infrastructure. The CompassIntel A-List Index: A listing of the top companies or vendors in a given market. This includes bestin-class, best-in-breed, or who s who in the top tech markets in mobile, IoT, and emerging technologies. Companies or vendors who score higher and place higher on the INDEX are recognized as being an A-List company. 6

The A-List in AI Chipset Index: The Top 15 Other Companies

General Vision, Rockchip, Cambricon, Verisilicon, and Horizon

com *For the full score summary of all 24 companies, please

7 The A-List in AI Chipset Index: The Top 15 Other Companies Who Made top 24 include: Marvell, Xilinx, CEVA, Cadence, General Vision, Rockchip, Cambricon, Verisilicon, and Horizon Robotics *For the full score summary of all 24 companies, please see the Artificial Intelligence Driving Innovation in Tech Report, only available on compassintel.com 7

8 The A-List in AI Chipset Index: The Top 5 Score Summary & Recent News A-List in AI Chipset Index "Top 5" Company Company Stats Portfolio Stats Economic & Market Stats Leadership & Reach Stats NVIDIA Pushes Its GPU Technology To The Front And Center Of Artificial Intelligence (Forbes) - A Look at Intel's Progress in the Artificial Intelligence Space (Market Realist) - NXP Solidifies Smart Car Footing with AliOS Partnership (Mobile ID World) - Apple and IBM form AI Partnership for Coca Cola (Fortune) - TOTAL FINAL WEIGHTED SCORE Nvidia Intel (Mobileye, Nervana, Movidus) NXP IBM AMD (Advanced Micro Devices) Source: Compass Intelligence,

9 Additional Analyst Commentary and Notes Nvidia tops the A-List in AI Chipset Index Volta GPU architecture for data centers, NVIDIA DRIVE PX for Advanced driver assistance systems (ADAS, AI Chip for self-driving cars), Xavier system on a chip (SOC) used in the NVIDIA DRIVE PX 2 platform and other innovations such as the DGX-1 AI Supercomputer. The top 5 include Nvidia, Intel, NXP, IBM, and AMD Rounding out the rest of the top 15 include Google, ARM, Apple, Qualcomm, Broadcom, Samsung Electronics, Huawei, Imagination, Synopsys, and MediaTek Other AI chipset vendors that made the Top-24 include: Marvell, Xilinx, CEVA, Cadence, General Vision, Rockchip, Cambricon, Verisilicon, and Horizon Robotics Index Category Winners *For the full score summary of all 24 companies, please see the Artificial Intelligence Driving Innovation in Tech Report, only available on compassintel.com Intel and Nvidia placed with the top scores in the vendor organizational metrics category (labeled Company Stats). Nvidia and Qualcomm had top scores in the product and client metrics category, showcasing vast portfolios and scale or use of their AI chipset technology in a wide range of devices. Nvidia, Intel, AMD, Google, and Samsung Electronics placed at the top in the Economic Indicators category, which included an evaluation of the overall market, existing position, available and obtainable market, and more. 9

10 The AI Watchlist: AI Startups to Watch Include the following

11 Machine Learning and AI Use Cases 11

Related Market Forecasts & Market Indicators Key Trends Driving AI AI chipset optimized to power data centers for AI training and ML Acquiring Talent Drives Acquisition

AI for Edge Processing for Machine Learning Research included in Artificial Intelligence Driving Innovation in Tech Report, available on compassintel.

12 Related Market Forecasts & Market Indicators Key Trends Driving AI AI chipset optimized to power data centers for AI training and ML Acquiring Talent Drives Acquisition AI is Transforming Through Open Source Revenue generation in AI focused on product enhancement and competition Device and Smartphone OEMs Use AI for Virtual Assistance AI for Edge Processing for Machine Learning Research included in Artificial Intelligence Driving Innovation in Tech Report, available on compassintel.com Companies have invested over $60 billion in AI through acquisitions and startups over the last three years, in addition to their own research and development, states Nadine Manjaro 12

AVAILABLE REPORT: AI Driving Innovation in Tech *For the full score summary of all 24 companies, please see the Artificial Intelligence Driving Innovation in Tech Report, only available on

13 AVAILABLE REPORT: AI Driving Innovation in Tech *For the full score summary of all 24 companies, please see the Artificial Intelligence Driving Innovation in Tech Report, only available on compassintel.com Executive Summary Acquiring Talent Drives Acquisition Open Source Drinking their Own CoolAiD SmartPhone & OEM AI Strategy Edge processing and Other Use Cases for AI What is AI? Why AI is Important? Top AI Talent AI Vendor Profiles How to Price AI Solutions? WHERE IS THE REVENUE FLOWING? Opportunities in AI? Artificial Intelligence Driving Innovation in Tech Report Price USD $4, pages Published in Q Includes Additional Summary Scores of all 24 companies in the Index Authored by Nadine Manjaro, Senior Analyst & Advisor Investment and Acquisitions in Self-Driving Vehicle Technologies Chip Segment The CompassIntel A-List in AI Chipset Index Link to Full Report e_driving_innovation_in_tech.html 13

2018 A-List Index Calendar Monthly Publications include: Press Release announcement of results Executive brief Related Research & Reports Three primary categories researched include Mobile, IoT, and

14 2018 A-List Index Calendar Monthly Publications include: Press Release announcement of results Executive brief Related Research & Reports Three primary categories researched include Mobile, IoT, and Emerging Tech Calendar subject to change, please check online periodically for most up to date version For suggestions on any related topics you would like to see covered, please contact a team member. For licensing packages to further promote and leverage your ranking/score success, please contact Leslie Outlaw on the A-List team at leslie@compassintelligence.com. 14

To Learn More and See the Full List Resources: http://www.compassintel.

15 To Learn More and See the Full List Resources: A-List Index:

Fast Hardware For AI

Fast Hardware For AI Karl Freund karl@moorinsightsstrategy.com Sr. Analyst, AI and HPC Moor Insights & Strategy Follow my blogs covering Machine Learning Hardware on Forbes: http://www.forbes.com/sites/moorinsights