Side-by-side comparison of AI visibility scores, market position, and capabilities
Raised $150M Series B at $1.25B valuation (Feb 2026) led by B Capital with Salesforce Ventures, Lightspeed, Eric Schmidt. First interpretability company to reach unicorn status.
Goodfire is building a model design environment — tools that allow AI developers to reach inside neural networks, identify the circuits that cause specific behaviors, and surgically retrain them to change model outputs. The company raised $150 million in Series B financing at a $1.25 billion valuation in February 2026, led by B Capital with Salesforce Ventures, Lightspeed Venture Partners, and Eric Schmidt as co-investors. Goodfire became the first AI interpretability company to achieve unicorn status — a milestone that validates the category's commercial potential.
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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