| Company | AI stack position | Relationships | Source |
|---|---|---|---|
| 1X Technologies | Robotics, autonomous systems and physical AI | 1X Technologies competes with in humanoid robotics Figure AI | Source: Source undated · reviewed 2026-09-20 Top 10 humanoid robot startups to watch in 2026, ranked by total funding ↗ |
| Figure AI | Robotics, autonomous systems and physical AI | ||
| 1X Technologies | Robotics, autonomous systems and physical AI | OpenAI invested in through its Startup Fund 1X Technologies | Source: 2024-01-11 · reviewed 2026-09-20 1X Secures $100M in Series B Funding ↗ |
| OpenAI | Foundation models and AI laboratories | ||
| 1X Technologies | Robotics, autonomous systems and physical AI | SoftBank Group in talks to take a majority stake in 1X Technologies | Source: 2026-08-26 · reviewed 2026-09-20 SoftBank eyes $6B 1X deal as humanoid robot race accelerates ↗ |
| SoftBank Group | Financial and investment | ||
| AAON | Data centers and physical infrastructure | AAON supplies data center cooling systems to Applied Digital | Source: 2025-06-30 · reviewed 2026-10-02 BASX Powers Advanced Cooling Innovation for Applied Digital's Purpose-Built AI Data Center Campus ↗ |
| Applied Digital | Data centers and physical infrastructure | ||
| AAON | Data centers and physical infrastructure | AAON uses CRM software from Microsoft | Source: 2025-02-19 · reviewed 2026-10-02 AAON Leadership Joins Microsoft and Argano to Explore AI-Powered Service Operations ↗ |
| Microsoft | Cloud and specialized AI compute providers | ||
| ABB | Energy and the electrical grid | ABB owns (sale to SoftBank pending) ABB Robotics | Source: 2026-07-16 · reviewed 2026-10-02 Q2 2026 results ↗ |
| ABB Robotics | Robotics, autonomous systems and physical AI | ||
| ABB | Energy and the electrical grid | ABB builds its Genix industrial AI offering on Microsoft | Source: 2026-04-21 · reviewed 2026-10-02 ABB Genix advances industrial digital twins through immersive 3D visualization with NVIDIA Omniverse and Microsoft Azure ↗ |
| Microsoft | Cloud and specialized AI compute providers | ||
| ABB | Energy and the electrical grid | ABB expanded collaboration on AI data center design with NVIDIA | Source: 2026-06-01 · reviewed 2026-10-02 ABB Expands Collaboration with NVIDIA through Integration of DSX Blueprint for AI Infrastructure ↗ |
| NVIDIA | AI chips and networking | ||
| ABB Robotics | Robotics, autonomous systems and physical AI | KUKA competes with ABB Robotics | Source: 2026-03-18 · reviewed 2026-09-24 NVIDIA works with global robotics leaders to make physical AI a reality ↗ |
| KUKA | Robotics, autonomous systems and physical AI | ||
| ABB Robotics | Robotics, autonomous systems and physical AI | NVIDIA partners with ABB Robotics | Source: 2026-03-16 · reviewed 2026-09-24 NVIDIA and Global Robotics Leaders Take Physical AI to the Real World ↗ |
| NVIDIA | AI chips and networking | ||
| ABB Robotics | Robotics, autonomous systems and physical AI | ABB Robotics agreed to integrate the robot model of Skild AI | Source: 2026-03-19 · reviewed 2026-09-24 The Reindustrial Revolution: Partnering with ABB Robotics, Universal Robots, and NVIDIA ↗ |
| Skild AI | Robotics, autonomous systems and physical AI | ||
| ABB Robotics | Robotics, autonomous systems and physical AI | SoftBank Group agreed to acquire ABB Robotics | Source: 2025-10-08 · reviewed 2026-09-24 ABB to divest Robotics division to SoftBank Group ↗ |
| SoftBank Group | Financial and investment | ||
| Adtran | AI chips and networking | Adtran competes in broadband access and optical networking with Nokia | Source: 2026-02-26 · reviewed 2026-09-26 ADTRAN Holdings, Inc. Form 10-K for fiscal year 2025 ↗ |
| Nokia | AI chips and networking | ||
| Advantest | Semiconductor manufacturing equipment | Advantest invested in PDF Solutions | Source: 2020-07-30 · reviewed 2026-09-26 Advantest and PDF Solutions Announce Partnership to Build Advantest Cloud Powered by Exensio ↗ |
| PDF Solutions | Semiconductor manufacturing equipment | ||
| Advantest | Semiconductor manufacturing equipment | Advantest partners on cloud test analytics with PDF Solutions | Source: 2020-07-30 · reviewed 2026-09-26 Advantest and PDF Solutions Announce Partnership to Build Advantest Cloud Powered by Exensio ↗ |
| PDF Solutions | Semiconductor manufacturing equipment | ||
| Advantest | Semiconductor manufacturing equipment | Teradyne competes in chip test equipment with Advantest | Source: 2026-02-19 · reviewed 2026-09-26 Teradyne Form 10-K for fiscal year 2025 ↗ |
| Teradyne | Semiconductor manufacturing equipment | ||
| Advantest | Semiconductor manufacturing equipment | Advantest was recognized as a supplier by TSMC | Source: 2025-11-26 · reviewed 2026-09-27 TSMC 2025 Supply Chain Management Forum Presents Awards to Outstanding Suppliers ↗ |
| TSMC | Chip manufacturing, memory and packaging | ||
| Aehr Test Systems | Semiconductor manufacturing equipment | Aehr Test Systems partners on wafer-level burn-in services with ASE Technology | Source: 2025-11-03 · reviewed 2026-09-26 Aehr Test Systems and ISE Labs Announce Partnership on Wafer-Level Test and Burn-in for High-Performance Computing and Artificial Intelligence Processors ↗ |
| ASE Technology | Chip manufacturing, memory and packaging | ||
| Aehr Test Systems | Semiconductor manufacturing equipment | Aehr Test Systems supplied test and burn-in systems to Intel Corporation | Source: 2022-08-26 · reviewed 2026-09-26 Aehr Test Systems Form 10-K for fiscal year ended May 31, 2022 ↗ |
| Intel Corporation | AI chips and networking | ||
| Aehr Test Systems | Semiconductor manufacturing equipment | Aehr Test Systems supplied test and burn-in systems to onsemi | Source: 2022-08-26 · reviewed 2026-09-26 Aehr Test Systems Form 10-K for fiscal year ended May 31, 2022 ↗ |
| onsemi | Chip manufacturing, memory and packaging | ||
| Aeluma | AI chips and networking | Aeluma targets the data-center laser and photodetector market with Lumentum | Source: 2026-09-16 · reviewed 2026-10-02 Aeluma Announces Fourth Quarter and Full Fiscal Year 2026 Financial Results ↗ |
| Lumentum | AI chips and networking | ||
| Aeluma | AI chips and networking | Aeluma announced a manufacturing partnership with Tower Semiconductor | Source: 2026-09-16 · reviewed 2026-10-02 Aeluma Announces Fourth Quarter and Full Fiscal Year 2026 Financial Results ↗ |
| Tower Semiconductor | Chip manufacturing, memory and packaging | ||
| AgiBot | Robotics, autonomous systems and physical AI | AgiBot uses AI models from NVIDIA | Source: 2026-03-16 · reviewed 2026-09-24 NVIDIA and Global Robotics Leaders Take Physical AI to the Real World ↗ |
| NVIDIA | AI chips and networking | ||
| AgiBot | Robotics, autonomous systems and physical AI | Tencent led a funding round of AgiBot | Source: 2025-07-09 · reviewed 2026-09-24 AgiBot Robotics to Take Over Swancor in $290 Million Deal ↗ |
| Tencent | Foundation models and AI laboratories | ||
| AgiBot | Robotics, autonomous systems and physical AI | UBTECH Robotics competes with AgiBot | Source: 2025-11-17 · reviewed 2026-09-24 UBTECH Humanoid Robot Walker S2 Begins Mass Production and Delivery, with Orders Exceeding 800 Million Yuan ↗ |
| UBTECH Robotics | Robotics, autonomous systems and physical AI | ||
| AgiBot | Robotics, autonomous systems and physical AI | AgiBot competes with Unitree Robotics | Source: 2025-07-09 · reviewed 2026-09-24 AgiBot Robotics to Take Over Swancor in $290 Million Deal ↗ |
| Unitree Robotics | Robotics, autonomous systems and physical AI | ||
| Agility Robotics | Robotics, autonomous systems and physical AI | Apptronik competes with Agility Robotics | Source: 2026-02-11 · reviewed 2026-09-24 Apptronik Closes Over $935 Million Series A ↗ |
| Apptronik | Robotics, autonomous systems and physical AI | ||
| Agility Robotics | Robotics, autonomous systems and physical AI | Hon Hai (Foxconn) led an investor group in Agility Robotics | Source: 2026-06-24 · reviewed 2026-09-24 'Digit' maker Agility Robotics to go public in $2.5B deal ↗ |
| Hon Hai (Foxconn) | Servers and AI factories | ||
| Agility Robotics | Robotics, autonomous systems and physical AI | Agility Robotics trains robots using NVIDIA | Source: 2026-03-16 · reviewed 2026-09-24 NVIDIA and Global Robotics Leaders Take Physical AI to the Real World ↗ |
