Every company on the map

Turns doctor and patient conversations into clinical notes and billing codes for health systems.

Contracted ARR of $117M was reported for early 2025, the last figure found

The largest global integrator, building and running AI systems for large firms and governments.

Record $22.1B of bookings in one quarter (Mar 2026)

Makes the testers that check AI chips and memory before they ship.

About 1.13 trillion yen for fiscal 2026, up about 45% (reported)

Non-profit research lab that releases fully open models, with their training data and code.

Chinese tech group whose Qwen open models are among the most downloaded, and which runs Alibaba Cloud.

AI Cloud and Compute Services revenue $7.1B in the June 2026 quarter, up 45% (company)

Data centre developer with 51 campuses in the US, Latin America and Chile.

About $40B enterprise value (deal closed 21 July 2026)

Designs its own Trainium AI chips and rents them out through AWS.

5% of AI chip supply (Epoch AI)

Ambient AI that writes clinical notes and coding for doctor groups and health systems.

Makes the main alternative to Nvidia's AI GPUs, and CPUs for data centres.

Deal to supply up to 6 GW of chips to OpenAI from late 2026

Packages and tests chips for AI, including the 2.5D and fan-out packaging that joins GPUs to memory.

Record $1.68B in Q1 2026, with advanced products $1.37B up 29%

Makes copper and optical connectors that link servers, switches and racks in data centres.

Sales of $8.76B in Q2 2026 (quarter to 30 June 2026)

Makes Claude and Claude Code, and is strongest with businesses and software builders.

Annualised revenue run rate above $65B at the end of July 2026, reported from an investor update (Aug 2026)

Alternative asset manager that lends against GPU fleets and data centres, often through leases.

Listed data company that collects and labels AI training data, with a fast-growing China business.

Group revenue A$119.9M in the half year to June 2026 (ASX filing)

Builds Apple Intelligence into iPhone, Mac and iPad, and uses partner models for harder tasks.

Sells the machines that deposit and shape the layers of AI chips and memory.

Sells the Ethernet switches that connect AI clusters and campus networks.

Revenue of $3.04B in Q2 2026 (quarter to 30 June 2026)

Monitors AI models and agents in production, finding drift, errors and bad answers.

$70M Series C (2025)

Licenses the processor designs (CPU cores) that most of the world's chips are built on, and earns royalties on each chip sold.

$4.92B for the year to March 2026, a record

The largest outsourced chip packaging and testing firm, expanding its advanced packaging for AI.

The only company that makes the extreme ultraviolet machines that print the smallest chip patterns.

Raised guidance three times this year. Customers asking about 2029 and 2030

Makes chips and switches that connect AI accelerators inside a server rack.

Revenue of $392.4M in Q2 2026 (quarter to 30 June 2026)

Language learning app sold on subscription, with lessons built by teams of teachers.

Runs AI models in production for companies, handling the GPUs, scaling and speed so customers do not have to.

About $600M annualised run-rate, reported in mid 2026 (not audited)

Strategy consultancy with AI and deployment teams, named in the February 2026 OpenAI partnership.

German maker of the FLUX image models, sold through an API and used inside other apps.

$3.25B (Dec 2025, after a $300M Series B)

World's largest asset manager, which buys AI infrastructure debt and owns GIP, a buyer of data centres.

Largest alternative asset manager, with a large data centre platform through QTS and others.

Data centre platform about $185B including projects under construction (Q2 2026, internal valuation)

Makes fuel cells that give a data centre its own power without waiting for the grid.

Revenue of $1.065B in Q2 2026 (quarter to 30 June 2026)

Private credit and investment firm that funds data centres and their leases, with a large Meta joint venture.

Took 80% of Meta's Hyperion data centre joint venture

Bolt.new lets people build and run web apps from a prompt, inside the browser.

About $40M ARR (Mar 2025, Sacra estimate). No 2026 figure found

Tests and scores AI outputs, and traces each step of an AI app so teams can find and fix failures.

$80M at about $800M valuation (Feb 2026)

Designs custom AI chips for big clouds and AI labs, and the networking chips that link them.

AI chip revenue $16.7B in a quarter, up 221%

Infrastructure investor that owns power and data centre assets, and runs a $100B AI infrastructure program.

Owns TikTok and CapCut, which now adds AI video and editing tools for everyday users.

