Ambarella, Inc.

Ambarella Launches X7, Its First Standalone AI Accelerator, to Add Physical AI to Any Host Processor

Ambarella introduced X7, its first standalone edge AI accelerator, positioning the chip as an AI co-processor that adds AI capability to Arm and x86 host processors without a platform redesign. X7 runs the same third-generation CVflow engine found in more than 50 million Ambarella AI SoCs already deployed, operating within a 2-5 watt power envelope and connecting over a single lane of PCIe Gen 3 or USB 3.2. Leading OEMs in several verticals are designing with X7, which is sampling now alongside the XCalibur M.2 reference design; go-to-market runs through direct sales plus the Capgemini and Macnica channels announced September 3, 2026. The launch extends Ambarella beyond integrated SoCs into upgrading the installed base of cameras, gateways, robots and edge infrastructure, widening its addressable market — though no pricing, volumes, or revenue contribution were disclosed.

•1mo ago

Ambarella and ZEDEDA Partner to Bring Cloud-Orchestrated AI to Billions of Devices at the Physical Edge

Ambarella and ZEDEDA announced a strategic partnership that puts ZEDEDA's Linux Foundation-governed EVE-OS and Edge Intelligence Platform on Ambarella's N1 edge generative AI SoCs, letting enterprises deploy, update and secure vision models, LLMs and multimodal workloads across device fleets from a single control plane. The companies laid out a five-phase roadmap contemplating deployments across hundreds of thousands of managed edge nodes at more than one hundred enterprises, with associated Ambarella revenue that could exceed hundreds of millions of dollars over a 5-7 year period — figures they explicitly framed as planning objectives rather than revenue commitments. EVE-OS support for the N1-655 is available now for early-access customers, with validated solution blueprints, Model Hub models and preloaded development kits expected in Q4 2026; joint demonstrations with Roboflow and Liquid AI debut at the AI Infra Summit this week.

•1mo ago

Ambarella Expands its Developer Zone with Remote Access to Live Silicon and Agentic AI Development on Google Cloud Platform

Ambarella significantly expanded its Developer Zone, adding a cloud-hosted IDE, secure remote access to cloud-connected fleets of Ambarella SoC-based devices, and agentic AI development powered by Gemini Enterprise, all delivered on Google Cloud Platform. Recently announced collaborations extend the environment: Ultralytics YOLO computer vision models are now supported on Ambarella CVflow silicon, and an integration with ZEDEDA enables deploying and managing AI workloads across distributed device fleets via EVE-OS. Ambarella cites an installed base of more than 50 million AI SoC units across 12 edge AI SoC families that support more than 200 AI model architectures in customer production, with development work portable across the portfolio via the shared CVflow architecture. The expanded DevZone is available now to early-access participants with general availability expected in Q1 2027; Ambarella and ZEDEDA will demonstrate the integration at the AI Infrastructure Summit on an Ambarella N1-655 platform.

•1mo ago

Ambarella and Ultralytics Collaborate to Bring Ultralytics YOLO Models to CVflow-Powered Edge Devices

Ambarella and Ultralytics announced a collaboration to support deployment of Ultralytics YOLO models on Ambarella's CVflow-powered edge AI devices. The integration runs through Ambarella's Cooper Developer Platform and Developer Zone (DevZone), which launched at CES 2026, and targets vision applications across smart cameras, robotics, automotive, and industrial systems. Running detection, segmentation, and tracking locally cuts latency, bandwidth demand, and cloud dependence, and Ambarella says supporting the most widely adopted computer-vision model family broadens the set of teams building on its silicon, which has an installed base of more than 50 million AI SoC units.

•1mo ago

Ambarella and Macnica Enter a Long-Term Strategic Distribution Agreement to Accelerate Edge AI Infrastructure and Physical AI Adoption

Ambarella has entered a long-term strategic distribution agreement with Macnica Americas and Macnica ATD Europe to expand the availability and adoption of its edge AI infrastructure products across the Americas and EMEA. Under the non-exclusive agreement, Macnica becomes an authorized distributor for Ambarella's CV-series and N-series SoCs, systems-on-module, edge AI systems, development platforms, reference designs and SDKs, and will also support ISVs, OEMs, ODMs and systems integrators building on the platform with design-in, technical and demand-generation services. Ambarella frames the deal as an expansion of its indirect go-to-market strategy with the potential to drive significant net new revenues, but the collaboration begins with a structured market-validation phase and no financial terms or committed volumes were disclosed.