| NVIDIA | AI chips and networking | ||
| Agility Robotics | Robotics, autonomous systems and physical AI | Agility Robotics competes with Symbotic | Source: 2026-02-04 · reviewed 2026-09-24 Symbotic Reports First Quarter Fiscal Year 2026 Results ↗ |
| Symbotic | Robotics, autonomous systems and physical AI | ||
| Agility Robotics | Robotics, autonomous systems and physical AI | Toyota Motor uses robots from Agility Robotics | Source: 2026-06-24 · reviewed 2026-09-24 'Digit' maker Agility Robotics to go public in $2.5B deal ↗ |
| Toyota Motor | Robotics, autonomous systems and physical AI | ||
| AI21 Labs | Foundation models and AI laboratories | AI21 Labs distributes models via Amazon Web Services | Source: 2024-09-23 · reviewed 2026-09-27 Jamba 1.5 family of models by AI21 Labs is now available in Amazon Bedrock ↗ |
| Amazon Web Services | Cloud and specialized AI compute providers | ||
| AI21 Labs | Foundation models and AI laboratories | AI21 Labs competes with Mistral AI | Source: Source undated · reviewed 2026-09-20 AI21 Labs company profile ↗ |
| Mistral AI | Foundation models and AI laboratories | ||
| AI21 Labs | Foundation models and AI laboratories | NVIDIA invested in AI21 Labs | Source: 2023-08-31 · reviewed 2026-09-27 AI21 Labs Announces Series C Funding Round at $1.4 Billion Valuation ↗ |
| NVIDIA | AI chips and networking | ||
| Alibaba Group | Foundation models and AI laboratories | Alibaba Group publishes models through Amazon Web Services | Source: 2025-09-18 · reviewed 2026-09-27 Alibaba's Qwen3 and DeepSeek-V3.1 models now available in Amazon Bedrock ↗ |
| Amazon Web Services | Cloud and specialized AI compute providers | ||
| Alibaba Group | Foundation models and AI laboratories | Baidu competes with Alibaba Group | Source: Source undated · reviewed 2026-09-20 Baidu launches Ernie 5.0 as the firm's AI assistant users reach 200 million a month ↗ |
| Baidu | Foundation models and AI laboratories | ||
| Alibaba Group | Foundation models and AI laboratories | Alibaba Group holds a pre-IPO stake in CXMT | Source: 2026-07-30 · reviewed 2026-09-26 Alibaba's CXMT Bet Multiplies 20-Fold (Seoul Economic Daily) ↗ |
| CXMT | Chip manufacturing, memory and packaging | ||
| Alibaba Group | Foundation models and AI laboratories | GDS announced a build-to-suit data center campus for Alibaba Group | Source: 2017-11-30 · reviewed 2026-09-26 GDS Holdings and Alibaba China data center development underway (DataCenterNews Asia) ↗ |
| GDS | Data centers and physical infrastructure | ||
| Alibaba Group | Foundation models and AI laboratories | Alibaba Group competes with Google DeepMind | Source: Source undated · reviewed 2026-09-20 Alibaba unveils new Qwen model, custom chips in bid to become China's AI factory ↗ |
| Google DeepMind | Foundation models and AI laboratories | ||
| Alibaba Group | Foundation models and AI laboratories | Alibaba Group held indirect equity stake in MiniMax | Source: Source undated · reviewed 2026-09-20 MiniMax's IPO Prospectus Reveals Alliance with Alibaba, Holding 13.66% Indirect Stake ↗ |
| MiniMax | Foundation models and AI laboratories | ||
| Alibaba Group | Foundation models and AI laboratories | Alibaba Group backs as an investor Moonshot AI | Source: 2026-01-19 · reviewed 2026-09-20 Alibaba-backed startup Moonshot AI's valuation is up $500 million, sources say, after its rivals IPO in Hong Kong ↗ |
| Moonshot AI | Foundation models and AI laboratories | ||
| Alibaba Group | Foundation models and AI laboratories | Alibaba Group runs NVIDIA AI Enterprise software on Alibaba Cloud NVIDIA | Source: Source undated · reviewed 2026-09-20 Alibaba Cloud Platform Overview ↗ |
| NVIDIA | AI chips and networking | ||
| Alibaba Group | Foundation models and AI laboratories | Tencent competes in China's cloud/AI market Alibaba Group | Source: Source undated · reviewed 2026-09-20 Tencent Cloud vs Alibaba Cloud (2026): Which Is Better? ↗ |
| Tencent | Foundation models and AI laboratories | ||
| Alibaba Group | Foundation models and AI laboratories | XPeng plans robotaxi services through Alibaba's Amap with Alibaba Group | Source: 2025-11-05 · reviewed 2026-10-02 Chinese EV maker Xpeng to roll out driverless cars with Alibaba's Amap to take on Tesla FSD ↗ |
| XPeng | Robotics, autonomous systems and physical AI | ||
| Alibaba Group | Foundation models and AI laboratories | Alibaba Group invested in Zhipu AI | Source: 2023-10-20 · reviewed 2026-09-20 Alibaba, Tencent Join $340 Million Funding for AI Startup Zhipu ↗ |
| Zhipu AI | Foundation models and AI laboratories | ||
| Amazon Web Services | Cloud and specialized AI compute providers | American Electric Power (AEP) won approval to install onsite fuel cells for Amazon Web Services | Source: 2025-06-05 · reviewed 2026-09-26 PUCO Approves Onsite Power Project for Data Centers ↗ |
| American Electric Power (AEP) | Energy and the electrical grid | ||
| Amazon Web Services | Cloud and specialized AI compute providers | Anduril partners with Amazon Web Services | Source: 2026-07-01 · reviewed 2026-09-22 AWS and Anduril partner on Edge cloud offering for national security and defense ↗ |
| Anduril | AI applications | ||
| Amazon Web Services | Cloud and specialized AI compute providers | Anthropic distributes Claude models through Amazon Web Services | Source: 2026-09-22 · reviewed 2026-09-27 Claude by Anthropic - Models in Amazon Bedrock ↗ |
| Anthropic | Foundation models and AI laboratories | ||
| Amazon Web Services | Cloud and specialized AI compute providers | Anthropic trains and serves Claude on AWS Trainium chips from Amazon Web Services | Source: 2026-04-20 · reviewed 2026-09-24 Anthropic and Amazon expand compute collaboration ↗ |
| Anthropic | Foundation models and AI laboratories | ||
| Amazon Web Services | Cloud and specialized AI compute providers | Amazon Web Services provides computing capacity to Anthropic | Source: 2026-04-20 · reviewed 2026-10-02 Anthropic and Amazon expand compute collaboration ↗ |
| Anthropic | Foundation models and AI laboratories | ||
| Amazon Web Services | Cloud and specialized AI compute providers | Anthropic has committed to buy cloud compute from Amazon Web Services | Source: 2026-04-20 · reviewed 2026-10-02 Anthropic and Amazon expand compute collaboration ↗ |
| Anthropic | Foundation models and AI laboratories | ||
| Amazon Web Services | Cloud and specialized AI compute providers | Amazon Web Services invested in Anthropic | Source: 2026-04-20 · reviewed 2026-09-22 Anthropic and Amazon expand compute collaboration ↗ |
| Anthropic | Foundation models and AI laboratories | ||
| Amazon Web Services | Cloud and specialized AI compute providers | Applied Optoelectronics has a purchase-linked warrant agreement with Amazon, parent of Amazon Web Services | Source: 2025-03-13 · reviewed 2026-09-26 Applied Optoelectronics, Inc. Form 8-K (Transaction Agreement and Warrant with Amazon.com, Inc.) ↗ |
| Applied Optoelectronics | AI chips and networking | ||
| Amazon Web Services | Cloud and specialized AI compute providers | Arm Holdings licensing Arm architecture used in AWS's Graviton server processors Amazon Web Services | Source: Source undated · reviewed 2026-09-20 AWS | Arm partner catalog ↗ |
| Arm Holdings | AI chips and networking | ||
| Amazon Web Services | Cloud and specialized AI compute providers | ASE Technology is reported to package Trainium chips for Amazon Web Services | Source: 2026-01-14 · reviewed 2026-09-26 ASE Buys NT$2.8B Zhunan Facility, Packaging Orders Reportedly Span NVIDIA, AMD, and More ↗ |
| ASE Technology | Chip manufacturing, memory and packaging | ||
| Amazon Web Services | Cloud and specialized AI compute providers | Amazon Web Services invested in Astera Labs | Source: 2026-08-04 · reviewed 2026-09-22 Astera Labs Reports Second Quarter 2026 Financial Results ↗ |
| Astera Labs | AI chips and networking | ||
| Amazon Web Services | Cloud and specialized AI compute providers | Cerebras Systems powering disaggregated AI inference on AWS via Amazon Bedrock Amazon Web Services | Source: 2026-03-13 · reviewed 2026-09-20 AWS and Cerebras collaboration aims to set a new standard for AI inference speed and performance in the cloud ↗ |
| Cerebras Systems | AI chips and networking | ||
