AI Landscape Intelligence

153 companies across the AI stack — funding, valuations, categories, and strategic positioning

Companies
153
Categories
11
Stack Layers
7
Geographies
14
Avg Founded
2016
Funding Tracked
$100.8B

Data & MLOps is the most crowded category with 30 companies

Automation has the fewest companies (3), suggesting potential white space

US-based companies represent 83% of the tracked landscape

32 companies founded since 2022, showing rapid ecosystem expansion

Application layer (70) outnumbers infrastructure (35), typical of maturing markets

Vertical AI leads in total tracked funding concentration

Category Landscape

Company density by category — click to filter

Stack Layers

Distribution across the AI stack

Foundation
17
Hardware
8
Cloud
10
Platform
30
Middleware
6
DevTools
12
Application
70

Company Status

subsidiary11
private119
public17
acquired6

Most Funded

Top companies by total capital raised

1
xAI$12.0B
2
CoreWeave$10.2B
3
Cruise$10.0B
4
Stripe$9.4B
5
Databricks$6.0B
6
Waymo$5.5B
7
Anduril$3.7B
8
Nuro$2.1B
9
Wiz$1.9B
10
Inflection AI$1.5B
11
Scale AI$1.5B
12
Figure AI$1.4B
13
Tempus AI$1.3B
14
Brex$1.2B
15
Ramp$1.2B

Highest Valued

Top companies by valuation

1
Stripe$65.0B
2
Databricks$62.0B
3
xAI$50.0B
4
CoreWeave$35.0B
5
Anduril$14.0B
6
Scale AI$13.8B
7
Plaid$13.4B
8
Brex$12.3B
9
Wiz$12.0B
10
Midjourney$10.0B
11
Notion$10.0B
12
Cursor$9.0B
13
Perplexity$9.0B
14
Nuro$8.6B
15
Lacework$8.3B

AI Eras

When companies were founded — the waves of AI development

15
Pioneers
Pre-2010
NVIDIAAMDIntelAWSGoogle CloudPalantirSalesforceHubSpot+7 more
34
Foundation Era
2010–2015
Google DeepMindMeta AIMicrosoft AzureLambdaDatabricksSnowflakeVercelSourcegraph+26 more
51
ML Infrastructure
2016–2019
CohereAI21 LabsStability AIRunwayCerebrasGroqSambaNovad-Matrix+43 more
21
Pre-GPT Wave
2020–2021
MidjourneyQdrantGitHub CopilotCodeiumJasperCopy.aiWriterCharacter.ai+13 more
30
GenAI Explosion
2022–2023
Mistral AIxAIInflection AIPikaElevenLabsSunoTogether AIVoltage Park+22 more
2
Post-GPT4 Era
2024+
Physical IntelligenceSSI Safe Superintelligence

Funding vs Founded Year

Each dot is a company — size indicates team size

Geography

US
83%127
Israel
5%7
UK
3%4
Canada
2%3
France
1%2
Germany
1%2
Netherlands
1%1
Hong Kong
1%1
Ireland
1%1
Czech Republic
1%1
Norway
1%1
Poland
1%1
Australia
1%1
Japan
1%1

Category x Layer Matrix

Where companies cluster across the stack — darker = more concentration

Foundation
Hardware
Cloud
Platform
Middleware
DevTools
Application
AI Applications
12
Agent Frameworks
6
Automation
3
Cybersecurity AI
14
Data & MLOps
30
Developer Tools
12
Enterprise AI
10
Frontier Models
17
Infrastructure
8
10
Robotics
11
Vertical AI
20

Capital Concentration

Total funding tracked by category

Vertical AI20 cos
$21.9B
Avg $1.1B per company · Top: Stripe
Robotics11 cos
$20.2B
Avg $1.8B per company · Top: Cruise
Frontier Models17 cos
$19.3B
Avg $1.1B per company · Top: xAI
Infrastructure18 cos
$15.2B
Avg $845.7M per company · Top: CoreWeave
Data & MLOps30 cos
$11.8B
Avg $393.4M per company · Top: Databricks
Cybersecurity AI14 cos
$4.5B
Avg $320.5M per company · Top: Wiz
Developer Tools12 cos
$3.4B
Avg $282.7M per company · Top: Snyk
Enterprise AI10 cos
$2.9B
Avg $285.0M per company · Top: Glean
AI Applications12 cos
$1.4B
Avg $120.8M per company · Top: Perplexity
Agent Frameworks6 cos
$106.0M
Avg $17.7M per company · Top: LangChain
Automation3 cos
$83.3M
Avg $27.8M per company · Top: Make

Founding Year Wave

When were today's AI companies born?

