| Abnormal | built on | Microsoft | | verified | Abnormal AI + Microsoft | Strengthen M365 Email Securityabnormal.ai |
| Akamai | built on | NVIDIA | | verified | Akamai to Deploy Thousands of NVIDIA Blackwell GPUs to Create One of the World’s Most Widely Distributed AI Platforms - NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs and BlueField-3 DPUs across Akamai Inference Cloudakamai.com · 2026-03-03 |
| Alphabet | built on | Google TPU | | verified | Google Cloud, Cloud TPU (product page)cloud.google.com |
| Amazon | built on | NVIDIA | | verified | AWS, Amazon EC2 P6e-GB300 UltraServers accelerated by NVIDIA GB300 NVL72 are now generally availableaws.amazon.com · 2025-12-02 |
| Amazon | built on | AWS Trainium | | verified | AWS, Trainium (product page)aws.amazon.com |
| Anduril | built on | OpenAI | | verified | OpenAI partners with defense company Andurilcnbc.com · 2024-12-04 |
| Anduril | built on | Qualcomm | | verified | Reuters, Anduril, Qualcomm partner on new line of US-made laptops (BlueChip rugged laptops run Qualcomm Snapdragon X chips; board assembly at Anduril's Arsenal-1, preorders 2027)investing.com · 2026-10-27 |
| Applied Intuition | built on | OpenAI | | verified | OpenAI and Applied Intuition Enter Into Strategic Collaboration to Usher in a World of Intelligent Vehiclesprnewswire.com · 2025-06-10 |
| Apptronik | built on | Google DeepMind | | verified | Apptronik raises $520 million to beat Chinese humanoids, Tesla Optimus to marketcnbc.com · 2026-02-11 |
| Astera Labs | built on | NVIDIA | | verified | Page on ir.asteralabs.comir.asteralabs.com · 2025-05-19 |
| Azure AI Foundry | built on | Anthropic | | verified | Microsoft Azure blog, Claude in Microsoft Foundry is now generally available - Claude hosted on Azure, inference processed in Azure with a choice of Global or US data zonesazure.microsoft.com · 2026-06-29 |
| Azure AI Foundry | built on | OpenAI | | verified | Microsoft Foundry devblog, What’s new in Microsoft Foundry: July and August 2026 - GPT-5.6 variants added to Foundry on 2026-07-09 alongside the existing Azure OpenAI model linedevblogs.microsoft.com · 2026-07-09 |
| AWS Bedrock | built on | Anthropic | | verified | Claude by Anthropic - Models in Amazon Bedrock – AWSaws.amazon.com |
| AWS Bedrock | built on | NVIDIA | | reported | TipRanks (relaying AWS's Julia White on The Information), Amazon's Bedrock Is Now Mostly Powered by Custom Chips (also runs on NVIDIA GPUs)tipranks.com · 2025-10-14 |
| AWS Bedrock | built on | OpenAI | | verified | GPT-6 Astra from OpenAI is now available on Amazon Bedrockaboutamazon.com · 2026-04-28 |
| AWS Bedrock | built on | AWS Trainium | | verified | Amazon, CEO Andy Jassy's 2025 Letter to Shareholders (Bedrock runs most of its inference on Trainium)aboutamazon.com · 2026-04-10 |
| Boost Run | built on | NVIDIA | | verified | Boost Run Achieves NVIDIA Exemplar Cloud on NVIDIA Blackwell Architecture™, Joining an Elite Tier of Global AI Infrastructure Leadersnasdaq.com · 2026-04-13 |
| Brahma AI | built on | Alphabet | | verified | Brahma AI and Google Cloud Collaborate to Scale High-Fidelity, Interactive Digital Humans for Global Enterprisesgooglecloudpresscorner.com · 2026-03-10 |
| Cerebras | built on | Cerebras WSE-3 | | verified | Cerebras, The Wafer-Scale Engine (product page)cerebras.ai |
| Clio | built on | Microsoft | | verified | Page on clio.comclio.com |
| Cloudflare | built on | OpenAI | | verified | Cloudflare Expands its Agent Cloud to Power the Next Generation of Agents - developers pick OpenAI and open-source models from one catalogue on Cloudflare, with an OpenAI quote on agents powered by GPT-5.4 and Codex; Cloudflare was also a day-0 launch partner for OpenAI's gpt-oss open models on Workers AIcloudflare.com · 2026-04-13 |
| Cohere | built on | AMD | | verified | Prior mark: TechCrunch, Cohere hits $7B valuation a month after its last raise, partners with AMD ($100M second close of the $500M round)techcrunch.com · 2025-09-24 |
| CoreWeave | built on | NVIDIA | | verified | CoreWeave 10-Q, filed 2026-08-12 (names NVIDIA)sec.gov · 2026-08-12 |
| CoreWeave | built on | VAST Data | $1.17B | verified | VAST Data partners with CoreWeave for $1.17B to advance AI technologyvastdata.com · 2025-11-06 |
| Crusoe | built on | NVIDIA | | verified | Crusoe, Unlocking the power of NVIDIA GB200 NVL72: How Crusoe makes next-gen AI a realitycrusoe.ai · 2025-10-09 |
| Cursor / Anysphere | built on | Moonshot AI | | reported | TechCrunch, Cursor admits its new coding model was built on top of Moonshot AI's Kimitechcrunch.com · 2026-03-22 |
| Cyera | built on | Microsoft | | verified | Cyera Secures the Agentic AI Era in Collaboration with Microsoft Purview, Sentinel, Entra, and Copilot Studiocyera.com · 2025-11-18 |
| DeepL | built on | NVIDIA | | verified | DeepL first to deploy NVIDIA DGX SuperPOD with DGX GB200 systems in Europe, advancing Language AI with powerful generative features and enhanced user experienceprnewswire.com · 2025-06-11 |
| Google DeepMind | built on | Google TPU | | verified | Google, Introducing Gemini (trained on TPU v4 and v5e)blog.google · 2023-12-06 |
| Fal | built on | Black Forest Labs | | verified | Black Forest Labs, Announcing Black Forest Labs (FLUX.1 [pro] available via fal.ai)bfl.ai · 2024-08-01 |
| Firmus | built on | NVIDIA | | verified | Firmus announces fully subscribed USD$2 billion strategic equity investment to accelerate NVIDIA AI Factory expansion across Australia and Asia-Pacific - follow-on from Coatue and NVIDIA, new investment from Blackstone Tactical Opportunities and other Blackstone funds, with Jane Street. The release does NOT state the post-moneyfirmus.co · 2026-08-07 |
| General Compute | built on | Cerebras | | reported | TechCrunch, General Compute raises $100 million Series A, countering the neocloud disaster narrative (builds its inference cloud on chips from SambaNova, Positron and Cerebras rather than NVIDIA GPUs)techcrunch.com · 2026-10-27 |
| General Compute | built on | Positron | | verified | Positron AI and General Compute Partner to Expand Access to Memory-First AI Inference Infrastructure (General Compute buys Atlas systems, available to its customers from Q1 2027, and commits to the next-generation Titan platform)prnewswire.com · 2026-10-20 |
| General Compute | built on | SambaNova | | reported | TechCrunch, General Compute raises $100 million Series A, countering the neocloud disaster narrative (a reported $400M agreement for SambaNova chips; accounts differ on whether it is a purchase or financing)techcrunch.com · 2026-10-27 |
| Gimlet Labs | built on | Cerebras | | verified | Cerebras, Gimlet Labs Adds Cerebras to Deliver Ultrafast AI Inference through Gimlet Cloud (Gimlet Cloud deploys Cerebras wafer-scale compute)cerebras.ai · 2026-09-28 |
| Groq | built on | NVIDIA | | verified | TechCrunch, Groq raises $350M to fuel its pivot from AI chips to neocloudtechcrunch.com · 2026-08-17 |
| Helsing | built on | Mistral | | verified | Helsing and Mistral announce strategic partnership in defence AI - the two will jointly build vision-language-action models for defence platforms, with Mistral supplying the generative models; Mistral lists Helsing on its own customers pagehelsing.ai · 2025-02-10 |
| HIVE Digital Technologies | built on | NVIDIA | | verified | HIVE Digital Technologies (company release via Newsfile), HIVE's BUZZ HPC Closes USD $220 Million Sovereign AI GPU Contract with Bell AI Fabric for Cohere Inc. (the cluster is 2,304 NVIDIA Grace Blackwell GPUs in GB200 NVL72 rack-scale systems)newsfilecorp.com · 2026-06-18 |
| Huawei | built on | Huawei Ascend | | verified | Huawei, Groundbreaking SuperPoD Interconnect: Leading a New Paradigm for AI Infrastructure (Ascend 910C SuperPoD)huawei.com · 2025-09-18 |
| IBM | built on | NVIDIA | | verified | IBM Cloud community blog, NVIDIA B300 GPUs now availablecommunity.ibm.com · 2026-04-19 |
| iFlytek | built on | Huawei Ascend | | verified | Page on huaweicentral.comhuaweicentral.com |
| IREN | built on | NVIDIA | | verified | Page on irisenergy.gcs-web.comirisenergy.gcs-web.com · 2025-11-03 |
| Lambda | built on | NVIDIA | | verified | Lambda Expands NVIDIA Collaboration: Large Scale Deployments and New AI Infrastructure Offeringsbusinesswire.com · 2026-03-16 |
| Manus / Butterfly Effect | built on | Alibaba / Qwen | | reported | Butterfly Effect (Manus) in 2026: Owner, Funding, Founders & the Meta Deal | The AI Rankingstheairankings.com |
| Manus / Butterfly Effect | built on | Anthropic | | reported | Butterfly Effect (Manus) in 2026: Owner, Funding, Founders & the Meta Deal | The AI Rankingstheairankings.com |
| Meta | built on | AMD | | verified | AMD newsroom (company release), AMD, Meta Advance Strategic Partnership to Power Meta's AI Infrastructure (first Helios rack systems installed and under test at Meta; Instinct GPUs already in production for training and recommendation)newsroom.amd.com · 2026-10-27 |
| Meta | built on | Meta MTIA | | verified | Tom's Hardware, Meta reveals four new MTIA chips built for AI inference - to be released on a six-month cadence (MTIA 300/400/450/500 across 2026-2027)tomshardware.com · 2026-03 |
| Meta | built on | NVIDIA | | verified | NVIDIA, Meta Builds AI Infrastructure With NVIDIAinvestor.nvidia.com · 2026-02-17 |
| Microsoft | built on | AMD | | verified | ADVANCED MICRO DEVICES INC 8-K, filed 2026-08-04 (names Microsoft and AMD)sec.gov · 2026-08-04 |
| Microsoft | built on | Microsoft Maia | | verified | Converge Digest, Microsoft Unveils Maia 300 Accelerator (Scott Guthrie on multi-gigawatt deployments from 2027; superpods of 128 racks and 12,288 accelerators)convergedigest.com · 2026-10-12 |
| Microsoft | built on | NVIDIA | | verified | NVIDIA 8-K, filed 2026-08-26 (names Microsoft)sec.gov · 2026-08-26 |
| Mistral | built on | NVIDIA | | verified | Mistral AI, Mistral fait avancer l'IA pour l'ingenierie avec NVIDIA (trained on 3,800 NVIDIA Grace Blackwell GPUs)mistral.ai · 2026-10-21 |
| Modal | built on | NVIDIA | | reported | AI infrastructure startup Modal says it plans to start using Nvidia's Vera CPUs for the first time for hosting agents, alongside its current Intel and AMD chipstechmeme.com · 2026-10-19 |
| Nebius | built on | AI21 | tens of millions | reported | AI21’s fall from unicorn to survival mode | CTechcalcalistech.com · 2026-05-19 |
| Nebius | built on | NVIDIA | | verified | Nebius delivers first NVIDIA Blackwell general availability in Europenebius.com · 2025-06-11 |
| Nscale | built on | NVIDIA | | verified | Nscale Contracts Approximately 200,000 NVIDIA GB300 GPUs with Microsoftnscale.com · 2025-10-15 |
| Nuro | built on | NVIDIA | | verified | Nvidia is latest investor to back AV startup Nuro in $203M funding round | TechCrunchtechcrunch.com · 2025-08-21 |