| Amazon Web Services | Cloud and specialized AI compute providers | Cohere offers models through Amazon Bedrock Amazon Web Services | Source: 2023-07-26 · reviewed 2026-09-27 Cohere Brings its Enterprise AI Offering to Amazon Bedrock ↗ |
| Cohere | Foundation models and AI laboratories | ||
| Amazon Web Services | Cloud and specialized AI compute providers | CrowdStrike co-runs a cybersecurity startup accelerator with Amazon Web Services | Source: 2026-01-05 · reviewed 2026-09-27 CrowdStrike, AWS, and NVIDIA Select 35 Startups for the 2026 Cybersecurity Startup Accelerator ↗ |
| CrowdStrike | AI applications | ||
| Amazon Web Services | Cloud and specialized AI compute providers | Databricks partners with Amazon Web Services | Source: 2024-10-15 · reviewed 2026-09-22 Databricks Strengthens Partnership with AWS to Deliver Advanced Generative AI Capabilities ↗ |
| Databricks | AI infrastructure software | ||
| Amazon Web Services | Cloud and specialized AI compute providers | DeepSeek publishes models through Amazon Web Services | Source: 2025-09-18 · reviewed 2026-09-27 Alibaba's Qwen3 and DeepSeek-V3.1 models now available in Amazon Bedrock ↗ |
| DeepSeek | Foundation models and AI laboratories | ||
| Amazon Web Services | Cloud and specialized AI compute providers | Dominion Energy signed an MOU to explore small modular reactors with Amazon Web Services | Source: 2024-10-16 · reviewed 2026-09-26 Dominion Energy and Amazon to explore advancement of Small Modular Reactor (SMR) nuclear development in Virginia ↗ |
| Dominion Energy | Energy and the electrical grid | ||
| Amazon Web Services | Cloud and specialized AI compute providers | Elastic runs its serverless service on Amazon Web Services | Source: 2026-01-20 · reviewed 2026-10-02 Elastic Supercharges Performance for Serverless Offering on AWS ↗ |
| Elastic | AI infrastructure software | ||
| Amazon Web Services | Cloud and specialized AI compute providers | Equinix provides interconnection infrastructure to Amazon Web Services | Source: Source undated · reviewed 2026-09-22 AWS Direct Connect | Global Interconnection Platform | Equinix ↗ |
| Equinix | Data centers and physical infrastructure | ||
| Amazon Web Services | Cloud and specialized AI compute providers | Fabrinet manufactures optical and electronic products for Amazon Web Services | Source: 2026-08-18 · reviewed 2026-09-26 Fabrinet Form 10-K for fiscal year ended June 26, 2026 ↗ |
| Fabrinet | Servers and AI factories | ||
| Amazon Web Services | Cloud and specialized AI compute providers | Hugging Face expanded strategic cloud partnership with Amazon Web Services | Source: 2023-02-21 · reviewed 2026-09-20 Hugging Face and AWS partner to make AI more accessible ↗ |
| Hugging Face | AI infrastructure software | ||
| Amazon Web Services | Cloud and specialized AI compute providers | IonQ lists as a customer or partner Amazon Web Services | Source: 2026-09-08 · reviewed 2026-10-02 IonQ Announces Increased Full-Year 2026 Financial Outlook Following SkyWater Acquisition ↗ |
| IonQ | Quantum computing | ||
| Amazon Web Services | Cloud and specialized AI compute providers | KSAT is integrating the ground station service of Amazon Web Services | Source: 2025-07-30 · reviewed 2026-09-24 Kongsberg Satellite Services (KSAT) Announces Collaboration with Amazon Web Services to Transform Space Mission Solutions ↗ |
| KSAT | Space and next-generation infrastructure | ||
| Amazon Web Services | Cloud and specialized AI compute providers | Marvell Technology co-develops Trainium chips with Amazon Web Services | Source: 2026-06-18 · reviewed 2026-09-22 Marvell surged 7% Thursday as Amazon plans to sell Trainium chips externally ↗ |
| Marvell Technology | AI chips and networking | ||
| Amazon Web Services | Cloud and specialized AI compute providers | Marvell Technology supplying semiconductors as a key chip partner for AWS cloud infrastructure Amazon Web Services | Source: 2023-02-22 · reviewed 2026-09-20 Marvell and AWS Collaborate to Enable Cloud-First Silicon Design ↗ |
| Marvell Technology | AI chips and networking | ||
| Amazon Web Services | Cloud and specialized AI compute providers | Meta Platforms publishes models through Amazon Web Services | Source: 2025-04-28 · reviewed 2026-09-22 Llama 4 models from Meta now available in Amazon Bedrock serverless ↗ |
| Meta Platforms | Foundation models and AI laboratories | ||
| Amazon Web Services | Cloud and specialized AI compute providers | Amazon Web Services competes with Microsoft | Source: Source undated · reviewed 2026-09-22 Amazon Bedrock ↗ |
| Microsoft | Cloud and specialized AI compute providers | ||
| Amazon Web Services | Cloud and specialized AI compute providers | MiniMax distributes its models through Amazon Web Services | Source: 2026-02-10 · reviewed 2026-09-24 Amazon Bedrock adds support for six fully-managed open weights models ↗ |
| MiniMax | Foundation models and AI laboratories | ||
| Amazon Web Services | Cloud and specialized AI compute providers | Mistral AI publishes models through Amazon Web Services | Source: 2025-12-02 · reviewed 2026-09-22 Amazon Bedrock adds 18 fully managed open weight models, including the new Mistral Large 3 and Ministral 3 models ↗ |
| Mistral AI | Foundation models and AI laboratories | ||
| Amazon Web Services | Cloud and specialized AI compute providers | Moonshot AI distributes its Kimi models through Amazon Web Services | Source: 2026-09-23 · reviewed 2026-09-27 Amazon Bedrock Model Choice ↗ |
| Moonshot AI | Foundation models and AI laboratories | ||
| Amazon Web Services | Cloud and specialized AI compute providers | Amazon Web Services offers cloud instances using NVIDIA | Source: Source undated · reviewed 2026-09-17 Amazon EC2 P6 instances ↗ |
| NVIDIA | AI chips and networking | ||
| Amazon Web Services | Cloud and specialized AI compute providers | Amazon Web Services offers alternative AI processors to NVIDIA | Source: Source undated · reviewed 2026-09-17 AWS Trainium product page ↗ |
| NVIDIA | AI chips and networking | ||
| Amazon Web Services | Cloud and specialized AI compute providers | OpenAI publishes models through Amazon Web Services | Source: Source undated · reviewed 2026-09-22 OpenAI's GPT OSS models available in Amazon Bedrock and Amazon SageMaker AI ↗ |
| OpenAI | Foundation models and AI laboratories | ||
| Amazon Web Services | Cloud and specialized AI compute providers | Amazon Web Services invested in OpenAI | Source: 2026-07-31 · reviewed 2026-09-27 Amazon.com, Inc. Form 10-Q for the quarter ended June 30, 2026 (filed 31 July 2026) ↗ |
| OpenAI | Foundation models and AI laboratories | ||
| Amazon Web Services | Cloud and specialized AI compute providers | Amazon Web Services agreed to supply NVIDIA GPU capacity to OpenAI | Source: 2026-04-30 · reviewed 2026-09-27 Amazon.com, Inc. Form 10-Q for the quarter ended March 31, 2026 (filed 30 April 2026) ↗ |
| OpenAI | Foundation models and AI laboratories | ||
| Amazon Web Services | Cloud and specialized AI compute providers | Oracle competes with Amazon Web Services | Source: Source undated · reviewed 2026-09-22 GPU, Virtual Machines and Bare Metal ↗ |
| Oracle | Cloud and specialized AI compute providers | ||
| Amazon Web Services | Cloud and specialized AI compute providers | Palantir Technologies partners with Amazon Web Services | Source: 2024-11-07 · reviewed 2026-09-22 Anthropic and Palantir Partner to Bring Claude AI Models to AWS for U.S. Government Intelligence and Defense Operations ↗ |
| Palantir Technologies | AI applications | ||
| Amazon Web Services | Cloud and specialized AI compute providers | Amazon Web Services provides cloud computing infrastructure to Perplexity AI | Source: Source undated · reviewed 2026-09-20 Perplexity AI | Founders, Investors, & Facts ↗ |
| Perplexity AI | Foundation models and AI laboratories | ||
| Amazon Web Services | Cloud and specialized AI compute providers | Prysmian agreed to supply low-carbon aluminum power cables for a data center of Amazon Web Services | Source: 2026-09-22 · reviewed 2026-10-02 Here's how Prysmian's latest deal with AWS emphasizes sustainability ↗ |
| Prysmian | Energy and the electrical grid | ||
| Amazon Web Services | Cloud and specialized AI compute providers | Amazon Web Services buys custom silicon from Qualcomm | Source: 2026-09-09 · reviewed 2026-09-22 Qualcomm Lands $60 Billion Custom Silicon and 1.6T Optics Deal with AWS, Backed by a $4 Billion Warrant ↗ |
