DECEMBER 2025PUBLIC MEMO

The Physical Edge AI Revolution

Why 2025 is the inflection point for intelligent hardware — and what imply+infer is building.

A
Aaron Landy
Founder, imply+infer

We Are at an Inflection Point

Two exponential curves are finally converging, creating the biggest opportunity in computing since the smartphone.

Software is Shrinking

Edge-optimized inference models are collapsing in size while retaining accuracy. Qwen3, Gemma3, YOLOv12 — these models run locally with remarkable capability.

Hardware is Exploding

100x TOPS increase in 3 years. Massive gains in RAM density, power efficiency, and GPU compute. Edge devices now rival 2020-era data center capabilities.

MODEL_SIZE ↓↓↓ DECREASING
EDGE_COMPUTE ↑↑↑ INCREASING
= INTELLIGENCE EVERYWHERE

This convergence means one thing: AI is leaving the cloud and entering the physical world. Robots, drones, smart cameras, autonomous vehicles, industrial sensors — all of these are becoming intelligent at the edge.

The Scale of the Opportunity

The numbers tell the story. Physical edge AI is not a niche — it's becoming the dominant paradigm for intelligent systems.

$70-120B
Current Market

Non-datacenter edge AI hardware (2025)

$180B
TAM by 2030

Projected growth (McKinsey/Gartner)

40M+
Units / Year

NPU-enabled devices by 2028

Every industrial robot, every autonomous vehicle, every smart security system, every agricultural drone — they all need local AI inference. The cloud is too slow, too expensive, and too unreliable for the physical world.

The Hidden Bottleneck

Here's what nobody tells you about edge AI: the hardware is ready, but the developer experience is stuck in the 1990s.

💸

$50k–$250k Burned

Per prototype, on engineers fighting CUDA, kernel, and driver issues instead of building product.

📉

2-6 Weeks Lost

Just making the hardware boot reliably before a single model runs.

☠️

Project Death

Most edge AI projects die in "integration hell" before reaching production.

"We spent weeks setting up our Jetson Orin. The hardware is incredible, but getting everything working together was a nightmare. It's a major reason our robotics platform is delayed."

— Robotics Lead, Series B Startup

The pattern repeats across the industry: teams waste months on driver roulette, kernel version mismatches, and custom patches for every camera and sensor. This friction is killing innovation at the exact moment when the technology is finally ready.

What imply+infer is Building

We're building the usability layer for physical AI — making 100-TOPS hardware actually ship. Our approach combines pre-hardened hardware kits with intelligent software that eliminates the integration nightmare.

BEFORE
Status Quo
  • Hardware Fragmentation
    Weeks of sourcing parts, 3D printing, and assembly
  • Software Nightmare
    100+ steps to install CUDA, compile drivers, fix dependencies
  • Wasted Time
    40–120 hours burned before running a single model
AFTER
imply+infer
  • All-in-One Field Kit
    Complete, rugged workstation. Unbox and start building.
  • Pre-Configured OS
    Bootable NVMe with Ollama, PyTorch, and vision stack ready.
  • Immediate Value
    From unboxing to running advanced AI models in minutes.

Our Technology Stack

AI Driver Synthesis

Generates kernel drivers and device tree overlays automatically. What used to take days now takes minutes.

Cross-Architecture Middleware

IOMMU-based abstraction layer that works across Jetson, Qualcomm, Rockchip, and x86 platforms.

Peripheral Virtualization

Secure plug-and-play for cameras, sensors, and actuators. Auto-detection, auto-configuration.

Hardened Field Kits

Production-ready AI hardware with pre-installed models, offline-first architecture.

Jetson Orin Nano Field Kit

Our flagship product is the Jetson Orin Nano Field Kit — a complete, ready-to-deploy edge AI workstation. Think of it as the "Raspberry Pi moment" for professional AI hardware.

Available Now

Complete Edge AI Workstation

Starting at $700 — everything you need to go from idea to prototype in hours, not months.

  • 100 TOPS AI Performance
  • Pre-installed LLMs & Vision Models
  • Stereo Depth Perception
  • Useable Out-of-the-Box
View Full Specifications
Jetson Orin Nano Field Kit

Moving Up the Stack

Field kits are just the beginning. Our roadmap takes us from solving the immediate pain point to becoming the standard infrastructure layer for physical AI.

NOW

The "Golden Image"

Solving the Setup Pain

  • Field Kits: Validated hardware reference designs
  • OS Layer: Pre-compiled kernels, drivers, & AI stack
  • Result: Unbox to inference in < 1 hour
NEXT

The Usability Layer

Pickaxes for the AI Rush

  • Driver Synthesis: AI-generated device tree overlays
  • Auto-Discovery: Plug-and-play sensors & cameras
  • Result: Enabling the next 1,000 hardware startups
FUTURE

The Edge AI Cloud

Solving Fleet Scale

  • Fleet Ops: OTA updates & config management
  • Hardware Agnostic: Abstracting the silicon entirely
  • Result: The standard OS for physical AI

Early Signals

We're still early, but the signals are strong. Teams that try our kits don't go back to building from scratch.

"Saved us 4 months of dev time on day one. The first time our vision stack just worked."

J
Joseph Nelson
CEO, Roboflow

"We spent weeks trying to setup our Jetsons for our fleet. imply+infer solved it in 30 minutes."

CEO (Stealth)
Series B Robotics Company
120h

Average dev time saved per device

30s

Boot-to-inference time

Our Thesis

We believe the next decade belongs to physical AI. Not chatbots in the cloud, but intelligent systems that see, hear, and act in the real world. Robots that assemble products. Drones that inspect infrastructure. Vehicles that navigate autonomously. Cameras that understand context.

But this future only happens if we solve the usability problem. The hardware is ready. The models are ready. What's missing is the bridge — the developer experience that makes edge AI as easy to deploy as a web app.

That's what we're building at imply+infer.

"Plug in. Infer anywhere."

About imply+infer

Aaron Landy, Founder

4x founder with experience scaling engineering at Uber (infrastructure for 100M+ rides). Helped build assistant-ui (YC W25 & 100K+ weekly npm downloads) and shipped $1M+ ARR developer tools. Spotted the edge AI pain point early and founded imply+infer to solve it.

Strategic Partners

NVIDIA Inception: Early silicon access, co-development
Roboflow: Vision stack integration
Ultralytics: YOLO optimization

Get in Touch

imply+infer: Plug in. Infer anywhere.