| NVIDIA | built on | Arm | | verified | Introducing Gracenvidia.com |
| OpenAI | built on | AMD | | verified | ADVANCED MICRO DEVICES INC 10-Q, filed 2026-08-05 (names OpenAI and AMD)sec.gov · 2026-08-05 |
| OpenAI | built on | LiveKit | | verified | LiveKit (company release, Fortune press-release wire), LiveKit raises $100M at a $1B valuation (the release says the platform powers voice AI for OpenAI, xAI, Salesforce, Coursera and Spotify); LiveKit's own site says OpenAI built ChatGPT's Advanced Voice on LiveKit Cloudfortune.com · 2026-01-22 |
| OpenAI | built on | NVIDIA | | verified | NVIDIA GB300 NVL72: Next-generation AI infrastructure at scale | Microsoft Azure Blogazure.microsoft.com · 2025-10-09 |
| Oracle | built on | AMD | | verified | ADVANCED MICRO DEVICES INC 8-K, filed 2026-08-04 (names Oracle and AMD)sec.gov · 2026-08-04 |
| Oracle | built on | NVIDIA | | verified | NVIDIA 8-K, filed 2026-08-26 (names Oracle)sec.gov · 2026-08-26 |
| Palantir | built on | Anthropic | | verified | Anthropic partners with AWS and Palantir to provide AI models to defense agencies - SiliconANGLEsiliconangle.com · 2024-11-07 |
| PaleBlueDot AI | built on | NVIDIA | | verified | PRNewswire (company release), PaleBlueDot AI's HGX B300 cluster earns NVIDIA Exemplar Cloud status for large-model trainingprnewswire.com · 2026-08-18 |
| Perplexity | built on | NVIDIA | | reported | Perplexity says it plans to use Nvidia's new CPUthestar.com.my · 2026-07-07 |
| Pony.ai | built on | NVIDIA | | verified | PONY AI Inc. Announces New-Generation Autonomous Driving Domain Controller Built on NVIDIA DRIVE Hyperion (the shipping Gen-7 controller runs four NVIDIA DRIVE AGX Orin SoCs)ir.pony.ai · 2026-04-25 |
| Rad AI | built on | Alphabet | | reported | Report: Rad AI Business Breakdown & Founding Story | Contrary Researchresearch.contrary.com |
| Ramp | built on | OpenAI | | verified | Ramp Introduces AI Agents to Automate Finance Operationsprnewswire.com · 2025-07-10 |
| Reflection AI | built on | NVIDIA | | verified | Reflection (company blog), Introducing Beam: Reflection's 501B open-weight model - pretrained in under four weeks on 6,144 NVIDIA GB300 NVL72 GPUs; RL sandbox fleet peaked at 883,006 vCPUs across 23 clusters on Google Cloud and AWSreflection.ai · 2026-10-05 |
| RunPod | built on | NVIDIA | | verified | Runpod, NVIDIA B200 (product page)runpod.io · 2026-08-27 |
| Saronic | built on | NVIDIA | | verified | Naval News (Saronic release), Saronic and NVIDIA Form Strategic Collaboration (NVIDIA hardware onboard all Saronic vessels)navalnews.com · 2025-10-23 |
| Scale AI | built on | NVIDIA | | verified | Scale Partners With NVIDIA on Post Trainingscale.com · 2026-10-15 |
| SenseTime | built on | Huawei Ascend | | verified | SenseTime, SenseCore Ranks First Among China's AI Native Cloud Vendors (full adaptation with the Ascend 384 super node)sensetime.com · 2025-11-20 |
| Shield AI | built on | Palantir | | verified | Shield AI and Palantir Technologies Deepen Strategic Partnership and Announce Deployment of Warp Speedprnewswire.com · 2024-12-05 |
| SiMa.ai | built on | Arm | | reported | Page on datacenterdynamics.comdatacenterdynamics.com |
| Snowflake | built on | Anthropic | $200M, multi-year | verified | Snowflake and Anthropic Announce $200 Million Partnership to Bring Agentic AI to Global Enterprisessnowflake.com · 2025-12-03 |
| Snowflake | built on | OpenAI | $200M over multiple years | verified | Snowflake and OpenAI Forge $200 Million Partnership to Bring Enterprise-Ready AI to the World's Most Trusted Data Platform - a multi-year agreement making OpenAI models available natively in Snowflake Cortex AI and Snowflake Intelligence across all three major cloudssnowflake.com · 2026-02-02 |
| Speak | built on | OpenAI | | reported | OpenAI-backed Speak raises $78M at $1B valuation to help users learn languages by talking out loud | TechCrunchtechcrunch.com · 2024-12-10 |
| Synopsys | built on | OpenAI | | verified | OpenAI and Synopsys Announce GPT-Synopsys: Frontier Intelligence to Revolutionize Chip Designnews.synopsys.com · 2026-09-30 |
| Tencent | built on | Enflame | | verified | Chinese Nvidia rival Enflame soars 206% on stock market debut as AI demand stays hotcnbc.com · 2026-09-11 |
| Unitree | built on | NVIDIA | | verified | CNBC, Nvidia picks Unitree for humanoid robot platform as Chinese startup eyes IPO - the H2 Plus pairs Unitree's H2 humanoid with NVIDIA's Jetson Thor compute, robot foundation models and simulation, and Unitree's own H2 Plus page lists the Jetson T5000 module and calls it the first humanoid reference design built on NVIDIA Isaac GR00Tcnbc.com · 2026-06-01 |
| Upscale AI | built on | NVIDIA | | verified | Upscale AI Supercharges Open, Heterogeneous Scale-Out AI Clusters with NVIDIA Ethernet Switch Siliconprnewswire.com · 2026-03-11 |
| Verda | built on | NVIDIA | | verified | Verda blog (company), Verda to deploy NVIDIA VR200 NVL72 and R200 in H2 2026 across Europe, the US and APACverda.com · 2026-09-22 |
| Google Vertex AI | built on | Anthropic | | verified | Try Claude on Agent Platform's Model Gardencloud.google.com |
| Google Vertex AI | built on | NVIDIA | | verified | Google Cloud docs, Configure compute resources for inference (A100, H100, H200, B200, GB200)docs.cloud.google.com · 2026-10-26 |
| Google Vertex AI | built on | OpenAI | | verified | Vertex AI release notes | Generative AI on Vertex AI | Google Cloud Documentationdocs.cloud.google.com · 2025-08-06 |
| Google Vertex AI | built on | Google TPU | | verified | Google Cloud docs, Deploy and inference Gemma using Model Garden and Vertex AI TPU-backed endpointsdocs.cloud.google.com |
| xAI | built on | LiveKit | | reported | LiveKit (company release, Fortune press-release wire), LiveKit raises $100M at a $1B valuation (the release says the platform powers voice AI for OpenAI, xAI, Salesforce, Coursera and Spotify)fortune.com · 2026-01-22 |
| xAI | built on | NVIDIA | | verified | NVIDIA Ethernet Networking Accelerates World's Largest AI Supercomputer, Built by xAIinvestor.nvidia.com · 2024-10-28 |
| Alphabet | commits spend to | Cipher Digital | | verified | Cipher Digital 8-K, filed 2025-11-20 (names Alphabet)sec.gov · 2025-11-20 |
| Alphabet | commits spend to | Fluidstack | | reported | Google could reportedly invest $100M in AI cloud operator Fluidstack - SiliconANGLEsiliconangle.com · 2026-02-21 |
| Alphabet | commits spend to | Hut 8 | | verified | Hut 8 8-K, filed 2025-12-17 (names Alphabet)sec.gov · 2025-12-17 |
| Alphabet | commits spend to | TeraWulf | ~$19B of Anthropic lease commitments backstopped | verified | TeraWulf Secures Google Credit Backstop for Project Financing in Support of $19 Billion Anthropic Lease; Executes Definitive Fluor EPC Agreement - credit support agreements with Google covering about $19B of contracted Anthropic lease commitments at the Justified Data Campus, on top of the roughly $3.2B backstop of Fluidstack obligations at Lake Marinerinvestors.terawulf.com · 2026-11-04 |
| Anthropic | commits spend to | Fluidstack | $50B | verified | AI data center startup Fluidstack in talks for $1B round at $18B valuation months after hitting $7.5B, says report | TechCrunchtechcrunch.com · 2026-04-14 |
| Broadcom | commits spend to | Anthropic | up to $42B loan | reported | Page on qz.comqz.com · 2026-10-01 |
| Meta | commits spend to | CoreWeave | | verified | CoreWeave 10-Q, filed 2026-08-12 (names Meta)sec.gov · 2026-03 |
| Meta | commits spend to | Nebius | $12B over 5 yrs, up to ~$27B | verified | Nebius 6-K, filed 2026-03-16 (names Meta)sec.gov · 2026-03-16 |
| Microsoft | commits spend to | CoreWeave | | verified | CoreWeave 10-K, filed 2026-03-02 (names Microsoft)sec.gov · 2026-03-02 |
| Microsoft | commits spend to | Nebius | ~$17.4B, up to ~$19.4B | verified | Nebius 6-K, filed 2025-09-08 (names Microsoft)sec.gov · 2025-09-08 |
| NVIDIA | commits spend to | Amkor | | verified | Page on investing.cominvesting.com |
| NVIDIA | commits spend to | OpenAI | guarantees up to $105B | verified | NVIDIA 10-Q, filed 2026-08-26 (names OpenAI)sec.gov · 2026-08 |
| OpenAI | commits spend to | CoreWeave | up to ~$22.4B | verified | CoreWeave Expands Agreement with OpenAI by up to $6.5B (total OpenAI contracts about $22.4B)coreweave.com · 2025-09-25 |
| OpenAI | commits spend to | Oracle | 4.5 GW | verified | OpenAI, Stargate advances with 4.5 GW partnership with Oracleopenai.com · 2025-07-22 |
| Alphabet | designed with | Broadcom | | verified | Broadcom 8-K, filed 2026-04-06 - Broadcom and Google LLC entered a Long Term Agreement for Broadcom to develop and supply custom Tensor Processing Units for Google’s future generations of TPUs, plus a Supply Assurance Agreement for networking and other components in Google’s next-generation AI racks through up to 2031sec.gov · 2026-04-06 |
| Amazon | designed with | Qualcomm | | verified | Qualcomm issues warrants to Amazon to acquire $4 billion worth of chipmaker's stock as part of AI infrastructure dealcnbc.com · 2026-09-08 |
| Amazon | designed with | Synopsys | | verified | Synopsys and Amazon Announce Strategic, Multi-year IP Agreement for Custom Silicon; Collaboration Also Extends to Cloud and AI-Powered Engineeringmorningstar.com · 2026-09-30 |
| AMD | designed with | Cadence | | verified | Cadence, AMD Is Designing Their EPYC Server Processors with the Dynamic Duo (Palladium Z2 and Protium X2)community.cadence.com · 2023-01-19 |
| FuriosaAI | designed with | Broadcom | | verified | FuriosaAI partners with Broadcom to build next-generation inference platform for the Agentic Era (third-generation accelerator: 2 nm compute die, HBM4/4E, Broadcom advanced packaging integrating the dies plus Broadcom Ethernet and PCIe; sampling 1H 2028)furiosa.ai · 2026-05-28 |
| Meta | designed with | Broadcom | | verified | Broadcom investor relations, Broadcom Announces Extended Partnership with Meta to Deploy Technology to Support Multi-Gigawatts of Meta's Custom Silicon, MTIA (company release)investors.broadcom.com · 2026-04-14 |
| Micron | designed with | Cadence | | verified | Cadence and NVIDIA Expand Partnership to Reinvent Engineering for the Age of AI and Accelerated Computing - Micron is integrating GPU-accelerated Cadence design technologies and Cadence's agentic AI solution directly into its HBM memory design flowcadence.com · 2026-04-15 |
| NVIDIA | designed with | Cadence | | verified | Cadence and NVIDIA Expand Partnership to Reinvent Engineering for the Age of AI and Accelerated Computing - NVIDIA engineers are adopting the Cadence AgentStack flow in NVIDIA's own semiconductor and system design flows and feeding back real-world resultscadence.com · 2026-04-15 |
| NVIDIA | designed with | Synopsys | | verified | Synopsys, Emulation Systems (NVIDIA's VP of Hardware Engineering on HAPS-200 for system-level verification)synopsys.com |