| Qualcomm | AI chips and networking | ||
| Amazon Web Services | Cloud and specialized AI compute providers | Amazon Web Services invested in Qualcomm | Source: 2026-09-09 · reviewed 2026-09-22 Qualcomm Lands $60 Billion Custom Silicon and 1.6T Optics Deal with AWS, Backed by a $4 Billion Warrant ↗ |
| Qualcomm | AI chips and networking | ||
| Amazon Web Services | Cloud and specialized AI compute providers | Qualcomm co-developing custom AI inference silicon and 1.6T optical connectivity for AWS data centers Amazon Web Services | Source: 2026-09-08 · reviewed 2026-09-20 Qualcomm Announces Multi-Generational Product Collaboration with Amazon to Build Next-Generation AI Data Center Infrastructure ↗ |
| Qualcomm | AI chips and networking | ||
| Amazon Web Services | Cloud and specialized AI compute providers | Siemens delivers industrial software via Amazon Web Services | Source: 2021-11-30 · reviewed 2026-09-20 Siemens Expands Partnership with AWS to Facilitate Cloud-Based Industrial IoT and Digital Twin Solutions ↗ |
| Siemens | AI applications | ||
| Amazon Web Services | Cloud and specialized AI compute providers | SpaceX competes with Amazon Web Services | Source: 2026-07-07 · reviewed 2026-09-24 SpaceXAI wants to compete on AI infrastructure, not just AI models ↗ |
| SpaceX | Space and next-generation infrastructure | ||
| Amazon Web Services | Cloud and specialized AI compute providers | SpaceXAI (formerly xAI) distributes Grok models through Amazon Web Services | Source: 2026-08-19 · reviewed 2026-09-24 Grok 4.6 on Amazon Bedrock ↗ |
| SpaceXAI (formerly xAI) | Foundation models and AI laboratories | ||
| Amazon Web Services | Cloud and specialized AI compute providers | Stability AI distributes models via Amazon Web Services | Source: Source undated · reviewed 2026-09-20 Stability AI Partners ↗ |
| Stability AI | Foundation models and AI laboratories | ||
| Amazon Web Services | Cloud and specialized AI compute providers | STMicroelectronics has a multi-year chip supply engagement with Amazon Web Services | Source: 2026-02-09 · reviewed 2026-09-26 STMicroelectronics expands strategic engagement with Amazon Web Services to enable new high performance compute infrastructure for cloud and AI data centers ↗ |
| STMicroelectronics | Chip manufacturing, memory and packaging | ||
| Amazon Web Services | Cloud and specialized AI compute providers | Talen Energy supplies nuclear power to Amazon Web Services | Source: 2025-06-11 · reviewed 2026-09-20 Talen Energy Expands Nuclear Energy Relationship with Amazon ↗ |
| Talen Energy | Energy and the electrical grid | ||
| Amazon Web Services | Cloud and specialized AI compute providers | Amazon Web Services acquired a data center campus from Talen Energy | Source: 2024-03-04 · reviewed 2026-09-22 AWS acquires Talen's nuclear data center campus in Pennsylvania ↗ |
| Talen Energy | Energy and the electrical grid | ||
| Amazon Web Services | Cloud and specialized AI compute providers | Talen Energy explores nuclear development with Amazon Web Services | Source: 2025-06-11 · reviewed 2026-09-22 Talen Energy Expands Nuclear Energy Relationship with Amazon ↗ |
| Talen Energy | Energy and the electrical grid | ||
| Amazon Web Services | Cloud and specialized AI compute providers | TSMC manufactures chips for Amazon Web Services | Source: 2023-11-30 · reviewed 2026-09-22 Amazon Unveils New AWS-Designed Chips, Boosting Orders for TSMC and ALCHIP ↗ |
| TSMC | Chip manufacturing, memory and packaging | ||
| Amazon Web Services | Cloud and specialized AI compute providers | Vistra Corp supplies nuclear and solar power to Amazon Web Services | Source: 2026-02-26 · reviewed 2026-09-20 Vistra Reports Fourth Quarter and Full-Year 2025 Results ↗ |
| Vistra Corp | Energy and the electrical grid | ||
| AMD | AI chips and networking | Amkor Technology provides advanced packaging services to AMD | Source: 2026-05-21 · reviewed 2026-09-20 Amkor working with AMD on advanced packaging after acquiring more land in Arizona ↗ |
| Amkor Technology | Chip manufacturing, memory and packaging | ||
| AMD | AI chips and networking | AMD deploying up to 2 gigawatts of AMD Instinct MI450 GPUs for Anthropic Anthropic | Source: 2026-07-22 · reviewed 2026-10-02 AMD and Anthropic Announce Strategic Partnership to Deploy Up to 2 Gigawatts of AMD Instinct MI450 Series GPUs ↗ |
| Anthropic | Foundation models and AI laboratories | ||
| AMD | AI chips and networking | ASE Technology is reported to package Venice server CPUs for AMD | Source: 2026-01-14 · reviewed 2026-09-26 ASE Buys NT$2.8B Zhunan Facility, Packaging Orders Reportedly Span NVIDIA, AMD, and More ↗ |
| ASE Technology | Chip manufacturing, memory and packaging | ||
| AMD | AI chips and networking | Astera Labs co-develops UALink connectivity with AMD | Source: 2025-10-13 · reviewed 2026-09-27 Astera Labs Showcases Rack-Scale AI Ecosystem Momentum at OCP Global Summit ↗ |
| Astera Labs | AI chips and networking | ||
| AMD | AI chips and networking | Celestica announced switch design and manufacturing collaboration with AMD | Source: 2026-03-16 · reviewed 2026-09-26 Celestica and AMD Announce Collaboration to Advance the Next Era of AI with Helios Rack-Scale AI Platform ↗ |
| Celestica | Servers and AI factories | ||
| AMD | AI chips and networking | AMD invested in Cerebras Systems | Source: 2026-02-03 · reviewed 2026-09-22 Cerebras Raises $1.1 Billion at $8.1 Billion Valuation ↗ |
| Cerebras Systems | AI chips and networking | ||
| AMD | AI chips and networking | Crusoe Energy purchases AMD Instinct MI355X AI chips for a new data center facility AMD | Source: 2025-06-12 · reviewed 2026-09-20 Exclusive-'Neocloud' Crusoe to buy $400 million worth of AMD chips for AI data centers ↗ |
| Crusoe Energy | Cloud and specialized AI compute providers | ||
| AMD | AI chips and networking | Ecolab developed custom liquid-cooling solutions (via CoolIT) for AMD | Source: 2026-03-19 · reviewed 2026-10-02 Ecolab to Acquire CoolIT Systems, a Global Leader in Advanced Liquid Cooling for Next-Gen AI Data Centers ↗ |
| Ecolab | Data centers and physical infrastructure | ||
| AMD | AI chips and networking | HPE builds AI training servers powered by AMD accelerators AMD | Source: 2024-10-10 · reviewed 2026-09-20 HPE launches new purpose-built solutions – powered by AMD – to accelerate training for large, complex AI models ↗ |
| HPE | Servers and AI factories | ||
| AMD | AI chips and networking | IBM plans quantum-centric supercomputing architectures with AMD | Source: 2025-08-26 · reviewed 2026-10-02 IBM and AMD Join Forces to Build the Future of Computing ↗ |
| IBM | AI infrastructure software | ||
| AMD | AI chips and networking | Lenovo builds ThinkSystem AI servers using AMD EPYC and Instinct hardware AMD | Source: 2024-10-10 · reviewed 2026-09-20 Lenovo Provides Unmatched Performance with New ThinkSystem Support for AMD Processors ↗ |
| Lenovo | Servers and AI factories | ||
| AMD | AI chips and networking | AMD will supply GPUs and CPUs to Meta Platforms | Source: 2026-02-24 · reviewed 2026-09-27 AMD and Meta Announce Expanded Strategic Partnership to Deploy 6 Gigawatts of AMD GPUs ↗ |
| Meta Platforms | Foundation models and AI laboratories | ||
| AMD | AI chips and networking | Micron supplies HBM3E memory to AMD | Source: 2025-06-12 · reviewed 2026-09-20 Micron HBM Designed into Leading AMD AI Platform ↗ |
| Micron | Chip manufacturing, memory and packaging | ||
| AMD | AI chips and networking | AMD supplies Microsoft | Source: 2024-05-21 · reviewed 2026-09-22 AMD Instinct MI300X Accelerators Power Microsoft Azure OpenAI Service Workloads and New Azure ND MI300X V5 VMs ↗ |
| Microsoft | Cloud and specialized AI compute providers | ||
| AMD | AI chips and networking | AMD agreed to invest in Nutanix | Source: 2026-02-25 · reviewed 2026-10-02 AMD and Nutanix Announce Strategic Partnership to Advance an Open and Scalable Platform for Enterprise AI ↗ |
| Nutanix | AI infrastructure software | ||
| AMD | AI chips and networking | AMD competes in AI acceleration with NVIDIA | Source: Source undated · reviewed 2026-09-17 AMD Instinct product page ↗ |
| NVIDIA | AI chips and networking | ||
