Private and local AI
Running models on your own machines or in your own cloud account for privacy, cost or control.
Who is making money
The companies earning or raising real money in this part of AI. Suppliers are marked: they sell to the builders rather than to end users.
Sells NIM microservices and NVIDIA AI Enterprise software, which run AI models inside a company's own data centre.
$89.0B data centre revenue in the quarter to July 2026 (fiscal Q2 2027), out of $96.2B total
Open profileHosts private model deployments inside a customer's Google Cloud account, and runs its own Gemini models.
25% of AI chip supply (Epoch AI)
Open profileHosts private model deployments inside a customer's Azure account, and sells its own Copilot and model services.
20M+ users (2025)
Open profileHosts private and dedicated copies of AI models inside a customer's own AWS account, through Bedrock and related services.
5% of AI chip supply (Epoch AI)
Open profilesells on-premise deployments
About $14B valuation (Sep 2025)
Open profileSells AI servers and the Dell AI Factory package, built with Nvidia chips, for companies that run AI in their own sites.
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 profilethe popular tool for running models on a laptop or server
Not disclosed. Company declined to discuss revenue at its Series B
Open profileSells Private Cloud AI, a bundled on-premise AI system with Nvidia chips, for companies that keep data in-house.
Open profileSells OpenShift AI, a platform for running and managing AI models on a company's own servers or cloud. Owned by IBM.
Open profileWhere the money flows
Companies pay vendors or integrators for licences and setup, and hardware makers for the machines.
reported as a customer of Cohere's enterprise models
sacra.combuys Nvidia GPUs for the AI servers it sells
thenextweb.com
The openings
Gaps still open in this area, from ones a small business could take to ones only giants can play.
- Small business Private AI installs for NZ law, accounting and health firms that must keep data in-house
- Startup money A managed private AI box for small businesses
- Giants only On-device chips and models
Local models lag the best ones and cost more to maintain, so most firms end up on cloud APIs anyway.
Sources: komo.ai
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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