Investment Thesis Overlay

Select a thesis to score and rank companies by alignment

Industry-specific AI applications with deep domain moats

1
Stripe
Vertical AI · Application
8.2
2
Plaid
Vertical AI · Application
8.2
3
Viz.ai
Vertical AI · Application
8.2
4
Tempus AI
Vertical AI · Application
8.2
5
PathAI
Vertical AI · Application
8.2
6
Recursion
Vertical AI · Application
8.2
7
Insilico Medicine
Vertical AI · Application
8.2
8
Shield AI
Vertical AI · Application
8.2
9
Palantir
Vertical AI · Application
8.2
10
Saildrone
Vertical AI · Application
8.2
11
Casetext
Vertical AI · Application
8.2
12
Ironclad
Vertical AI · Application
8.2
13
Brex
Vertical AI · Application
8
14
Ramp
Vertical AI · Application
8
15
Abridge
Vertical AI · Application
8
16
Anduril
Vertical AI · Application
8
17
Harvey
Vertical AI · Application
7.8
18
Jasper
Vertical AI · Application
7.8
19
Copy.ai
Vertical AI · Application
7.8
20
Writer
Vertical AI · Application
7.8

Full Company Directory

153 companies

CompanyCategoryLayerGeoFoundedFundingValuationTypeEmployees
Google DeepMind

AI research lab within Google

Frontier ModelsLarge Language ModelsFoundationUK2010——subsidiary2,800
Meta AI

Open source LLM research at Meta

Frontier ModelsOpen Source ModelsFoundationUS2013——subsidiary1,500
Mistral AI

European frontier AI lab

Frontier ModelsOpen Source ModelsFoundationFrance2023$1.1B$6.0Bprivate60
Cohere

Enterprise-focused LLM provider

Frontier ModelsEnterprise LLMsFoundationCanada2019$970.0M$5.5Bprivate450
AI21 Labs

Enterprise AI with Jamba models

Frontier ModelsEnterprise LLMsFoundationIsrael2017$336.0M$1.4Bprivate250
xAI

Elon Musk AI venture building Grok

Frontier ModelsLarge Language ModelsFoundationUS2023$12.0B$50.0Bprivate200
Inflection AI

Personal AI assistant Pi

Frontier ModelsConsumer AIFoundationUS2022$1.5B$4.0Bprivate35
Stability AI

Open source image generation

Frontier ModelsImage GenerationFoundationUK2019$262.0M$1.0Bprivate150
Midjourney

AI image generation platform

Frontier ModelsImage GenerationFoundationUS2021$0$10.0Bprivate55
Runway

AI video generation and editing

Frontier ModelsVideo GenerationFoundationUS2018$237.0M$4.0Bprivate150
Pika

AI video generation startup

Frontier ModelsVideo GenerationFoundationUS2023$135.0M$470.0Mprivate45
ElevenLabs