| AMD | AI chips and networking | AMD deploying 6 gigawatts of AMD GPUs for OpenAI compute OpenAI | Source: 2025-10-06 · reviewed 2026-09-20 AMD and OpenAI announce strategic partnership to deploy 6 gigawatts of AMD GPUs ↗ |
| OpenAI | Foundation models and AI laboratories | ||
| AMD | AI chips and networking | Oracle buys GPUs from AMD | Source: 2024-09-26 · reviewed 2026-09-22 AMD Instinct MI300X Accelerators Available on Oracle Cloud Infrastructure for Demanding AI Applications ↗ |
| Oracle | Cloud and specialized AI compute providers | ||
| AMD | AI chips and networking | AMD deploying 50,000 AMD Instinct MI450 GPUs in Oracle Cloud superclusters Oracle | Source: 2025-10-14 · reviewed 2026-09-20 Oracle and AMD Expand Partnership to Help Customers Achieve Next-Generation AI Scale ↗ |
| Oracle | Cloud and specialized AI compute providers | ||
| AMD | AI chips and networking | Qualcomm competes with AMD | Source: 2025-10-27 · reviewed 2026-09-22 Qualcomm Debuts AI200 and AI250 Chips as It Moves Into AI Infrastructure ↗ |
| Qualcomm | AI chips and networking | ||
| AMD | AI chips and networking | Samsung Electronics supplies HBM3E memory to AMD | Source: 2025-06-13 · reviewed 2026-09-20 Samsung supplies HBM3E to AMD's new accelerators ↗ |
| Samsung Electronics | Chip manufacturing, memory and packaging | ||
| AMD | AI chips and networking | Samsung Electronics is in talks to manufacture future CPUs for AMD | Source: 2026-06-17 · reviewed 2026-09-22 Samsung Foundry Reportedly in Talks with AMD for 2028 CPU Production as BYD, Google Consider Its Services ↗ |
| Samsung Electronics | Chip manufacturing, memory and packaging | ||
| AMD | AI chips and networking | Schneider Electric co-develops AI data center reference designs with AMD | Source: 2026-07-23 · reviewed 2026-09-27 Schneider Electric and AMD release first Helios platform reference design to accelerate AI Factory deployment ↗ |
| Schneider Electric | Data centers and physical infrastructure | ||
| AMD | AI chips and networking | Supermicro builds GPU rack-scale servers using AMD Instinct accelerators AMD | Source: 2023-12-06 · reviewed 2026-09-20 Supermicro Extends AI and GPU Rack Scale Solutions with Support for AMD Instinct MI300 Series Accelerators ↗ |
| Supermicro | Servers and AI factories | ||
| AMD | AI chips and networking | Synopsys co-develops agentic AI chip-design workflows with AMD | Source: 2026-07-27 · reviewed 2026-09-22 Synopsys Advances Agentic AI Chip Design with AMD and Microsoft ↗ |
| Synopsys | Semiconductor manufacturing equipment | ||
| AMD | AI chips and networking | AMD tests agentic EDA workflows from Synopsys | Source: 2026-07-27 · reviewed 2026-09-20 Synopsys Advances Agentic AI Chip Design with AMD and Microsoft ↗ |
| Synopsys | Semiconductor manufacturing equipment | ||
| AMD | AI chips and networking | TSMC manufactures AI accelerators and data-center processors for AMD | Source: 2026-05-21 · reviewed 2026-09-27 AMD announces production ramp of next-generation AMD EPYC processor Venice on TSMC 2nm process technology ↗ |
| TSMC | Chip manufacturing, memory and packaging | ||
| AMD | AI chips and networking | VIAVI supplies test and measurement products to AMD | Source: 2026-08-13 · reviewed 2026-09-26 Viavi Solutions Inc. Form 10-K for fiscal year ended June 27, 2026 ↗ |
| VIAVI | AI chips and networking | ||
| AMD | AI chips and networking | Xanadu co-launched Backline quantum-classical interconnect with AMD | Source: 2026-09-10 · reviewed 2026-10-02 Xanadu and AMD launch Backline to streamline CPU, GPU, FPGA integration for quantum technology ↗ |
| Xanadu | Quantum computing | ||
| American Electric Power (AEP) | Energy and the electrical grid | American Electric Power (AEP) agreed to procure fuel cells from Bloom Energy | Source: 2024-11-14 · reviewed 2026-09-26 AEP Leveraging Fuel Cell Technology to Power Data Center Growth ↗ |
| Bloom Energy | Energy and the electrical grid | ||
| American Electric Power (AEP) | Energy and the electrical grid | Quanta Services signed a transmission and equipment partnership with American Electric Power (AEP) | Source: 2025-11-05 · reviewed 2026-10-02 AEP and Quanta Services Announce Strategic Partnership to Advance Transmission and Power Infrastructure ↗ |
| Quanta Services | Energy and the electrical grid | ||
| American Tower | Data centers and physical infrastructure | American Tower is an equityholder in AST SpaceMobile | Source: 2026-03-02 · reviewed 2026-09-26 AST SpaceMobile, Inc. Form 10-K for fiscal year 2025 ↗ |
| AST SpaceMobile | Space and next-generation infrastructure | ||
| Amkor Technology | Chip manufacturing, memory and packaging | ASE Technology competes with Amkor Technology | Source: Source undated · reviewed 2026-09-26 TSMC 3DFabric Alliance ↗ |
| ASE Technology | Chip manufacturing, memory and packaging | ||
| Amkor Technology | Chip manufacturing, memory and packaging | Amkor Technology packages chips for Credo | Source: 2026-06-15 · reviewed 2026-09-26 Credo Technology Group Holding Ltd Form 10-K for fiscal year ended May 2, 2026 ↗ |
| Credo | AI chips and networking | ||
| Amkor Technology | Chip manufacturing, memory and packaging | Amkor Technology manufactures advanced packaging for Marvell Technology | Source: 2025-05-29 · reviewed 2026-09-22 Marvell Delivers Advanced Packaging Platform for Custom AI Accelerators ↗ |
| Marvell Technology | AI chips and networking | ||
| Amkor Technology | Chip manufacturing, memory and packaging | Amkor Technology plans packaging for NVIDIA | Source: 2025-04-14 · reviewed 2026-09-17 NVIDIA US manufacturing announcement ↗ |
| NVIDIA | AI chips and networking | ||
| Amkor Technology | Chip manufacturing, memory and packaging | Amkor Technology provides packaging and test manufacturing for Qualcomm | Source: 2016-06-21 · reviewed 2026-09-22 Amkor Technology Receives Qualcomm Technologies' 2015 Supplier of the Year Award ↗ |
| Qualcomm | AI chips and networking | ||
| Amkor Technology | Chip manufacturing, memory and packaging | Amkor Technology provides advanced packaging and test manufacturing for TSMC | Source: 2026-06-16 · reviewed 2026-09-22 TSMC and Amkor Technology Announce Long Term Partnership to Accelerate Advanced Packaging in the United States ↗ |
| TSMC | Chip manufacturing, memory and packaging | ||
| Amphenol | AI chips and networking | Amphenol supplies components to NVIDIA | Source: 2024-06-02 · reviewed 2026-09-26 Computer Industry Joins NVIDIA to Build AI Factories and Data Centers for the Next Industrial Revolution ↗ |
| NVIDIA | AI chips and networking | ||
| Amphenol | AI chips and networking | Semtech introduced a 1.6T active copper cable with Amphenol | Source: 2025-04-01 · reviewed 2026-10-02 Amphenol Communications Solutions (ACS) and Semtech Introduce 1.6T Active Copper Cable at OFC 2025 ↗ |
| Semtech | AI chips and networking | ||
| Amphenol | AI chips and networking | TE Connectivity competes in connectors and sensors with Amphenol | Source: 2025-11-10 · reviewed 2026-09-26 TE Connectivity plc Form 10-K for fiscal year ended September 26, 2025 ↗ |
| TE Connectivity | AI chips and networking | ||
| Analog Devices | Chip manufacturing, memory and packaging | Analog Devices is a named silicon partner for the 800 VDC power architecture of NVIDIA | Source: 2025-10-13 · reviewed 2026-09-26 Building the 800 VDC Ecosystem for Efficient, Scalable AI Factories (NVIDIA Technical Blog) ↗ |
| NVIDIA | AI chips and networking | ||
| Analog Devices | Chip manufacturing, memory and packaging | Analog Devices secured long-term wafer capacity from TSMC | Source: 2024-02-22 · reviewed 2026-09-26 Analog Devices Strengthens Capacity and Resiliency Through Expanded Partnership with TSMC ↗ |
| TSMC | Chip manufacturing, memory and packaging | ||
| Anduril | AI applications | Founders Fund led a $1 billion investment in Anduril | Source: 2025-06-05 · reviewed 2026-09-21 With massive funding round and $31 billion valuation, Anduril is nearing the size of defense industry giants ↗ |
| Founders Fund | Financial and investment | ||
| Anduril | AI applications | Anduril co-develops the EagleEye military XR headset with Meta Platforms | Source: 2025-05-30 · reviewed 2026-09-20 Meta and Anduril work on mixed reality devices for the US military ↗ |
| Meta Platforms | Foundation models and AI laboratories | ||
