THE DATABASE · 286 COMPANIES

Every company on the AI map, one page each.

Plain-English profiles of what each company actually does, why it matters in the AI economy, how it makes money, and every connection with its source. The same records power the searchable database on the home page and the relationship map; this is the plain list.

Inclusion in this database is not an endorsement of a company or its securities. Data: AI Map v3.25.44, released 16 October 2026.

01 Energy and the electrical grid

The companies that generate, distribute and manage the electricity AI infrastructure runs on. AI data centers use enormous amounts of power, so the companies producing and delivering that electricity are just as critical to the AI economy as the chip makers.

ABB ABB is a Swiss engineering group that makes electrical equipment (switchgear, breakers, power converters, UPS systems), industrial automation systems and motors and drives. · 3 sourced relationships
American Electric Power (AEP) American Electric Power is a U.S. electric utility holding company that serves about 5.6 million customers across 11 states and runs one of the country's largest transmission networks. · 4 sourced relationships
Bloom Energy Bloom Energy makes solid oxide fuel cell systems that generate electricity on site, typically from natural gas, for data centers, factories, utilities and other large users. · 2 sourced relationships
BWXT BWXT builds nuclear reactors and fuel for U.S. Navy submarines and aircraft carriers, and makes reactor components, fuel and medical isotopes for commercial customers. · 2 sourced relationships
Caterpillar Caterpillar makes construction and mining machinery, diesel and natural gas engines, generator sets, industrial gas turbines (through Solar Turbines) and locomotives. · 3 sourced relationships
Centrus Energy Centrus Energy sells enriched uranium fuel to nuclear power plant operators and provides engineering services, and is building U.S. enrichment capacity in Piketon, Ohio, including high-assay low-enriched uranium (HALEU) for advanced reactors. · 3 sourced relationships
Constellation Energy Operates the largest fleet of nuclear power plants in the United States and sells electricity to large commercial customers. · 4 sourced relationships
Cummins Cummins makes diesel and natural gas engines for trucks and equipment, engine components, and generator sets and power systems, and runs a large parts and service distribution business. · 2 sourced relationships
Dominion Energy Dominion Energy is a regulated utility serving about 3.6 million electricity customers in Virginia, North Carolina and South Carolina, plus natural gas customers in South Carolina; it owns nuclear, gas, solar and offshore wind generation. · 2 sourced relationships
Fluence Fluence designs and sells large battery energy storage systems, plus operating services and software that help utilities and power developers store and dispatch electricity. · 3 sourced relationships
GE Vernova Designs and manufactures power-generation equipment, including gas turbines, and grid technology, spun off from General Electric. · 6 sourced relationships
NextEra Energy Generates and distributes electricity, including one of the largest renewable-energy portfolios in the United States. · 5 sourced relationships
NRG Energy NRG Energy sells electricity, natural gas and smart-home services to about eight million customers in North America and owns roughly 25 GW of power plants, largely in competitive markets such as Texas. · 2 sourced relationships
Oklo Oklo is developing small fast-fission nuclear power plants, called Aurora powerhouses, which it plans to build, own and operate while selling the electricity; it also works on medical and industrial isotopes and nuclear fuel recycling. · 3 sourced relationships
Prysmian Prysmian is an Italian cable maker, one of the largest in the world, producing power transmission and grid cables, building wire, and optical fiber and telecom cables under the Prysmian, Draka and General Cable brands. · 3 sourced relationships
Quanta Services Quanta Services is a large North American specialty contractor that designs, builds and maintains electric transmission and distribution lines, substations, power generation and underground utility infrastructure, plus electrical and mechanical work on large facilities. · 1 sourced relationship
Talen Energy Owns and operates power generation, including a large nuclear plant, in the U.S. mid-Atlantic region. · 3 sourced relationships
Vistra Corp Generates and retails electricity across the United States, with a large nuclear, natural-gas and battery-storage fleet. · 5 sourced relationships

02 Data centers and physical infrastructure

The buildings, land, cooling systems, backup power and electrical equipment that physically house AI computing. Every AI model has to run somewhere — these companies build and operate the real-world facilities that make that possible.

AAON AAON (now presenting itself as The Aaon Group) designs and manufactures configurable heating, ventilation and air-conditioning equipment for commercial and industrial buildings, and, through its BASX brand, custom cooling and thermal management systems for data centers. · 2 sourced relationships
American Tower American Tower owns and leases space on about 150,000 communications sites (mostly cell towers) across the Americas, Europe, Africa and Asia-Pacific, renting it to wireless carriers. It also runs 30 data center facilities in eleven U.S. markets. · 1 sourced relationship
Applied Digital Applied Digital designs, builds, owns and operates large data center campuses in North Dakota and the U.S. South that are purpose-built for AI and other high-performance computing, and leases the capacity to large tenants. It began by hosting crypto-mining machines, which it still does at some sites. · 3 sourced relationships
Digital Realty Owns and operates data centers globally, leasing space and power to cloud, enterprise and AI customers. · 5 sourced relationships
Eaton Provides electrical power-management equipment and services. · 8 sourced relationships
Ecolab Ecolab sells water treatment, hygiene and infection-prevention products and services to restaurants, hospitals, factories, hotels and other businesses worldwide. · 3 sourced relationships
Equinix Operates data centers and interconnection facilities around the world where companies house computing equipment and connect networks. · 7 sourced relationships
GDS GDS is a Shanghai-based company that develops and runs large, high-performance data centers in China, leasing space, power and cooling to cloud providers, internet companies, banks and telecom carriers. It also holds a stake in DayOne, a separate data center platform headquartered in Singapore. · 2 sourced relationships
Johnson Controls Johnson Controls makes and services building systems: HVAC equipment and chillers, building controls, and fire and security systems, for commercial and industrial buildings. · 2 sourced relationships
NEXTDC NEXTDC is an Australian data center operator that leases space, power, cooling and network connections in facilities across Australia, with projects in development or planning in New Zealand, Japan and Malaysia. Customers range from hyperscale cloud providers to enterprises and government. · 1 sourced relationship
nVent nVent makes electrical enclosures, connection and protection products and, increasingly, liquid-cooling equipment such as coolant distribution units and rack manifolds for data centers. · 4 sourced relationships
Schneider Electric Provides energy-management, electrification and industrial-automation technology, including data-center systems. · 8 sourced relationships
Trane Technologies Trane Technologies makes heating, ventilation and air-conditioning systems for buildings and homes under the Trane brand, and transport refrigeration under Thermo King. · 3 sourced relationships
Vertiv Provides power, cooling and infrastructure systems for data centers and other critical digital facilities. · 5 sourced relationships
VNET VNET (long known as 21Vianet) is a Beijing-based, carrier-neutral data center operator in China. It runs more than 50 data centers in over 30 cities, leasing large wholesale halls to internet and cloud companies and smaller retail cabinet space to other businesses. · 2 sourced relationships

03 Semiconductor manufacturing equipment

The highly specialized machines and design software used to create advanced chips in the first place. Without these tools, no chip maker in the world — including the ones building NVIDIA's chips — could produce anything.