| Micron | equipped by | Lam Research | | verified | Lam Research 10-K FY2026 (most significant customers include Micron)sec.gov · 2026-08-07 |
| Samsung | equipped by | ASML | | verified | ASML, Samsung Electronics and ASML expand strategic collaboration for next-generation semiconductor manufacturingasml.com · 2026-09-08 |
| SK Hynix | equipped by | ASML | | reported | Bloomberg Tax, SK Hynix to Buy $8 Billion of Top-End ASML Chipmaking Gear (reporting an SK hynix filing)news.bloombergtax.com · 2026-03-24 |
| SMIC | equipped by | Naura | | reported | DIGITIMES, SMIC subsidiary continues to fulfill Chinese demands for FinFET capabilities (names SMIC's subsidiary as NAURA's largest buyer)digitimes.com · 2023-06-07 |
| TSMC | equipped by | Applied Materials | | verified | TSMC 2025 Supply Chain Management Forum Presents Awards to Outstanding Suppliers - Applied Materials recognised again, its 16th consecutive year among TSMC's awarded supplierspr.tsmc.com · 2025-11-28 |
| TSMC | equipped by | ASML | | verified | TSMC 2025 Supply Chain Management Forum Presents Awards to Outstanding Suppliers - ASML recognised for Excellent Contribution in Green Manufacturing and Excellent Production Supportpr.tsmc.com · 2025-11-28 |
| TSMC | equipped by | KLA | | verified | KLA 10-K FY2026 (TSMC above 10% of revenue)sec.gov · 2026-08-06 |
| TSMC | equipped by | Lam Research | | verified | Lam Research 10-K FY2026 (most significant customers include TSMC)sec.gov · 2026-08-07 |
| TSMC | equipped by | Tokyo Electron | | verified | TSMC Presents 2022 Excellent Performance Award to Outstanding Suppliers (names Tokyo Electron)pr.tsmc.com · 2023-01-18 |
| AMD | fabricated by | TSMC | | verified | AMD 10-K FY2025 (TSMC produces wafers for our HPC products)sec.gov · 2026-02-04 |
| Huawei Ascend | fabricated by | SMIC | | reported | Tom's Hardware, China's chip champions ramp up production of AI accelerators at domestic fabs (SMIC began producing Ascend 910B in Q3 2024)tomshardware.com · 2025-09-10 |
| Broadcom | fabricated by | TSMC | | verified | Broadcom 10-K FY2025 (outsourced to external foundries, including TSMC)sec.gov · 2025-12-18 |
| Cambricon | fabricated by | SMIC | | reported | Tom's Hardware, Cambricon targets 500,000 AI chips in 2026 (output depends on SMIC N+2 capacity and yields)tomshardware.com · 2025-12-12 |
| Etched | fabricated by | TSMC | | verified | Etched (A0 silicon came back from TSMC N4P)etched.com |
| Lightmatter | fabricated by | GlobalFoundries | | verified | Page on datacenterdynamics.comdatacenterdynamics.com |
| Microsoft Maia | fabricated by | TSMC | | reported | StorageReview, Microsoft Maia 300 Puts 288GB of HBM4 at 18TB/s on an N2P Chiplet and 96 Accelerators in a 167kW Rackstoragereview.com · 2026-10-12 |
| Meta MTIA | fabricated by | TSMC | | reported | TechCrunch (on Reuters), Meta's new AI chips will begin production in September - TSMC manufactures, Broadcom designstechcrunch.com · 2026-07-09 |
| NVIDIA | fabricated by | TSMC | | verified | NVIDIA 10-K FY2026 (we utilize foundries, such as TSMC and Samsung)sec.gov · 2026-02-25 |
| Positron | fabricated by | TSMC | | reported | Positron AI, $875M at a $5B post-money - a $375M Series C at a $3.5B pre co-led by NEA, Atreides, Valor, Andra and SemiAnalysis Capital, plus a Series C-1 of up to $500M led by NEA and Jim Clark (company release)prnewswire.com · 2026-09-10 |
| Qualcomm | fabricated by | TSMC | | verified | Qualcomm 10-K FY2025 (primary foundry suppliers include TSMC)sec.gov · 2025-11-05 |
| SiMa.ai | fabricated by | TSMC | | reported | Page on datacenterdynamics.comdatacenterdynamics.com |
| Tenstorrent | fabricated by | Samsung | | verified | Tenstorrent Selects Samsung Foundry to Manufacture Next-Generation AI Chiplet | Tenstorrenttenstorrent.com · 2023-10-02 |
| Google TPU | fabricated by | TSMC | | reported | Jon Peddie Research, Ironwood chetyorka: Google, Broadcom, MediaTek, and TSMC (Broadcom coordinates TPU fabrication and packaging with TSMC)jonpeddie.com · 2025-12-01 |
| AWS Trainium | fabricated by | TSMC | | reported | TechCrunch, An exclusive tour of Amazon's Trainium lab (3-nanometer chip produced by TSMC)techcrunch.com · 2026-03-22 |
| TSMC | fabricated by | GlobalFoundries | | verified | Page on investing.cominvesting.com |
| Alibaba / Qwen | invests in | Kling AI | | reported | Bloomberg, Alibaba, Tencent Join $2.8 Billion Funding for Kling AI (Alibaba joined a clutch of investors in Kling that included BlueFive Capital, Baidu Inc. and Tencent Holdings Ltd.)bloomberg.com · 2026-07-02 |
| Alibaba / Qwen | invests in | Moonshot AI | ~$0.8B for ~36% | verified | Alibaba 20-F for FY2024 (about US$0.8B for about 36% of Moonshot AI)sec.gov · 2024-05-23 |
| Alibaba / Qwen | invests in | PixVerse | | reported | TechCrunch, Video-generation startup PixVerse raises $439M, valuation soars past $2B (Series C extension; Alibaba, Lollapalooza Capital and Mirae Asset join)techcrunch.com · 2026-07-13 |
| Alphabet | invests in | AI21 | | verified | AI21 blog, Series C at $1.4B (Aug 2023, ext. to $208M); May 2025 Series D $300M at undisclosed valuationai21.com · 2023-08-30 |
| Alphabet | invests in | AlphaSense | | reported | AlphaSense press, $350M at $7.5B led by Vitruvian/Accenture/JPMAM; $600M ARR; CapitalG among investorsglobenewswire.com · 2026-06-03 |
| Alphabet | invests in | Anthropic | up to $40B ($10B now) | verified | Google to invest up to $40B in Anthropic in cash and compute | TechCrunchtechcrunch.com · 2026-04-24 |
| Alphabet | invests in | Apptronik | | verified | Apptronik raises $520 million to beat Chinese humanoids, Tesla Optimus to marketcnbc.com · 2026-02-11 |
| Alphabet | invests in | Bedrock Robotics | | reported | Construction Dive, Bedrock Robotics raises $270M in red-hot AI sector - total funding past $350M at a $1.75B valuationconstructiondive.com · 2026-02-05 |
| Alphabet | invests in | Celero Communications | | reported | Celero Communications press release (BusinessWire), Celero Communications Raises $275 Million Series C Following Validation of Industry's First 2nm Coherent DSP Silicon - led by Atreides Management, Valor Equity Partners and CapitalG (no post-money stated)morningstar.com · 2026-09-08 |
| Alphabet | invests in | Clay | | verified | AI-Powered Sales Automation Startup Clay More Than Doubles Valuation To $3.1Bnews.crunchbase.com · 2025-08-05 |
| Alphabet | invests in | Flapping Airplanes | | verified | TechCrunch, Year-old AI lab Flapping Airplanes raises $1B at a $6B valuation - co-led by Index and Lux, with Sequoia, GV and Kleiner Perkins returning and Valor, A*, NVIDIA and Atreides named among its investorstechcrunch.com · 2026-10-21 |
| Alphabet | invests in | Hippocratic AI | | verified | Fierce Healthcare, Hippocratic AI lands $126M series C at $3.5B valuationfiercehealthcare.com · 2025-11-03 |
| Alphabet | invests in | Hugging Face | | verified | Google, Amazon, Nvidia and other tech giants invest in AI startup Hugging Face, sending its valuation to $4.5 billioncnbc.com · 2023-08-24 |
| Alphabet | invests in | Physical Intelligence | | reported | Bloomberg, Robotics Startup Physical Intelligence Valued at $5.6 Billion in New Funding ($600M round led by Alphabet's CapitalG, with Bezos, Thrive, Lux, Index and T. Rowe Price) - the latest round the company has closedbloomberg.com · 2025-11-20 |
| Alphabet | invests in | Qualcomm | $547.9M of QCOM stock held at 2026-09-30 | verified | Reuters (via Investing.com), Alphabet discloses $548 million worth of Qualcomm stake - Alphabet's Q3 2026 Form 13F lists 2,976,982 Qualcomm shares worth $547.9M at 2026-09-30, a position absent from its June 30 filing; The Information reports, citing a filing and a Google spokesperson, that the shares reached GV when Qualcomm paid for Modular in stockinvesting.com · 2026-09-30 |
| Alphabet | invests in | Runway | | verified | Page on aibusiness.comaibusiness.com · 2023-06-30 |
| Alphabet | invests in | Sierra | | verified | TechCrunch, Sierra raises $950M as the race to own enterprise AI gets serious (Series E at a $15.8B post, led by Tiger Global and GV)techcrunch.com · 2026-05-04 |
| Alphabet | invests in | Snorkel AI | | reported | Snorkel AI Raises $350M to Scale the Data Factory for Frontier AI - Series E co-led by Insight Partners and S32, with Addition, Lightspeed, Greylock and GV (company release)prnewswire.com · 2026-09-22 |
| Alphabet | invests in | Safe Superintelligence | | reported | Alphabet and Nvidia invest in AI startup SSI at $32bnfinance.yahoo.com · 2025-04-14 |
| Alphabet | invests in | Supabase | | reported | Supabase raises $150M led by GIC with Alphabet's CapitalG and agrees to acquire Turso for agentic databases; no valuation stateddealroom.co · 2026-10-02 |
| Alphabet | invests in | Synthesia | | verified | CNBC, Synthesia $200M Series E at $4B (NVentures, GV)cnbc.com · 2026-01-26 |
| Alphabet | invests in | Tempus AI | | reported | Google Invested in This Hot New Artificial Intelligence (AI) Stock. Should You? | The Motley Foolfool.com · 2024-06-19 |
| Amazon | invests in | Agility Robotics | | verified | Agility Robotics Highlights Commercial Momentum and Growing Enterprise Demand for Digit Humanoid Robot - Agility names Amazon among its strategic investors and partners; the Amazon Industrial Innovation Fund invested at the $150M Series B in 2022globenewswire.com · 2026-10-26 |
| Amazon | invests in | Anthropic | $8B notes + $10B preferred | verified | Amazon 10-Q, filed 2026-07-31 (names Anthropic)sec.gov · 2026-07-31 |
| Amazon | invests in | Hugging Face | | verified | Google, Amazon, Nvidia and other tech giants invest in AI startup Hugging Face, sending its valuation to $4.5 billioncnbc.com · 2023-08-24 |
| Amazon | invests in | Luma AI | | verified | PRNewswire (company release), Luma AI raises $900M Series C led by HUMAIN and partners on a 2 gigawatt AI supercluster in Saudi Arabia (AWS, AMD Ventures, a16z, Amplify and Matrix participating)prnewswire.com · 2025-11-19 |
| Amazon | invests in | NEURA Robotics | | verified | NEURA Robotics press release, NEURA Robotics announces record Series C of up to $1.4B led by Tether, with NVIDIA, Amazon, Qualcomm Technologies, imec.xpand, Bosch, Schaeffler, the European Investment Bank, Lingotto Horizon and InterAlpen Partners (no valuation disclosed)neura-robotics.com · 2026-06-10 |
| Amazon | invests in | OpenAI | $15B + $35B commitment | verified | Amazon 10-Q, filed 2026-07-31 (names OpenAI)sec.gov · 2026-02-27 |
| AMD | invests in | Ayar Labs | | verified | Page on datacenterdynamics.comdatacenterdynamics.com |
| AMD | invests in | Eliyan | | reported | Eliyan announcement, Eliyan Corporation received $50 million in funding from Intel Capital, Samsung Strategy and Innovation Center, Advanced Micro Devices, ARM Limited, Coherent Corp. and Meta Platformseliyan.com · 2026-01-28 |