| Anduril | AI applications | Anduril took over Microsoft's US Army IVAS headset contract Microsoft | Source: 2025-02-11 · reviewed 2026-09-20 Anduril takes control of Microsoft's $22B VR military headset program ↗ |
| Microsoft | Cloud and specialized AI compute providers | ||
| Anduril | AI applications | Anduril partners with Oracle | Source: Source undated · reviewed 2026-09-22 AWS and Anduril partner on Edge cloud offering for national security and defense ↗ |
| Oracle | Cloud and specialized AI compute providers | ||
| Anduril | AI applications | Anduril formed a bidding consortium with Palantir Technologies | Source: 2024-12-06 · reviewed 2026-09-20 Palantir, Anduril form new alliance to merge AI capabilities for defense customers ↗ |
| Palantir Technologies | AI applications | ||
| Anduril | AI applications | Rocket Lab competes with Anduril | Source: 2026-05-07 · reviewed 2026-09-24 Rocket Lab Announces First Quarter 2026 Financial Results ↗ |
| Rocket Lab | Space and next-generation infrastructure | ||
| Anduril | AI applications | RTX tested a solid rocket motor with Anduril | Source: 2025-10-07 · reviewed 2026-10-02 RTX and Anduril complete successful test of advanced solid rocket motor ↗ |
| RTX | Space and next-generation infrastructure | ||
| Anduril | AI applications | Skydio competes with Anduril | Source: 2026-07-23 · reviewed 2026-09-24 Skydio drone solutions added to Blue UAS Cleared List ↗ |
| Skydio | Robotics, autonomous systems and physical AI | ||
| Anduril | AI applications | Anduril named as a partner on its interceptor prototype Voyager Technologies | Source: 2026-05-05 · reviewed 2026-09-24 Anduril to Work With Impulse Space, K2 Space, Voyager, and Others on Space-Based Interceptor Award ↗ |
| Voyager Technologies | Space and next-generation infrastructure | ||
| Anthropic | Foundation models and AI laboratories | BlackRock invested in via affiliated funds Anthropic | Source: 2026-02-12 · reviewed 2026-09-21 Anthropic raises $30B Series G at $380B post-money valuation ↗ |
| BlackRock | Financial and investment | ||
| Anthropic | Foundation models and AI laboratories | Broadcom supplies custom silicon powering Google TPU capacity committed to Anthropic | Source: 2026-04-06 · reviewed 2026-10-02 Anthropic expands Google and Broadcom compute deal ↗ |
| Broadcom | AI chips and networking | ||
| Anthropic | Foundation models and AI laboratories | Coatue Management co-led an investment in Anthropic | Source: 2026-02-12 · reviewed 2026-09-21 Anthropic raises $30B Series G at $380B post-money valuation ↗ |
| Coatue Management | Financial and investment | ||
| Anthropic | Foundation models and AI laboratories | Cognition builds Devin on Anthropic's Claude models Anthropic | Source: 2025-07-14 · reviewed 2026-09-20 Remaining Windsurf team and tech acquired by Cognition, makers of Devin: 'We're friends with Anthropic again' ↗ |
| Cognition | AI applications | ||
| Anthropic | Foundation models and AI laboratories | Cohere competes with Anthropic | Source: Source undated · reviewed 2026-09-20 Cohere ↗ |
| Cohere | Foundation models and AI laboratories | ||
| Anthropic | Foundation models and AI laboratories | CrowdStrike sells its Falcon platform through the marketplace of Anthropic | Source: 2026-09-02 · reviewed 2026-09-24 CrowdStrike Brings the Falcon Platform to the Anthropic Claude Marketplace ↗ |
| CrowdStrike | AI applications | ||
| Anthropic | Foundation models and AI laboratories | Cursor offers Anthropic's Claude models inside its editor Anthropic | Source: 2025-12-09 · reviewed 2026-09-20 Why Cursor's CEO believes OpenAI, Anthropic competition won't crush his startup ↗ |
| Cursor | AI applications | ||
| Anthropic | Foundation models and AI laboratories | Databricks offers Claude models natively under a five-year deal with Anthropic | Source: 2025-03-26 · reviewed 2026-09-24 Databricks and Anthropic Sign Landmark Deal to Bring Claude Models to the Data + AI Platform ↗ |
| Databricks | AI infrastructure software | ||
| Anthropic | Foundation models and AI laboratories | Founders Fund co-led an investment in Anthropic | Source: 2026-02-12 · reviewed 2026-09-21 Anthropic raises $30B Series G at $380B post-money valuation ↗ |
| Founders Fund | Financial and investment | ||
| Anthropic | Foundation models and AI laboratories | Anthropic distributes Claude models through Google (Alphabet subsidiary) | Source: 2026-02-06 · reviewed 2026-09-24 Expanding Vertex AI with Claude Opus 4.6 ↗ |
| Google (Alphabet subsidiary) | Cloud and specialized AI compute providers | ||
| Anthropic | Foundation models and AI laboratories | Google (Alphabet subsidiary) invested in Anthropic | Source: 2026-04-24 · reviewed 2026-09-27 Google to invest up to $40 billion in Anthropic as search giant spreads its AI bets ↗ |
| Google (Alphabet subsidiary) | Cloud and specialized AI compute providers | ||
| Anthropic | Foundation models and AI laboratories | Anthropic runs Claude workloads on TPUs from Google (Alphabet subsidiary) | Source: 2026-04-06 · reviewed 2026-09-24 Anthropic Expands Use of Google Cloud and TPUs ↗ |
| Google (Alphabet subsidiary) | Cloud and specialized AI compute providers | ||
| Anthropic | Foundation models and AI laboratories | Google (Alphabet subsidiary) provides computing capacity to Anthropic | Source: 2025-10-23 · reviewed 2026-10-02 Anthropic to Expand Use of Google Cloud TPUs and Services ↗ |
| Google (Alphabet subsidiary) | Cloud and specialized AI compute providers | ||
| Anthropic | Foundation models and AI laboratories | Google (Alphabet subsidiary) sells competing enterprise models against Anthropic | Source: 2025-12-09 · reviewed 2026-09-24 2025: The State of Generative AI in the Enterprise ↗ |
| Google (Alphabet subsidiary) | Cloud and specialized AI compute providers | ||
| Anthropic | Foundation models and AI laboratories | Harvey builds its legal products on Claude models from Anthropic | Source: Source undated · reviewed 2026-09-24 Harvey Claude Platform (API) case study ↗ |
| Harvey | AI applications | ||
| Anthropic | Foundation models and AI laboratories | Lambda sells NVIDIA GPU cloud capacity to Anthropic under a reported $35 billion deal Anthropic | Source: 2026-08-31 · reviewed 2026-09-20 Anthropic signs $35 billion cloud deal with Nvidia-backed Lambda for Texas data center capacity ↗ |
| Lambda | Cloud and specialized AI compute providers | ||
| Anthropic | Foundation models and AI laboratories | LangChain provides integrations for Anthropic | Source: Source undated · reviewed 2026-09-20 AnthropicLLM | LangChain ↗ |
| LangChain | AI infrastructure software | ||
| Anthropic | Foundation models and AI laboratories | MGX co-led an investment in Anthropic | Source: 2026-02-12 · reviewed 2026-09-21 Anthropic raises $30B Series G at $380B post-money valuation ↗ |
| MGX | Financial and investment | ||
| Anthropic | Foundation models and AI laboratories | Anthropic publishes models through Microsoft | Source: 2026-06-29 · reviewed 2026-09-22 Claude in Microsoft Foundry is now generally available ↗ |
| Microsoft | Cloud and specialized AI compute providers | ||
| Anthropic | Foundation models and AI laboratories | Microsoft provides computing capacity to Anthropic | Source: 2025-11-18 · reviewed 2026-10-02 Microsoft, NVIDIA and Anthropic announce strategic partnerships ↗ |
| Microsoft | Cloud and specialized AI compute providers | ||
| Anthropic | Foundation models and AI laboratories | Microsoft invested in Anthropic | Source: 2025-11-18 · reviewed 2026-09-27 Microsoft, NVIDIA and Anthropic announce strategic partnerships ↗ |
| Microsoft | Cloud and specialized AI compute providers | ||
| Anthropic | Foundation models and AI laboratories | Anthropic uses GPUs from NVIDIA | Source: 2026-04-06 · reviewed 2026-09-17 Anthropic Google and Broadcom compute agreement ↗ |
| NVIDIA | AI chips and networking | ||
| Anthropic | Foundation models and AI laboratories | NVIDIA announced an investment in Anthropic | Source: 2025-11-18 · reviewed 2026-09-27 Microsoft, NVIDIA and Anthropic Announce Strategic Partnerships ↗ |
| NVIDIA | AI chips and networking | ||
| Anthropic | Foundation models and AI laboratories | Anthropic competes for enterprise model spending with OpenAI | Source: 2025-12-09 · reviewed 2026-09-24 2025: The State of Generative AI in the Enterprise ↗ |