Advantest Japanese maker of automated test equipment: the machines chipmakers use to check that finished chips work before they are shipped. · 4 sourced relationships
Aehr Test Systems California company that makes burn-in and test systems, which stress chips at wafer or package level to weed out early failures before they reach customers. · 3 sourced relationships
Applied Materials Makes equipment and materials-engineering systems used to manufacture semiconductors and displays. · 9 sourced relationships
ASM International Dutch maker of deposition equipment, the machines that lay down atom-thin films on silicon wafers, best known for atomic layer deposition (ALD) and epitaxy. · 2 sourced relationships
ASML Makes lithography systems and related software and services used by chip manufacturers. · 10 sourced relationships
AXT US-listed maker of compound-semiconductor wafer substrates (indium phosphide, gallium arsenide, germanium), manufactured mainly in China through its subsidiary Tongmei. · 2 sourced relationships
Besi Dutch maker of chip assembly equipment, the die-attach and bonding machines that place and join chips inside a package, including hybrid bonding tools. · 2 sourced relationships
Cadence Design Systems Provides design software for chips, electronic systems and digital twins. · 8 sourced relationships
Camtek Israeli maker of inspection and metrology machines that check wafers and packaged chips for defects and measure their features during manufacturing. · 2 sourced relationships
Entegris US supplier of advanced materials and process products for chipmaking: specialty chemicals, filters and purifiers, and the carriers and containers that move wafers through a fab. · 2 sourced relationships
FormFactor US maker of probe cards and probe systems: the precision fixtures that touch every chip on a wafer so it can be tested before it is cut and packaged. · 3 sourced relationships
Hamamatsu Photonics Hamamatsu Photonics is a Japanese maker of light-sensing and light-emitting products: photodetectors, cameras, light sources, lasers and measuring systems built on its own compound-semiconductor technology. In 2024 it bought NKT Photonics, a Danish maker of fiber lasers. · 1 sourced relationship
Jenoptik Jenoptik is a German photonics group that makes precision optics, optical modules, metrology systems and traffic-monitoring equipment; its largest business supplies optical components and modules to makers of chipmaking machines. · 2 sourced relationships
KLA Makes process-control and yield-management systems used in electronics manufacturing. · 3 sourced relationships
Lam Research Makes wafer-fabrication equipment used in semiconductor manufacturing. · 6 sourced relationships
Materion US advanced-materials company making beryllium alloys, precious and non-precious metal sputtering targets and other thin-film materials for chipmaking, and precision optical filters. · 2 sourced relationships
MKS US maker of components and subsystems that go inside chip-making tools (vacuum, gas flow, RF power, lasers and optics) plus chemistry and equipment for printed-circuit-board and packaging production; formerly MKS Instruments. · 5 sourced relationships
Nova Israeli maker of metrology systems that measure the thickness, shape and chemical makeup of the ultra-thin layers built up on a chip during manufacturing. · 2 sourced relationships
Onto Innovation US maker of process-control equipment (inspection and metrology), lithography tools for advanced packaging, and related software used in chip factories. · 2 sourced relationships
PDF Solutions US software company whose Exensio platform collects and analyzes manufacturing and test data so chipmakers can improve yield and quality. · 4 sourced relationships
Photronics US maker of photomasks: the quartz plates carrying a chip's circuit pattern that lithography machines project onto wafers, for both chips and flat-panel displays. · 2 sourced relationships
SCREEN Holdings Japanese equipment maker best known for wafer-cleaning systems, the machines that strip contaminants from wafers between the hundreds of steps in chipmaking; it also makes printing and display equipment. · 1 sourced relationship
Synopsys Provides software and intellectual property used to design and verify chips and complex systems. · 12 sourced relationships
Teradyne US maker of automated test equipment for chips and electronics that also owns the robot makers Universal Robots (collaborative robot arms) and Mobile Industrial Robots. · 2 sourced relationships
Tokyo Electron Japan's largest chip-equipment maker, supplying machines that coat, develop, etch, deposit and clean the layers on a wafer, plus wafer-bonding and test-related tools. · 2 sourced relationships
UCT (Ultra Clean Holdings) US contract maker of subsystems for chip-equipment companies (gas and chemical delivery systems, process modules, precision robotics) that also cleans and coats used tool parts for fabs. · 3 sourced relationships
Veeco US maker of chip-process equipment including laser annealing, ion beam deposition, MOCVD (used for compound semiconductors), wet etch and clean, and lithography tools for advanced packaging. Its stockholders approved a merger with Axcelis Technologies in February 2026, still pending Chinese regulatory approval as of Veeco's August 2026 results release. · 1 sourced relationship

04 Chip manufacturing, memory and packaging

The foundries, memory makers, and packaging and testing businesses that physically manufacture AI chips. This is where a chip design actually becomes a real, physical piece of silicon.

Amkor Technology Provides outsourced semiconductor packaging and testing services. · 7 sourced relationships
Analog Devices Analog Devices designs and sells analog, mixed-signal and power-management chips that convert real-world signals (sound, temperature, motion, current) into data and manage power in electronic equipment. · 2 sourced relationships
ASE Technology Taiwan's ASE Technology describes itself as the leading provider of outsourced semiconductor assembly and test services: it takes finished silicon wafers from chip designers and foundries, cuts, packages and tests the chips, and also runs an electronics manufacturing arm (USI). · 8 sourced relationships
Cirrus Logic Cirrus Logic designs mixed-signal chips for audio (such as smartphone codecs and amplifiers) and other high-performance mixed-signal applications, mostly for smartphones and PCs. · 2 sourced relationships
CXMT CXMT (ChangXin Memory Technologies) is China's largest maker of DRAM memory chips, based in Hefei. It listed on the Shanghai STAR Market in July 2026. · 5 sourced relationships
GigaDevice GigaDevice is a Beijing-based chip designer that sells specialty memory (mainly NOR flash and specialty DRAM), microcontrollers, sensor chips and analog chips. It does not own fabs; its DRAM products are made for it under foundry arrangements, including by CXMT. · 2 sourced relationships
GlobalFoundries GlobalFoundries (GF) is a U.S.-headquartered contract chipmaker that manufactures specialty and mature-node chips for other companies in fabs across the U.S., Europe and Singapore, with strengths in radio-frequency, silicon germanium, power and silicon photonics technologies. · 12 sourced relationships
JCET JCET is mainland China's largest outsourced chip packaging and test company: it packages, assembles and tests chips for chip designers and manufacturers at eight factories in China, South Korea and Singapore. · 3 sourced relationships
Kioxia Kioxia is a Japanese maker of NAND flash memory chips and solid-state drives (SSDs) that traces its roots to the 1987 invention of NAND flash; it produces its chips in Japanese fabs run jointly with Sandisk. · 6 sourced relationships
Microchip Technology Microchip Technology is a broad-line chip supplier best known for microcontrollers (the small programmable chips inside appliances, cars and factory equipment), plus analog, FPGA, connectivity and data-center switching chips. · 2 sourced relationships
Micron Makes memory and storage products, including high-bandwidth memory for AI accelerators. Fiscal 2026 revenue $133.19bn; fiscal Q4 $54.23bn. Says it has completed agreements for the vast majority of its calendar 2027 HBM bit supply. · 11 sourced relationships
Nanya Technology Nanya Technology is a Taiwanese maker of DRAM memory chips, including DDR5, DDR4, DDR3 and low-power LPDDR memory, and memory modules. It is part of Taiwan's Formosa Plastics Group. · 5 sourced relationships
NXP Semiconductors NXP Semiconductors is a Dutch chip company that makes processors, microcontrollers, radar, networking and security chips, mostly for cars and industrial equipment. · 2 sourced relationships
onsemi onsemi makes power semiconductors (including silicon carbide) and image and other sensors, used mainly in electric vehicles, cars and industrial equipment, and increasingly in data-center power supplies. · 3 sourced relationships
Samsung Electronics Makes memory, storage and processor products and operates a semiconductor foundry. · 31 sourced relationships
Sandisk Sandisk makes NAND flash memory and the products built from it: data-center and PC solid-state drives, embedded storage for phones and devices, memory cards and USB drives. It became a standalone company in February 2025 when Western Digital separated its flash business. · 7 sourced relationships
Seagate Seagate makes hard disk drives, especially very high-capacity drives sold to cloud data centers, along with some other storage products. Its newest drives use a recording technology called HAMR, sold under the Mozaic platform name. · 2 sourced relationships
SK hynix Makes DRAM, NAND and high-bandwidth memory used in computing systems. · 16 sourced relationships
Soitec Soitec is a French maker of engineered semiconductor wafers, chiefly silicon-on-insulator (SOI) substrates, which chip factories use as the starting material for radio, low-power and optical chips. · 2 sourced relationships
STMicroelectronics STMicroelectronics (ST) is a European chipmaker that designs and manufactures microcontrollers, power chips (including silicon carbide), sensors and analog chips for cars, factories, phones and data centers. · 2 sourced relationships
Texas Instruments Texas Instruments (TI) designs, manufactures and sells analog chips (which manage power and signals) and embedded processing chips used in industrial, automotive, data-center, personal-electronics and communications equipment. · 2 sourced relationships
Tower Semiconductor Tower Semiconductor is an Israel-based specialty contract chipmaker (foundry) that manufactures analog, radio-frequency, sensor, power and silicon photonics chips for other companies in fabs in Israel, the U.S., Japan and Italy. · 6 sourced relationships
TSMC Manufactures semiconductors designed by customers and provides advanced packaging services. · 35 sourced relationships
UMC UMC is a Taiwanese contract chipmaker (foundry) that manufactures chips designed by other companies, mostly on mature, older-generation process technologies used in phones, displays, cars, networking and industrial electronics. · 4 sourced relationships
WD (Western Digital) Western Digital, which now brands itself WD, makes hard disk drives, mainly high-capacity drives for cloud and enterprise data centers. It spun off its flash-memory business as Sandisk in February 2025 and is now focused on hard drives and storage platforms. · 4 sourced relationships
WIN Semiconductors WIN Semiconductors is a Taiwanese contract chip manufacturer (foundry) specializing in gallium arsenide and related compound-semiconductor wafers. Most of its output is radio-frequency chips for wireless devices and infrastructure, and it also makes optoelectronic devices for optical communications and 3D sensing. · 1 sourced relationship
Winbond Winbond is a Taiwanese memory chipmaker that designs and manufactures specialty DRAM, NOR and NAND flash memory, and security flash, in its own fabs. In September 2026 it agreed to buy Infineon's NOR flash and F-RAM business. · 1 sourced relationship