| AMD | invests in | Hark | | verified | Hark announces $700 million fundraising round - AMD Ventures named as a participant in the more than $700M Series A at a $6B post-money valuation led by Parkway Venture Capitalhark.com · 2026-05-20 |
| AMD | invests in | Luma AI | | reported | Latham & Watkins Advises AMD in Luma AI's US$900 Million Series C Financinglw.com · 2026-04-02 |
| AMD | invests in | Thinking Machines | | reported | TML AI Lab Secures $2 Billion Seed Funding with NVIDIA and AMD Among Key Investorsitiger.com · 2025-07-16 |
| AMD | invests in | Vinci | | reported | Vinci newsroom (Pulse 2.0 article), Vinci Raises $250 Million Series B at $1.5 Billion Valuation (AMD participating)getvinci.ai · 2026-10-06 |
| AMD | invests in | Vultr | | verified | CNBC, AMD invests in Vultr at $3.5B valuationcnbc.com · 2024-12-18 |
| AMD | invests in | World Labs | | verified | World Labs closes $1B investment backed by Nvidia, AMD and Autodesk - SiliconANGLEsiliconangle.com · 2026-02-18 |
| Arm | invests in | Eliyan | | reported | Eliyan announcement, Eliyan Corporation received $50 million in funding from Intel Capital, Samsung Strategy and Innovation Center, Advanced Micro Devices, ARM Limited, Coherent Corp. and Meta Platformseliyan.com · 2026-01-28 |
| Arm | invests in | Gimlet Labs | | verified | Gimlet Labs, $300M Series B at $3B led by Andreessen Horowitz, Arm and Microsoft's M12 joining as new investors (company release)globenewswire.com · 2026-09-04 |
| Arm | invests in | Positron | | verified | Bloomberg, AI chip startup Positron raises $230 million from Arm, Qatar to compete with Nvidia (Series B, >$1B post)bloomberg.com · 2026-02-04 |
| Arm | invests in | Rebellions | | verified | Rebellions Scales Global Growth with Silicon Valley backed Series C (strategic investors Arm and Samsung)rebellions.ai · 2025-11-10 |
| ASML | invests in | Mistral | EUR 1.3B (~11% stake) | verified | ASML, Mistral AI enter strategic partnership (ASML led the Series C with EUR 1.3B)asml.com · 2025-09-09 |
| Baidu | invests in | Infinigence AI | | reported | Bloomberg, Tencent-Backed AI Cloud Unicorn Said to File for Hong Kong IPO - valued at RMB14.3B (~$2.1B) ahead of the offering, backed by Tencent, Baidu and Z.AI; no company release and the IPO filing is confidential, so the figure is Bloomberg's reporting rather than a published post-moneybloomberg.com · 2026-10-01 |
| Baidu | invests in | Kling AI | | reported | Bloomberg, Alibaba, Tencent Join $2.8 Billion Funding for Kling AI (Alibaba joined a clutch of investors in Kling that included BlueFive Capital, Baidu Inc. and Tencent Holdings Ltd.)bloomberg.com · 2026-07-02 |
| Canva | invests in | Black Forest Labs | | verified | TechCrunch, Black Forest Labs raises $300M Series B at $3.25Btechcrunch.com · 2025-12-01 |
| Databricks | invests in | LangChain | | verified | LangChain blog, $125M Series B at $1.25B led by IVPlangchain.com · 2025-10-20 |
| Databricks | invests in | Replit | | reported | TechCrunch, Replit snags $9B valuation 6 months after hitting $3B (Databricks Ventures in the Series D)techcrunch.com · 2026-03-11 |
| Figma | invests in | Black Forest Labs | | verified | TechCrunch, Black Forest Labs raises $300M Series B at $3.25Btechcrunch.com · 2025-12-01 |
| GlobalFoundries | invests in | Ayar Labs | | verified | Intel Capital, Ayar Labs Secures $155 Million (GlobalFoundries among existing investors)intelcapital.com · 2024-12-11 |
| IBM | invests in | Writer | | verified | TechCrunch, Writer raises $200M Series C at $1.9B valuationtechcrunch.com · 2024-11-12 |
| Intel | invests in | AI21 | | reported | SiliconANGLE, AI21 Labs finds additional backers to close Series C funding round at $208M (Intel among them)siliconangle.com · 2023-11-21 |
| Intel | invests in | Ayar Labs | | verified | Intel Capital, Ayar Labs, with Investments from AMD, Intel Capital, and NVIDIA, Secures $155 Millionintelcapital.com · 2024-12-11 |
| Intel | invests in | Eliyan | | reported | Eliyan announcement, Eliyan Corporation received $50 million in funding from Intel Capital, Samsung Strategy and Innovation Center, Advanced Micro Devices, ARM Limited, Coherent Corp. and Meta Platformseliyan.com · 2026-01-28 |
| Intel | invests in | FieldAI | | reported | GeekWire, Robotics startup FieldAI, backed by Gates and Bezos, hits $2B valuation after latest fundinggeekwire.com · 2025-08-20 |
| Intel | invests in | Hark | | verified | Hark announces $700 million fundraising round - Intel Capital named as a participant in the more than $700M Series A at a $6B post-money valuation led by Parkway Venture Capitalhark.com · 2026-05-20 |
| Intel | invests in | Higgsfield | | verified | Higgsfield, $400M Series B at $5.4B led by DST Global, Intel Capital among participants (company release)prnewswire.com · 2026-08-17 |
| Intel | invests in | Prime Intellect | | verified | $130M Series A to Build the Open Superintelligence Stack - led by Radical Ventures, with NVIDIA Ventures, Intel Capital and Dell Technologies Capital (company blog)primeintellect.ai · 2026-07-08 |
| Intel | invests in | SambaNova | | verified | Intel partners with AI chip startup SambaNova after acquisition talks reportedly failedcnbc.com · 2026-02-24 |
| Meta | invests in | Eliyan | | reported | Eliyan announcement, Eliyan Corporation received $50 million in funding from Intel Capital, Samsung Strategy and Innovation Center, Advanced Micro Devices, ARM Limited, Coherent Corp. and Meta Platformseliyan.com · 2026-01-28 |
| Meta | invests in | Scale AI | $14.3B | verified | CNBC, Scale AI's Alexandr Wang confirms departure for Meta as part of $14.3 billion deal. The ~$29B is IMPLIED by $14.3B for 49% non-voting - Scale has never priced a round at itcnbc.com · 2025-06-12 |
| Micron | invests in | SiMa.ai | | verified | SiMa.ai press release, SiMa.ai Secures Strategic Investment from Micron to Scale High-Performance, Power-Efficient Physical AI (amount undisclosed)sima.ai · 2026-04-08 |
| Microsoft | invests in | d-Matrix | | verified | Microsoft-Backed d-Matrix Raises $275M At $2B Valuation, Claims 10X Faster AI Performance Than Nvidia's GPU Systemsfinance.yahoo.com · 2025-11-18 |
| Microsoft | invests in | Gimlet Labs | | verified | Gimlet Labs, $300M Series B at $3B led by Andreessen Horowitz, Arm and Microsoft's M12 joining as new investors (company release)globenewswire.com · 2026-09-04 |
| Microsoft | invests in | Nous Research | | reported | Wall Street Journal via TechCrunch/Dealroom, Nous Research raises $90M Series B at a $1.5B valuation led by Robot Ventures (NVIDIA, Microsoft's M12, Samsung Next, Union Square Ventures, Y Combinator and Menlo Ventures in; company announced the round but not the valuation)app.dealroom.co · 2026-10-07 |
| Microsoft | invests in | OpenAI | ~27% stake (~$135B) | verified | The next chapter of the Microsoft–OpenAI partnership - The Official Microsoft Blogblogs.microsoft.com · 2025-10-28 |
| Microsoft | invests in | Vapi | | reported | GlobeNewswire company release, Vapi raises $50M Series B as it reaches 1 billion calls (led by Peak XV; M12, Kleiner Perkins, Bessemer participating) - states the round, NOT a post-moneyglobenewswire.com · 2026-05-12 |
| Microsoft | invests in | Wayve | | verified | CNBC, Nvidia, Microsoft back self-driving firm Wayve as it hits $8.6 billion valuation ($1.2B Series D led by Eclipse, Balderton and SoftBank Vision Fund 2)cnbc.com · 2026-02-24 |
| Nscale | invests in | Figure AI | | verified | Figure and Nscale Sign Strategic Partnership For Up to 100,000 GPUs on the NVIDIA Vera Rubin Platformfigure.ai · 2026-09-03 |
| NVIDIA | invests in | Agility Robotics | | reported | Agility Robotics Highlights Commercial Momentum and Growing Enterprise Demand for Digit Humanoid Robot - NVIDIA is named first in a combined list of strategic investors and partners, so the release does not separate the investment from the compute partnership and no round is namedglobenewswire.com · 2026-10-26 |
| NVIDIA | invests in | AI21 | | verified | AI21 blog, Series C at $1.4B (Aug 2023, ext. to $208M); May 2025 Series D $300M at undisclosed valuationai21.com · 2023-08-30 |
| NVIDIA | invests in | Applied Compute | | verified | Applied Compute hits $100M run rate and raises $350M - NVIDIA named among the participants in the $350M round at a $3.25B valuation led by Elad Gil; no cheque size is statedappliedcompute.com · 2026-11-02 |
| NVIDIA | invests in | Ayar Labs | | verified | Page on datacenterdynamics.comdatacenterdynamics.com |
| NVIDIA | invests in | Basecamp Research | | verified | Basecamp Research raises $140M to advance AI-designed therapeutics - oversubscribed Series C led by S32, with NVIDIA, Anthropic's Anthology Fund, Catalio, the NATO Innovation Fund, Rockefeller, Redalpine, Singular, Sovereign AI and True Ventures (company release)prnewswire.com · 2026-09-23 |
| NVIDIA | invests in | Baseten | | reported | Announcing Baseten's $300M Series Ebaseten.co · 2026-01-23 |
| NVIDIA | invests in | Bedrock Robotics | | reported | The Robot Report, Bedrock Robotics' $270M Series B paves the way for operator-less excavators (NVentures participating)therobotreport.com · 2026-02-04 |
| NVIDIA | invests in | Black Forest Labs | | verified | TechCrunch, Black Forest Labs raises $300M Series B at $3.25Btechcrunch.com · 2025-12-01 |
| NVIDIA | invests in | Cohere | | verified | Quartz, Cohere Series E round of up to CAD $7 billion draws Nvidia, Canada (NVIDIA a returning investor in the Series E initial close of 2026-10-29; first invested in the US$270M round of 2023-06-08 alongside Inovia, Oracle and Salesforce Ventures)qz.com · 2026-10-29 |
| NVIDIA | invests in | Coherent | $2B | verified | CNBC, Nvidia to invest $4 billion into photonics companies Coherent and Lumentum - $2B into Coherent, paired with a multi-year strategic agreement and future capacity access rights for laser and optical networking productscnbc.com · 2026-03-02 |
| NVIDIA | invests in | CoreWeave | 11.5% stake | verified | NVIDIA SCHEDULE 13G/A, filed 2026-01-26 (names CoreWeave)sec.gov · 2026-01-26 |
| NVIDIA | invests in | Crusoe | | verified | Crusoe newsroom, Crusoe raises $3.9B Series F at a $30.9B post-money valuation, co-led by Atreides Management, Mubadala Capital and Valor Equity Partners (NVIDIA, Founders Fund, GIC, QIA, Radical and TPG participating)crusoe.ai · 2026-09-17 |
| NVIDIA | invests in | Cursor / Anysphere | | verified | Cursor blog, Past, Present, and Future (Series D; NVIDIA a new investor, before the SpaceX acquisition)cursor.com · 2025-11-13 |
| NVIDIA | invests in | Decart | | reported | JNS, Israeli AI firm Decart raises $300 million at $4 billion valuation - Series B led by Radical Ventures, NVIDIA joining as a new investorjns.org · 2026-05-19 |
