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: $2.2B
link
https://www.ambarella.com
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We had an excellent start to the year with the first quarter revenue of $85.9 million, in the upper half of our guidance due to the continued strength in our AI business.
- Fermi Wang
Quotes from ambarella Executives About Artificial Intelligence and Generative AI
AGI revenue, which we define as a product that integrates one of our proprietary deep learning AI accelerators, was more than 75% of our Q1 revenue.
- Fermi Wang
While it is still early, AI is fighting its way to the edge. It's not just a data center or hyperscaler opportunity anymore.
- Fermi Wang
In April, I attended the IAC West Security Show and met with key customers and partners. Ambarella demonstrated its leadership in GenAI Aggregates, with 18 product demonstrations including the latest Gen AI and the Vision AI capabilities.
- Fermi Wang
Multiple factors are driving our optimizer for the AI market, including my recent discussions with customers, and the evolution of our edge AI serviceable available market.
- Fermi Wang
We are already addressing the edge infrastructure market with the N1 family. And we are now developing a new AI SoC product family to enhance our edge AI infrastructure roadmap.
- Fermi Wang
In a portable video camera market, market leader Insta360 introduces a flagship model of 360-degree X5 camera based on Ambarella's five-nanometer CV5. The XY offers 8K video with advanced AI-based image processing.
- Fermi Wang
Ambarella is the leader in the AI with more than 32 million AI processors shipped on a cumulative basis.
- Fermi Wang
By leveraging the silicon architecture and software investment in our low power and scalable third-generation AI accelerator, we are able to efficiently extend our reach.
- Fermi Wang
Ambarella's new C1 video bar is a part of a collaboration with technology giant Lenovo. The end of the event system is based on our five-nanometer CV72 with 20 times the AI performance of previous generation systems.
- Fermi Wang