05 AI chips and networking

The companies designing the processors, accelerators and networking equipment that do the actual computing behind AI, including GPUs like NVIDIA's, and the high-speed connections that link thousands of them together.

Adtran Adtran makes fiber broadband access, metro optical transport and data-center interconnect equipment, plus network-management software, mainly for telecom and internet service providers; it controls Germany-based Adtran Networks (formerly ADVA). · 1 sourced relationship
Aeluma Aeluma is a small Goleta, California, semiconductor company that grows compound-semiconductor materials on large, CMOS-compatible wafers to make photodetectors, quantum dot lasers and related chips for data-center, defense, aerospace, consumer and quantum uses. · 2 sourced relationships
AMD Designs CPUs, GPUs and AI accelerators and provides supporting software. · 29 sourced relationships
Amphenol Amphenol designs and makes electrical, electronic and fiber-optic connectors, cables, antennas and sensors used in almost every kind of electronic equipment. · 3 sourced relationships
Applied Optoelectronics Applied Optoelectronics (AOI) designs and makes fiber-optic networking products, from laser chips and components to optical transceivers and cable-TV network equipment, largely in its own factories. · 2 sourced relationships
Arista Networks Makes high-performance networking switches and software used heavily in cloud and AI data centers. · 3 sourced relationships
Arm Holdings Designs CPU architectures and processor technology used in many computing systems. · 6 sourced relationships
Astera Labs Provides semiconductor and software connectivity products for rack-scale AI systems. · 8 sourced relationships
Broadcom Designs semiconductors and provides infrastructure software, including custom AI accelerators and networking products. · 11 sourced relationships
Browave Browave is a Taiwanese maker of passive optical communications components and modules, such as wavelength-division multiplexing (WDM) modules, fiber harnesses and branch modules, used in data centers, telecom and cable networks. · 1 sourced relationship
Cerebras Systems Designs wafer-scale AI computing systems built around a single very large chip, positioned as an alternative to clusters of smaller GPUs. · 12 sourced relationships
Ciena Ciena makes optical networking systems, interconnect products, automation software and services that carry large volumes of data over fiber between cities, data centers and continents. · 2 sourced relationships
Cisco Systems Makes networking hardware and software, including switches and routers used to connect servers inside data centers. · 11 sourced relationships
Coherent Coherent develops and makes lasers, optical transceivers and other optical and optoelectronic components, along with engineered materials, for data-center, communications and industrial customers. · 6 sourced relationships
Corning Corning is a materials-science company that makes optical fiber, cable and connectivity products, display glass, Gorilla Glass for phones, automotive and life-science products, and related materials. · 8 sourced relationships
Credo Credo designs high-speed connectivity chips and products, including active electrical cables, optical DSPs and SerDes technology, that move data between servers, switches and GPUs in data centers. · 4 sourced relationships
Eoptolink Eoptolink is a Chinese maker of optical transceiver modules, the small plug-in units that turn electrical signals into light so data can travel over fiber between servers and switches. · 2 sourced relationships
Fujikura Fujikura is a Japanese maker of optical fiber, fiber-optic cable and connectivity products, along with power cable and electronic components. Its US subsidiary AFL sells fiber products for data center, broadband and energy networks. · 3 sourced relationships
Furukawa Electric Furukawa Electric is a Japanese maker of cables, optical fiber, connectors, network equipment, metals and auto parts. Its optical business, run largely through Lightera (headquartered in Norcross, Georgia), makes fiber, very high fiber-count cables and connectors. · 2 sourced relationships
Groq Designs LPU (language processing unit) chips optimized for fast AI inference, and operates a cloud inference service. · 10 sourced relationships
Horizon Robotics Beijing-based designer of AI chips and driving software for cars; its Journey chips and HSD driving system are used in driver-assistance features across many Chinese car models. · 2 sourced relationships
Intel Corporation Designs and manufactures CPUs and is building out AI accelerator products (Gaudi) and foundry services for external customers. · 23 sourced relationships
Lattice Semiconductor Lattice Semiconductor makes small, low-power FPGAs (chips that customers can reprogram after manufacture) used for control, security and sensor connections in servers, communications gear, cars and industrial equipment; in July 2026 it bought AMI, a server firmware and management software company. · 2 sourced relationships
Lightwave Logic Lightwave Logic is a Colorado development-stage company that designs electro-optic polymer materials and modulator designs meant to turn electrical signals into light faster and with less power than conventional silicon modulators. · 2 sourced relationships
Lumentum Lumentum makes optical and photonic products, including lasers, laser chips, optical transceivers and telecom optical components, plus lasers for industrial and consumer uses. · 6 sourced relationships
MACOM MACOM is a US maker of analog, RF, microwave and optical semiconductors, including the amplifiers, drivers and photodiodes used inside optical transceivers. · 2 sourced relationships
Marvell Technology Designs data-infrastructure semiconductors for compute, connectivity, networking and storage. · 13 sourced relationships
MPS (Monolithic Power Systems) Monolithic Power Systems (MPS) is a fabless chip company that designs power-management chips and modules, the parts that convert and regulate electricity on circuit boards so processors get clean, stable power. · 2 sourced relationships
Nokia Nokia is a Finnish telecom equipment company that makes optical, IP and fixed-network gear, mobile network (radio) equipment and network software, and licenses its large patent portfolio. · 5 sourced relationships
NVIDIA Designs accelerated-computing chips, networking systems and software used to build and run AI. · 176 sourced relationships
Qualcomm Qualcomm is a semiconductor and wireless-technology company best known for Snapdragon mobile chips that in October 2025 began offering AI200 and AI250 accelerator chips for data-center AI inference. · 18 sourced relationships
Rambus Rambus designs memory-interface chips (such as the buffer and controller chips that sit on DDR5 server memory modules), licenses chip design IP, and licenses its large portfolio of memory-related patents to chipmakers. · 2 sourced relationships
SambaNova Systems SambaNova Systems is a private company that designs its own AI chips and systems, sold as hardware or as a managed service, for running large AI models at data-center scale. · 7 sourced relationships
Semtech Semtech is a US chip company that makes signal-integrity chips for optical transceivers and copper cables, alongside wireless IoT modules and LoRa radio technology. · 3 sourced relationships
Sivers Semiconductors Sivers Semiconductors is a Swedish company that designs and makes indium phosphide lasers (including continuous-wave DFB lasers and laser arrays) and radio-frequency beamformer chips. It makes its lasers at a plant in Glasgow, Scotland. · 3 sourced relationships
Sumitomo Electric Sumitomo Electric is a large, diversified Japanese manufacturer of electric wire and cable. Its businesses span automotive wire harnesses, fiber-optic and communications cable and components, electronics, energy and power cable, and industrial materials. · 4 sourced relationships
TE Connectivity TE Connectivity makes connectors, terminals, sensors and cable assemblies used in cars, trucks, factories, aircraft, energy systems, medical devices and data networks. · 1 sourced relationship
Tenstorrent Tenstorrent is a private semiconductor company, founded by chip architect Jim Keller, that designs RISC-V-based AI processors and licenses chip and chiplet IP to other manufacturers. · 5 sourced relationships
TFC Optical Communication TFC is a Chinese maker of optical sub-assemblies and passive optical components, and it also provides optoelectronic packaging manufacturing services for optical-module makers. · 1 sourced relationship
VIAVI VIAVI makes test and measurement equipment and software used to build, check and secure communication networks and data centers, plus positioning and timing products and specialized optical coatings such as anti-counterfeiting pigments. · 3 sourced relationships
YOFC YOFC (Yangtze Optical Fibre and Cable) is a Wuhan-based maker of optical fiber preforms, optical fiber and cable, plus specialty fiber, submarine cable, optical transceivers and data-center cabling. It is listed in both Hong Kong and Shanghai. · 2 sourced relationships
Zhongji Innolight Zhongji Innolight, through its InnoLight business, designs and makes high-speed optical transceivers, the modules that convert electrical signals to light so data can move over fiber inside cloud and AI data centers. · 3 sourced relationships

