# AI Compute and Inference Market Map San Francisco 2026: 36 Startups in 5 Segments > 36 AI compute and inference startups in San Francisco, mapped in 5 segments: GPU clouds, inference platforms and data centres and power and more. Source: https://millionrounds.com/market-maps/ai-compute-and-inference-san-francisco-market-map (Millionrounds; every figure on the page links to its filing or article) ## GPU clouds 17 - [Baseten](https://millionrounds.com/company/baseten) - [Prime Intellect](https://millionrounds.com/company/prime-intellect) - [HEAVY.AI](https://millionrounds.com/company/heavy-ai) - [Hyperbolic](https://millionrounds.com/company/hyperbolic) - [Luminal](https://millionrounds.com/company/luminal) - [Thunder Compute](https://millionrounds.com/company/thunder-compute) - [Tera AI](https://millionrounds.com/company/tera-ai) - [Elotl](https://millionrounds.com/company/elotl) - [Banana](https://millionrounds.com/company/banana) - [Bytez](https://millionrounds.com/company/bytez) - [Zibra Labs](https://millionrounds.com/company/zibra-labs) - [Stoa (YC S26)](https://millionrounds.com/company/stoa-yc-s26) - [Trainy](https://millionrounds.com/company/trainy) - [TensorFuse](https://millionrounds.com/company/tensorfuse) - [Moonglow](https://millionrounds.com/company/moonglow) - [AI QA Suite](https://millionrounds.com/company/ai-qa-suite) - [Yamify](https://millionrounds.com/company/yamify) ## Inference platforms 9 - [Gimlet Labs](https://millionrounds.com/company/gimlet-labs) - [Inferact](https://millionrounds.com/company/inferact) - [Chalk](https://millionrounds.com/company/chalk) - [Featherless.ai](https://millionrounds.com/company/featherless-ai) - [FriendliAI](https://millionrounds.com/company/friendliai) - [Infinity Artificial Intelligence Institute](https://millionrounds.com/company/infinity-artificial-intelligence-institute) - [each::labs](https://millionrounds.com/company/each-labs) - [Kuzco](https://millionrounds.com/company/kuzco) - [Vantafold](https://millionrounds.com/company/vantafold) ## Data centres and power 4 - [Watney Robotics](https://millionrounds.com/company/watney-robotics) - [Unlimited Industries](https://millionrounds.com/company/unlimited-industries) - [Internet Backyard](https://millionrounds.com/company/internet-backyard) - [ArchiLabs](https://millionrounds.com/company/archilabs) ## Training and fine-tuning 3 - [RadixArk](https://millionrounds.com/company/radixark) - [Pipeshift](https://millionrounds.com/company/pipeshift) - [Cumulus Labs](https://millionrounds.com/company/cumulus-labs) ## Retrieval and vector search 3 - [Parallel Web Systems](https://millionrounds.com/company/parallel-web-systems) - [Judgment Labs](https://millionrounds.com/company/judgment-labs) - [Orama](https://millionrounds.com/company/orama) ## Segment by segment ### GPU clouds 17 startups · $4.4B raised - [**Baseten**](https://millionrounds.com/company/baseten) Baseten is a San Francisco-based company founded in 2019 that specializes in AI inference infrastructure. United States $4.0B - [**Prime Intellect**](https://millionrounds.com/company/prime-intellect) Prime Intellect is a technology company based in Dover, Delaware, focused on building an open superintelligence stack. United States $180M - [**HEAVY.AI**](https://millionrounds.com/company/heavy-ai) HEAVY.AI is a software company based in San Francisco, California, specializing in a GPU-accelerated database and visual analytics platform. United States $55M - [**Hyperbolic**](https://millionrounds.com/company/hyperbolic) Hyperbolic provides high‐performance GPU clusters and managed inference for AI startups and ML teams that need reliable capacity o United States $42M - [**Luminal**](https://millionrounds.com/company/luminal) Luminal is an AI infrastructure and machine learning compiler company that focuses on enhancing model inference and deployment speed on GPUs. United States $28M - [**Thunder Compute**](https://millionrounds.com/company/thunder-compute) Thunder Compute is a cloud computing company founded in 2024 and backed by Y Combinator. United States $13M - [**Tera AI**](https://millionrounds.com/company/tera-ai) Tera AI is a San Francisco-based startup founded in 2023 by Tony Zhang. United States $8.0M - [**Elotl**](https://millionrounds.com/company/elotl) Elotl is a San Francisco-based company that specializes in developing a nodeless Kubernetes platform and AI infrastructure engine. United States $5.0M ### Inference platforms 9 startups · $624M raised - [**Gimlet Labs**](https://millionrounds.com/company/gimlet-labs) Gimlet Labs is an applied AI research and product company located in San Francisco. United States $380M - [**Inferact**](https://millionrounds.com/company/inferact) Inferact is an AI infrastructure startup founded by the creators of vLLM, a leading open-source LLM inference engine. United States $150M - [**Chalk**](https://millionrounds.com/company/chalk) Chalk is a data platform