| NVIDIA | invests in | DeepInfra | | verified | DeepInfra Raises $107M Series B (NVIDIA participating)deepinfra.com · 2026-05-04 |
| NVIDIA | invests in | ElevenLabs | | verified | ElevenLabs crosses $500M ARR and welcomes new investorselevenlabs.io · 2026-05-05 |
| NVIDIA | invests in | Fal | | verified | fal (company blog), Our Series E and F - the Series F is led by Bessemer Venture Partners with NVIDIA continuing as an investor; NVIDIA first came in at the $140M Series Dfal.ai · 2026-11-03 |
| NVIDIA | invests in | FieldAI | | verified | CNBC, Nvidia, Bill Gates-backed robotics startup Field AI hits $2 billion valuation after recent raise (consecutive Series A and A1 totalling $405M, co-led by Bezos Expeditions, Prysm and Temasek)cnbc.com · 2025-08-20 |
| NVIDIA | invests in | Fireworks | | verified | CNBC, NVIDIA-backed Fireworks hits $17.5 billion valuation as companies pursue cheaper AI modelscnbc.com · 2026-07-16 |
| NVIDIA | invests in | Firmus | | verified | Bloomberg, AI data center group Firmus draws $2 billion from Coatue, Nvidiabloomberg.com · 2026-08-07 |
| NVIDIA | invests in | Flapping Airplanes | | reported | TechCrunch, Year-old AI lab Flapping Airplanes raises $1B at a $6B valuation - co-led by Index and Lux, with Sequoia, GV and Kleiner Perkins returning and Valor, A*, NVIDIA and Atreides named among its investorstechcrunch.com · 2026-10-21 |
| NVIDIA | invests in | Groq | | verified | TechCrunch, Groq raises $350M to fuel its pivot from AI chips to neocloudtechcrunch.com · 2026-08-17 |
| NVIDIA | invests in | Hark | | verified | Hark announces $700 million fundraising round - NVIDIA named as a participant in the more than $700M Series A at a $6B post-money valuation led by Parkway Venture Capitalhark.com · 2026-05-20 |
| NVIDIA | invests in | Higgsfield | | verified | Higgsfield Extends Series B With New Investment From TCV and NVIDIA (no size and no valuation disclosed)higgsfield.ai · 2026-10-23 |
| NVIDIA | invests in | Hugging Face | | verified | Google, Amazon, Nvidia and other tech giants invest in AI startup Hugging Face, sending its valuation to $4.5 billioncnbc.com · 2023-08-24 |
| NVIDIA | invests in | Lambda | | verified | Lambda Raises $480M to Expand AI Cloud Platform (NVIDIA among new investors)businesswire.com · 2025-02-19 |
| NVIDIA | invests in | Legora | | verified | Prior mark: Legora extends its Series D with $50M at a $5.6B post-money, adding Atlassian and NVentures (NVIDIA) (company newsroom)legora.com · 2026-04-30 |
| NVIDIA | invests in | Lumentum | $2B | verified | CNBC, Nvidia to invest $4 billion into photonics companies Coherent and Lumentum - $2B into Lumentum, paired with a multi-year strategic agreement and future capacity access rights for laser and optical networking productscnbc.com · 2026-03-02 |
| NVIDIA | invests in | Mirendil | | reported | FinSMES, Mirendil raises $200M in seed funding at a $1 billion valuation, co-led by Andreessen Horowitz and Kleiner Perkins with NVIDIA participatingfinsmes.com · 2026-06 |
| NVIDIA | invests in | Mistral | | verified | Mistral AI, Mistral raises 1.7B EUR (NVIDIA an existing investor taking part in the Series C)mistral.ai · 2025-09-09 |
| NVIDIA | invests in | Nebius | | verified | Nebius 6-K exhibit 99.1, Nebius announces oversubscribed strategic equity financing of USD 700 million (NVIDIA, Accel and Orbis participating)sec.gov · 2024-12-02 |
| NVIDIA | invests in | NEURA Robotics | | verified | NEURA Robotics press release, NEURA Robotics announces record Series C of up to $1.4B led by Tether, with NVIDIA, Amazon, Qualcomm Technologies, imec.xpand, Bosch, Schaeffler, the European Investment Bank, Lingotto Horizon and InterAlpen Partners (no valuation disclosed)neura-robotics.com · 2026-06-10 |
| NVIDIA | invests in | Nous Research | | reported | Nous Research $90M Raise: NVIDIA’s Dual Bet Reveals the Compute Landlord Strategyfinance.yahoo.com · 2026-10-08 |
| NVIDIA | invests in | Nscale | | verified | Nscale, $2B Series C at $14.6B led by Aker ASA and 8090 Industries; NVIDIA, Dell, Lenovo, Jane Street, Citadel, Nokia and Point72 participating (company release)nscale.com · 2026-03-09 |
| NVIDIA | invests in | Nuro | | verified | Page on businesswire.combusinesswire.com · 2025-08-21 |
| NVIDIA | invests in | OpenAI | $30B | verified | OpenAI announces $110 billion funding round with backing from Amazon, Nvidia, SoftBankcnbc.com · 2026-02-27 |
| NVIDIA | invests in | OpenEvidence | | verified | OpenEvidence (company release, BusinessWire), OpenEvidence Raises $250 Million to Build Medical Superintelligence for Doctors - the release names Sequoia, Google Ventures and NVIDIA among previous investors and says many of them also followed on in the Series D; it does not say which round NVIDIA joined or how much it put inbusinesswire.com · 2026-01-21 |
| NVIDIA | invests in | Poolside | up to $1B | reported | Bloomberg, Nvidia to Invest Up to $1 Billion in AI Startup Poolside (unnamed sources; close not confirmed)bloomberg.com · 2025-10-30 |
| NVIDIA | invests in | Prime Intellect | | verified | $130M Series A to Build the Open Superintelligence Stack - led by Radical Ventures, with NVIDIA Ventures, Intel Capital and Dell Technologies Capital (company blog)primeintellect.ai · 2026-07-08 |
| NVIDIA | invests in | Reflection AI | | verified | Page on aibusiness.comaibusiness.com |
| NVIDIA | invests in | Runway | | verified | TechCrunch, Runway $315M Series E at $5.3B led by General Atlantictechcrunch.com · 2026-02-10 |
| NVIDIA | invests in | Sakana AI | | verified | Sakana AI, Announcing Our Series A (NVIDIA participating)sakana.ai · 2024-09-04 |
| NVIDIA | invests in | Skild AI | | verified | Skild AI, $1.4B Series C led by SoftBank at a valuation above $14B, with NVIDIA, Samsung, Macquarie and 1789 Capital (company announcement)businesswire.com · 2026-01-14 |
| NVIDIA | invests in | Safe Superintelligence | | reported | Alphabet and Nvidia invest in AI startup SSI at $32bnfinance.yahoo.com · 2025-04-14 |
| NVIDIA | invests in | Synthesia | | verified | CNBC, Synthesia $200M Series E at $4B (NVentures, GV)cnbc.com · 2026-01-26 |
| NVIDIA | invests in | Thinking Machines | | reported | NVIDIA Invests in Thinking Machines Lab, Plans 1GW AI Chip Deployment Worth Billionsanalyticsinsight.net · 2026-03-11 |
| NVIDIA | invests in | Together AI | | verified | Together AI Announces $305M Series B (NVIDIA participating)together.ai · 2025-02-20 |
| NVIDIA | invests in | Upscale AI | | reported | Fortune (exclusive), Upscale AI wants to be the next Cisco - and it just raised another $190 million: the $2B post-moneyfortune.com · 2026-06-22 |
| NVIDIA | invests in | VAST Data | | verified | CNBC, NVIDIA backs AI company VAST Data at $30 billion valuationcnbc.com · 2026-04-22 |
| NVIDIA | invests in | Wayve | | verified | CNBC, Nvidia, Microsoft back self-driving firm Wayve as it hits $8.6 billion valuation ($1.2B Series D led by Eclipse, Balderton and SoftBank Vision Fund 2)cnbc.com · 2026-02-24 |
| NVIDIA | invests in | World Labs | | verified | World Labs closes $1B investment backed by Nvidia, AMD and Autodesk - SiliconANGLEsiliconangle.com · 2026-02-18 |
| OpenAI | invests in | Ambience | | verified | Ambience press, $243M Series C at $1.25B co-led by Oak HC/FT and a16z; OpenAI Startup Fund participatingambiencehealthcare.com · 2025-07-24 |
| OpenAI | invests in | Chai Discovery | | verified | Chai Discovery, $400M Series C led by Index Ventures with Kleiner Perkins, Sequoia and Dimension; existing investors including OpenAI and Thrive Capital participating (company release - it states the round, not a post-money)businesswire.com · 2026-07-14 |
| OpenAI | invests in | CoreWeave | $350M in stock | verified | CoreWeave 10-Q, filed 2025-05-15 (names OpenAI)sec.gov · 2025-03-31 |
| OpenAI | invests in | 1X | | reported | Sacra/The Information: $820M (Jan 2025); ~$10B Series C targeted but not confirmed closedsacra.com · 2025-01-15 |
| OpenAI | invests in | Physical Intelligence | | verified | Jeff Bezos and OpenAI invest in robot startup Physical Intelligence at $2.4 billion valuationcnbc.com · 2024-11-04 |
| OpenAI | invests in | Speak | | verified | OpenAI-backed Speak raises $78M at $1B valuation to help users learn languages by talking out loud | TechCrunchtechcrunch.com · 2024-12-10 |
| Oracle | invests in | Cohere | | verified | Canadian AI company Cohere raises US$270-million from Inovia, NVIDIA, Oracle and Salesforce Venturestheglobeandmail.com · 2023-06-08 |
| Qualcomm | invests in | Hark | | verified | Hark announces $700 million fundraising round - Qualcomm Ventures named as a participant in the more than $700M Series A at a $6B post-money valuation led by Parkway Venture Capitalhark.com · 2026-05-20 |
| Qualcomm | invests in | Lumilens | | reported | Lumilens press release (BusinessWire), Lumilens Emerges from Stealth with More Than $900 Million in Funding to Break AI's Connectivity Bottlenecks in the Data Center - $700M+ Series C co-led by Atreides Management, Bain Capital Ventures, Meritech, Seligman Ventures and Spark Capital, with Qualcomm Ventures, Peak XV, J.P. Morgan Private Capital, Redpoint, Mayfield, Addition, Alkeon and HarbourVest participating (no post-money stated)businesswire.com · 2026-08-06 |
| Qualcomm | invests in | NEURA Robotics | | verified | NEURA Robotics press release, NEURA Robotics announces record Series C of up to $1.4B led by Tether, with NVIDIA, Amazon, Qualcomm Technologies, imec.xpand, Bosch, Schaeffler, the European Investment Bank, Lingotto Horizon and InterAlpen Partners (no valuation disclosed)neura-robotics.com · 2026-06-10 |
| Qualcomm | invests in | Upscale AI | | verified | Upscale AI Launches with Over $100 Million Seed Round to Democratize AI Network Infrastructure and Advance Open Standardsprnewswire.com · 2025-09-17 |
| Samsung | invests in | DeepInfra | | verified | DeepInfra Raises $107M Series B (Samsung Next participating)deepinfra.com · 2026-05-04 |
| Samsung | invests in | Eka Robotics | | verified | Eka Robotics Raises $150M to Build Superhuman Intelligence for the Physical World (Samsung Next participating)ekarobotics.com · 2026-10-20 |
| Samsung | invests in | Eliyan | | reported | Eliyan announcement, Eliyan Corporation received $50 million in funding from Intel Capital, Samsung Strategy and Innovation Center, Advanced Micro Devices, ARM Limited, Coherent Corp. and Meta Platformseliyan.com · 2026-01-28 |
| Samsung | invests in | Mistral | | verified | Mistral AI, EUR3B Series D at EUR21B (~$24.4B) post led by Samsung Electronics, EQT Scaleup Europe Fund and PSG Equity (company-announced)techcrunch.com · 2026-09-08 |
| Samsung | invests in | Nous Research | | reported | Cryptobriefing, Nous Research raises $90 million Series B at a $1.5 billion valuation to scale Hermes Agentcryptobriefing.com · 2026-10-07 |