06 Servers and AI factories

The companies that assemble chips, memory and networking into complete servers and racks, turning individual components into the working computers that actually train and run AI models.

Celestica Celestica is a Toronto-based contract designer and manufacturer of electronics, best known today for building networking switches, servers and storage hardware for data-center operators, alongside products for aerospace, defense, industrial and healthcare customers. · 4 sourced relationships
Dell Technologies Sells PCs, storage, networking and servers, including AI-optimized servers. · 6 sourced relationships
Fabrinet Fabrinet is a contract manufacturer that assembles and packages precision optical and electronic products, such as optical communication modules, lasers and sensors, for the companies that design them. · 4 sourced relationships
Hon Hai (Foxconn) Manufactures electronics and computing systems for technology companies. · 6 sourced relationships
HPE Provides enterprise servers, storage, networking and hybrid-cloud and AI systems. · 5 sourced relationships
Lenovo Makes personal devices and data-center infrastructure such as servers, storage and high-performance computing systems. · 4 sourced relationships
Quanta Computer Designs and manufactures computing hardware and cloud-infrastructure systems. · 4 sourced relationships
Supermicro Builds server, storage and rack-scale infrastructure for cloud and AI workloads. · 5 sourced relationships

07 Cloud and specialized AI compute providers

The companies that buy up AI infrastructure and rent out computing power to AI developers and businesses. This is how most companies access AI computing without building their own data centers.

Amazon Web Services Amazon business that provides cloud computing, including rented AI accelerators and GPU instances. · 54 sourced relationships
CoreWeave Provides cloud infrastructure designed for demanding AI workloads. · 12 sourced relationships
Crusoe Energy Crusoe Energy is a private company that builds and operates data centers and Nvidia GPU cloud computing capacity for AI, having started out powering computing with otherwise-wasted natural gas. · 8 sourced relationships
Google (Alphabet subsidiary) Alphabet business that provides internet products, AI models and Google Cloud infrastructure. · 46 sourced relationships
IREN IREN (formerly Iris Energy) builds and runs its own large data center campuses in North America, powered by grid and renewable energy, and rents out NVIDIA GPU clusters to AI companies. It began as a bitcoin miner and has been shifting those sites and that power to AI computing. · 6 sourced relationships
Lambda Lambda (also called Lambda Labs) is a private cloud company that buys Nvidia GPU servers and rents out that computing capacity to AI developers and enterprises. · 4 sourced relationships
Microsoft Provides cloud, productivity and software platforms, including Azure AI infrastructure. · 46 sourced relationships
Nebius Provides AI cloud infrastructure for model training, tuning and deployment. · 4 sourced relationships
Oracle Provides database, enterprise software and Oracle Cloud Infrastructure, including GPU computing. · 19 sourced relationships
Together AI Together AI is a private company that operates a cloud platform for running, fine-tuning and serving open-source and other AI models on Nvidia GPUs. · 4 sourced relationships
WhiteFiber WhiteFiber is a New York-based company that rents out NVIDIA GPU clusters as a cloud service and leases space and power in AI-ready data centers, including its NC-1 campus in Madison, North Carolina. It was spun out of the bitcoin miner Bit Digital and listed on Nasdaq in August 2025. · 2 sourced relationships

08 Foundation models and AI laboratories

The organizations actually building the AI models themselves, like the systems behind ChatGPT, Claude or Gemini. This is the most crowded, fastest-moving layer of the AI economy right now.