AI voice synthesis platform

Frontier ModelsAudio/SpeechFoundationUS2022$281.0M$3.0Bprivate200
Suno

AI music generation

Frontier ModelsAudio/SpeechFoundationUS2023$125.0M$500.0Mprivate45
NVIDIA

GPU computing platform

InfrastructureChips/GPUsHardwareUS1993——public29,600
AMD

CPU and GPU manufacturer

InfrastructureChips/GPUsHardwareUS1969——public26,000
Intel

Semiconductor manufacturer

InfrastructureChips/GPUsHardwareUS1968——public124,800
Cerebras

Wafer-scale AI chip maker

InfrastructureAI ChipsHardwareUS2016$720.0M$4.3Bprivate400
Groq

LPU inference chip maker

InfrastructureAI ChipsHardwareUS2016$640.0M$2.8Bprivate250
SambaNova

Reconfigurable dataflow AI chip

InfrastructureAI ChipsHardwareUS2017$1.1B$5.0Bprivate500
d-Matrix

In-memory compute chip for inference

InfrastructureAI ChipsHardwareUS2019$154.0M—private120
Tenstorrent

RISC-V AI processor company

InfrastructureAI ChipsHardwareCanada2016$323.0M$2.6Bprivate350
AWS

Amazon cloud computing

InfrastructureCloud/ComputeCloudUS2006——subsidiary—
Google Cloud

Google cloud platform

InfrastructureCloud/ComputeCloudUS2008——subsidiary—
Microsoft Azure

Microsoft cloud platform

InfrastructureCloud/ComputeCloudUS2010——subsidiary—
CoreWeave

GPU cloud provider

InfrastructureGPU CloudCloudUS2017$10.2B$35.0Bprivate1,100
Lambda

GPU cloud for AI training

InfrastructureGPU CloudCloudUS2012$320.0M$1.5Bprivate200
Together AI

Open source model hosting

InfrastructureGPU CloudCloudUS2022$425.0M$1.3Bprivate130
Voltage Park

GPU cloud infrastructure

InfrastructureGPU CloudCloudUS2023$500.0M—private30
Crusoe Energy

Clean energy AI cloud

InfrastructureGPU CloudCloudUS2018$600.0M$2.8Bprivate280
Databricks

Unified data analytics platform

Data & MLOpsData PlatformPlatformUS2013$6.0B$62.0Bprivate7,000
Snowflake

Cloud data warehouse

Data & MLOpsData PlatformPlatformUS2012——public5,884
Pinecone

Vector database for AI

Data & MLOpsVector DatabasePlatformUS2019$238.0M$750.0Mprivate180
Weaviate

Open source vector database

Data & MLOpsVector DatabasePlatformNetherlands2019$68.0M$200.0Mprivate100
Chroma

Open source embedding database

Data & MLOpsVector DatabasePlatformUS2022$18.0M—private20
Qdrant

Vector similarity search engine

Data & MLOpsVector DatabasePlatformGermany2021$12.0M—private45
Weights Biases

ML experiment tracking

Data & MLOpsML PlatformPlatformUS2017$250.0M$1.3Bprivate300
Hugging Face

Open source ML model hub

Data & MLOpsModel HubPlatformUS2016$395.0M$4.5Bprivate300
Scale AI

AI training data platform

Data & MLOpsData LabelingPlatformUS2016$1.5B$13.8Bprivate700
Labelbox

Data labeling platform

Data & MLOpsData LabelingPlatformUS2018$188.0M$1.0Bprivate260
LangChain

LLM application framework

Agent FrameworksOrchestrationMiddlewareUS2022$45.0M$200.0Mprivate60
LlamaIndex

Data framework for LLMs

Agent FrameworksOrchestrationMiddlewareUS2022$34.0M—private30
CrewAI

Multi-agent orchestration

Agent FrameworksMulti-AgentMiddlewareUS2023$18.0M—private25
AutoGen

Microsoft multi-agent framework

Agent FrameworksMulti-AgentMiddlewareUS2023——subsidiary—
Langfuse

LLM observability platform

Agent FrameworksObservabilityMiddlewareGermany2023$4.0M—private15
Helicone

LLM observability and monitoring

Agent FrameworksObservabilityMiddlewareUS2023$5.0M—private15
Vercel

Frontend deployment platform

Developer ToolsDeploymentDevToolsUS2015$563.0M$3.3Bprivate450
Cursor

AI-native code editor