Sells chip-design software and design blocks used to build AI and other chips.

$1.58B in the quarter to June 2026, up 24.2%. Full-year 2026 guidance about $6.3B

Design app used by millions for slides, posters and social posts, with AI built in.

About $4B annual recurring revenue at the end of 2025 (company)

French consulting and engineering firm that builds AI and runs outsourced operations for clients.

2025 revenue €22.5B, up 1.7%

Makes large generator sets and turbines that run data centres when the grid is not enough.

Record sales of $20.5B in Q2 2026 (quarter to 30 June 2026)

Makes very large single-chip AI systems built for fast answers from models.

$510M in 2025, with $87.9M net income

Companion chat app where people talk with characters they create or find.

About $30M annualised (Jul 2025, Sacra estimate)

Israeli cyber firm that agreed to buy Lakera to add AI security to its products.

Homework help site that AI chatbots have largely displaced for students.

Q1 2025 revenue $121M, down 30%

Makes optical networking gear that links data centres and carries traffic between them.

Revenue of $1.67B in fiscal Q3 2026 (quarter to 1 August 2026)

Makes switches, routers and AI networking systems sold to cloud providers and enterprises.

About $4B of AI infrastructure revenue in fiscal 2026 (year to July 2026)

Runs a fast open-source database used for analytics. Bought Langfuse to add AI tracing to its stack.

Completed a $400M Series D alongside the Langfuse deal (Jan 2026). Valuation not in the source

Runs a global network and an AI Gateway that routes and caches AI calls for apps, and bought Replicate in Dec 2025.

Makes Devin, an AI software engineer, and owns the Windsurf coding editor it bought in 2025.

About $492M ARR in 2026 (Tech Insider). A KuCoin headline says $900M ARR. Sources conflict

US-based IT services firm building AI and data work for large companies, mainly in financial services.

Canadian company that builds enterprise AI models and mostly sells them for private or on-premise use.

About $240M annualised recurring revenue at end 2025 (reported)

Makes optical transceivers and lasers that connect AI data centres, plus industrial lasers.

Datacenter and Communications revenue of $1.62B in fiscal Q4 2026 (quarter to 30 June 2026)

Mechanical and electrical contractor that installs heating, cooling and power systems in data centres.

Revenue of about $3.3B in Q2 2026 (quarter to 30 June 2026)

Streaming data platform built on Apache Kafka that moves live business events between systems.

The largest US nuclear operator, selling carbon-free power under long contracts.

Revenue of $7.5B in Q2 2026 (quarter to 30 June 2026)

The largest GPU-only cloud, renting Nvidia chips to AI labs and big tech on long contracts.

Quarterly revenue $2.6B, up 112%. $104B backlog. Still loss-making

Makes optical fibre, cable and connectivity products for data centres and telecoms.

Optical Communications sales of $2.07B in Q2 2026 (quarter to 30 June 2026)

Online course platform for universities and companies, combined with Udemy in May 2026.

Q2 2026 revenue $298.6M, up 60%. Excluding Udemy, up about 4%

Makes high-speed copper cables and connection chips that link servers and switches.

$1.3B annual revenue

Governance platform that helps companies track and document their AI models and the rules they follow.

No figure found

Open-source framework where several AI agents work together as a team on one task.

About $3.2M ARR in 2025 (estimate, via a news report citing Latka). Growjo estimates $2.4M

Endpoint and cloud security company that is adding protection for AI agents and AI apps.

Ending ARR about $5.84B, up 25% year on year (quarter to 31 Jul 2026)

Builds AI data centres and rents out the computing power, partly powered by on-site gas.

Raised $3.9B at a $30.9B valuation (Sep 2026)

Makes Cursor, an AI code editor that writes and changes code for developers.

About $4B annualised revenue (early Jun 2026, reported). About 75% from enterprises (reported)

A data and AI platform where companies store, clean and train AI on their own data.

About $4B a year, growing 50%+. $100B+ valuation

Customer support agents for consumer brands, priced per resolved conversation.

Passed $100M annualised (reported Aug 2026, citing Newcomer)

Hosts open AI models through an API at low prices and is building its own data centre capacity.

Company says annual recurring revenue above $100M (2026). Not audited

Chinese research lab that releases its strongest models as open weights.

About 475M yuan (about $70.7M) in the first seven months of 2026 (The Information, reported)

Builds AI servers from Nvidia and AMD chips for enterprises, clouds and governments.