AI21 Labs AI21 Labs is an Israeli company that builds the Jamba family of large language models and enterprise generative-AI tools such as Wordtune. · 3 sourced relationships
Alibaba Group Alibaba Group develops the open-weight Qwen family of large language models and sells AI infrastructure and model-hosting services through Alibaba Cloud. · 11 sourced relationships
Anthropic Develops frontier AI systems and products including Claude. · 38 sourced relationships
Baidu Baidu develops the Ernie family of AI models and its own Kunlun AI chips, alongside its core internet search business. · 4 sourced relationships
Black Forest Labs Black Forest Labs is a Germany-based company, founded in 2024 by former Stability AI researchers, that develops the FLUX family of text-to-image generation models. · 4 sourced relationships
Character.AI Character.AI is a consumer platform that lets users create and converse with AI-generated chatbot "characters," built on its own large language models. · 3 sourced relationships
Cohere Cohere is a Toronto-based AI company, founded in 2019, that builds large language models and retrieval/embedding tools marketed for enterprise use in regulated industries such as finance and healthcare. · 4 sourced relationships
DeepSeek DeepSeek is a Chinese AI lab, spun out of the quantitative hedge fund High-Flyer, that develops and open-sources the DeepSeek-V and DeepSeek-R families of large language models. · 5 sourced relationships
ElevenLabs ElevenLabs is a voice AI company that develops text-to-speech, voice-cloning and AI-dubbing technology used in media, gaming and enterprise applications. · 5 sourced relationships
Google DeepMind Google DeepMind is Alphabet's AI research lab, formed from the 2023 merger of DeepMind and Google Brain, that develops the Gemini family of models. · 8 sourced relationships
Meta Platforms Develops consumer internet products, advertising systems and open AI models. · 35 sourced relationships
MiniMax MiniMax is a Shanghai-based company that develops large-language, video, audio and image generation models, including its Hailuo video model. · 5 sourced relationships
Mistral AI Develops frontier AI models, applications and computing services. · 7 sourced relationships
Moonshot AI Moonshot AI is a Beijing-based AI startup, founded in 2023 by Yang Zhilin, that develops the Kimi family of large language models. · 4 sourced relationships
OpenAI Develops AI models and products such as ChatGPT; its commercial company is controlled by the OpenAI Foundation. · 58 sourced relationships
Perplexity AI Perplexity AI operates an AI-powered "answer engine" that combines large language models with live web search to give direct, cited answers to user queries. · 5 sourced relationships
Runway Runway (Runway AI, Inc.) is a New York-based company that develops generative AI video and image models, primarily its Gen series, used for filmmaking and creative production. · 3 sourced relationships
Safe Superintelligence Safe Superintelligence is an AI research lab, founded in 2024 by former OpenAI chief scientist Ilya Sutskever, that is pursuing artificial superintelligence and has released no commercial product as of September 2026. · 3 sourced relationships
SpaceXAI (formerly xAI) Develops Grok and operates AI infrastructure; xAI was acquired by SpaceX in 2026. · 23 sourced relationships
Stability AI Stability AI is a UK-based company that develops open-weight generative AI models for images, audio and video, best known for the Stable Diffusion family. · 3 sourced relationships
Suno Suno is a Cambridge, Massachusetts-based company that develops AI models for generating full songs, including music and vocals, from text prompts. · 2 sourced relationships
Tencent Tencent develops the open-weight Hunyuan family of AI models and offers AI cloud infrastructure through Tencent Cloud, alongside its core gaming and social media businesses. · 5 sourced relationships
Zhipu AI Zhipu AI (also branded Z.ai) is a Beijing-based company, spun out of Tsinghua University, that develops the GLM family of large language models. · 3 sourced relationships

09 AI infrastructure software

The tools developers use to build, train, deploy and manage AI systems: the software layer that sits between raw computing power and a finished AI product.

Cloudflare Cloudflare runs a global network that sits in front of websites and apps to make them faster and more secure, and sells developer tools for building software that runs on that network. · 3 sourced relationships
Databricks Databricks is a private company that sells a cloud-based data and AI platform used by enterprises to store data, build analytics and train or deploy AI models. · 8 sourced relationships
Elastic Elastic makes Elasticsearch, widely used software for searching and analyzing large amounts of data, and sells it as a cloud service and as software for security monitoring and system observability. · 3 sourced relationships
Hugging Face Operates a platform for sharing and using machine-learning models, datasets and applications. · 7 sourced relationships
IBM IBM sells hybrid-cloud software (including Red Hat), AI software and consulting to large businesses and governments, and is one of the biggest developers of superconducting quantum computers, now with a dedicated quantum wafer foundry, Anderon. · 3 sourced relationships
LangChain LangChain is a private company that develops open-source software frameworks (LangChain and LangGraph) and a companion paid platform (LangSmith) that developers use to build, test and monitor AI applications built on large language models. · 2 sourced relationships
MongoDB MongoDB makes a popular database that stores application data as flexible documents rather than rigid tables, sold mainly as a managed cloud service called Atlas. · 3 sourced relationships
Nutanix Nutanix sells software that lets companies run their own data centers like a cloud, combining computing, storage and virtualization into one platform, and increasingly offers it as an alternative to VMware. · 4 sourced relationships
Scale AI Scale AI is a data-labeling and AI training-data company whose human-annotation and data-generation services have been used by AI labs to prepare data for training and evaluating models. · 3 sourced relationships
Snowflake Snowflake is a publicly traded cloud data platform company that stores and processes enterprise data and has added AI tools, including access to outside models, for querying and building applications on that data. · 5 sourced relationships
Teradata Teradata is a long-established maker of data-warehouse software that large companies use to store and analyze their business data, now sold both in the cloud and on companies' own servers. · 3 sourced relationships

10 AI applications

Companies putting AI to work in real products across healthcare, finance, coding, legal, defense and more. This is where AI actually reaches everyday users and businesses.

Anduril Anduril Industries is a private American defense-technology company that builds autonomous drones, sensors, and AI-driven command-and-control software, including its Lattice OS, for military and government customers. · 10 sourced relationships
Cognition Cognition is the developer of Devin, an autonomous AI software-engineering agent that can plan, write, test, and debug code with limited human supervision, and it also owns the Windsurf AI coding-editor product after acquiring its remaining team and technology in 2025. · 4 sourced relationships
CrowdStrike CrowdStrike is a publicly traded cybersecurity company whose Falcon platform uses AI, including its Charlotte AI agent system, to detect and respond to cyberattacks on endpoints, cloud workloads, and identities. · 5 sourced relationships
Cursor Cursor is an AI-powered code editor and coding-agent product, made by a company called Anysphere, that helps software developers write, edit, and debug code using large language models. · 6 sourced relationships
Harvey Harvey is a generative-AI platform built for lawyers and legal teams that drafts, reviews, and researches legal documents across contracts, litigation, and regulatory work. · 5 sourced relationships
Honeywell Technologies Honeywell, which after spinning off Honeywell Aerospace in June 2026 presents itself as Honeywell Technologies, is an automation company selling building, industrial and process-control systems and software. · 3 sourced relationships
Isomorphic Labs Isomorphic Labs is an Alphabet-owned AI drug-discovery company, spun out of Google DeepMind, that uses AI models descended from AlphaFold to design new medicines for pharmaceutical partners. · 3 sourced relationships
Palantir Technologies Builds software platforms that let governments and large businesses integrate and analyze data, increasingly through AI-powered tools. · 8 sourced relationships
ServiceNow ServiceNow is a publicly traded enterprise-software company whose Now Platform manages IT, HR, and customer-service workflows, and which has layered AI agents such as Now Assist on top of that platform to automate enterprise tasks. · 4 sourced relationships
Siemens Provides industrial automation, electrification, mobility and software technology. · 7 sourced relationships
Tempus AI Tempus AI is a publicly traded precision-medicine company that combines clinical and molecular data with AI models to help doctors choose cancer and other disease treatments and to support pharmaceutical drug development. · 2 sourced relationships
Wipro Wipro is one of India's largest IT services and consulting companies, building, running and modernizing software and computer systems for large corporations around the world. · 3 sourced relationships
Xiaomi Chinese consumer-electronics group that sells smartphones, smart-home devices and, since 2024, its own electric cars such as the SU7 and YU7. · 5 sourced relationships

11 Robotics, autonomous systems and physical AI

Companies bringing AI into the physical world: self-driving cars, humanoid robots, drones and factory automation. This is often called "physical AI."