Developer ToolsAI IDEDevToolsUS2022$400.0M$9.0Bprivate50
GitHub Copilot

AI pair programmer

Developer ToolsCode AssistantDevToolsUS2021——subsidiary—
Replit

Browser-based IDE with AI

Developer ToolsCloud IDEDevToolsUS2016$222.0M$1.2Bprivate130
Codeium

Free AI code completion

Developer ToolsCode AssistantDevToolsUS2021$150.0M$1.3Bprivate70
Tabnine

AI code completion

Developer ToolsCode AssistantDevToolsIsrael2018$55.0M—private120
Sourcegraph

Code intelligence platform

Developer ToolsCode SearchDevToolsUS2013$225.0M$2.6Bprivate350
Snyk

Developer security platform

Developer ToolsSecurityDevToolsIsrael2015$1.0B$7.4Bprivate1,300
Stripe

Payment infrastructure

Vertical AIFintechApplicationUS2010$9.4B$65.0Bprivate8,000
Plaid

Financial data connectivity

Vertical AIFintechApplicationUS2013$734.0M$13.4Bprivate1,100
Brex

AI-powered corporate cards

Vertical AIFintechApplicationUS2017$1.2B$12.3Bprivate1,100
Ramp

AI finance automation

Vertical AIFintechApplicationUS2019$1.2B$7.7Bprivate750
Abridge

AI medical documentation

Vertical AIHealthcareApplicationUS2018$212.5M$850.0Mprivate200
Viz.ai

AI-powered care coordination

Vertical AIHealthcareApplicationUS2016$252.0M$1.2Bprivate350
Tempus AI

AI for precision medicine

Vertical AIHealthcareApplicationUS2015$1.3B$6.1Bpublic2,700
PathAI

AI pathology platform

Vertical AIHealthcareApplicationUS2016$256.0M—private350
Recursion

AI-driven drug discovery

Vertical AIDrug DiscoveryApplicationUS2013$890.0M$3.0Bpublic700
Insilico Medicine

AI for drug design

Vertical AIDrug DiscoveryApplicationHong Kong2014$407.0M—private600
Anduril

Defense technology company

Vertical AIDefenseApplicationUS2017$3.7B$14.0Bprivate3,000
Shield AI

AI pilot for military aircraft

Vertical AIDefenseApplicationUS2015$980.0M$5.3Bprivate700
Palantir

Data analytics for defense and enterprise

Vertical AIDefenseApplicationUS2003——public3,838
Saildrone

Autonomous ocean vehicles

Vertical AIDefenseApplicationUS2012$240.0M—private300
Harvey

AI for legal work

Vertical AILegalApplicationUS2022$206.0M$1.5Bprivate100
Casetext

AI legal research platform

Vertical AILegalApplicationUS2013—$650.0Macquired200
Ironclad

AI contract management

Vertical AILegalApplicationUS2014$333.0M$3.2Bprivate400
Jasper

AI marketing content platform

Vertical AIMarketingApplicationUS2021$305.0M$1.5Bprivate350
Copy.ai

AI copywriting platform

Vertical AIMarketingApplicationUS2020$14.0M—private100
Writer

Enterprise AI writing platform

Vertical AIMarketingApplicationUS2020$226.0M$1.9Bprivate200
Salesforce

AI-powered CRM

Enterprise AICRMApplicationUS1999——public72,682
HubSpot

Inbound marketing and CRM

Enterprise AICRMApplicationUS2006——public7,700
Gong

Revenue intelligence platform

Enterprise AIRevenue IntelligenceApplicationUS2015$584.0M$7.3Bprivate1,200
Clari

Revenue operations platform

Enterprise AIRevenue IntelligenceApplicationUS2012$496.0M$2.6Bprivate700
Notion

AI-enhanced workspace

Enterprise AIProductivityApplicationUS2013$343.0M$10.0Bprivate500
Glean

AI enterprise search

Enterprise AIEnterprise SearchApplicationUS2019$600.0M$4.6Bprivate500
Moveworks

AI for IT support

Enterprise AIIT AutomationApplicationUS2016$305.0M$2.1Bprivate500
Intercom

AI customer messaging

Enterprise AICustomer SupportApplicationIreland2011$239.0M$1.3Bprivate800
Ada

AI customer service automation

Enterprise AICustomer SupportApplicationCanada2016$191.0M$1.2Bprivate450
Forethought