| Samsung | invests in | Rebellions | | verified | Rebellions Scales Global Growth with Silicon Valley backed Series C (strategic investors Arm and Samsung)rebellions.ai · 2025-11-10 |
| Samsung | invests in | Skild AI | | verified | Skild AI, $1.4B Series C led by SoftBank at a valuation above $14B, with NVIDIA, Samsung, Macquarie and 1789 Capital (company announcement)businesswire.com · 2026-01-14 |
| Samsung | invests in | Tenstorrent | | verified | AI chip startup Tenstorrent lands $100M investment from Hyundai and Samsung | TechCrunchtechcrunch.com · 2023-08-04 |
| SK Hynix | invests in | Etched | | verified | AI chip startup Etched defies skeptics, hits $10.3B valuation from big-name investors | TechCrunchtechcrunch.com · 2026-07-23 |
| SK Hynix | invests in | Penguin Solutions | | verified | Penguin Solutions Schedule 13D (SEC EDGAR), SK hynix Inc. reports sole power over 200,000 Penguin Solutions convertible preferred shares, a 9.1% beneficial stake, held by SHIFTIX1 LLC through HYAICO Corporation and bought from SK Telecom's Astra AI Infra LLC on the 2026-10-29 closing datesec.gov · 2026-10-29 |
| Stripe | invests in | Supabase | | reported | Supabase, $500M Series F at a $10.5B post-money led by GIC, with Accel, Y Combinator, Craft, Felicis, Peak XV and Coatue following, Stripe investing a second time and Salesforce Ventures new (deal counsel Orrick's announcement; no company release with the figure surfaced)orrick.com · 2026-06-04 |
| Tencent | invests in | DeepSeek | | reported | The Decoder (relaying The Information), DeepSeek takes outside money for the first time (Tencent among the largest backers, via an LP controlled by the founder, no direct equity)the-decoder.com · 2026-06-16 |
| Tencent | invests in | Enflame | | verified | Page on scmp.comscmp.com |
| Tencent | invests in | Infinigence AI | | reported | Bloomberg, Tencent-Backed AI Cloud Unicorn Said to File for Hong Kong IPO - valued at RMB14.3B (~$2.1B) ahead of the offering, backed by Tencent, Baidu and Z.AI; no company release and the IPO filing is confidential, so the figure is Bloomberg's reporting rather than a published post-moneybloomberg.com · 2026-10-01 |
| Tencent | invests in | Kling AI | | reported | Bloomberg, Alibaba, Tencent Join $2.8 Billion Funding for Kling AI (Alibaba joined a clutch of investors in Kling that included BlueFive Capital, Baidu Inc. and Tencent Holdings Ltd.)bloomberg.com · 2026-07-02 |
| Tencent | invests in | Lovable | | verified | Lovable, $400M Series C at $13.3B led by Menlo Ventures and EQT Scaleup Europe Fund; Tencent among new investorslovable.dev · 2026-08-12 |
| Tencent | invests in | Manus / Butterfly Effect | | verified | TechCrunch, China's Manus raises over $500M in first funding round since split with Meta (Boyu and IDG co-led; Tencent, HSG, ZhenFund following; valuation not disclosed by the company)techcrunch.com · 2026-10-08 |
| Tencent | invests in | Moonshot AI | | reported | TechNode (citing Bloomberg), Tencent joins Moonshot AI $300 million funding round, report saystechnode.com · 2024-08-06 |
| Tencent | invests in | Naive AI | | reported | The Information, A Tsinghua professor's stealth LLM startup hits $1.4 billion valuation - $400M raised across three rounds from Tencent, IDG Capital and HSGtheinformation.com · 2026-09-18 |
| Tencent | invests in | StepFun | | reported | Page on caproasia.comcaproasia.com · 2026-05-09 |
| Zhipu / Z.ai | invests in | Infinigence AI | | reported | Bloomberg, Tencent-Backed AI Cloud Unicorn Said to File for Hong Kong IPO - valued at RMB14.3B (~$2.1B) ahead of the offering, backed by Tencent, Baidu and Z.AI; no company release and the IPO filing is confidential, so the figure is Bloomberg's reporting rather than a published post-moneybloomberg.com · 2026-10-01 |
| NVIDIA | buys memory from | Micron | | verified | NVIDIA 10-K FY2026 (we purchase memory from SK Hynix, Micron and Samsung)sec.gov · 2026-02-25 |
| NVIDIA | buys memory from | SK Hynix | | verified | NVIDIA 10-K FY2026 (we purchase memory from SK Hynix, Micron and Samsung)sec.gov · 2026-02-25 |
| Alibaba / Qwen | owns | Alibaba Cloud | | verified | Alibaba Group, March Quarter 2026 and Fiscal Year 2026 Results (Cloud Intelligence Group segment)sec.gov · 2026-05-13 |
| Alphabet | owns | Google DeepMind | | verified | Google DeepMind, About Google DeepMinddeepmind.google |
| Alphabet | owns | Google TPU | | verified | Alphabet 10-K FY2025 (our own custom-built Tensor Processing Units)sec.gov · 2026-02-05 |
| Alphabet | owns | Google Vertex AI | | verified | Alphabet 10-K FY2025 (through Vertex AI; renamed Gemini Enterprise Agent Platform in April 2026)sec.gov · 2026-02-05 |
| Alphabet | owns | Waymo | | verified | Alphabet 10-K FY2025 (Other Bets: Waymo)sec.gov · 2026-02-05 |
| Alphabet | owns | Wiz | | verified | TechCrunch, Google completes $32B acquisition of Wiztechcrunch.com · 2026-03-11 |
| Amazon | owns | AWS Bedrock | | verified | AWS, Amazon Bedrock is now generally availableaws.amazon.com · 2023-09-28 |
| Amazon | owns | AWS Trainium | | verified | AWS, Trainium (product page)aws.amazon.com |
| AMD | owns | Taalas | ~$2.9B incl. up to ~$1.4B contingent | reported | AMD investor relations, AMD Acquires Taalas to Advance Compute Solutions for Rapidly Growing AI Inference Market - definitive agreement signed 2026-08-06, priced at approximately $2.9B including up to approximately $1.4B of contingent consideration in AMD's 10-Q of 2026-11-04, close expected in AMD's fiscal Q4 2026 subject to regulatory approval; signed, not closedir.amd.com · 2026-08-06 |
| AMD | owns | World Labs | | reported | AMD investor relations, AMD to Acquire World Labs to Advance the Future of AI Compute (all-stock, ~$8.2B; close expected end of 2026 subject to regulatory approval)ir.amd.com · 2026-09-28 |
| ByteDance | owns | Anew Labs | | reported | Reuters (via The Next Web), ByteDance completes a $290M first external round for AI drug unit Anew Labs at a ~$1.5B valuation, sources say; HSG, IDG Capital and GL Ventures led with 5Y Capital co-leading and ByteDance retaining 56%thenextweb.com · 2026-09-16 |
| Cerebras | owns | Cerebras WSE-3 | | verified | Cerebras, The Wafer-Scale Engine (product page)cerebras.ai |
| Cloudflare | owns | Replicate | | verified | Cloudflare 10-Q Q1 2026 (acquired all outstanding shares of Replicate on 2025-12-01)sec.gov · 2025-12-01 |
| CoreWeave | owns | Weights & Biases | | verified | CoreWeave Completes Acquisition of Weights & Biasesinvestors.coreweave.com · 2025-05-05 |
| Groq | owns | Groq LPU | | verified | Groq and Nvidia Enter Non-Exclusive Inference Technology Licensing Agreement (Groq keeps the LPU; NVIDIA licenses it)groq.com · 2025-12-24 |
| Huawei | owns | Huawei Ascend | | verified | Huawei Ascend developer site (Huawei Technologies)hiascend.com |
| Marvell | owns | Celestial AI | | verified | Marvell Completes Acquisition of Celestial AIinvestor.marvell.com · 2026-02-02 |
| Marvell | owns | Lumentum | | reported | Marvell and Lumentum joint press release, Marvell and Lumentum to Combine, Creating a Category Leader in AI Connectivity - definitive all-stock merger agreement dated 2026-11-01 at an implied enterprise value of $115B, 4.5 Marvell shares per Lumentum share, close expected in the first half of 2028 subject to both shareholder votes and regulatory approval; signed, not closedinvestor.marvell.com · 2026-11-02 |
| Meta | owns | Meta AI / Llama | | verified | Meta, Introducing the Meta AI App: A New Way to Access Your AI Assistantabout.fb.com · 2025-04-29 |
| Meta | owns | Meta MTIA | | verified | Meta newsroom, Meta Partners With Broadcom to Co-Develop Custom AI Silicon (company announcement)about.fb.com · 2026-04-14 |
| Microsoft | owns | Azure AI Foundry | | verified | Microsoft, Azure AI Foundry (product page; renamed Microsoft Foundry, Nov 2025)azure.microsoft.com · 2026-10-29 |
| Microsoft | owns | Microsoft Maia | | verified | Reuters (via Techmeme), Microsoft says Maia 300 racks will hold 96 chips and use ~167 kW of power and plans to roll out multi-gigawatt deployments of the chip starting next yeartechmeme.com · 2026-10-12 |
| NVIDIA | owns | Hugging Face | | reported | NVIDIA 8-K: agreement to acquire Hugging Face for ~$11.9B cash plus up to ~$1.0B retention equity, signed Sep 2 2026, close expected H1 2027 pending regulatory approvalsec.gov · 2026-09-03 |
| Qualcomm | owns | Modular | | verified | Qualcomm Completes Acquisition of Modular (company release)prnewswire.com · 2026-07-29 |
| Shield AI | owns | Echodyne | $5.3B transaction value ($4.8B at closing, up to $500M contingent) | reported | Shield AI, Shield to acquire Echodyne in a transaction valued at $5.3 billion - definitive agreement announced 2026-11-05, $4.8B at closing plus up to $500M contingent, close expected early 2027 subject to regulatory approval; signed, not closedshield.ai · 2026-11-05 |
| SpaceX | owns | Cursor / Anysphere | | verified | CNBC, SpaceX to acquire Cursor for $60 billion (agreement)cnbc.com · 2026-06-16 |
| SpaceX | owns | xAI | | verified | Bloomberg, Musk's SpaceX combines with xAI at $1.25T valuation (xAI leg $250B, per people familiar)bloomberg.com · 2026-02-02 |
| Stripe | owns | OpenRouter | | reported | Stripe newsroom, Stripe agrees to acquire OpenRouter (terms not disclosed)stripe.com · 2026-08-19 |
| Vercel | owns | Vercel AI Gateway | | verified | Vercel, AI Gateway is now generally availablevercel.com · 2025-08-22 |
| NVIDIA | packaged by | Amkor | | verified | NVIDIA to Manufacture American-Made AI Supercomputers in US for First Time (Amkor and SPIL for packaging)blogs.nvidia.com · 2025-04-14 |
| Amazon | rents from | Cipher Digital | ~$5.5B over 15 years | verified | Cipher Digital 8-K, filed 2025-11-03 (names Amazon)sec.gov · 2025-11-03 |
| Anthropic | rents from | Akamai | ~$11.6B over 7 years | verified | Akamai 8-K, filed 2026-09-24 (names Anthropic)sec.gov · 2026-09-18 |
| Anthropic | rents from | Alphabet | | reported | Reuters exclusive (via CNBC), Anthropic's IPO prospectus shows sweeping AI vision and surging costs - 2025 revenue ~$4.6B, net loss ~$42B, $518B of infrastructure commitments; no share count or price range setcnbc.com · 2026-09-28 |
| Anthropic | rents from | Amazon | | reported | Reuters exclusive (via CNBC), Anthropic's IPO prospectus shows sweeping AI vision and surging costs - 2025 revenue ~$4.6B, net loss ~$42B, $518B of infrastructure commitments; no share count or price range setcnbc.com · 2026-09-28 |
| Anthropic | rents from | Broadcom | | reported | Page on qz.comqz.com · 2026-10-01 |
| Anthropic | rents from | Daytona | | reported | Daytona raises $60M at $1B valuation to provide AI agent infrastructure to OpenAI, Anthropic, and others - Tech Startupstechstartups.com · 2026-10-20 |