1X Technologies 1X Technologies is a Norwegian-American robotics company developing the NEO humanoid robot for home and workplace use, paired with its own AI models for robot perception and control. · 3 sourced relationships
ABB Robotics The robotics division of Swiss-Swedish engineering group ABB, making industrial robot arms, collaborative robots and factory automation software. ABB agreed in October 2025 to sell the division to SoftBank Group. · 5 sourced relationships
AgiBot A Shanghai company, also known as Zhiyuan Robotics, founded in 2023. It builds a wide range of robots, including full-size humanoids, wheeled-legged machines, quadrupeds and robotic hands, together with its own embodied foundation models. · 4 sourced relationships
Agility Robotics An Oregon company that builds Digit, a two-legged warehouse robot designed to move totes and boxes in buildings laid out for people. In June 2026 it agreed to go public through a merger with a special purpose acquisition company. · 5 sourced relationships
Apptronik An Austin, Texas humanoid robot company spun out of the University of Texas. Its robot, Apollo, is designed for warehouse and factory work such as moving components, sorting and kitting. · 4 sourced relationships
Aurora Innovation A Pittsburgh company that builds the Aurora Driver, a self-driving system for long-haul trucks. It runs driverless freight routes across the US Sun Belt and works with truck makers, a contract manufacturer and freight carriers rather than owning a large fleet itself. · 2 sourced relationships
Boston Dynamics Designs advanced mobile robots, including the humanoid Atlas robot and the Spot quadruped, and is majority owned by Hyundai Motor Group, which in July 2026 moved to buy SoftBank's remaining stake. · 3 sourced relationships
Cognex Cognex makes machine-vision cameras, barcode readers and software that let factories and warehouses automatically inspect, identify and track products. · 1 sourced relationship
Dobot Dobot is a Shenzhen-based maker of collaborative robots (robot arms designed to work alongside people), used in factories, retail, healthcare, education and research, and it has also introduced humanoid robots. · 2 sourced relationships
Doosan Robotics Doosan Robotics is a Seoul-based maker of collaborative robots (cobots), the smaller industrial arms designed to work alongside people, plus the software and automation solutions built around them. · 2 sourced relationships
FANUC One of the world's largest industrial robot makers, and also the dominant supplier of CNC controllers for machine tools. Its yellow robot arms are a standard sight in car plants and electronics factories. · 2 sourced relationships
Figure AI Develops general-purpose humanoid robots intended for commercial and industrial work, backed by AI labs and large technology investors. · 6 sourced relationships
Geekplus Geekplus is a Beijing-based maker of mobile robots and software for warehouses and factories, such as shelf-carrying and tote-handling robots that move goods to pickers, used by logistics, retail and e-commerce companies. · 2 sourced relationships
Harmonic Drive Systems A Japanese maker of precision speed reducers and mechatronics products. Its HarmonicDrive strain wave gearing sits inside the joints of robot arms, collaborative robots and semiconductor equipment, letting a small fast motor produce slow, very precise, backlash-free motion. · 2 sourced relationships
Hesai Chinese maker of lidar sensors, the laser-based 3D scanners that let cars and robots measure the distance to everything around them. · 3 sourced relationships
Intuitive Intuitive makes the da Vinci robotic-assisted surgical systems and the Ion endoluminal system, which surgeons use to perform minimally invasive procedures, along with the instruments and services that go with them. · 1 sourced relationship
John Deere Deere & Company, based in Moline, Illinois, makes John Deere farm equipment, lawn and turf machines, and construction and forestry machinery, and provides financing to buyers. · 1 sourced relationship
Kodiak AI Mountain View, California company that develops the Kodiak Driver, self-driving software and hardware for heavy trucks, and runs driverless trucks for customers in the Texas oilfields. · 2 sourced relationships
KUKA A German industrial robotics company founded in 1898 and headquartered in Augsburg, making industrial robot arms, collaborative robots, mobile platforms and complete automated production lines. It has been part of China's Midea Group since 2016. · 2 sourced relationships
Nabtesco A Japanese industrial components group best known for RV precision reduction gears, the heavy-duty gearboxes used in the joints of medium and large industrial robot arms. It also makes railway brakes, aircraft parts and automatic doors. · 1 sourced relationship
NEURA Robotics A German robotics company based in Metzingen. It builds cognitive robots including the 4NE1 humanoid, the MiPA collaborative assistant and the MAiRA sensing robot arm, and runs an open software ecosystem it calls the Neuraverse. · 3 sourced relationships
Nidec A very large Japanese motor manufacturer. It makes everything from tiny hard-disk spindle motors to electric-vehicle traction motors, and through Nidec Drive Technology it also sells FLEXWAVE strain wave gear reducers aimed specifically at humanoid robot joints. · 1 sourced relationship
Ningbo Tuopu Group A Chinese automotive supplier founded in 1983 that makes chassis systems, vibration damping parts and interior and exterior trim. It is a long-standing Tesla vehicle supplier and has been reported as a candidate supplier for humanoid robot components. · 1 sourced relationship
OMRON OMRON is a Kyoto-based maker of factory automation equipment (controllers, sensors, machine vision, motion control and robots), plus healthcare devices such as blood pressure monitors and social-infrastructure systems. · 3 sourced relationships
Ouster San Francisco company that makes digital lidar sensors and, through its Stereolabs acquisition, stereo cameras used by robots, vehicles, warehouses and traffic systems. · 2 sourced relationships
Physical Intelligence Physical Intelligence builds general-purpose AI foundation models, including π0, that aim to let robots understand and carry out physical tasks across many different robot hardware platforms. · 3 sourced relationships
Pony.ai A robotaxi company with operations in China and listings in the United States and Hong Kong. It develops autonomous driving software and the vehicle computer that runs it, and builds robotaxis jointly with carmakers including Toyota. · 3 sourced relationships
Rainbow Robotics A South Korean robotics company that grew out of the KAIST research team behind Hubo, Korea's first walking humanoid. It sells collaborative robot arms, autonomous mobile robots and dual-arm manipulators, and continues to develop humanoids. Samsung Electronics announced at the end of 2024 that it would raise its stake to become the largest shareholder. · 1 sourced relationship
Roborock Roborock is a Beijing-based maker of robot vacuum cleaners and other home-cleaning devices, including cordless and wet/dry vacuums, robotic lawn mowers and washer-dryers, sold mainly under its own brand worldwide. · 1 sourced relationship
RoboSense Shenzhen-based maker of lidar sensors for cars and robots, now expanding into other robot parts such as cameras, touch sensors and joint modules. · 2 sourced relationships
ROBOTIS ROBOTIS is a Korean maker of robot actuators, the motor-gearbox-controller units that move a robot's joints, sold under the Dynamixel brand; it also builds humanoid robots (AI Worker, AI Sapiens) and Gaemi delivery robots. · 2 sourced relationships
Rockwell Automation Rockwell Automation, based in Milwaukee, makes the controllers, drives, motion systems, software and mobile robots that run factory production lines, and sells related services. · 2 sourced relationships
Serve Robotics Los Angeles company, spun out of Uber in 2021, that runs fleets of small self-driving sidewalk robots delivering food and goods in U.S. cities, and since 2026 also indoor hospital robots via its Diligent Robotics acquisition. · 2 sourced relationships
Skild AI A Pittsburgh company building the Skild Brain, a single robot foundation model intended to control many different machines, from quadrupeds and humanoids to robot arms and mobile manipulators, without being rebuilt for each body. · 8 sourced relationships
Skydio A San Mateo company that designs and assembles autonomous drones in the United States. Its aircraft navigate using onboard cameras and computer vision, so they can fly around obstacles and operate without satellite positioning. · 1 sourced relationship
Symbotic A Massachusetts company that automates warehouses. Its systems use fleets of autonomous bots and software to move pallets, cases and individual items through a distribution center, replacing fixed conveyor layouts. · 2 sourced relationships
Techman Robot Techman Robot is a Taiwanese maker of collaborative robot arms (cobots) with built-in cameras and AI vision, used for handling and inspection on production lines; it is a subsidiary of Quanta Computer. · 5 sourced relationships
Tesla Tesla's AI and robotics division develops the Full Self-Driving (FSD) autonomous-driving software used in its cars and the Optimus humanoid robot, both built on Tesla's own custom-designed AI chips. · 20 sourced relationships
Toyota Motor Manufactures and sells motor vehicles and develops advanced driver-assistance systems. · 7 sourced relationships
UBTECH Robotics A Shenzhen robotics company listed in Hong Kong. It makes the Walker line of full-size industrial humanoid robots, along with logistics robots, consumer robots and education products. · 3 sourced relationships
Unitree Robotics Unitree Robotics is a Chinese manufacturer of quadruped 'robot dog' and humanoid robots, selling consumer, research and increasingly industrial robot platforms. · 7 sourced relationships
Universal Robots A Danish company that created the modern collaborative robot: a lightweight arm cheap enough and safe enough to work next to a person without a safety cage. It is owned by US test-equipment company Teradyne, alongside mobile-robot maker MiR. · 5 sourced relationships
Waymo Waymo operates a driverless robotaxi service, running self-driving cars across multiple U.S. cities using its own autonomous-driving technology stack. · 6 sourced relationships
Wayve A London company building end-to-end self-driving software. Rather than relying on detailed pre-built maps of each city, it trains a single driving model and licenses it to carmakers and fleet operators. · 4 sourced relationships
WeRide Chinese self-driving company that develops level 4 driving software and runs robotaxis, robobuses and robo-sweepers in cities across Asia, the Middle East and Europe. · 2 sourced relationships
XPeng Chinese electric-car maker that also develops its own driving-assistance software, in-house Turing AI chips, robotaxis, humanoid robots and flying cars. · 3 sourced relationships
Yaskawa Electric A Japanese motion control and robotics company. It makes servo motors and drives, and builds the MOTOMAN family of industrial robot arms used in welding, painting, assembly and semiconductor handling. · 3 sourced relationships
Zhejiang Sanhua Intelligent Controls A Chinese components manufacturer whose core business is valves, pumps and heat exchangers for air conditioning, refrigeration and electric-vehicle thermal management. It has publicly said it is expanding into electromechanical actuators for bionic robots. · 1 sourced relationship

