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Leaderboards

Last updated: · weekly snapshot · Mon 06:00 UTC

Ranked companies across the 8-layer AI infrastructure stack. Each row traces back to engine-verified signals — hiring, capital announcements, customer wins, regulatory filings. The optical-modules supplier leaderboard is curated separately with sourced share estimates.

Stack layers L1–L8

L112 companies

Power & Cooling

Substations, diesel + gas turbine, fuel cells, liquid cooling, CDU

L213 companies

Silicon & Memory

GPUs, ASICs, HBM, advanced packaging, networking ASICs

L313 companies

Optical & Networking

800G/1.6T optics, NVLink, InfiniBand vs Ethernet, smart NICs

L46 companies

Datacenter Buildout

Hyperscale construction, datacenter REITs, modular DCs

L5—

Compute Service

NeoCloud, GPU rental, managed Kubernetes for AI

L61 company

Data

Labeling, synthetic data, vector DBs, RAG infrastructure

L72 companies

Models & Orchestration

Foundation models, agent orchestration, fine-tuning platforms

L86 companies

Application & Execution

Enterprise AI agents, tool-calling platforms, code assistants

Curated topic leaderboards

optical-suppliers10 suppliers

Optical Module Supplier Leaderboard

Datacom share, 1.6T transition, tech route, key customers. Every number sourced.

Rows refresh weekly (Mon 06:00 UTC). Layer cards with “—” haven't been seeded yet because the layer still has too little public evidence to rank confidently.