Side-by-side comparison of AI visibility scores, market position, and capabilities
Baseten raised $300M Series E at $5B (IVP, CapitalG, NVIDIA $150M), powering inference for Cursor, Mercor, Clay, and Lovable; $585M total raised. Jan 2026.
Baseten is an AI infrastructure company that makes it easy for teams to deploy and run machine learning models in production. Founded in 2019, Baseten builds the full systems software stack for AI applications -- from GPUs and autoscaling to observability, billing, and developer tools -- enabling companies to serve AI models at scale without managing underlying infrastructure.
Supermicro (SMCI) reported ~$14.9B revenue in FY2024. Designs high-density AI servers and data center infrastructure, a key supplier of Nvidia GPU server systems. HQ: San Jose, CA.
Super Micro Computer, Inc. (Supermicro) is a leading designer and manufacturer of high-performance server and storage systems, positioned at the center of the AI infrastructure buildout. Founded in 1993 by Charles Liang, Supermicro pioneered the "Building Block Solutions" approach — offering a wide range of modular server components and complete systems that customers can configure for specific workloads. The company is one of the most important suppliers of Nvidia GPU-based AI server systems to hyperscalers, enterprises, and AI startups.
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