Full-year fiscal 2027 guidance raised to $192B (Sep 2026)

Big Four firm selling AI consulting, audit and tax work, plus its ZoraAI agentic product business.

Global revenue $74.5B for the year to May 2026, up 5.7% in dollars

Owns and leases large data centre buildings to cloud and AI companies.

Record $1.9B of signed rent waiting to start

Language learning app that uses AI to build lessons and tutor learners.

Q2 2026 revenue $298.5M, up 18%

Makes switchgear, transformers and power distribution equipment that sit between the grid and the server hall.

Record revenue of $8.5B in Q2 2026 (quarter to 30 June 2026)

Search engine company whose database finds matching text and meaning for AI apps.

Voice AI for dubbing, narration and voice agents, with an API that other builders use to add speech.

About $500M ARR (Apr 2026, Sacra estimate)

Electrical and mechanical contractor that builds and fits out data centres and other large buildings.

Revenue of about $5.15B in Q2 2026 (quarter to 30 June 2026)

Software that slows down AI computing when the grid is stressed, so data centres can connect sooner.

$150M at a $1.05B valuation (Aug 2026). Nvidia, Siemens and GE Vernova invested

Operates data centres that link cloud and network providers, and leases whole campuses through xScale.

Revenue of $2.63B in Q2 2026 (quarter to 30 June 2026)

Designs chips built only for running transformer models, the design behind most current AI.

AI for personal injury law firms, building case valuations and demand letters.

Over $2B (Series E, $150M, led by Bessemer)

Sells Droids, AI coding agents built for enterprise engineering teams.

About $60M annualised (Mar 2026, Sacra estimate), up from $5M at end 2025. The company has not published ARR

Serves image, video and audio models through an API for app builders.

Reported to have doubled from $200M to $400M annualised in about five months (one outlet, 2026)

Hosts open models for app builders with a focus on fast responses, billed per token.

Company says more than $1B annual recurring revenue (Jul 2026). Sacra estimates about $800M annualised by May 2026

Copies data from business apps like CRMs and accounting tools into a warehouse, and now owns dbt Labs, which cleans that data into shape.

Develops data centre campuses and raises the debt to build them.

Raised $4.6B of debt for one 230 MW Nevada campus

The biggest contract electronics maker, and the main assembler of Nvidia's AI server racks.

Tests AI models for hallucinations, errors and safety problems, and monitors them once they are live.

Total funding about $68M. Its $45M Series B was led by Scale Venture Partners (dated Oct 2024 by CB Insights)

Makes slides, pages and websites from a prompt, sold on a free and paid plan.

Passed $100M ARR (company, late 2025). Sacra estimate $102M in Oct 2025

Makes gas turbines and grid equipment that power new data centres and utilities.

$176B order backlog. Data centre orders over $5B in the first half of 2026

Enterprise search and AI assistant that finds answers across a company's apps and files, keeping each person's permissions.

$7.2B valuation. Over $100M a year

BlackRock-owned infrastructure investor that is part of the group buying Aligned Data Centers with MGX.

Library of course content for businesses, collecting learning from many publishers.

Makes Gemini, the assistant built into Android, Search and Workspace.

25% of AI chip supply (Epoch AI)

Writing checker and AI writing assistant, now sold under the Superhuman umbrella.

Makes fast inference chips for running models, built around its own LPU design.

$3.5B in a 2026 round that followed its Nvidia licensing deal

A student and graduate jobs network that now supplies expert contractors to train AI models.

About $1.1B annualised gross revenue in April 2026 (Sacra estimate). Net revenue about $450M after contractor pay

Makes the bonding machines that stack the layers of high-bandwidth memory.

AI for lawyers that drafts, researches and reviews contracts, sold to large law firms.

About $300M ARR (Sacra estimate, May 2026). One blog reports $400M, not confirmed

AI search and analysis for banks and investment firms, reading filings and documents at scale.

About $700M (reported, one tracker dated June 2026, date unconfirmed)

Open-source logging and gateway for AI calls. Now part of Mintlify and in maintenance mode.

Last disclosed raise of $1.5M (Apr 2023, per CB Insights). Acquisition price not disclosed

Makes solid-state transformers, a faster-to-build alternative to the traditional iron-core kind.

