Private companies

AI infrastructure

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

Companies under this lens

DatabricksTrackedAI infrastructureSan Francisco, CA2013Strategic round, Aug 13, 2026$190.00B, Aug 13, 2026Clarity (formerly Hiive), Augment, Caplight—Oct 6, 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
Hugging FaceCoveredAI infrastructureNew York, NY2016Series D, Aug 24, 2023$4.50B, reported Aug 24, 2023Clarity (formerly Hiive), Augment, CaplightAgreedOct 6, 2026

Why each is here

  • CrusoeBuilds and operates data centers and a GPU cloud for AI workloads.
  • 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.
  • Hugging FaceHosts the models and datasets much of the field builds on, and maintains the libraries used to train and serve them.
  • Scale AISupplies the training data and evaluations models are built on.
  • VAST DataSells the storage and data layer AI clusters run on.