| OpenAI | Foundation models and AI laboratories | ||
| Anthropic | Foundation models and AI laboratories | Palantir Technologies hosts Claude for US government customers under a partnership with Anthropic | Source: 2025-04-17 · reviewed 2026-09-24 Palantir, Anthropic, Google deepen ties on government AI use with Claude partnership ↗ |
| Palantir Technologies | AI applications | ||
| Anthropic | Foundation models and AI laboratories | Planet Labs announced it will use AI models from Anthropic | Source: 2025-03-06 · reviewed 2026-09-24 Planet Labs Uses Anthropic's Claude AI Model for Geospatial Satellite Imagery ↗ |
| Planet Labs | Space and next-generation infrastructure | ||
| Anthropic | Foundation models and AI laboratories | ServiceNow announced a multi-year model partnership with Anthropic | Source: 2026-01-28 · reviewed 2026-09-24 ServiceNow inks another AI partnership, this time with Anthropic ↗ |
| ServiceNow | AI applications | ||
| Anthropic | Foundation models and AI laboratories | Snowflake integrates models from Anthropic | Source: 2025-12-03 · reviewed 2026-09-20 Snowflake and Anthropic Announce $200 Million Partnership to Bring Agentic AI to Global Enterprises ↗ |
| Snowflake | AI infrastructure software | ||
| Anthropic | Foundation models and AI laboratories | SpaceX leases AI supercomputer capacity to Anthropic | Source: 2026-05-06 · reviewed 2026-10-02 Higher usage limits and a SpaceX compute deal ↗ |
| SpaceX | Space and next-generation infrastructure | ||
| Anthropic | Foundation models and AI laboratories | SpaceX plans orbital compute with Anthropic | Source: 2026-05-06 · reviewed 2026-09-27 New Compute Partnership with Anthropic ↗ |
| SpaceX | Space and next-generation infrastructure | ||
| Anthropic | Foundation models and AI laboratories | SpaceXAI (formerly xAI) competes with Anthropic | Source: 2026-07-07 · reviewed 2026-09-24 SpaceXAI wants to compete on AI infrastructure, not just AI models ↗ |
| SpaceXAI (formerly xAI) | Foundation models and AI laboratories | ||
| Anthropic | Foundation models and AI laboratories | Wipro set up a Claude practice with Anthropic | Source: 2026-06-16 · reviewed 2026-10-02 Wipro Advances Enterprise AI Leadership with an Applied AI Center of Excellence for Claude Models, Powered by Anthropic ↗ |
| Wipro | AI applications | ||
| Applied Digital | Data centers and physical infrastructure | Applied Digital leases AI data center capacity to CoreWeave | Source: 2025-11-24 · reviewed 2026-09-26 Applied Digital Completes Phase II Ready for Service at Polaris Forge 1, Fully Energizing First 100 MW Building ↗ |
| CoreWeave | Cloud and specialized AI compute providers | ||
| Applied Digital | Data centers and physical infrastructure | Applied Digital competes with IREN | Source: 2025-10-22 · reviewed 2026-09-26 Crypto mines are turning into AI factories (Uptime Institute) ↗ |
| IREN | Cloud and specialized AI compute providers | ||
| Applied Materials | Semiconductor manufacturing equipment | Besi co-develops hybrid bonding equipment with Applied Materials | Source: 2025-04-14 · reviewed 2026-09-26 Applied Materials Announces a Strategic Investment in BE Semiconductor Industries ↗ |
| Besi | Semiconductor manufacturing equipment | ||
| Applied Materials | Semiconductor manufacturing equipment | Applied Materials bought a 9% stake in Besi | Source: 2025-04-14 · reviewed 2026-09-26 Applied Materials Announces a Strategic Investment in BE Semiconductor Industries ↗ |
| Besi | Semiconductor manufacturing equipment | ||
| Applied Materials | Semiconductor manufacturing equipment | Entegris was recognized as a supplier by Applied Materials | Source: 2022-12-19 · reviewed 2026-09-26 Entegris Receives Supplier Excellence Award in ESG From Applied Materials ↗ |
| Entegris | Semiconductor manufacturing equipment | ||
| Applied Materials | Semiconductor manufacturing equipment | Applied Materials recognized as a top equipment supplier to Intel Corporation | Source: 2026-03-19 · reviewed 2026-09-20 Applied Materials Receives Intel EPIC Supplier Award ↗ |
| Intel Corporation | AI chips and networking | ||
| Applied Materials | Semiconductor manufacturing equipment | MKS was recognized as a supplier by Applied Materials | Source: 2022-04-26 · reviewed 2026-09-26 MKS Optical Sensing Products Business Receives Applied Materials 2022 Supplier Excellence Award ↗ |
| MKS | Semiconductor manufacturing equipment | ||
| Applied Materials | Semiconductor manufacturing equipment | Applied Materials co-develops process materials technology with Samsung Electronics | Source: 2026-02-11 · reviewed 2026-09-22 Applied Materials Announces Samsung Electronics Will Join the New, Multibillion-Dollar EPIC Center in Silicon Valley ↗ |
| Samsung Electronics | Chip manufacturing, memory and packaging | ||
| Applied Materials | Semiconductor manufacturing equipment | Applied Materials co-develops advanced chip materials technology with Samsung Electronics | Source: 2026-02-11 · reviewed 2026-09-20 Applied Materials Announces Samsung Electronics Will Join the New, Multibillion-Dollar EPIC Center in Silicon Valley ↗ |
| Samsung Electronics | Chip manufacturing, memory and packaging | ||
| Applied Materials | Semiconductor manufacturing equipment | Applied Materials was recognized as a supplier by TSMC | Source: 2024-12-02 · reviewed 2026-09-17 TSMC 2024 supplier awards ↗ |
| TSMC | Chip manufacturing, memory and packaging | ||
| Applied Materials | Semiconductor manufacturing equipment | UCT (Ultra Clean Holdings) supplies subsystems to Applied Materials | Source: 2025-02-25 · reviewed 2026-09-26 Ultra Clean Holdings Form 10-K for fiscal year ended December 27, 2024 ↗ |
| UCT (Ultra Clean Holdings) | Semiconductor manufacturing equipment | ||
| Applied Optoelectronics | AI chips and networking | Applied Optoelectronics supplies optical networking products to Microsoft | Source: 2026-02-26 · reviewed 2026-09-26 Applied Optoelectronics, Inc. Form 10-K for fiscal year 2025 ↗ |
| Microsoft | Cloud and specialized AI compute providers | ||
| Apptronik | Robotics, autonomous systems and physical AI | Google (Alphabet subsidiary) invested in Apptronik | Source: 2026-02-11 · reviewed 2026-09-24 Apptronik Closes Over $935 Million Series A ↗ |
| Google (Alphabet subsidiary) | Cloud and specialized AI compute providers | ||
| Apptronik | Robotics, autonomous systems and physical AI | Apptronik builds robots with Google DeepMind | Source: 2026-02-11 · reviewed 2026-09-24 Apptronik Closes Over $935 Million Series A ↗ |
| Google DeepMind | Foundation models and AI laboratories | ||
| Apptronik | Robotics, autonomous systems and physical AI | John Deere invested in Apptronik | Source: 2026-02-11 · reviewed 2026-10-02 AT&T Ventures Among New Backers as Humanoid Robotics Startup Apptronik Nears $1B in Total Funding ↗ |
| John Deere | Robotics, autonomous systems and physical AI | ||
| Arista Networks | AI chips and networking | Arista Networks supplying Ethernet switching for Meta's AI training clusters Meta Platforms | Source: 2024-10-15 · reviewed 2026-09-27 Meta and Arista Build AI at Scale ↗ |
| Meta Platforms | Foundation models and AI laboratories | ||
| Arista Networks | AI chips and networking | Arista Networks builds AI networking systems with NVIDIA | Source: 2024-05-29 · reviewed 2026-09-17 Arista delivers holistic AI solutions in collaboration with NVIDIA ↗ |
| NVIDIA | AI chips and networking | ||
| Arista Networks | AI chips and networking | Arista Networks providing AI networking for Oracle Cloud Infrastructure via Oracle Acceleron Oracle | Source: 2025-10-14 · reviewed 2026-09-20 Oracle Introduces New Cloud Networking Capabilities for Any Workload ↗ |
| Oracle | Cloud and specialized AI compute providers | ||
| Arm Holdings | AI chips and networking | Cadence Design Systems acquired the Artisan foundation IP business from Arm Holdings | Source: 2025-08-27 · reviewed 2026-09-27 Cadence Completes Acquisition of Arm Artisan Foundation IP Business ↗ |
| Cadence Design Systems | Semiconductor manufacturing equipment | ||
| Arm Holdings | AI chips and networking | Frontgrade Technologies builds space computers on cores from Arm Holdings | Source: 2025-07-28 · reviewed 2026-09-24 Frontgrade Unveils SBC-2A72 with 32GB NAND to Enable High-Performance Edge Computing in Air and Space Platforms ↗ |