$140M Series B led by a16z and Breakthrough Energy (Feb 2026)

Builds AI servers for enterprises and clouds, including Nvidia-based systems.

AI agents that phone patients for check-ins and follow-ups, sold to health systems and insurers.

About $3.5B (Series C, $126M, Nov 2025)

Power grid unit of Hitachi that makes large transformers, which are a key bottleneck for new connections.

Runs the main hub where open models, datasets and demos are shared.

Annualised revenue above $150M, from one unofficial report. The company does not disclose revenue

IBM Consulting designs and runs AI and digital change for large banks, insurers and governments.

Q2 2026 revenue about $17.2B, up about 1%

Data integration and data quality software for large firms, now owned by Salesforce.

Indian IT services firm that builds and runs AI and digital systems for global clients.

FY26 (year to Mar 2026) constant-currency growth of 3.1%

Makes CPUs and runs Intel Foundry, which is trying to become a contract chipmaker for others.

Builds data centres next to its own power supply so they do not wait for the grid.

Bought by Alphabet for $4.75B (closed Mar 2026)

Runs human feedback and training data operations for frontier labs and large enterprises.

$134M in 2024, company figure reported by Sacra

US bank that lends to data centre builders, including construction loans alongside private funds.

Nonprofit learning site that offers Khanmigo, an AI tutor for students and teachers.

Makes inspection and measurement tools that find defects in chips while they are being made.

Sovereign wealth fund that co-backs Brookfield's AI infrastructure program.

Sells data labelling software and a data service for building AI training sets.

About $50M in 2024 (Latka estimate)

Zurich firm whose Lakera Guard and Lakera Red products protect AI apps from attacks and test them before launch.

About $300M, the price Check Point is reported to pay (estimate, not officially disclosed)

Makes the etch and deposition machines used to build AI memory and advanced chips.

$6.72B in fiscal Q4 2026 (reported late July 2026), up 30%

GPU cloud that rents Nvidia systems to AI builders and to Microsoft.

About $760M annualised in 2025 (Sacra estimate)

Makes LangChain, a popular framework for building AI apps, and LangSmith, its tracing and testing product.

LangSmith annual recurring revenue reported at $12M to $16M (TechCrunch, 2025). Not confirmed by the company

Open-source tool for tracing and evaluating AI apps. Acquired by ClickHouse in January 2026.

Bought by ClickHouse (Jan 2026)

AI platform for law firms that drafts, reviews and researches contracts, with more than 1,000 customers in 50 markets.

Passed $100M ARR (Apr 2026, company reported)

Builds AI servers for enterprises and some cloud customers.

Free open-source gateway that gives one code interface to many model providers, with a paid enterprise tier.

Seed round co-led by Y Combinator (reported)

Desktop app that runs open AI models on your own computer. Free for work and personal use since July 2025.

About $1.8M annual revenue in 2025 (reported)

Lets people describe an app in plain English and then builds, hosts and edits the software.

ARR about $400M by early 2026 and $500M by Jun 2026 (company statements and press reports, dates disputed)

Makes lasers and optical parts that carry data between AI servers and data centres.

Revenue up 90%. Nvidia invested $2B (Mar 2026)

Model router that picks the best model for each request to balance answer quality against cost.

$9M seed led by NEA (Nov 2023). No 2026 funding found

Designs custom AI chips for large cloud customers, and the optical chips that link data centres.

$2.006B in the quarter to July 2026 (fiscal Q2 2026), up 58%

Strategy consultancy with a large AI practice, named in a February 2026 OpenAI deployment partnership.

Pays vetted experts to write, grade and check the training data that AI labs buy.

About $2B gross annualised run rate in June 2026, reported by The Information. Gross means before contractor pay, which Sacra says is 60 to 70 percent of it

Builds Meta AI into Facebook, Instagram and WhatsApp, and makes the Ray-Ban glasses with EssilorLuxottica.

Sales more than tripled (H1 2025)

Abu Dhabi AI investment fund, backing Stargate and AI data centres in the US, UAE and Europe.

Supplies vetted domain experts, such as PhDs and senior engineers, to AI labs for training data.

More than $100M annual recurring revenue by December 2025 (TechCrunch). Sacra estimates about $500M annualised in August 2026 (estimate)

Makes DRAM and high-bandwidth memory for AI servers, and is one of three main memory makers.

