Q1 2026

The Compute Economy

Mapping the companies building, selling, optimizing, and brokering compute infrastructure — from custom silicon and GPU clouds to orchestration layers and cost optimization tools powering the AI era. The race to supply and efficiently allocate compute has become the defining infrastructure challenge of the decade.

By Priscilla Russo·Updated March 28, 2026

Early

ArchitechChips

Growth

Groq$2.8B
Cerebras$1.1B
Etched$500M

Public

NVIDIAN/A
AMDN/A
Google Cloud TPUN/A
AWS Custom SiliconN/A

Early

TIROS

Series A

C2i Semiconductors$19M
Candidate Intelligence
Corintis$53M

Growth

QTS RealtyN/A
Crusoe Energy$3.9B
Lancium$650M
Firmus$327M
BrainBox AI$103M
Verdigris$42M

Public

EquinixN/A
Digital RealtyN/A
Applied Digital$2.4B

Public

Amazon Web ServicesN/A
Google Cloud PlatformN/A
Microsoft AzureN/A

Early

Foundry$80M
Voltage Park$500M
Vast.aiN/A
RunPod$20M

Series A

Northflank$31M
CIQ$42M

Growth

Lambda Labs$2.0B
Together AI$534M
Ori Industries$299M

Public

CoreWeave$46B

Early

Substrate$8M

Series A

Replicate$58M
Clockwork Systems$42M
Lemurian Labs$40M
Lamini$25M

Growth

Fireworks AI$327M
Baseten$585M
Clarifai$101M
Modal$111M
Anyscale$259M

Early

Parasail$10M
Ornn$5.7M
io.net$32M

Series A

SF Compute$52M
vCluster$29M

Growth

Andromeda$60M
CAST AI$272M
OneChronos$81M

Early

Mavvrik$17M
CloudChipr$500K

Series A

Vantage$25M
North$5M

Growth

CloudZero$118M
Kubecost$31M

Public

Apollo Global ManagementN/A
Blue Owl CapitalN/A
BlackstoneN/A
KKRN/A
Redpoint Portfolio
Silicon & Chip Makers
Data Centers & Energy
Hyperscale Cloud
GPU Cloud & Neocloud
Serverless & Inference Platforms
Compute Marketplaces & Brokers
Financial Infrastructure
Model Providers & AI Labs