Red Hat
Sells OpenShift AI, a platform for running and managing AI models on a company's own servers or cloud. Owned by IBM.
- Listed
- Private
Large enterprises already run Red Hat Linux, so adding AI there is a short step for their IT teams.
Its numbers are not reported separately inside IBM, so its growth is hard to track.
Money coming in
Who pays Red Hat, and for what.
No customers of Red Hat mapped yet.
Money going out
Who Red Hat pays to do what it does.
No suppliers of Red Hat mapped yet.
Where it sits on the map
Competitors and neighbours
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 profileMakes Gemini, the assistant built into Android, Search and Workspace.
25% of AI chip supply (Epoch AI)
Open profileSells Microsoft 365 Copilot inside Office and Windows, and owns a large stake in OpenAI.
20M+ users (2025)
Open profileDesigns its own Trainium AI chips and rents them out through AWS.
5% of AI chip supply (Epoch AI)
Open profileFrench lab with open and paid models, chosen by European firms that want data kept in Europe.
About $14B valuation (Sep 2025)
Open profileBuilds AI servers from Nvidia and AMD chips for enterprises, clouds and governments.
Full-year fiscal 2027 guidance raised to $192B (Sep 2026)
Open profileCanadian 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)
Open profileDesktop 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)
Open profileFree 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
Open profileThe 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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