Record $41.46B in fiscal Q3 2026 (reported)

Sells Microsoft 365 Copilot inside Office and Windows, and owns a large stake in OpenAI.

20M+ users (2025)

AI image generator used by artists and designers, sold by subscription.

About $500M in 2025 (Latka estimate)

Chinese lab that makes chat, voice and video models, with most app revenue from overseas subscriptions.

About $30.5M in 2024 (filings, reported). About $53.4M in the nine months to September 2025 (reported)

French lab with open and paid models, chosen by European firms that want data kept in Europe.

About $14B valuation (Sep 2025)

Pay-as-you-go GPUs and sandboxes for training jobs, AI inference and coding agents.

About $300M annualised (CEO, 2026, reported)

A database for flexible business records that now also stores the vectors AI search uses.

Chinese lab behind the Kimi chatbot and the Kimi open models.

Annual recurring revenue above $200M in April 2026 (reported)

Investment bank that arranges the bonds and loans that pay for AI data centres.

Arranged over $27B for Hyperion

Upskilling platform that trains workers in AI and coding, sold to employers.

Open-source workflow tool that links AI models to business apps, with a paid cloud and enterprise tier.

About $40M a year (reported at the Aug 2025 term sheet, Sifted). GetLatka also estimates $40M

GPU cloud that builds its own data centre campuses and rents capacity to Microsoft and Meta.

Up to 1.2 GW campus under way in Missouri

Software that shows developers where the grid has spare capacity to connect new loads.

Reportedly profitable with 100+ developer customers

Startup that secures AI agents by watching what they do and what they are allowed to access.

About $400M (Globes, unnamed sources, not officially disclosed)

Model router that predicts which AI model will give the best answer for a prompt at the lowest cost.

About $2.3M raised in 2024, plus an undisclosed 2025 round from strategic investors including IBM and SAP.iO

Workspace app for notes, wikis and projects, with AI writing and search added.

Makes the open-source Hermes models and the Hermes Agent.

About $36M annualised by mid-September 2026 (WSJ, reported). Expects to pass $100M by end 2026

Sells electricity to homes and businesses and is building power plants to serve data centres.

Designs small modular nuclear reactors, with a partner pursuing a large plan with the US Tennessee Valley Authority.

Q2 2026 revenue of about $0.1M (reported)

Makes cooling, power enclosures and cable systems that go inside data halls.

Sales of $1.47B in Q2 2026 (quarter to 30 June 2026)

Designs the GPUs that train and run most big AI models, and the CUDA software they run on.

$89.0B data centre revenue in the quarter to July 2026 (fiscal Q2 2027), out of $96.2B total

Develops small modular nuclear reactors aimed at selling power to data centres.

Q2 2026 revenue of $1.2M, mostly from recent acquisitions

Free tool that runs AI models on a laptop or server, used by millions of developers.

Not disclosed. Company declined to discuss revenue at its Series B

Makes ChatGPT, the assistant most people use, and sells its models to businesses through an API.

About $13B revenue in 2025, against about $34B of costs (reported)

Free clinical search tool for doctors that answers medical questions with cited sources.

About $300M annualised by mid-2026 (reported). Sacra estimated $150M for 2025

One API that sends requests to hundreds of AI models, billed in one place, with a small margin on each call.

Sacra estimate of about $50M annualised in early 2026. Company does not publish revenue

Runs large cloud data centres and rents AI computing, with OpenAI as its biggest customer.

Meeting recorder that transcribes calls and writes summaries and action points.

About $100M a year (2025)

Data software plus engineers who work inside a client's business to put AI to use.

Q2 2026 revenue $1.94B, up 93% year on year. Full-year guidance about $8.15B

Large firewall and security company that bought Protect AI to add AI model security to its Prisma AIRS platform.

Next-generation security ARR of $8.13B, up 60% year on year (Q3 FY26, reported)

Evaluates LLMs and AI agents for accuracy and safety, and builds simulated worlds to test agents.

Company says revenue grew more than 15 times in the past year. Not audited

Automates the engineering studies that utilities need before they approve a new connection.

Bought by Enverus (Mar 2025), which Blackstone is buying

UK education publisher and testing company moving its content and tests into AI tools.

AI search engine that answers questions with cited web sources, sold free and as a paid plan.

More than $750M annualised, up from under $250M at the start of 2026 (press reports, Aug 2026)

AI video app for making short clips from text or an image.