12 Space and next-generation infrastructure

Launch providers, satellite builders and operators, ground networks and the first attempts at running computing in orbit. Most of these companies have no AI business today; they are on this map because of what they carry, connect or build for the companies that do.

AST SpaceMobile AST SpaceMobile is building a constellation of very large satellites - BlueBirds - designed to act as cell towers in space, connecting ordinary unmodified smartphones directly to a broadband network. It says it has agreements with close to 60 mobile network operators including AT&T, Verizon, Vodafone and Rakuten. · 4 sourced relationships
Axiom Space Axiom Space is a Houston company building Axiom Station, a commercial successor to the International Space Station, and flying private astronaut missions. Alongside that it has started an Orbital Data Center line: a computing unit called AxDCU-1 has been operating aboard the ISS since August 2025, and two further nodes launched in January 2026. · 4 sourced relationships
Blue Origin Blue Origin is Jeff Bezos's privately held space company. It flies the heavy-lift New Glenn rocket and the suborbital New Shepard vehicle, and in March 2026 filed with the US Federal Communications Commission for 'Project Sunrise', a proposed constellation of up to 51,600 orbital data center satellites. · 4 sourced relationships
EchoStar A US connectivity and entertainment company behind DISH TV, Sling TV, Boost Mobile and Hughes satellite broadband, which in 2025 agreed to sell large blocks of wireless spectrum to SpaceX. · 2 sourced relationships
Eutelsat Group Eutelsat Group is a French satellite operator that merged with OneWeb, giving it both traditional geostationary satellites and a low Earth orbit broadband constellation of more than 600 satellites. It has ordered a further 340 OneWeb satellites from Airbus. · 2 sourced relationships
Firefly Aerospace Firefly Aerospace is a Texas space and defense company that builds small- to medium-lift launch vehicles, the Blue Ghost lunar lander and orbital spacecraft. It listed on Nasdaq in August 2025 and its Blue Ghost Mission 1 was the first commercial lunar lander to touch down successfully on the Moon. · 3 sourced relationships
Frontgrade Technologies Frontgrade Technologies makes radiation-hardened and radiation-tolerant electronics for spacecraft - processors, single-board computers, power management and custom chips designed to keep working in an environment that destroys ordinary silicon. Its European arm, Frontgrade Gaisler, has licensed BrainChip's neuromorphic AI technology to add machine-learning capability to future space processors. · 1 sourced relationship
Globalstar A US operator of a low-Earth-orbit satellite network that provides satellite messaging, IoT tracking and private 5G networking; it has agreed to be acquired by Amazon, with closing expected in 2027. · 2 sourced relationships
Intuitive Machines Intuitive Machines is a Houston company that has soft-landed two spacecraft on the Moon and holds NASA contracts to carry data between Earth, lunar orbit and deep space. In January 2026 it bought Lanteris Space Systems - the satellite-manufacturing half of the old Maxar - for about $800 million, turning itself into a full spacecraft prime. · 2 sourced relationships
Iridium Operates a constellation of crosslinked low-Earth-orbit satellites that provides voice and data service everywhere on the planet, used by ships, aircraft, IoT devices and the US government. · 2 sourced relationships
Karman Space & Defense A US manufacturer of subsystems for missiles, rockets and satellites, such as payload protection, aerodynamic interstage structures and propulsion components, sold to the big defense and space prime contractors. · 2 sourced relationships
Kepler Communications Kepler Communications is a Canadian company operating what it describes as the first commercial optical data relay constellation - satellites that talk to each other with lasers so that other spacecraft can move data without waiting for a ground station pass. It had 33 satellites in orbit as of August 2026, with the first tranche launched in January 2026. · 3 sourced relationships
KSAT KSAT, or Kongsberg Satellite Services, is a Norwegian company that owns and runs one of the world's largest commercial satellite ground station networks - more than 200 antennas across over 40 locations, including polar sites at Svalbard and in Antarctica. Satellite operators pay it to pull their data down to Earth. · 2 sourced relationships
L3Harris Technologies L3Harris Technologies is a large American defense prime. Its space business builds infrared missile-warning and missile-tracking satellites and does on-orbit data processing, and in July 2026 the US Space Force selected it to provide 18 tracking satellites for the Golden Dome missile-defense architecture. · 2 sourced relationships
LightPath Technologies LightPath Technologies is an Orlando-based maker of optics and imaging systems: infrared and visible lenses, optical assemblies and infrared cameras, including its own BlackDiamond chalcogenide glass made under an exclusive license from the U.S. Naval Research Laboratory. · 2 sourced relationships
Lockheed Martin The largest US defense contractor, building military aircraft such as the F-35, missiles and missile-defense systems, helicopters, and satellites and space systems. · 8 sourced relationships
MDA Space Canada's largest space technology company, building satellites (including its software-defined AURORA line), space robotics such as robotic arms for space stations, and geointelligence systems. · 2 sourced relationships
Northrop Grumman A large US defense and aerospace contractor that builds military aircraft, missile and rocket systems, launch vehicles, spacecraft and defense electronics. · 3 sourced relationships
Planet Labs Planet Labs PBC operates the largest fleet of Earth-observation satellites and sells daily imagery and geospatial data by subscription to governments, defense agencies, farmers, insurers and analysts. It has also been contracted by Google to build and operate two prototype satellites carrying Google's AI chips. · 4 sourced relationships
Redwire Redwire Corporation makes the parts that other people's spacecraft are built from - roll-out solar arrays, deployable structures, avionics - and runs in-space manufacturing and research experiments. In June 2025 it bought Edge Autonomy, a maker of uncrewed aircraft, pushing it into defense drones as well as space hardware. · 2 sourced relationships
Rocket Lab Rocket Lab Corporation is an American-New Zealand launch company that flies the small Electron rocket, is developing the larger reusable Neutron rocket, and also builds spacecraft and satellite components such as solar arrays, radios and separation systems for other operators. · 4 sourced relationships
