Side-by-side comparison of AI visibility scores, market position, and capabilities
Modular builds the unified AI compute platform (MAX) and the Mojo programming language; raised $380M total ($250M Series C in Sept 2025) at a $1.6B valuation; Mojo 1.0 targeted for H1 2026; MAX delivers 4x+ speedup on frontier models;
Modular is an AI infrastructure company founded in 2022 by Chris Lattner — the creator of Swift and a principal architect of LLVM and Clang — and Tim Davis, headquartered in Santa Clara, California. The company is building what it calls a unified AI compute layer: an integrated platform (MAX) and programming language (Mojo) designed to resolve the fragmentation and inefficiency that characterizes modern AI infrastructure, where researchers use Python for development, CUDA for GPU acceleration, and a patchwork of compilers and runtimes that are difficult to optimize holistically.
GPT-5 and o3 model family at $25B+ ARR; $840B post-money valuation (Feb 2026 round); ChatGPT 1B+ users; largest private fundraise in history ($110B). Competing with Anthropic Claude 4, Google Gemini 3, Meta Llama 4.
OpenAI is a San Francisco-based artificial intelligence company developing and deploying large-scale AI systems — including GPT-4o, o1 reasoning models, DALL-E 3 image generation, Sora video generation, and the Whisper speech recognition model — through the ChatGPT consumer product and OpenAI API for developers and enterprise customers. Founded in 2015 as a nonprofit by Sam Altman, Elon Musk, Greg Brockman, and others and restructured into a capped-profit company, OpenAI raised $157 billion in total funding including a $6.6 billion round in October 2024 at a $157 billion valuation and a $40 billion round from SoftBank in 2025, generating $3.7 billion in annualized revenue in 2024 with 400 million weekly ChatGPT users.
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