AI Index / Ambarella, Inc.
Ambarella, Inc. (AMBA)
With customers spanning the automotive and Internet of Things (IoT) sectors, Ambarella has developed products -- like the CV5, CV7 and CV3-AD families -- that integrate advanced AI inference accelerators. These products are designed for applications such as object detection and real-time analysis.
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Location: US
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Market Cap: $3.2B
link
https://www.ambarella.com
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Edge AI, which we define as a product that integrates one of our proprietary deep learning AI accelerators, was about 80% of our total revenue, representing our sixth consecutive quarter of record Edge AI revenue.
- Fermi Wang
Quotes from ambarella Executives About Artificial Intelligence and Generative AI
There are three key factors behind our enthusiasm and our strong commitment to Edge AI. First, the breadth of applications demanding Edge AI technology in our product is expanding.
- Fermi Wang
AI at the edge is becoming more prevalent, driving an increasing breadth of applications in both enterprise and consumer-driven parts.
- Fermi Wang
We see a large opportunity to execute at the edge with increasingly complex AI technologies currently implemented at the core of the network or in the data center.
- Fermi Wang
At Ambarella, we continue to invest heavily in our proprietary Edge AI SoC technology and products to support these unique and increasing AI requirements.
- Fermi Wang
The shift from CPU workload to high-level over-accelerated computing or AI is well underway.
- Fermi Wang
The extension of our roadmap to other edge endpoints and into the edge infrastructure and auto economy is also expected, in particular, to boost our ASP.
- Fermi Wang
Solara, a global leader of vehicle lifecycle management, announced their new AI-powered smart camera, October, based on our CV22.
- Fermi Wang
One of our customers, Whiskers, announced the Litter-Robot 5 Pro, their first model with facial recognition and 4K night vision clip AI-powered camera based on CV28.
- Fermi Wang