Top AI Infrastructure Companies by Revenue 2026

29 companies ranked by revenue, market share, and AI visibility — including LangChain, Hetzner, Supermicro

2
Silver

Hetzner

Hetzner Online is a German cloud and hosting provider with ~€600M estimated annual revenue. Known for affordable dedicat...

$600M
1
Champion

LangChain

Most cited AI agent framework in 2026; LangGraph has 8,200+ GitHub stars. $25M Series A at $200M valuation. LangSmith observability platform for produ...

$25M
3
Bronze

Supermicro

Supermicro (SMCI) reported ~$14.9B revenue in FY2024. Designs high-density AI servers and data center infrastructure, a ...

$14900M

Complete Rankings

#1
LangChain
💰 $25M

Most cited AI agent framework in 2026; LangGraph has 8,200+ GitHub stars. $25M Series A at $200M valuation. LangSmith observability platform for production agents. Used in majority of enterprise multi-agent deployments; 80K+ GitHub stars total.

#2
Hetzner
💰 $600M

Hetzner Online is a German cloud and hosting provider with ~€600M estimated annual revenue. Known for affordable dedicated servers. HQ: Gunzenhausen, Germany. Founded 1997. Private.

#3
Supermicro
💰 $14900M

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.

#4
Fractile
💰 $1000M

UK AI chip startup with novel in-memory compute architecture. GBP 100M UK investment commitment. Backed by NATO Innovation Fund. Potential $1B round (2026). Founded 2022, London.

#5
Scaleway
💰 $150M

Scaleway is a French cloud provider under Iliad Group with ~€150M estimated revenue. Focused on European data sovereignty and GPU cloud for AI. HQ: Paris. Founded 1999.

#6
Crusoe
💰 $10000M

AI cloud infrastructure using clean energy. $10B valuation, ~$1B revenue in 2025. Building 1.2GW Abilene data center. Founded 2018, Denver. ~$4B total funding. Private.

#7
Poolside AI
💰 $50M

Specialized coding LLMs for enterprises. $50M revenue (2025). Raised $2B+ including ~$1B from Nvidia. $12B valuation. Project Horizon 2GW data center. Founded 2023, SF.

#8
Together AI
💰 $300M

Open-source AI cloud. $300M ARR (Sep 2025). $3.3B valuation. $533M total raised. Backed by Salesforce, NVIDIA, Kleiner Perkins. Founded by ex-Stanford AI researchers.

#9
Groq
💰 $6900M

AI inference chip maker (LPU). $6.9B valuation, ~$1.8B raised. Nvidia $17B licensing deal (2026). $500M projected 2025 revenue. Founded 2016, Mountain View. Private.

#10
SandboxAQ
💰 $5750M

Alphabet-spun quantum-AI company. $5.75B valuation. $950M+ raised. Large Quantitative Models for drug discovery, cybersecurity, navigation. Founded 2022, Palo Alto.

#11
Rebellions
💰 $2340M

Korean AI chip unicorn. $2.34B valuation. ATOM and REBEL NPUs for inference. Backed by Samsung, Arm, SK Hynix. $850M raised. IPO planned 2026. Founded 2020, Seoul.

#12
Browserbase
💰 $67M

Headless browser infrastructure for AI agents. 1,000+ customers (Perplexity, Vercel). 50M sessions in 2025. $67M raised at $300M valuation. Founded Jan 2024, SF.

#13
Cerebras Systems
💰 $23000M

Wafer-scale AI chip maker with WSE-3 (4T transistors). Founded 2015, $23B valuation, ~$2.9B total funding. $10B+ deal with OpenAI. IPO expected Q2 2026 (CBRS).

#14
Normal Computing
💰 $85M

Thermodynamic computing chips for AI. World's first CN101 chip taped out (Aug 2025). $85M+ raised ($50M from Samsung Mar 2026). 1000x energy efficiency target.

#15
ChipAgents
💰 $74M

Agentic AI for chip design. 140x YoY ARR growth. 80 semiconductor customers. $74M raised ($50M Series A1 led by TSMC-backed fund). Founded 2024, Santa Clara.

#16
SambaNova Systems
💰 $1480M

AI chip and platform company. $1.48B total raised ($350M Series E Feb 2026). SN50 chip: 5x faster, 3x lower cost. Intel partnership. Founded in Palo Alto.

#17
Tenstorrent
💰 $3200M

Jim Keller-led AI chip and RISC-V IP company. $3.2B valuation. Samsung, LG, Hyundai licensing Ascalon architecture. $800M raised. Founded in Toronto.

#18
Lightmatter
💰 $4400M

Photonic AI chip company. Passage interconnects using light. $4.4B valuation. $850M raised. MIT spinout. M1000 at 114 Tbps bandwidth. Founded 2017.

#19
Composio
💰 $29M

AI agent infrastructure startup connecting agents to 3,000+ enterprise apps. Founded 2023, SF. Raised ~$29M (Series A led by Lightspeed). Private.

#20
Fireworks AI
💰 $4000M

High-perf AI inference platform by PyTorch team. $4B valuation. 10T+ tokens/day, 10K+ customers. ~$315M ARR. $327M raised. Founded by ex-Meta.

#21
Horizon Quantum Computing
💰 $137M

Quantum software company now public on Nasdaq (HQ) via SPAC. Triple Alpha dev environment. ~$137M cash post-merger. Founded 2018, Singapore.

#22
RunPod
💰 $120M

GPU cloud platform. $120M+ ARR (Jan 2026). 500K+ developers. Only $20M seed raised from Intel and Dell. Founded in SF.

#23
Frore Systems
💰 $1640M

AI chip cooling unicorn at $1.64B after $143M Series D. $340M total. Jensen Huang encouraged expansion (March 2026).

#24
Callosum
💰 $10.25M

London startup raised $10.25M for multi-vendor AI chip orchestration. Cambridge neuroscientist founders (Feb 2026).

#25
ScaleOps
💰 $130M

Raised $130M Series C at $800M for autonomous K8s/AI optimization. Adobe, Wiz, DocuSign, Salesforce (March 2026).

#26
Kandou AI
💰 $225M

Raised $225M from SoftBank and Synopsys for copper AI chip interconnects at $400M (March 2026).

#27
Nscale
💰 $2000M

UK AI hyperscaler raised $2B Series C at $14.6B — Europe''s largest-ever VC round (March 2026).

#28
Nexthop AI
💰 $500M

Raised $500M Series B at $4.2B valuation for AI-optimized networking switches (March 2026).

#29
Cognichip
💰 $60M

Raised $60M Series A for physics-informed AI chip design. Intel CEO on board (April 2026).

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