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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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
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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, 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
Moving forward, all the drones are going to be autonomous in the future. We can't talk, say, today's drone is level two. And level three, level four drones are coming and probably going to drive faster than autonomous driving cars.
- Fermi Wang
Our investment in autonomous driving directly applies here. So from the technology point of view, the video processing plus AI is the key driver.
- Fermi Wang
In addition to our comprehensive and expanding AI SoC portfolio, another important distinguishing characteristic of our portfolio is the advanced technology we offer to customers at the edge.
- Fermi Wang