AI for customer support

Enterprise AICustomer SupportApplicationUS2017$92.0M—private150
UiPath

Robotic process automation

AutomationRPAApplicationUS2005——public4,200
Zapier

Workflow automation platform

AutomationWorkflowApplicationUS2011$1.3M$5.0Bprivate800
Make

Visual automation platform

AutomationWorkflowApplicationCzech Republic2012$82.0M$400.0Mprivate800
Covariant

AI for robotic picking

RoboticsWarehouseApplicationUS2017$222.0M—acquired100
Figure AI

Humanoid robot company

RoboticsHumanoidApplicationUS2022$1.4B$2.6Bprivate400
1X Technologies

Humanoid robots for work

RoboticsHumanoidApplicationNorway2014$125.0M—private150
Agility Robotics

Bipedal robots

RoboticsHumanoidApplicationUS2015$178.0M—private200
Skild AI

Robot foundation model

RoboticsFoundation ModelApplicationUS2023$300.0M$1.5Bprivate50
Physical Intelligence

Robot foundation model

RoboticsFoundation ModelApplicationUS2024$400.0M$2.4Bprivate50
Waymo

Self-driving technology

RoboticsAutonomous VehiclesApplicationUS2009$5.5B—subsidiary2,500
Cruise

Autonomous vehicle company

RoboticsAutonomous VehiclesApplicationUS2013$10.0B—subsidiary1,000
Nuro

Autonomous delivery vehicles

RoboticsAutonomous VehiclesApplicationUS2016$2.1B$8.6Bprivate1,100
Aurora

Self-driving technology

RoboticsAutonomous VehiclesApplicationUS2017——public1,800
Tesla AI

AI and robotics at Tesla

RoboticsAutonomous VehiclesApplicationUS2016——subsidiary—
Perplexity

AI-powered search engine

AI ApplicationsSearchApplicationUS2022$500.0M$9.0Bprivate150
Character.ai

AI character chatbots

AI ApplicationsConsumerApplicationUS2021$193.0M$1.0Bprivate30
Poe

Multi-model AI platform

AI ApplicationsConsumerApplicationUS2022——subsidiary—
Tome

AI presentation tool

AI ApplicationsProductivityApplicationUS2020$81.0M$600.0Mprivate90
Beautiful.ai

AI presentation software

AI ApplicationsProductivityApplicationUS2017$42.0M—private80
Otter.ai

AI meeting transcription

AI ApplicationsProductivityApplicationUS2016$63.0M—private200
Fireflies.ai

AI meeting assistant

AI ApplicationsProductivityApplicationUS2016$19.0M—private45
Synthesia

AI video generation

AI ApplicationsVideoApplicationUK2017$157.0M$2.1Bprivate350
HeyGen

AI video creation platform

AI ApplicationsVideoApplicationUS2020$60.0M—private150
Descript

AI video and audio editing

AI ApplicationsVideoApplicationUS2017$100.0M$553.0Mprivate170
Luma AI

AI 3D capture and generation

AI Applications3DApplicationUS2021$70.0M$500.0Mprivate50
Typeface

Enterprise content generation

AI ApplicationsContentApplicationUS2022$165.0M$1.0Bprivate170
Abnormal Security

AI email security

Cybersecurity AIEmail SecurityApplicationUS2018$284.0M$5.1Bprivate600
CrowdStrike

