Private companies

AI infrastructure

Compute, data and tooling that AI products are built on.

Notes

Why each is here

  • CrusoeBuilds and operates data centers and a GPU cloud for AI workloads.
  • CScaleBuilds the optical links between accelerators in AI data centers.
  • DatabricksSells the data platform that enterprises train and run models on.
  • EtchedDesigns inference chips and sells the racks built on them.
  • Fireworks AIRuns an inference cloud that serves open-weight models.
  • FluidstackBuilds and leases the data centers and GPU capacity AI labs train on.
  • GMI CloudRents the GPU capacity AI teams train and serve models on.
  • Hugging FaceHosts the models and datasets much of the field builds on, and maintains the libraries used to train and serve them.
  • NscaleBuilds and runs the GPU data centers and cloud AI models train and serve on.
  • Scale AISupplies the training data and evaluations models are built on.
  • SiMa.aiMakes the chips and software that run AI models on edge devices.
  • VAST DataSells the storage and data layer AI clusters run on.

Companies in this sector

Sorted by last valuation. Rows with none sort last.
CompanyTierSectorsHQFoundedLast round or tenderLast valuationVenuesAcquisitionResearched
DatabricksCoveredAI infrastructureSan Francisco, CA2013Strategic round, Aug 13, 2026$190.00B, Aug 13, 2026Clarity (formerly Hiive), Augment, Caplight, Forge Global, EquityZen, Nasdaq Private Market, Notice, Rainmaker Securities, Linqto, Republic, Robinhood Ventures, Clear Street Private MarketsWatchOct 9, 2026
CrusoeTrackedAI infrastructureDenver, CO2018Series F, Sep 17, 2026$30.90B, Sep 17, 2026Clarity (formerly Hiive), Augment—Oct 6, 2026
VAST DataTrackedAI infrastructureNew York, NY2016Series F, Apr 22, 2026$30.00B, Apr 22, 2026Augment—Oct 6, 2026
Scale AITrackedAI infrastructureSan Francisco, CA2016Strategic investment, Jun 12, 2025$29.00B, Jun 12, 2025Clarity (formerly Hiive), Augment—Oct 6, 2026
EtchedTrackedAI infrastructureSan Jose, CA2022Funding round, Aug 18, 2026$21.00B, Aug 18, 2026Clarity (formerly Hiive), Augment, Caplight—Oct 6, 2026
FluidstackTrackedAI infrastructureNew York, NY2017Funding round, Sep 28, 2026$18.00B, reported Sep 28, 2026Clarity (formerly Hiive), Augment—Oct 6, 2026
Fireworks AITrackedAI infrastructureRedwood City, CA2022Series D, Jul 15, 2026$17.50B, Jul 15, 2026Clarity (formerly Hiive), Caplight—Oct 6, 2026
NscaleTrackedAI infrastructureLondon, United Kingdom2024Series C, Mar 9, 2026$14.60B, Mar 9, 2026Clarity (formerly Hiive), Caplight—Oct 7, 2026
Hugging FaceCoveredAI infrastructureNew York, NY2016Series D, Aug 24, 2023$4.50B, reported Aug 24, 2023Clarity (formerly Hiive), Augment, CaplightAgreedOct 6, 2026
SiMa.aiTrackedAI infrastructureSan Jose, CA2018Series C, Sep 28, 2026$1.45B, Sep 28, 2026Caplight—Oct 7, 2026
CScaleTrackedAI infrastructurePalo Alto, CA2023Series C, Sep 30, 2026No citable valuationCaplight—Oct 7, 2026
GMI CloudTrackedAI infrastructureMountain View, CA—Series B, Sep 30, 2026No citable valuationCaplight—Oct 7, 2026