Market landscapes / Model Serving & Compute
AI Data Centre & Power Infrastructure companies
The buildings and the electricity. Data centres built for AI workloads and the power to run them: Applied Digital, Fluidstack, Nexus Data Centers, DayOne and others. 14 companies, none acquired. This is the most capital-intensive corner of the whole market and the one where the constraint is physical rather than technical.
Updated 12 October 2026
14 companies
11 hiring now
The rest of the Model Serving & Compute landscape
The full map, including the sub-sectors too small to list separately.
The whole Model Serving & Compute mapGPU Cloud & Compute Rental 44LLM & Model Inference Serving 42AI Compute Hardware: Chips & Networking 33Inference Optimization & Compilers 25Model Gateways & Routing 23GPU Orchestration & Cluster Management 20
I am Ben Jackson. I map this market and I hire the commercial teams inside it: sales, marketing, product and delivery. If you are building a team in AI Data Centre & Power Infrastructure, here is how I work. The whole market in numbers.