| Anthropic | rents from | IREN | | reported | Page on investing.cominvesting.com |
| Anthropic | rents from | Lambda | $35B | reported | Bloomberg, Anthropic Strikes $35 Billion Cloud Deal With Nvidia-Backed Lambda (six-year, ~350 MW compute commitment)bloomberg.com · 2026-08-31 |
| Anthropic | rents from | Microsoft | $30B Azure commitment | verified | Microsoft, NVIDIA and Anthropic announce strategic partnerships (Anthropic committed to $30B of Azure compute)blogs.microsoft.com · 2025-11-18 |
| Anthropic | rents from | Nscale | ~$45B | reported | Anthropic and Nscale strike $45 billion cloud deal, sources saycnbc.com · 2026-08-26 |
| Anthropic | rents from | SpaceX | $1.25B a month to May 2029 | verified | SPACE EXPLORATION TECHNOLOGIES CORP S-1, filed 2026-05-20 (names Anthropic and SpaceX)sec.gov · 2026-05-20 |
| Anthropic | rents from | TeraWulf | ~$19B over 20 years | verified | TeraWulf 8-K exhibit 99.1, TeraWulf Announces Anthropic Lease at Justified Data Campus and Sale of Majority Interest in Abernathy Joint Venture to Fluidstack (20-year Anthropic lease, ~$19B contracted revenue)sec.gov · 2026-07-06 |
| Cognition | rents from | Daytona | | reported | Daytona raises $60M at $1B valuation to provide AI agent infrastructure to OpenAI, Anthropic, and others - Tech Startupstechstartups.com · 2026-10-20 |
| Cognition | rents from | Modal | | reported | Source: Inference provider Modal Labs closing in on $750M round at $15.75B valuation | TechCrunchtechcrunch.com · 2026-09-28 |
| Cohere | rents from | Boost Run | ~$525.6M over ~5 years | verified | Boost Run 8-K, filed 2026-10-06 (names Cohere)sec.gov · 2026-09-30 |
| Cohere | rents from | HIVE Digital Technologies | about $220M over three years | verified | HIVE Digital Technologies (company release via Newsfile), HIVE's BUZZ HPC Closes USD $220 Million Sovereign AI GPU Contract with Bell AI Fabric for Cohere Inc. (2,304 NVIDIA Grace Blackwell GPUs at Bell's Merritt, BC facility, contracted to Cohere; restated at a fixed $225M with connectivity and storage on 2026-10-27)newsfilecorp.com · 2026-06-18 |
| Cohere | rents from | Oracle | | verified | VentureBeat, Oracle founder Larry Ellison confirms new gen AI service with Cohere during earnings call (Cohere trains its LLMs on Oracle Cloud Infrastructure)venturebeat.com · 2023-06-12 |
| CoreWeave | rents from | Applied Digital | ~$11B across all leases | verified | Applied Digital Finalizes Additional 150MW Lease with CoreWeave in North Dakotair.applieddigital.com · 2025-08-29 |
| CoreWeave | rents from | Core Scientific | $10.2B over 12 years | verified | February 27, 2025 - EX-99.1 - 8-K: Current report | Core Scientific, Inc. (CORZ)investors.corescientific.com · 2025-02-26 |
| Cursor / Anysphere | rents from | Daytona | | reported | Daytona raises $60M at $1B valuation to provide AI agent infrastructure to OpenAI, Anthropic, and others - Tech Startupstechstartups.com · 2026-10-20 |
| Figure AI | rents from | Nscale | $3.5B, up to over $6B | verified | Figure and Nscale Sign Strategic Partnership For Up to 100,000 GPUs on the NVIDIA Vera Rubin Platformfigure.ai · 2026-09-03 |
| Fluidstack | rents from | Cipher Digital | | verified | Cipher Digital 8-K, filed 2025-11-20 (names Fluidstack)sec.gov · 2025-11-20 |
| Fluidstack | rents from | Hut 8 | $7.0B over 15 years | verified | Hut 8 $7 Billion Deal with Fluidstack and Anthropiccanada.hut8.com · 2025-12-17 |
| Fluidstack | rents from | TeraWulf | $6.7B, up to $16B | verified | TeraWulf Announces Fluidstack Expansion with 160 MW CB-5 Lease at Lake Marinerinvestors.terawulf.com · 2025-08-18 |
| Meta | rents from | CoreWeave | up to ~$14.2B through 2031 | verified | CoreWeave 8-K, Meta order of about $14.2B under the 2023 master services agreement, through 2031sec.gov · 2025-09-25 |
| Meta | rents from | Nebius | $12B over 5 yrs, up to ~$27B | verified | Nebius signs new AI infrastructure agreement with Meta ($12B over 5 years, up to ~$27B)nebius.com · 2026-03-16 |
| Microsoft | rents from | IREN | ~$9.7B over 5 yrs | verified | Page on irisenergy.gcs-web.comirisenergy.gcs-web.com · 2025-11-03 |
| Microsoft | rents from | Lambda | | verified | Lambda Announces Multibillion-Dollar Agreement With Microsoft to Deploy AI Infrastructure Powered by Tens of Thousands of NVIDIA GPUslambda.ai · 2025-11-03 |
| Microsoft | rents from | Nebius | | verified | Nebius announces multi-billion dollar agreement with Microsoft for AI infrastructure ($17.4B, up to $19.4B, through 2031)nebius.com · 2025-09-08 |
| Microsoft | rents from | Nscale | | verified | Page on globenewswire.comglobenewswire.com · 2025-10-15 |
| Mirendil | rents from | Alphabet | over $100M, multiyear | reported | TechCrunch (exclusive), Mirendil inks $100M+ Google Cloud deal to scale self-improving AI - states the seed was raised at a $1 billion valuation in late Junetechcrunch.com · 2026-08-06 |
| NVIDIA | rents from | Daytona | | reported | Daytona raises $60M at $1B valuation to provide AI agent infrastructure to OpenAI, Anthropic, and others - Tech Startupstechstartups.com · 2026-10-20 |
| NVIDIA | rents from | Hut 8 | $19.6B, up to $50B | reported | Nvidia is the mystery tenant behind Hut 8’s $50bn Texas data centre, FT reportsthenextweb.com · 2026-07-28 |
| NVIDIA | rents from | IREN | ~$3.4B over 5 yrs | verified | Page on irisenergy.gcs-web.comirisenergy.gcs-web.com · 2026-05-07 |
| OpenAI | rents from | Alphabet | | verified | CNBC, OpenAI says it will use Google's cloud for ChatGPT (Google Cloud added to OpenAI's own published list of compute suppliers alongside Microsoft, Oracle and CoreWeave; capacity in the US, Japan, the Netherlands, Norway and the UK)cnbc.com · 2025-07-16 |
| OpenAI | rents from | Amazon | $38B + $100B over 8 years | verified | Amazon 10-Q, filed 2026-07-31 (names OpenAI)sec.gov · 2026-02-27 |
| OpenAI | rents from | Daytona | | reported | Daytona raises $60M at $1B valuation to provide AI agent infrastructure to OpenAI, Anthropic, and others - Tech Startupstechstartups.com · 2026-10-20 |
| OpenAI | rents from | Microsoft | $250B of Azure (incremental) | verified | The next chapter of the Microsoft–OpenAI partnership - The Official Microsoft Blogblogs.microsoft.com · 2025-10-28 |
| OpenAI | rents from | Oracle | | verified | Oracle FWP, filed 2026-02-02 (names OpenAI)sec.gov · 2026-02-02 |
| Palantir | rents from | Amazon | | verified | Anthropic partners with AWS and Palantir to provide AI models to defense agencies - SiliconANGLEsiliconangle.com · 2024-11-07 |
| Palantir | rents from | Nebius | | verified | Palantir and Nebius partner to deliver a complete sovereign AI stack to Palantir customersnebius.com · 2026-09-08 |
| Poolside | rents from | CoreWeave | | verified | CoreWeave Announces Partnership with Foundation Model Company Poolside (more than 40,000 GB300 GPUs)coreweave.com · 2025-10-15 |
| Positron | rents from | Oracle | | reported | Positron AI, $875M at a $5B post-money - a $375M Series C at a $3.5B pre co-led by NEA, Atreides, Valor, Andra and SemiAnalysis Capital, plus a Series C-1 of up to $500M led by NEA and Jim Clark (company release)prnewswire.com · 2026-09-10 |
| Rad AI | rents from | Amazon | | reported | Report: Rad AI Business Breakdown & Founding Story | Contrary Researchresearch.contrary.com |
| Ramp | rents from | Modal | | reported | Source: Inference provider Modal Labs closing in on $750M round at $15.75B valuation | TechCrunchtechcrunch.com · 2026-09-28 |
| Safe Superintelligence | rents from | Alphabet | | verified | Page on datacenterdynamics.comdatacenterdynamics.com |
| Suno | rents from | Modal | | reported | Source: Inference provider Modal Labs closing in on $750M round at $15.75B valuation | TechCrunchtechcrunch.com · 2026-09-28 |
| Tempus AI | rents from | Alphabet | $330M note for Google Cloud | reported | Google Invested in This Hot New Artificial Intelligence (AI) Stock. Should You? | The Motley Foolfool.com · 2024-06-19 |
| Thinking Machines | rents from | Crusoe | $65M a year | verified | Thinking Machines Lab Taps Crusoe in $65M Inference Dealcrusoe.ai · 2026-09-23 |
| Ambience | competes with | Abridge | | reported | Page on beckershospitalreview.combeckershospitalreview.com |
| Anthropic | competes with | DeepSeek | | reported | CNBC, Anthropic joins OpenAI in flagging 'industrial-scale' distillation campaigns by Chinese AI firmscnbc.com · 2026-02-24 |
| Anthropic | competes with | OpenAI | | reported | CNBC, OpenAI and Anthropic's rivalry on display as CEOs avoid holding hands at AI summitcnbc.com · 2026-02-19 |
| Baidu | competes with | Alibaba / Qwen | | reported | Bloomberg, Alibaba Sparks China AI Price War With Spate of Steep Discounts (Baidu matched within hours)bloomberg.com · 2024-05-21 |
| Biren | competes with | NVIDIA | | reported | Tom's Hardware, Blacklisted Chinese AI GPU champ Biren preps for IPO (a Chinese AI GPU developer that rivals Nvidia)tomshardware.com · 2024-09-12 |
| Cerebras | competes with | Groq | | reported | CNBC, What you need to know about Nvidia competitor Cerebras after wild IPO (names Groq among its competitors)cnbc.com · 2026-05-15 |
| Cursor / Anysphere | competes with | Cognition | | reported | CNBC, OpenAI looked at buying Cursor creator before turning to AI coding rival Windsurf (Windsurf later acquired by Cognition)cnbc.com · 2025-04-17 |
| CXMT | competes with | Micron | | reported | Page on nasdaq.comnasdaq.com |
| CXMT | competes with | Samsung | | reported | Page on nasdaq.comnasdaq.com |
| CXMT | competes with | SK Hynix | | reported | Page on nasdaq.comnasdaq.com |
| Deepgram | competes with | ElevenLabs | | reported | Page on uk.marketscreener.comuk.marketscreener.com |
| d-Matrix | competes with | NVIDIA | | reported | AI chip startup d-Matrix raises $275M at $2B valuation to challenge Nvidia’s grip on AI inference - Tech Startupstechstartups.com · 2025-11-12 |
| Factory | competes with | Cognition | | reported | Page on benzinga.combenzinga.com |
| Figma | competes with | Canva | | reported | TechCrunch, Figma adds an AI assistant to its collaborative canvas (facing intense competition from Canva)techcrunch.com · 2026-05-20 |
| Figure AI | competes with | Unitree | | reported | TechCrunch, Why China's humanoid robot industry is winning the early market (Unitree against Figure and Tesla)techcrunch.com · 2026-02-28 |
| FuriosaAI | competes with | NVIDIA | | reported | FuriosaAI Korea AI Chip 2026: How a Founder Said No to Metaseoulz.com · 2026-05-04 |
| Gamma | competes with | Canva | | reported | TechCrunch, Gamma adds AI image-generation tools in bid to take on Canva and Adobetechcrunch.com · 2026-03-17 |
| Harvey | competes with | Legora | | reported | TechCrunch, Legal AI startup Legora hits $5.6B valuation and its battle with Harvey just got hottertechcrunch.com · 2026-04-30 |
