Edge AI

Cochlear’s new Nucleus Nexa System is the first cochlear implant that runs edge‑AI under extreme power limits, storing personalized maps on‑device and receiving OTA firmware updates. It uses an ultra‑low‑power decision‑tree classifier (SCAN 2) to identify five auditory environments, driving adaptive sound‑processing and a spatial‑noise algorithm (ForwardFocus). Upgradeable firmware and short‑range RF links enable long‑term model improvements, while on‑device privacy safeguards protect health data. The implant demonstrates a roadmap for medical edge‑AI: start with interpretable, power‑efficient models, embed upgradeability, and design for decades‑long lifespans.

Ceva, Inc. (NASDAQ: CEVA) announced a public offering of 3,000,000 shares of common stock at $19.50 per share, expecting to close on November 20, 2025. J.P. Morgan and UBS Investment Bank are managing the offering, which includes an option for underwriters to purchase an additional 450,000 shares. Gross proceeds are expected to be $58.5 million, intended for acquisitions, investments, working capital, and share repurchases. The offering is under a shelf registration statement filed with the SEC. Ceva’s focus is on wireless connectivity, sensing, and edge AI technologies.

Arm is expanding into the edge AI market, offering its Armv9 platform to startups via the Flexible Access program. This provides access to Arm technologies and resources, de-risking chip design and fostering innovation. The Armv9 platform, featuring the Cortex-A320 and Ethos-U85 NPU, enables on-device AI processing for applications like intelligent cameras and smart home devices, addressing latency, bandwidth, and privacy concerns. VDC predicts AI will dominate IoT by 2028, and Arm aims to capitalize on this growth by making advanced technology accessible to developers involved in edge AI solutions.

Ambarella (AMBA) shares jumped 20% after Q2 earnings beat expectations. Adjusted earnings were 15 cents per share versus the expected 5 cents, with revenue at $96 million against the projected $90 million. The chip designer anticipates Q3 revenue between $100 million and $108 million, exceeding estimates. Ambarella also raised its fiscal year revenue growth outlook to 31-35%, driven by strong demand for its edge AI solutions in portable video, drones, and edge infrastructure. CEO Fermi Wang emphasized the company’s successful strategic investment in edge AI R&D.

Elliptic Labs and Ceva are collaborating to integrate Elliptic Labs’ AI Virtual Smart Sensor Platform with Ceva’s NeuPro-Nano NPU. This partnership empowers Ceva customers to create context-aware, intelligent features in edge devices. The combined solution will enable precise, optimized AI models for improved user experience in applications such as wearables and industrial sensors, accelerating intelligent sensing development across various AIoT applications.