Tamaño y participación del mercado de hardware de IA de borde, por hardware de procesamiento (CPU, GPU, aceleradores de IA); almacenamiento de memoria; hardware de conectividad; sensores e interfaces; potencia y temperatura; tipo de dispositivo; aplicación: análisis de oferta y demanda global, previsiones de crecimiento e informe estadístico 2026-2035

Análisis regional del mercado de hardware de IA de borde

Perspectivas del mercado de América del Norte

North America in the edge AI hardware market is expected to dominate with the largest revenue stake of 45.6% share by the end of 2035. This represents a mature and high-value market positively influenced by technological adoption, high disposable income, and a strong R&D ecosystem. In December 2025, Armada announced that it had partnered with LTIMindtree to expand the deployment of edge AI across industries by integrating its Galleon modular data centers and Armada Edge Platform for real-time intelligence at the edge. Also, the collaboration supports sovereign AI and federated learning, enabling secure, low-latency AI workloads in manufacturing, healthcare, energy, and other regulated sectors. In addition, this initiative highlights growing enterprise demand for scalable, high-performance edge AI hardware and infrastructure, hence making it suitable for overall market growth.

The US is representing steep growth in the regional edge AI hardware market owing to the high concentration of AI startups, cloud providers, and semiconductor manufacturers. Simultaneously, industries such as defense, aerospace, automation, and smart cities are implementing edge AI solutions to enable real-time analytics, predictive maintenance, and secure data processing at the source. In August 2023, Sidus Space announced that it had acquired Exo-Space to enhance its Edge AI capabilities for space applications by integrating both hardware and software into its satellite and space services offerings. Also, the acquisition expands Sidus' technology, talent, and market reach, thereby enabling adaptable AI processing on satellites for commercial, government, and defense clients. Furthermore, by combining Exo-Space's Edge AI platform with its own sensors and satellite constellation, the firm aims to deliver an actionable and high-performance space-based data solution.

Canada has gained immense exposure in the regional edge AI hardware market, efficiently fueled by its strong AI research ecosystem and public-private collaborations. The country is witnessing a rise in AI adoption in various sectors, where real-time data processing is crucial. In addition, local technology incubators and innovation hubs are fostering the development of energy-efficient AI devices. In October 2024, Untether AI announced that it had launched the speedAI240 slim accelerator card, which delivers world-leading AI inference performance and energy efficiency for edge and regional datacenter applications. Besides, the card targets automotive vision, industrial machine vision, and agricultural AI workloads by combining low latency with low power consumption through its At-Memory Compute architecture. Furthermore, with the imAIgine SDKit, it enables scalable, high-performance AI outside traditional datacenters.

Perspectivas del mercado de Asia-Pacífico

In the edge AI hardware market, the Asia Pacific is growing extensively due to the rapid deployments, which are supported by growing IoT adoption, smart city projects, and industrial automation. Countries in the region are focusing on developing AI-enabled devices for transportation, retail, and manufacturing, leveraging low-latency on-device computation. In addition, pioneering firms across prominent countries are increasingly making investments in AI research and edge computing infrastructure, thereby accelerating regional adoption in this field. The region also benefits from a massive population base, rapid urbanization, and strong economic growth, especially in India. Meanwhile, the rising government investments and the rising middle class in China and India are also propelling continued growth in the regional landscape. Hence, the presence of all of these factors is responsibly positioning APAC as the predominant leader in this field.

China has achieved a prominent position in the regional edge AI hardware market, backed by the strong government support for AI initiatives and smart manufacturing programs. Simultaneously, the domestic chipmakers are constantly putting efforts into innovating specialized processors and memory solutions to support high-performance on-device AI. In the article published by SCIO in August 2025, it was observed that China is expanding its AI edge hardware ecosystem through a national computing power platform that integrates regional and industry resources, enabling efficient AI workloads at scale. On the other hand, companies such as Cambricon Technologies are leading the development of AI chips for smartphones, servers, and edge applications, which in turn is fueling domestic demand and reducing reliance on foreign suppliers, hence positioning the country as a key player in the global edge AI hardware market.

India is gaining momentum in the edge AI hardware market, efficiently driven by smart city projects, digital infrastructure expansion, and the need for affordable, low-power AI devices. The country's market also benefits from collaboration between government, academia, and industry, which supports the development of customized edge AI solutions for local needs. Ministry of Electronics & IT in July 2025 reported that India's semiconductor startup ecosystem is gaining traction, wherein the government-backed initiatives, such as the DLI Scheme and Chips to Startup (C2S) Programme, are supporting domestic chip design. The article also highlights that Netrasemi secured ?107?crore (≈ USD 12.9 million) in VC funding for chips targeting smart vision, IoT, and CCTV applications, whereas other startups such as Mindgrove Technologies and Fermionic Design also raised significant private investment, hence strengthening India's edge AI ecosystem.

Perspectivas del mercado europeo

Europe has the strong potential to capitalize on the edge AI hardware market, highly favoured by the investments in autonomous systems, industrial IoT, and energy management. Countries in the region are emphasizing privacy-compliant solutions to meet regulatory requirements, whereas research initiatives and industrial partnerships are promoting innovative edge AI solutions for automotive, manufacturing, and healthcare sectors. In December 2025, HPE announced that it is offering AMD Helios AI rack-scale architecture, delivering a turnkey solution for trillion-parameter AI training and high-volume inference with 2.9 AI exaflops of FP4 performance. Besides, the open, integrated platform leverages HPE Juniper Networking and Broadcom's Tomahawk 6 chip for scale-up Ethernet, providing flexibility and faster deployments for cloud service providers, hence denoting a positive edge AI hardware market outlook.

Germany is expected to dominate the regional edge AI hardware market over the forecasted years, owing to its strong manufacturing base and focus on Industry 4.0. Edge AI solutions are being deployed for quality control and robotics automation. On the other hand, the domestic semiconductor companies are developing high-performance chips to meet the demands of industrial edge applications. In April 2025, Nagarro and Advantech announced that they had entered into a global partnership to co-create advanced edge AI platforms and industrial IoT solutions, combining Advantech's hardware expertise with Nagarro's AI software capabilities. The company also stated that this collaboration focuses on scalable, secure edge platforms, real-time AI deployment, and device management across industries such as manufacturing, healthcare, and smart cities, with a collective goal of delivering industrial-grade embedded solutions that expand edge AI applications.

In the UK ., the edge AI hardware market is set to witness extensive progress, highly propelled by the demand to enhance smart city infrastructure, transportation, and healthcare services. The country's market also benefits from government-backed AI research programs and collaborations, which are accelerating the development of edge AI solutions. In July 2024, Graphcore, the UK-based AI chipmaker, announced that it had been acquired by SoftBank and would continue to operate under its name, with a prime focus on next-generation AI compute technologies. The company aims to improve efficiency and computational power for AI workloads, thereby supporting foundation models and generative AI applications. Hence, such moves will encourage R&D and global deployment, and boost the AI market by expanding access to high-performance, next-generation AI chips.