| Helsing | competes with | Anduril | | reported | CNBC, Europe's Anduril rival Helsing raises $1.8 billion at $18 billion valuationcnbc.com · 2026-07-13 |
| HeyGen | competes with | Synthesia | | reported | HeyGen revenue, valuation & fundingsacra.com |
| Horizon Robotics | competes with | NVIDIA | | reported | DIGITIMES, Nvidia leads China assisted-driving chip market; Horizon Robotics rises to second - the two are described as a duopoly in Chinese assisted-driving domain controllers, NVIDIA first on installations and Horizon seconddigitimes.com · 2026-06-18 |
| Instinct | competes with | Manus / Butterfly Effect | | reported | TechCrunch, Instinct raises $1B Series C at a $10B valuation led by Sequoia, Benchmark and Coatuetechcrunch.com · 2026-09-28 |
| Instinct | competes with | OpenAI | | reported | TechCrunch, Instinct raises $1B Series C at a $10B valuation led by Sequoia, Benchmark and Coatuetechcrunch.com · 2026-09-28 |
| Mercor | competes with | Scale AI | | reported | TechCrunch, Scale AI is suing a former employee and rival Mercor, alleging they tried to steal its biggest customerstechcrunch.com · 2025-09-03 |
| Microsoft | competes with | Amazon | | reported | CNBC, Cloud wars: How Microsoft stacks up against Amazon, Google, Oracle in 1 chartcnbc.com · 2025-08-01 |
| Modal | competes with | Baseten | | reported | Modal Labs Nears $750M Round at $15.75B Valuation as AI Inference Demand Surgestheaiinsider.tech · 2026-09-30 |
| Modal | competes with | Fal | | reported | Modal Labs Nears $750M Round at $15.75B Valuation as AI Inference Demand Surgestheaiinsider.tech · 2026-09-30 |
| Modal | competes with | Fireworks | | reported | Modal Labs Nears $750M Round at $15.75B Valuation as AI Inference Demand Surgestheaiinsider.tech · 2026-09-30 |
| Moonshot AI | competes with | DeepSeek | | reported | SCMP, Beyond DeepSeek: Moonshot and MiniMax step up as China's new frontier AI labsscmp.com · 2025-01-01 |
| Moore Threads | competes with | NVIDIA | | reported | Moore Threads Soars Over Fivefold as ‘China’s Nvidia’ Makes Shanghai Trading Debutyicaiglobal.com · 2025-12-05 |
| NVIDIA | competes with | AMD | | verified | NVIDIA 10-K FY2026, Competition (names AMD)sec.gov · 2026-02-25 |
| NVIDIA | competes with | Google TPU | | verified | NVIDIA 10-K FY2026, Competition (names cloud companies designing their own hardware, including Alphabet)sec.gov · 2026-02-25 |
| OpenAI | competes with | Google DeepMind | | reported | CNBC, OpenAI is under pressure as Google, Anthropic gain groundcnbc.com · 2025-12-02 |
| Perplexity | competes with | Alphabet | | reported | CNBC Disruptor 50, Perplexity (a direct challenger to Google's search)cnbc.com · 2026-05-19 |
| Pony.ai | competes with | Waymo | | reported | CNBC, Global robotaxi race heats up between U.S. and Chinese rivalscnbc.com · 2025-11-20 |
| SK Hynix | competes with | Micron | | verified | SK hynix draft registration statement, risk factors (names Micron Technology as a competitor)sec.gov · 2026-06-11 |
| Town | competes with | Instinct | | reported | Scoop: Conflict With Instinct Knocks Index Out Of Town’s Buzzy New Raiseupstartsmedia.com · 2026-09-03 |
| TSMC | competes with | Samsung | | reported | TrendForce, Global Foundry Revenue Approaches US$53.49 Billion in 2Q26 as SMIC Narrows Market Share Gap with Samsung - TSMC first on 72.5% of foundry revenue, Samsung Foundry second on 5.9%, its 1.8% QoQ growth slower than its rivalstrendforce.com · 2026-09-09 |
| Zhipu / Z.ai | competes with | MiniMax | | reported | SCMP, MiniMax once led Zhipu in Hong Kong's AI stock race. How the tables have turnedscmp.com |
| Cognition | routes to | Anthropic | | verified | Anthropic, Building an autonomous AI engineer: A Q&A with Cognitionclaude.com |
| Cursor / Anysphere | routes to | Anthropic | | verified | Cursor, Data Use & Privacy Overview (names Anthropic as a model provider)cursor.com · 2026-09-03 |
| Cursor / Anysphere | routes to | Baseten | | verified | Baseten, Optimizing delta weight syncs for managed RL rollouts (serves inference for Cursor)baseten.co |
| Cursor / Anysphere | routes to | AWS Bedrock | | verified | Cursor docs, AWS Bedrockcursor.com |
| Cursor / Anysphere | routes to | Fireworks | | verified | Fireworks AI, Cursor Composer 2 (Fireworks runs Composer inference)fireworks.ai · 2026-06-26 |
| Cursor / Anysphere | routes to | OpenAI | | verified | Cursor, Data Use & Privacy Overview (names OpenAI as a model provider)cursor.com · 2026-09-03 |
| Cursor / Anysphere | routes to | Together AI | | verified | Together AI, How Cursor partnered with Together AI for real-time, low-latency inferencetogether.ai |
| Decagon | routes to | OpenAI | | verified | OpenAI, Delivering high-performance customer support (Decagon; its CEO said in 2026-07 that ~90% of workloads now run on open-source models)openai.com |
| Glean | routes to | Anthropic | | verified | Glean, Enterprise AI Platform Glean Adds Support for Anthropic's Claude AI Modelglean.com · 2024-06-05 |
| Grammarly/Superhuman | routes to | OpenAI | | reported | TechRadar, Grammarly's ChatGPT upgrade won't just improve your writing (GrammarlyGo built on GPT-3; no newer source)techradar.com · 2023-03-09 |
| Harvey | routes to | Anthropic | | verified | Anthropic, Harvey transforms legal work with Claudeclaude.com |
| Harvey | routes to | OpenAI | | verified | OpenAI, Customizing models for legal professionals (Harvey customer story)openai.com |
| Legora | routes to | Anthropic | | verified | Anthropic, customer story: Legoraanthropic.com |
| Lovable | routes to | Anthropic | | verified | Anthropic, Lovable helps anyone create software 20x faster with Claudeclaude.com |
| Microsoft | routes to | Anthropic | | verified | Expanding model choice in Microsoft 365 Copilot | Microsoft Copilot Blogmicrosoft.com · 2025-09-24 |
| Microsoft | routes to | Suno | | verified | Microsoft Copilot Blog | Latest Product Updates and Insightsmicrosoft.com · 2025-02-05 |
| Notion | routes to | Anthropic | | verified | Notion 3.2 - pick from GPT-5.2, Claude Opus 4.5 or Gemini 3, or let Auto choose the model for the tasknotion.com · 2026-01-20 |
| Notion | routes to | Google DeepMind | | verified | Notion 3.2 - pick from GPT-5.2, Claude Opus 4.5 or Gemini 3, or let Auto choose the model for the tasknotion.com · 2026-01-20 |
| Notion | routes to | OpenAI | | verified | Notion 3.2 - pick from GPT-5.2, Claude Opus 4.5 or Gemini 3, or let Auto choose the model for the tasknotion.com · 2026-01-20 |
| OpenEvidence | routes to | Anthropic | | verified | Anthropic and OpenEvidence Team to Expand Reach of Medical AI | PYMNTS.compymnts.com · 2026-09-23 |
| OpenRouter | routes to | Alibaba / Qwen | | verified | OpenRouter, live provider list (Alibaba)openrouter.ai · 2026-10-26 |
| OpenRouter | routes to | AWS Bedrock | | verified | OpenRouter, live provider list (Amazon Bedrock)openrouter.ai · 2026-10-26 |
| OpenRouter | routes to | DeepSeek | | verified | OpenRouter, live provider list (DeepSeek)openrouter.ai · 2026-10-26 |
| OpenRouter | routes to | Fireworks | | verified | OpenRouter, live provider list (Fireworks)openrouter.ai · 2026-10-26 |
| OpenRouter | routes to | Groq | | verified | OpenRouter, live provider list (Groq)openrouter.ai · 2026-10-26 |
| OpenRouter | routes to | Together AI | | verified | OpenRouter, live provider list (Together)openrouter.ai · 2026-10-26 |
| OpenRouter | routes to | Google Vertex AI | | verified | OpenRouter, live provider list (Google Vertex)openrouter.ai · 2026-10-26 |
| Perplexity | routes to | Google DeepMind | | verified | Perplexity docs, Agent API Models (lists Google Gemini models)docs.perplexity.ai · 2026-10-29 |
| Perplexity | routes to | OpenAI | | verified | Perplexity docs, Agent API Models (lists OpenAI GPT models)docs.perplexity.ai · 2026-10-29 |
| Replit | routes to | Anthropic | | reported | TechCrunch, Replit makes OpenAI its default over Anthropic, CEO says (Claude still selectable)techcrunch.com · 2026-10-17 |
| Replit | routes to | OpenAI | | verified | TechCrunch, Replit makes OpenAI its default over Anthropic, CEO saystechcrunch.com · 2026-10-17 |
| Sierra | routes to | OpenAI | | reported | TechCrunch, Bret Taylor's customer service AI startup just raised $175M (uses OpenAI, Anthropic and Meta models)techcrunch.com · 2024-10-28 |
| Venice | routes to | NEAR | | verified | Venice, Privacy (inference run by TEE partners NEAR AI Cloud and Phala Network)venice.ai |
| Venice | routes to | OpenAI | | verified | Venice API, model list (GPT models served as anonymized proxies)api.venice.ai |
| Vercel | routes to | TypeSafe AI | | verified | Vercel (company blog), Jev is the fastest-adopted model in AI Gateway historyvercel.com · 2026-09-16 |
| Vercel AI Gateway | routes to | Fireworks | | verified | Vercel AI Gateway, live endpoint list for gpt-oss-120b (includes Fireworks)ai-gateway.vercel.sh · 2026-10-26 |
| Vercel AI Gateway | routes to | Together AI | | verified | Vercel AI Gateway, live endpoint list for gpt-oss-120b (includes Together AI)ai-gateway.vercel.sh · 2026-10-26 |
| Alphabet | trains on | Mercor | | reported | Yahoo Finance, Nvidia Reportedly Explores Stake in AI Data Provider Mercor (names Google among Mercor's main revenue sources)finance.yahoo.com · 2026-08-19 |
| Anthropic | trains on | Mercor | | reported | WIRED, Meta Pauses Work With Mercor After Data Breach (OpenAI, Anthropic and other labs rely on Mercor for training data)wired.com · 2026-04-03 |
| Meta AI / Llama | trains on | Scale AI | | verified | Scale AI announces next phase of company's evolution (expands Scale and Meta's commercial relationship)scale.com · 2025-06-12 |
| NVIDIA | trains on | Mercor | | reported | Yahoo Finance, Nvidia Reportedly Explores Stake in AI Data Provider Mercor (Mercor data used in NVIDIA's Nemotron models)finance.yahoo.com · 2026-08-19 |
| OpenAI | trains on | Mercor | | verified | WIRED, Meta Pauses Work With Mercor After Data Breach (an OpenAI spokesperson confirmed its projects with Mercor continue)wired.com · 2026-04-03 |
| OpenAI | trains on | Turing | | reported | TechCrunch, Turing, a key coding provider for OpenAI and other LLM producers, raises $111M at a $2.2B valuationfinance.yahoo.com · 2025-03-06 |
| Pathos AI | trains on | Tempus AI | | verified | Pathos AI Announces Strategic Collaborations with Bristol Myers Squibb and Tempus AI to Advance AI-Driven Drug Development Beginning with Alzheimer's Disease and Other Neurological Conditions (company release; BMS leads the Series E, Tempus licenses neurology data)pathos.com · 2026-10-23 |
| Ramp | trains on | Prime Intellect | | reported | TechCrunch, Prime Intellect raises $130M Series A to help enterprises build their own AI agents - $1B valuationtechcrunch.com · 2026-07-08 |