AI Tech Stack · Market Landscape

Model Serving & Compute

A live map of the companies running models in production, the serving, inference and compute layer of the stack.

$92bn of the $114bn raised in this category is debt and public-market financing, concentrated in a handful of compute providers. Strip it out and genuine venture equity is just $22.5bn, with over half the field still at Seed or Series A. Compute is a far earlier and more contestable market than its headline capital implies.

The map is one large image. On a small screen the list below is easier to read.

Companies shown by their primary sub-sector. Funding figures are venture rounds only, sourced from Crunchbase; acquired companies are marked and excluded from the aggregate stats. Logos via logo.dev.