UPDATE – GSI Technology Defines Edge Strategy to Capture Growth in $2.7 Billion Drone Market

Core Insights - GSI Technology, Inc. has introduced the Gemini-II APU, which offers ultra-low power consumption and industry-leading performance for real-time drone workloads, targeting a market projected to reach $2.7 billion by 2030 [1][3]. Company Strategy - GSI Technology is focusing on high-growth AI edge processor markets, particularly in drones, where its architecture provides significant advantages in performance and power efficiency [1][3]. - The company has raised $50 million in equity to advance its roadmap for capturing opportunities in edge markets, emphasizing improvements in power efficiency, latency, and on-device intelligence [3]. Market Potential - The global edge AI processor market is expected to grow to $9.6 billion by 2030, driven by the transition of AI from data centers to purpose-built workloads at the edge [3]. - GSI Technology aims to leverage its established relationships with defense agencies and contractors to prioritize early edge AI deployment in drone and military vehicle markets [3]. Product Performance - The Gemini-II APU delivers GPU-class performance at only 15W, significantly lower than competitors, making it suitable for power- and size-constrained environments [2][3]. - A Cornell University study confirmed that GSI's APU architecture achieves GPU-class performance with over 98% lower energy consumption and can reduce total processing time by up to 80% compared to conventional CPUs [4].