Large bond investor, owned by Allianz, that buys the debt behind AI data centres.

BlackRock took $3B of the Hyperion bonds

Managed vector database that stores the number codes AI apps use to search by meaning.

Builds its own AI models for writing software and licenses them to businesses.

Third-party estimates of $10M to $50M for 2025 (GetLatka says about $50M). Not company-disclosed

AI gateway with monitoring, guardrails and cost controls, sitting between a company's apps and its models.

No figure found

Developer platform that makes it easier to fine-tune and deploy open language models.

Reported sale price of $100M to $500M to Rubrik in June 2025 (reported, not official)

Startup that secures AI and machine learning models, now being bought by Palo Alto Networks.

Price not disclosed (Palo Alto deal announced Apr 2025)

Makes power cables and optical fibre cables that link new power plants and data centres.

Q2 2026 revenue of EUR 6.02B (quarter to 30 June 2026)

Big Four firm offering AI advisory, assurance and automation to large clients.

US data centre operator owned by Blackstone, and one of the largest in the country.

Blackstone bought QTS for about $10B in 2021

Builds AI servers for big cloud firms, mainly Nvidia GB300 systems.

NT$809.2B in Q1 2026, up 66.6%

Builds the transmission lines, substations and power connections that bring new electricity to data centres.

Revenue of about $9.6B in Q2 2026 (quarter to 30 June 2026)

Study app with flashcards and tests, now adding AI study tools.

Q&A site that runs Poe, an app for chatting with many AI models in one place.

Sells OpenShift AI, a platform for running and managing AI models on a company's own servers or cloud. Owned by IBM.

Lab that aims to build frontier open-weight models in the US, backed by Nvidia.

$8B after a $2B round led by Nvidia in October 2025. Talks at $25B reported in 2026

Low-code platform where businesses build teams of AI agents without deep coding.

Lets developers run AI models through an API. Now part of Cloudflare, feeding its Workers AI platform.

Bought by Cloudflare for $57.4M cash consideration, completed 1 Dec 2025

Browser-based app builder where people describe, build and launch software with AI.

About $525M annualised (Apr 2026, Sacra estimate), up from $300M at end 2025. Multiples.vc reports $1B latest revenue, which conflicts

AI for investment bankers and private equity analysts, built for research and deal work.

Over $50M annual recurring revenue (reported)

AI video tools for filmmakers, studios and ad makers.

About $300M (Multiples.vc record)

Research lab founded by Ilya Sutskever that aims to build safe superhuman AI and has no public product yet.

No revenue reported. No model, API or product released as of July 2026

CRM company selling Agentforce, AI agents built into its customer software.

Agentforce ARR about $800M in the quarter to Jan 2026, up 169% year on year (company, Q4 FY26)

Designs AI chips and systems for running large models for companies and governments.

About $11B after a round of about $1B (July 2026)

Makes memory chips, including high-bandwidth memory for AI, and contract chips in its foundry.

33% of the AI memory market (Q2 2026)

Business software giant that invested in n8n and plans to put n8n inside its Joule Studio agent tool.

Labels and grades training data and runs human evaluations for AI labs and big companies.

Meta paid $14.3B for 49%

Makes power, cooling and control equipment for data centres and grids.

H1 2026 revenue of EUR 21.2B (six months to June 2026)

Makes gas turbines, grid equipment and transformers that power data centres and utilities.

Q3 FY2026 revenue of about EUR 11.4B (quarter to 30 June 2026)

Customer service AI agents for large brands, founded by Bret Taylor.

About $200M annualised (May 2026, company reported)

Leading maker of high-bandwidth memory (HBM), the fast memory stacked beside every AI GPU.

76% operating margin in Q2 2026. 50% of the memory market

Corporate e-learning library selling course content to large firms.

China's largest contract chipmaker, producing advanced chips for Chinese AI designers under US export limits.

Builds finished training datasets and simulated environments for AI labs, enterprises and the US government.

Annualised run rate above $350M, company figure in September 2026. Implicator reports $375M

A cloud data warehouse that companies use to store and search their business data for AI.

Over $4B product revenue guided

Japanese investor with a large OpenAI stake and a role in the Stargate project.

AI language tutor app built for speaking practice.

$1B valuation (Dec 2024)

Data centre developer, and Blue Owl's data centre arm, seeking a large loan to fund its builds.

