Graphcore competitors
As of 2026-09-05, Graphcore's closest competitors in GPU & AI Accelerators are NVIDIA, AMD and HiSilicon. wafergraph tracks 26 companies in GPU & AI Accelerators; Graphcore is positioned as a market challenger there, and the largest competitor by market cap is NVIDIA at $5.56T.
Data as of 2026-09-05 · peers = companies sharing Graphcore's primary GPU & AI Accelerators segment in the wafergraph taxonomy · ordered by market position, then market cap
Who competes with Graphcore
| Competitor | Position | Country | Market cap | Revenue | Compare |
|---|---|---|---|---|---|
| NVIDIA | leader | United States | $5.56T | $215.9B | — |
| AMD | major | United States | $779.6B | $34.6B | — |
| HiSilicon | major | China | Unpriced | — | — |
| Cambricon Technologies | challenger | China | $100.5B | $967M | — |
| Hygon Information Technology | challenger | China | $84.4B | $2.1B | — |
| MetaX Integrated Circuits (Muxi) | challenger | China | $37.6B | $245M | — |
| Axelera AI | challenger | Netherlands | Unpriced | — | — |
| Biren Technology | challenger | China | Unpriced | — | — |
| Cerebras Systems | challenger | United States | Unpriced | — | — |
| d-Matrix | challenger | United States | Unpriced | — | — |
| Enflame Technology | challenger | China | Unpriced | — | — |
| Etched | challenger | United States | Unpriced | — | — |
| FuriosaAI | challenger | South Korea | Unpriced | — | — |
| Groq | challenger | United States | Unpriced | — | — |
| Hailo | challenger | Israel | Unpriced | — | — |
| Moore Threads | challenger | China | Unpriced | — | — |
| Rebellions | challenger | South Korea | Unpriced | — | — |
| SambaNova Systems | challenger | United States | Unpriced | — | — |
| Tenstorrent | challenger | Canada | Unpriced | — | — |
| Vastai Technologies | challenger | China | Unpriced | — | — |
| Blaize | niche | United States | Unpriced | $39M | — |
| Esperanto Technologies | niche | United States | Unpriced | — | — |
| Kneron | niche | United States | Unpriced | — | — |
| Mythic | niche | United States | Unpriced | — | — |
| SiMa.ai | niche | United States | Unpriced | — | — |
Suppliers Graphcore shares with its competitors
A supplier shared across rivals is a segment-level chokepoint: if it fails, the whole peer group feels it at once.
Cite as: wafergraph, “Graphcore competitors — 25 rivals in GPU & AI Accelerators, compared”, https://wafergraph.com/competitors/graphcore (data as of 2026-09-05).
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