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  "documentTitle": "2025 Air Street Capital The State of AI Report 2025",
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  "authorName": "Air Street Capital",
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  "notes": "The chart tracks the number of research paper mentions over time for specific AI hardware companies.",
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      "kind": "callout",
      "text": "Among challenger accelerators (Cerebras, Groq, Graphcore, SambaNova, Cambricon, Habana), paper mentions are up only +3% YoY to an estimated 593 in 2025.",
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      "text": "Line chart showing research paper mentions for Cerebras, Groq, Habana, SambaNova, Graphcore, and Cambricon from 2018 to 2025.",
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      "text": "Cerebras: WSE-3 gains visibility via open SlimPajamas-2 large-scale training runs.\nGroq: LPU wins inference mindshare after viral low-latency demos.\nHabana (Gaudi-2): steady in AWS-funded projects.\nGraphcore (post-SoftBank acquisition) sharp decline post-acquisition from a 2022 peak.\nSambaNova/Cambricon: niche, flatter trajectories.",
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      "text": "Paper mentions: 593",
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      "text": "Among challenger accelerators (Cerebras, Groq, Graphcore, SambaNova, Cambricon, Habana), paper mentions are up only +3% YoY to an estimated 593 in 2025. While the momentum is positive, it is still only 1.3% of all accelerator-citing papers. There are a few breakout narratives (WSE-3 training runs, ultra-low-latency LPUs).",
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      "text": "Startup silicon is still (mostly) on the sidelines",
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