Asia operations could sell for more than $30B (Bloomberg, May 2026, not finalised)

Makes full songs from text prompts, used by people with no music training.

About $300M ARR per the CEO (Feb 2026). Not audited

An open source database service that also stores the search data AI apps need.

$5B valuation (Oct 2025)

Builds AI servers and racks from Nvidia and AMD parts, fast and to order.

$10.2B in the quarter to March 2026, up 122.7%. Full-year outlook at least $40B (Feb 2026)

Supplies high-end human data to AI labs, and was profitable before its first outside raise.

About $1.2B in 2024 (Sacra estimate)

Sells the software that engineers use to design and check AI chips, plus the chip building blocks they reuse.

$2.477B in the quarter to July 2026 (fiscal Q3 2026), up from $1.740B a year earlier. Full-year guidance about $9.7B

AI video platform that makes training and corporate videos from text, with AI presenters.

About $150M ARR (reported Jan 2026, trackers)

Owns nuclear and gas power plants and sells power to large buyers, including data centres.

Adjusted EBITDA of $374M in Q2 2026 (quarter to 30 June 2026)

Tata Consultancy Services, India's largest IT services firm, selling AI services across its client base.

Designs AI chips and open source chip designs, led by chip designer Jim Keller.

Lab founded by former OpenAI leaders, which sells Tinker for managed fine-tuning of open models.

Annualised run rate above $100M, self-reported and unaudited

Legal, tax and news publisher whose CoCounsel AI is sold to law firms and accountants.

Hosts and fine-tunes open AI models on rented GPUs for companies.

About $1B annualised (Sacra estimate, Feb 2026)

Makes coating, etching and cleaning machines used in chip factories, including for AI memory.

Makes most of the world's most advanced chips, including nearly all the AI GPUs from Nvidia and AMD.

Up to $54.3B sales in one quarter. Profit up 69%

Supplies coding and engineering experts who train, test and check AI models for labs.

About $300M annual recurring revenue at its March 2025 round (TechCrunch)

AI music generator and a rival to Suno, used to make songs from prompts.

Automation software that now adds AI agents to its software robots, which click through business systems.

About $1.5B a year (public)

Turns PDFs, emails, slides and scans into clean text that AI models can read.

Vehicle that buys Nvidia GB200 chips and leases them to an xAI subsidiary, financed by Apollo.

Automates compliance work, such as SOC 2 and ISO 27001 audits, for companies that sell software.

About $300M ARR (Apr 2026, Sacra estimate). A company profile says over $300M, not confirmed

Builds and runs large data centre campuses for cloud and AI tenants across several continents.

Exploring an IPO or sale at about $100B (Reuters, Aug 2026, reported)

Exports US natural gas and is building power plants at its terminals to sell electricity to data centres.

Plan could power up to 10 GW of computing (WSJ, Oct 2026)

Hosts web apps and runs AI Gateway, one endpoint for many model providers with no token markup.

About $340M run-rate (Apr 2026, reported)

Makes the power and cooling equipment that keeps data centre servers running.

Quarterly sales of $3.3B (Q2 2026)

Owns large gas and nuclear power plants and sells the electricity under long contracts.

Ongoing operations adjusted EBITDA of $1.77B in Q2 2026 (quarter to 30 June 2026)

Open source vector database for building search and retrieval into AI apps.

Indian IT services firm offering AI, engineering and managed services to global clients.

Designs and builds AI server racks for large cloud customers, part of the Wistron group.

NT$276.5B in Q1 2026, up 62%

Cloud security platform that finds risks across a company's cloud accounts, now owned by Google.

Reported above $1B ARR during 2025, from unnamed sources (press)

Enterprise automation platform that connects business systems and runs AI agents across them.

Enterprise AI writing platform for marketing and corporate content, with its own model stack.

Builds the Grok assistant, offered through X and its own app and API.

About $500M annualised run rate in 2026 (reported)

AI search and chat app for research and work, sold to individuals and firms.

Connects thousands of apps so tasks run automatically, and now sells AI agents on top.

About $250M+ a year (estimate)

Chinese lab that makes the GLM models, mostly sold to enterprises, and is now listed in Hong Kong.

About $44.4M in 2024 (filings, reported)

Video calls with an AI companion that writes meeting summaries and answers questions about past calls.