designed for AI inference, enabling organizations to deploy, manage, and scale real-time machine learning United States $51M - [**Featherless.ai**](https://millionrounds.com/company/featherless-ai) Featherless AI is a technology company based in San Francisco, founded in 2023 by Eugene Cheah, Harrison Vanderbyl, and Wesley George. United States $20M - [**FriendliAI**](https://millionrounds.com/company/friendliai) FriendliAI is a generative AI infrastructure company based in Redwood City, California, with roots in Seoul, South Korea. United States $20M - [**Infinity Artificial Intelligence Institute**](https://millionrounds.com/company/infinity-artificial-intelligence-institute) Automated AI Research for Inference Optimization United States $1.8M - [**each::labs**](https://millionrounds.com/company/each-labs) each::labs is a private AI software company based in San Francisco, specializing in a unified platform for AI model inference. United States $1.0M - [**Kuzco**](https://millionrounds.com/company/kuzco) Kuzco is a marketplace for distributed LLM inference network. United States $500K ### Data centres and power 4 startups · $118M raised - [**Watney Robotics**](https://millionrounds.com/company/watney-robotics) Watney Robotics develops autonomous robotic systems to manage data center and supercomputing infrastructure. United States $101M - [**Unlimited Industries**](https://millionrounds.com/company/unlimited-industries) Unlimited Industries is an AI-native construction company based in San Francisco, founded in 2025. United States $12M - [**Internet Backyard**](https://millionrounds.com/company/internet-backyard) Internet Backyard is a startup founded by Mai Trinh that focuses on building financial infrastructure for the AI compute economy. United States $4.5M - [**ArchiLabs**](https://millionrounds.com/company/archilabs) ArchiLabs is a data center design automation company that enhances mission-critical design workflows by connecting models, enginee United States $500K ### Training and fine-tuning 3 startups · $105M raised - [**RadixArk**](https://millionrounds.com/company/radixark) RadixArk is an AI infrastructure company based in Palo Alto/Redwood City, California. United States $100M - [**Pipeshift**](https://millionrounds.com/company/pipeshift) Pipeshift is a San Francisco-based AI infrastructure startup that provides a modular orchestration platform for training, deployin United States $4.5M - [**Cumulus Labs**](https://millionrounds.com/company/cumulus-labs) Cumulus Labs develops software for creating, running, and managing virtual labs and hands-on training environments. United States $500K ### Retrieval and vector search 3 startups · $133M raised - [**Parallel Web Systems**](https://millionrounds.com/company/parallel-web-systems) Parallel Web Systems is an AI infrastructure company focused on enhancing how AI agents interact with the web. United States $100M - [**Judgment Labs**](https://millionrounds.com/company/judgment-labs) Judgment Labs is an AI infrastructure company specializing in Agent Behavior Monitoring (ABM). United States $32M - [**Orama**](https://millionrounds.com/company/orama) Orama is a San Francisco-based AI research lab and software company that specializes in search and AI infrastructure. United States $500K **How this map is made.** Every startup here has raised money in rounds we track, and is based in San Francisco. It joins the map when its sectors, read from its rounds, or the opening of its own description say it works in AI compute and inference, and goes to the first segment whose words it carries. Each segment shows its best-funded first. Rebuilt nightly; updated 15 November 2026. ## More market maps [All maps](https://millionrounds.com/market-maps) [Market map **AI compute and inference market map** 266 startups · 6 segments · $88B](https://millionrounds.com/market-maps/ai-compute-and-inference-market-map)[Investors map **Who invests in AI compute and inference** 199 investors · 6 segments](https://millionrounds.com/market-maps/ai-compute-and-inference-investors-map)[Market map · United States **AI compute and inference market map: United States** 165 startups · 6 segments · $71B](https://millionrounds.com/market-maps/ai-compute-and-inference-united-states-market-map)[New wave **New AI compute and inference startups, founded 2020 on** 117 startups · 6 segments · $17B](https://millionrounds.com/market-maps/new-ai-compute-and-inference-startups-market-map)[Raised in 2026 **AI compute and inference startups that raised in 2026** 113 startups · 5 segments · $51B](https://millionrounds.com/market-maps/ai-compute-and-inference-raised-2026-market-map)[Market map · Europe **AI compute and inference market map: Europe** 59 startups · 4 segments · $7.9B](https://millionrounds.com/market-maps/ai-compute-and-inference-europe-market-map) ## Who backs AI compute and inference? 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