Market map · United States

AI compute and inference market map: United States

165 AI compute and inference startups based in the United States that have raised money in rounds we track, placed in 6 segments by what each says it does. Together they have raised $71B; the biggest segment is GPU clouds.

165startups on the map
6segments
$71Braised between them
Data centres and powermost funded segment

GPU clouds

66

+42 more

Data centres and power

43

+19 more

AI chips

30

+6 more

Inference platforms

19

Training and fine-tuning

4

Retrieval and vector search

3

Segment by segment

GPU clouds

66 startups · $18B raised

  1. LambdaTrain and scale AI on NVIDIA VR200 NVL 72, GB300 NVL 72, B300, B200, H200, H100, and more GPUs.United States$6.8B
  2. BasetenBaseten is a San Francisco-based company founded in 2019 that specializes in AI inference infrastructure.United States$4.0B
  3. FluidstackFluidStack is a GPU cloud for AI, ML and LLM companies.United States$3.0B
  4. PaleBlueDot AIPaleBlueDot AI is a Neocloud startup based in Palo Alto, California, founded in 2024.United States$605M
  5. General ComputeGeneral Compute provides an ASIC-based cloud inference platform with an OpenAI-compatible API for deploying and serving AI models.United States$500M
  6. TensorWaveTensorWave is an AMD-exclusive AI and HPC cloud platform founded in 2023 and based in Las Vegas, Nevada.United States$450M
  7. Modal LabsModal develops machine learning software to help run code in the cloud.United States$442M
  8. GMI CloudGMI Cloud creatE the foundation for the AI-driven future, ensuring the technology of tomorrow can propel our world forward.United States$372M

Data centres and power

43 startups · $41B raised

  1. Aligned Data CentersAligned Data Centers is a prominent private hyperscale data center infrastructure provider, established in 2013 and headquartered United States$12B
  2. CrusoeCrusoe is an energy-first AI infrastructure company that develops and operates large-scale, AI-optimized data centers powered by cUnited States$9.9B
  3. Vantage Data CentersVantage Data Centers designs and develops data center campuses to large cloud providers, AI enterprises, and other tech-driven businesses.United States$8.6B
  4. Core ScientificCore Scientific operates blockchain data centers and manufactures digital currency mining servers.United States$5.4B
  5. DataBankDataBank is a prominent enterprise-class data center provider based in Dallas, Texas.United States$1.1B
  6. SambaNova SystemsSambaNova Systems builds AI hardware and integrated systems to run AI applications from the data center to the cloud.United States$1.0B
  7. Intersect PowerIntersect delivers scalable energy and digital infrastructure solutions for AI data centers.United States$800M
  8. LumilensLumilens addresses the red hot market for AI data center infrastructure by designing, manufacturing and selling photonic interconnUnited States$709M

AI chips

30 startups · $8.5B raised

  1. TenstorrentTenstorrent is a computing company that develops processors designed to help in faster training and adaptability to future algorithms.United States$3.0B
  2. EtchedEtched is a technology company that has developed Sohu, the world’s first specialized chip (ASIC) designed specifically for transfUnited States$1.0B
  3. Ayar LabsAyar Labs is a semiconductor company focused on transforming AI infrastructure through high-speed, light-based optical I/O solutions.United States$904M
  4. Positron AIPositron AI is a semiconductor and AI infrastructure company based in Reno, Nevada, founded in 2023.United States$875M
  5. LightmatterLightmatter is a Boston-based optical computing company founded in 2017 by MIT researchers.United States$433M
  6. d-Matrixd-Matrix is a semiconductor company based in Santa Clara, California, founded in 2019.United States$275M
  7. Celestial AICelestial AI is a semiconductor and AI infrastructure company specializing in optical interconnect technology for data centers andUnited States$250M
  8. TachyumTachyum, Inc.United States$245M

Inference platforms

19 startups · $2.5B raised

  1. Fireworks AIFireworks AI is a generative AI infrastructure platform that specializes in delivering fast inference and full-parameter training United States$1.7B
  2. Gimlet LabsGimlet Labs is an applied AI research and product company located in San Francisco.United States$380M
  3. InferactInferact is an AI infrastructure startup founded by the creators of vLLM, a leading open-source LLM inference engine.United States$150M
  4. ChalkChalk is a data platform designed for AI inference, enabling organizations to deploy, manage, and scale real-time machine learningUnited States$51M
  5. Sygaldry TechnologiesSygaldry Technologies is a quantum-AI infrastructure startup based in Mountain View, California.United States$33M
  6. Tigris DataTigris Data is a software company founded in 2021 by the former Uber storage team.United States$25M
  7. FriendliAIFriendliAI is a generative AI infrastructure company based in Redwood City, California, with roots in Seoul, South Korea.United States$20M
  8. Featherless.aiFeatherless AI is a technology company based in San Francisco, founded in 2023 by Eugene Cheah, Harrison Vanderbyl, and Wesley George.United States$20M

Training and fine-tuning

4 startups · $113M raised

  1. RadixArkRadixArk is an AI infrastructure company based in Palo Alto/Redwood City, California.United States$100M
  2. RaiinmakerRaiinmaker is a Web3 and AI technology company founded in 2018, focused on creating a decentralized AI infrastructure that allows United States$7.5M
  3. PipeshiftPipeshift is a San Francisco-based AI infrastructure startup that provides a modular orchestration platform for training, deployinUnited States$4.5M
  4. Cumulus LabsCumulus 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

  1. Parallel Web SystemsParallel Web Systems is an AI infrastructure company focused on enhancing how AI agents interact with the web.United States$100M
  2. Judgment LabsJudgment Labs is an AI infrastructure company specializing in Agent Behavior Monitoring (ABM).United States$32M
  3. OramaOrama 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 United States. 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.

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