Enterprise DNA
Inference providers Supplier to the AI builders

DeepInfra

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

Revenue
Company says annual recurring revenue above $100M (2026). Not audited
Value
No official figure. Third-party models give very different estimates
Growth
Company says revenue rose more than 900% since the start of 2026
Listed
Private
Why it is winning

Low-cost hosting of popular open models for developers who count every token.

The risk to watch

Revenue is company-reported and funding totals differ between sources.

Money coming in

Who pays DeepInfra, and for what.

No customers of DeepInfra mapped yet.

Money going out

Who DeepInfra pays to do what it does.

No suppliers of DeepInfra mapped yet.

Where it sits on the map

Competitors and neighbours

Nvidia
NVDA Supplier

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

Open profile
Groq
Supplier

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

Open profile
Cerebras
CBRS Supplier

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

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

Open profile
Lambda
Supplier

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

About $760M annualised in 2025 (Sacra estimate)

Open profile
Fireworks AI
Supplier

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

Open profile
Together AI
Supplier

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

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

Open profile
Hugging Face
Supplier

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

Open profile
Modal
Supplier

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

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

Open profile
Replicate
Supplier

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

Open profile

Sources: pulse2.com, aiweekly.co

The map updates three times a week.

241 companies across 25 areas, 62 money flows and 89 openings so far. New research lands every Tuesday, Thursday and Saturday.

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