•2mo ago

Ambarella, Inc. Announces Second Quarter Fiscal Year 2027 Financial Results

Ambarella posted Q2 FY2027 revenue of $108.1 million, up 13.2% year-over-year from $95.5 million, with edge AI revenue reaching record levels on balanced sequential growth in Auto and IoT. GAAP net loss narrowed to $6.7 million, or $0.15 per diluted share, from a $20.0 million loss ($0.47) a year ago; non-GAAP EPS rose to $0.18 from $0.15. Note the quarter included a one-time $9.0 million reduction in GAAP R&D expense tied to a terminated development project. Q3 FY2027 guidance calls for revenue of $115.0-$124.0 million with non-GAAP gross margin of 59.0%-60.0% and non-GAAP opex of $56.5-$59.5 million, implying roughly 10% sequential growth at the revenue midpoint. CEO Fermi Wang cited very strong growth from the 5nm CV75 and CV72 AI SoCs, the introduction of the company's first stand-alone X7 AI Accelerator, and 7-year agreements with Macnica and CapGemini to build an indirect sales channel — supporting a raised 5-year edge AI and Physical AI SAM outlook.

•2mo ago

Ambarella Engages Capgemini to Help Accelerate Enterprise Adoption of Edge and Physical AI

Ambarella has engaged Capgemini to accelerate the development and deployment of Edge and Physical AI solutions across smart infrastructure, retail and logistics, industrial automation, healthcare, and automotive sectors. Capgemini will contribute engineering, systems integration, and industry expertise, including building a dedicated global Edge and Physical AI Center of Excellence for solution development, proofs of concept, and deployment readiness. No financial terms or revenue commitments were disclosed; the engagement is a go-to-market and services partnership rather than a purchase agreement. Ambarella says its technology runs on an installed base of more than 50 million AI SoC units spanning physical security, automotive, robotics, and drone applications.

•2mo ago

Hanwha and Ambarella Enter Into Long-Term Edge AI Agreement

Ambarella signed a decade-long agreement with Hanwha Group for the sourcing and co-development of edge AI technology, valued at over $800 million in potential revenue. The partnership leverages Ambarella’s edge AI platform across Hanwha’s robotics, industrial automation, and life sciences businesses, marking one of the largest deals in Ambarella’s history. Ambarella reported FY2026 revenue of $390.7 million, with IoT revenue growing 50% year-over-year, driven by adoption in enterprise security and new device categories.

•5mo ago

Ambarella, Inc. Announces First Quarter Fiscal Year 2027 Financial Results

Ambarella reported Q1 FY27 revenue of $100.4 million, a 16.9% year-over-year increase, driven by record automotive revenue and strong demand for edge AI solutions. Non-GAAP net profit rose to $5.0 million ($0.11 per share) from $3.0 million ($0.07 per share) in the prior year, while GAAP net loss narrowed to $18.1 million from $24.3 million. The company guided Q2 revenue to $105.0M-$111.0M and authorized a new $50 million share repurchase program, signaling confidence in its cash flow and growth trajectory in automotive and robotics markets.

•5mo ago

IEEE Awards Fermi Wang, with Inaugural 2026 Arun N. Netravali Video Analytics, Technology and Systems Award

Ambarella CEO Dr. Fermi Wang received the inaugural 2026 IEEE Arun N. Netravali Video Analytics, Technology and Systems Award, recognizing transformative advancements in video technology and AI. The award underscores Ambarella's leadership in edge AI processing, where it has developed systems-on-a-chips integrating AI accelerators and video encoding. The company highlights a deployed base of over 42 million AI SoC units across applications ranging from physical security to autonomous vehicles.

•6mo ago