AI-powered endpoint security

Cybersecurity AIEndpointApplicationUS2011——public8,500
SentinelOne

Autonomous endpoint security

Cybersecurity AIEndpointApplicationUS2013——public2,300
Darktrace

AI cyber defense

Cybersecurity AINetworkApplicationUK2013—$5.3Bacquired2,200
Vectra AI

AI threat detection

Cybersecurity AINetworkApplicationUS2012$350.0M$1.2Bprivate600
DataRobot

Automated machine learning

Data & MLOpsAutoMLPlatformUS2012$1.0B$6.3Bprivate1,000
Dataiku

Everyday AI platform

Data & MLOpsData SciencePlatformFrance2013$837.0M$3.7Bprivate1,200
Tecton

Real-time feature platform

Data & MLOpsFeature StorePlatformUS2019$162.0M—private160
Modal

Serverless cloud for AI

Data & MLOpsComputePlatformUS2021$64.0M$400.0Mprivate40
Baseten

ML model deployment

Data & MLOpsModel ServingPlatformUS2019$60.0M—private60
Replicate

ML model hosting

Data & MLOpsModel ServingPlatformUS2019$58.0M—private50
Comet

ML experiment management

Data & MLOpsML PlatformPlatformUS2017$63.0M—private120
Neptune.ai

ML metadata store

Data & MLOpsML PlatformPlatformPoland2017$8.0M—private60
Unstructured

Unstructured data ETL

Data & MLOpsData ProcessingPlatformUS2022$65.0M—private50
Cleanlab

Data-centric AI platform

Data & MLOpsData QualityPlatformUS2021$30.0M—private35
Sama

AI training data and annotation

Data & MLOpsData LabelingPlatformUS2008$85.0M—private3,800
Appen

AI training data services

Data & MLOpsData LabelingPlatformAustralia1996——public1,000
Determined AI

Distributed ML training platform

Data & MLOpsML PlatformPlatformUS2017——acquired50
Anyscale

Ray distributed computing

Data & MLOpsComputePlatformUS2019$259.0M$1.0Bprivate200
Mosaic ML

LLM training platform

Data & MLOpsML PlatformPlatformUS2021$131.0M$1.3Bacquired100
Hex

Collaborative data workspace

Data & MLOpsData SciencePlatformUS2019$97.0M—private130
Posthog

Open source product analytics

Data & MLOpsAnalyticsPlatformUS2020$27.0M—private50
Wiz

Cloud security platform

Cybersecurity AICloud SecurityApplicationIsrael2020$1.9B$12.0Bacquired1,200
Palo Alto Networks

Enterprise cybersecurity

Cybersecurity AINetworkApplicationUS2005——public15,500
Zscaler

Cloud security platform

Cybersecurity AICloud SecurityApplicationUS2007——public7,700
Fortinet

Network security with AI

Cybersecurity AINetworkApplicationUS2000——public13,800
Lacework

AI cloud security

Cybersecurity AICloud SecurityApplicationUS2015$1.1B$8.3Bprivate800
Orca Security

Agentless cloud security

Cybersecurity AICloud SecurityApplicationIsrael2019$732.0M$1.8Bprivate500
Torq

AI security automation

Cybersecurity AISecurity AutomationApplicationIsrael2020$112.0M—private200
Augtera Networks

AI for network operations

Cybersecurity AINetworkApplicationUS2019$7.0M—private30
Bolster

AI phishing and fraud detection

Cybersecurity AIFraud DetectionApplicationUS2017$22.0M—private50
Snorkel AI

Programmatic data labeling

Data & MLOpsData LabelingPlatformUS2019$135.0M$1.0Bprivate200
Coactive AI

Multimodal data understanding

Data & MLOpsData ProcessingPlatformUS2021$45.0M—private35
Adept AI

AI agent company

Frontier ModelsAI AgentsFoundationUS2022$415.0M$1.0Bprivate30
SSI Safe Superintelligence

Superintelligence research

Frontier ModelsLarge Language ModelsFoundationUS2024$1.0B—private15
Sakana AI

Nature-inspired AI research

Frontier ModelsResearchFoundationJapan2023$300.0M$1.5Bprivate50
Poolside

AI code generation

Frontier ModelsCode GenerationFoundationUS2023$626.0M$3.0Bprivate50
Magic

AI software engineer

Developer ToolsCode AssistantDevToolsUS2022$320.0M$1.5Bprivate50
Devin Cognition

Autonomous AI software engineer

Developer ToolsAI IDEDevToolsUS2023$200.0M$2.0Bprivate30
Augment Code

AI coding platform

Developer ToolsCode AssistantDevToolsUS2022$227.0M—private100
Weights

AI model management

Developer ToolsML ToolsDevToolsUS2023$20.0M—private25
Aporia

ML observability and guardrails

Data & MLOpsML MonitoringPlatformIsrael2020$35.0M—private50
Neon

Serverless Postgres

InfrastructureDatabaseCloudUS2021$104.0M—private100
Supabase

Open source Firebase alternative

InfrastructureDatabaseCloudUS2020$116.0M$500.0Mprivate100