Database section · 165 companies
Companies
Every layer of the ecosystem — designers, foundries, memory, equipment, servers, networking, power, cooling, data centers, clouds, labs and the capital behind them.
Field notes
One hundred sixty-five companies, and almost every one is a chokepoint somebody worries about. Browse by layer and notice how often the answer to 'who else makes this?' is nobody — that concentration is the single most important fact about this industry.
Start with these three
TSMC
Where nearly everything on this site is physically made.
ASML
A literal monopoly at the very bottom of the stack.
NVIDIA
The company the whole build-out is denominated in.
AI Labs & Software
33
AL
AI21 LabsIsraeli lab known for the Jamba hybrid Mamba-transformer models.
AN
AnthropicThe safety-focused lab behind Claude — powered by Trainium, TPUs and GPUs at once.
A(
Anysphere (Cursor)Maker of Cursor — the fastest-growing developer product in history (reported).
BA
BaiduChina's search giant: ERNIE models, Apollo Go robotaxis, Kunlun chips.
BF
Black Forest LabsThe Stable Diffusion authors' second act: the FLUX image models.
CO
CohereEnterprise-only models from a transformer-paper co-author.
DA
DatabricksThe data-lakehouse platform where enterprises actually deploy AI.
DE
DeepSeekThe lab that shook the market: frontier results at a fraction of the compute.
EL
ElevenLabsThe voice-AI leader: cloning, dubbing and conversational agents.
FA
Figure AIHumanoid robots with in-house VLA models — a $39B bet on embodied AI.
GD
Google DeepMindFrom AlphaGo to Gemini and AlphaFold — the lab with a Nobel Prize on the shelf.
HF
Hugging FaceThe GitHub of models: two million model repos and the open ecosystem's home.
LA
LG AI ResearchKorea's enterprise lab (EXAONE) and FuriosaAI's anchor customer.
LA
Luma AIDream Machine video and multimodal world-model ambitions — Humain-backed.
MetaOpen-weights standard-bearer turned superintelligence spender.
MI
MidjourneyThe bootstrapped image lab that never took venture money.
MI
MiniMaxShanghai lab spanning LLMs, video (Hailuo) and companion apps.
MA
Mistral AIEurope's frontier hope — efficient open models, ASML-led funding.
MA
Moonshot AIMaker of Kimi — trillion-parameter open MoE models with agentic focus.
OP
OpenAIMaker of ChatGPT and GPT-5 — and the buyer behind the biggest compute deals ever signed.
PA
PalantirOntology-driven AI deployment for governments and industry.
PE
PerplexityThe answer engine attacking Google head-on — browser and all.
PI
Physical IntelligenceFoundation models for any robot — the π0 lab.
RU
RunwayVideo generation for filmmakers — Gen-4 and Hollywood partnerships.
SS
Safe SuperintelligenceIlya Sutskever's one-product company: superintelligence, safely, nothing else.
SA
Scale AIThe data-labeling giant Meta bought half of for $14.3B.
SA
Stability AIThe company that open-sourced image generation — then nearly collapsed.
SU
SunoText-to-song generation — and the music industry's test case.
TeslaReal-world AI at automotive scale: FSD, Optimus, and the AI5 chip program.
TM
Thinking Machines LabMira Murati's lab — a record $2B seed and a fine-tuning product (Tinker).
WaymoThe only driverless service operating at real commercial scale.
ZA
Zhipu AI (Z.ai)Tsinghua-born lab behind the GLM open-model line.
XA
xAIElon Musk's lab: Grok models and the fastest data-center build ever seen.
MetaOpen-weights standard-bearer turned superintelligence spender.
MI
MidjourneyThe bootstrapped image lab that never took venture money.
MI
MiniMaxShanghai lab spanning LLMs, video (Hailuo) and companion apps.
MA
Mistral AIEurope's frontier hope — efficient open models, ASML-led funding.
MA
Moonshot AIMaker of Kimi — trillion-parameter open MoE models with agentic focus.
OP
OpenAIMaker of ChatGPT and GPT-5 — and the buyer behind the biggest compute deals ever signed.
PA
PalantirOntology-driven AI deployment for governments and industry.
PE
PerplexityThe answer engine attacking Google head-on — browser and all.
PI
Physical IntelligenceFoundation models for any robot — the π0 lab.
RU
RunwayVideo generation for filmmakers — Gen-4 and Hollywood partnerships.
SS
Safe SuperintelligenceIlya Sutskever's one-product company: superintelligence, safely, nothing else.
SA
Scale AIThe data-labeling giant Meta bought half of for $14.3B.
SA
Stability AIThe company that open-sourced image generation — then nearly collapsed.
SU
SunoText-to-song generation — and the music industry's test case.
TeslaReal-world AI at automotive scale: FSD, Optimus, and the AI5 chip program.
TM
Thinking Machines LabMira Murati's lab — a record $2B seed and a fine-tuning product (Tinker).
WaymoThe only driverless service operating at real commercial scale.
ZA
Zhipu AI (Z.ai)Tsinghua-born lab behind the GLM open-model line.
XA
xAIElon Musk's lab: Grok models and the fastest data-center build ever seen.
Public companies link through to the Stocks page. Download: companies.csv