RTX A very large aerospace and defense company made up of three businesses: Collins Aerospace (aircraft systems), Pratt & Whitney (jet engines) and Raytheon (missiles, sensors and defense systems). · 2 sourced relationships
SES A Luxembourg-based satellite operator that runs communications satellites in geostationary and medium Earth orbit, including the O3b mPOWER constellation, and acquired rival Intelsat. · 2 sourced relationships
Sierra Space Sierra Space is a privately held American company building the Dream Chaser reusable spaceplane, satellites and spacecraft subsystems, propulsion and solar arrays, with a growing national-security business. It raised $550 million in March 2026 at an $8 billion valuation. · 2 sourced relationships
SKY Perfect JSAT Japan's major satellite operator, describing itself as Asia's largest geostationary satellite operator; it also runs the SKY PerfecTV pay-TV platform and is building an Earth-observation constellation with Planet. In 2026 the holding company absorbed its operating subsidiary and took the SKY Perfect JSAT Corporation name. · 2 sourced relationships
SpaceX Builds rockets and satellites, operates the Starlink satellite internet network, and in 2026 combined with xAI to bring the Grok AI lab under the same corporate umbrella. · 24 sourced relationships
Spire Operates a constellation of small satellites that collect data about Earth, especially for weather forecasting, aircraft tracking and signal detection, and sells that data and analytics; it sold its maritime ship-tracking business to Kpler in April 2025. · 2 sourced relationships
Starcloud Starcloud is a Washington-state startup building data centers that run in orbit, powered by sunlight and cooled by the vacuum of space. In November 2025 its 60kg Starcloud-1 satellite put the first data-center-class NVIDIA H100 GPU into orbit, and it says it has since trained an AI model and run a Google model in space. · 9 sourced relationships
United Launch Alliance United Launch Alliance is a 50-50 joint venture between Boeing and Lockheed Martin, formed in 2006 to combine their rocket programs. It now flies the Vulcan rocket and, unlike its rivals, sells launch and nothing else - no satellites, no constellation, no software. · 3 sourced relationships
Vantor Vantor is the company formerly called Maxar Intelligence, renamed in October 2025. It operates high-resolution imaging satellites and sells 'spatial intelligence' - a software platform called Tensorglobe that fuses satellite, drone and ground sensor data into a continuously updated 3D model of Earth. · 2 sourced relationships
Viasat Viasat is an American satellite communications company that sells managed connectivity to governments, airlines, ships and enterprises across L-, Ku- and Ka-band, using its own ViaSat-3 satellites and ground network plus capacity bought from others. It acquired Inmarsat in 2023. · 1 sourced relationship
Voyager Technologies Voyager Technologies is a defense-technology and space company that listed on the New York Stock Exchange in June 2025. It supplies strategic systems, lunar systems and mission-critical electronics to US national-security customers, and leads the Starlab commercial space station joint venture with Airbus, Mitsubishi Corporation and MDA Space. · 3 sourced relationships

13 Financial and investment

The investors and financial firms whose capital is funding the AI buildout. These companies don't build AI technology themselves — they supply the enormous amounts of money it takes to build everything else on this map.

BlackRock The world's largest asset manager, which has moved directly into financing AI's physical build-out -- co-founding a dedicated AI Infrastructure Partnership and investing in AI labs through its funds. · 8 sourced relationships
Coatue Management New York investment firm founded by Philippe Laffont that invests across public and private markets, and has become a lead investor in Anthropic alongside a broader technology and AI portfolio. · 3 sourced relationships
Founders Fund San Francisco venture capital firm co-founded by Peter Thiel that has become a lead or co-lead investor across several of the AI economy's highest-profile private companies, including Anduril, Anthropic and OpenAI. · 5 sourced relationships
MGX Abu Dhabi state-backed investment vehicle, launched in 2024 by Mubadala Investment Company and G42, that holds direct equity stakes in OpenAI, Anthropic and xAI and was a founding equity funder of the Stargate AI-infrastructure project. · 4 sourced relationships
SoftBank Group Japanese holding company that invests in and finances technology businesses, including large stakes in OpenAI and Arm, and co-develops AI data-center infrastructure through the Stargate project. · 9 sourced relationships
Thrive Capital New York venture capital firm led by Josh Kushner that has become one of OpenAI's largest and earliest outside backers, alongside a broader portfolio of internet and software companies. · 1 sourced relationship

14 Quantum computing

Companies building quantum computers, quantum networking and quantum-safe security. Quantum machines are not AI systems, and most of these companies earn little revenue today; they are on this map because quantum computing is widely pursued as the next kind of computing after today's chips, and because several of them already work with the chip, cloud and AI companies elsewhere on the map.

Infleqtion Infleqtion builds neutral-atom quantum computers and quantum sensors such as atomic clocks, RF receivers and navigation systems, selling to governments, companies and research labs. · 2 sourced relationships
IonQ IonQ builds trapped-ion quantum computers and sells quantum computing, networking, sensing and security products; in July 2026 it completed the acquisition of chipmaker SkyWater Technology, adding a semiconductor foundry. · 4 sourced relationships
Quantinuum Quantinuum builds trapped-ion quantum computers and quantum software; it was built up as a Honeywell-backed company and listed on Nasdaq in June 2026, with Honeywell remaining a major shareholder. · 3 sourced relationships
Rigetti Computing Rigetti designs and builds superconducting-qubit quantum computers, making its own chips at its Fab-1 facility and offering its machines through the cloud and as on-premises systems. · 2 sourced relationships
Xanadu Xanadu develops photonic quantum computers, which use particles of light and are designed to run at room temperature, and maintains PennyLane, a widely used open-source quantum programming platform; it went public in 2026 through a merger with Crane Harbor Acquisition Corp. · 3 sourced relationships