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
Energy & DC Infra
Power generation, electrical equipment, cooling, construction, DC REITs, storage & microgrids
Optical & Networking
800G/1.6T optics, CPO & silicon photonics, InfiniBand vs Ethernet, coherent DCI, AEC & retimers
HBM & Packaging
HBM & DRAM, CXL, CoWoS / SoIC, glass substrates
Chips
GPUs, custom ASICs, semicap, foundry, EDA & IP, power semiconductors
Training & Inference
GPU cloud & neocloud, inference serving, training-data services, cluster storage, server & rack OEMs
Foundation Models
Frontier & open-weights labs, robotics foundation models
Middleware
Vector DBs, agent frameworks & MCP, eval & observability, AI gateways, data+AI platforms
Applications
Coding tools, enterprise adoption, vertical apps, event-anchored entities
Curated topic leaderboards
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.