| Frontgrade Technologies | Space and next-generation infrastructure | ||
| Arm Holdings | AI chips and networking | Arm Holdings supplies CPU platform designs to Meta Platforms | Source: 2025-10-15 · reviewed 2026-09-24 Arm and Meta Deepen Strategic Partnership to Power the Next Era of AI ↗ |
| Meta Platforms | Foundation models and AI laboratories | ||
| Arm Holdings | AI chips and networking | Arm Holdings provides CPU architecture used by NVIDIA | Source: Source undated · reviewed 2026-09-17 NVIDIA CPU platforms product page ↗ |
| NVIDIA | AI chips and networking | ||
| Arm Holdings | AI chips and networking | Qualcomm licensing Arm's instruction-set architecture for Snapdragon chip designs Arm Holdings | Source: 2025-09-30 · reviewed 2026-09-20 Qualcomm Achieves Complete Victory Over Arm in Litigation Challenging Licensing Agreements ↗ |
| Qualcomm | AI chips and networking | ||
| ASE Technology | Chip manufacturing, memory and packaging | JCET competes with ASE Technology | Source: 2025-05-13 · reviewed 2026-09-26 Top 10 OSAT Companies of 2024 Revealed, Says TrendForce ↗ |
| JCET | Chip manufacturing, memory and packaging | ||
| ASE Technology | Chip manufacturing, memory and packaging | ASE Technology is reported to package Vera CPUs for NVIDIA | Source: 2026-01-14 · reviewed 2026-09-26 ASE Buys NT$2.8B Zhunan Facility, Packaging Orders Reportedly Span NVIDIA, AMD, and More ↗ |
| NVIDIA | AI chips and networking | ||
| ASE Technology | Chip manufacturing, memory and packaging | ASE Technology is a 3DFabric Alliance packaging partner of TSMC | Source: Source undated · reviewed 2026-09-26 TSMC 3DFabric Alliance ↗ |
| TSMC | Chip manufacturing, memory and packaging | ||
| ASE Technology | Chip manufacturing, memory and packaging | ASE Technology is reported to take outsourced CoWoS packaging steps from TSMC | Source: 2026-08-05 · reviewed 2026-09-26 TSMC Reportedly Expands Outsourcing of Key CoWoS Front-End Step to OSATs Amid Rising NVIDIA, ASIC Demand ↗ |
| TSMC | Chip manufacturing, memory and packaging | ||
| ASM International | Semiconductor manufacturing equipment | ASM International was recognized as a supplier by Intel Corporation | Source: 2026-03-19 · reviewed 2026-09-26 Intel Announces 2026 EPIC Supplier Award Recipients ↗ |
| Intel Corporation | AI chips and networking | ||
| ASM International | Semiconductor manufacturing equipment | ASM International was recognized as a supplier by TSMC | Source: 2024-12-02 · reviewed 2026-09-26 TSMC 2024 Supply Chain Management Forum Presents Awards to Outstanding Suppliers ↗ |
| TSMC | Chip manufacturing, memory and packaging | ||
| ASML | Semiconductor manufacturing equipment | ASML advances High-NA EUV production with Intel Corporation | Source: 2026-09-07 · reviewed 2026-09-20 Intel Foundry and ASML Accelerate Industry Readiness for High-NA EUV ↗ |
| Intel Corporation | AI chips and networking | ||
| ASML | Semiconductor manufacturing equipment | Jenoptik supplies optical components and modules to ASML | Source: Source undated · reviewed 2026-10-02 Jenoptik Annual Report 2024 ↗ |
| Jenoptik | Semiconductor manufacturing equipment | ||
| ASML | Semiconductor manufacturing equipment | ASML supplies EUV lithography systems to Micron | Source: 2026-06-24 · reviewed 2026-09-27 Micron fiscal Q3 2026 prepared remarks ↗ |
| Micron | Chip manufacturing, memory and packaging | ||
| ASML | Semiconductor manufacturing equipment | ASML integrates GPU-accelerated software from NVIDIA | Source: 2023-03-21 · reviewed 2026-09-22 NVIDIA, ASML, TSMC and Synopsys Set Foundation for Next-Generation Chip Manufacturing ↗ |
| NVIDIA | AI chips and networking | ||
| ASML | Semiconductor manufacturing equipment | ASML plans High NA EUV adoption with Samsung Electronics | Source: 2026-09-08 · reviewed 2026-09-27 Samsung Electronics and ASML Expand Collaboration on Next-Generation Semiconductor Manufacturing ↗ |
| Samsung Electronics | Chip manufacturing, memory and packaging | ||
| ASML | Semiconductor manufacturing equipment | ASML expands EUV technology collaboration with Samsung Electronics | Source: 2026-09-08 · reviewed 2026-09-20 Samsung Electronics and ASML Expand Strategic Collaboration for Next-Generation Semiconductor Manufacturing ↗ |
| Samsung Electronics | Chip manufacturing, memory and packaging | ||
| ASML | Semiconductor manufacturing equipment | ASML supplies EUV lithography systems to SK hynix | Source: 2026-03-24 · reviewed 2026-09-22 SK hynix places record $8 billion order for ASML EUV lithography machines ↗ |
| SK hynix | Chip manufacturing, memory and packaging | ||
| ASML | Semiconductor manufacturing equipment | ASML co-develops computational lithography software with Synopsys | Source: 2023-03-21 · reviewed 2026-09-22 NVIDIA, ASML, TSMC and Synopsys Set Foundation for Next-Generation Chip Manufacturing ↗ |
| Synopsys | Semiconductor manufacturing equipment | ||
| ASML | Semiconductor manufacturing equipment | ASML was recognized as a supplier by TSMC | Source: 2024-12-02 · reviewed 2026-09-17 TSMC 2024 supplier awards ↗ |
| TSMC | Chip manufacturing, memory and packaging | ||
| ASML | Semiconductor manufacturing equipment | Xanadu collaborates on photonic-chip lithography with ASML | Source: 2026-09-09 · reviewed 2026-10-02 Xanadu and ASML Announce Collaboration to Advance Lithography for Photonic Quantum Hardware ↗ |
| Xanadu | Quantum computing | ||
| AST SpaceMobile | Space and next-generation infrastructure | Blue Origin has a multi-launch agreement with AST SpaceMobile | Source: 2024-11-14 · reviewed 2026-09-24 AST SpaceMobile Selects Blue Origin's New Glenn Rocket to Deliver Next-Generation BlueBird Satellites to Space ↗ |
| Blue Origin | Space and next-generation infrastructure | ||
| AST SpaceMobile | Space and next-generation infrastructure | SpaceX provides launch services to AST SpaceMobile | Source: 2026-08-05 · reviewed 2026-09-24 AST SpaceMobile Announces Successful Orbital Launch of BlueBirds 11, 12, and 13 ↗ |
| SpaceX | Space and next-generation infrastructure | ||
| AST SpaceMobile | Space and next-generation infrastructure | TSMC is fabricating a custom chip for AST SpaceMobile | Source: 2024-03-27 · reviewed 2026-09-24 AST SpaceMobile ASIC Chip Enters Tape-Out Phase in Collaboration with TSMC ↗ |
| TSMC | Chip manufacturing, memory and packaging | ||
| Astera Labs | AI chips and networking | BlackRock invested in Astera Labs | Source: 2026-07-27 · reviewed 2026-09-22 BlackRock reports 7.4% stake in Astera Labs | ALAB SEC Filing - Schedule 13G/A ↗ |
| BlackRock | Financial and investment | ||
| Astera Labs | AI chips and networking | Astera Labs competes with Broadcom | Source: 2024-03-17 · reviewed 2026-09-27 Astera Labs IPO - The Next Connectivity Superhero or Steamrolled By Competition? ↗ |
| Broadcom | AI chips and networking | ||
| Astera Labs | AI chips and networking | Astera Labs competes with Marvell Technology | Source: 2024-03-17 · reviewed 2026-09-22 Astera Labs IPO - The Next Connectivity Superhero or Steamrolled By Competition? ↗ |
| Marvell Technology | AI chips and networking | ||
| Astera Labs | AI chips and networking | Astera Labs co-develops CXL memory technology with Microsoft | Source: 2025-11-18 · reviewed 2026-09-22 Astera Labs' Leo CXL Smart Memory Controllers on Microsoft Azure M-series Virtual Machines Overcome the Memory Wall ↗ |
| Microsoft | Cloud and specialized AI compute providers | ||
| Astera Labs | AI chips and networking | Astera Labs supplying CXL smart memory controllers used in Azure M-series VMs Microsoft | Source: 2025-11-18 · reviewed 2026-09-27 Astera Labs' Leo CXL Smart Memory Controllers on Microsoft Azure M-series Virtual Machines Overcome the Memory Wall ↗ |
| Microsoft | Cloud and specialized AI compute providers | ||
| Astera Labs | AI chips and networking | Astera Labs expanding connectivity collaboration to advance NVIDIA's NVLink Fusion ecosystem NVIDIA | Source: 2025-05-19 · reviewed 2026-09-20 Astera Labs Expands Collaboration with NVIDIA to Advance NVLink Fusion Ecosystem ↗ |
| NVIDIA | AI chips and networking | ||
| Aurora Innovation | Robotics, autonomous systems and physical AI | Kodiak AI competes in driverless trucking with Aurora Innovation | Source: 2026-09-25 · reviewed 2026-10-02 Kodiak Picks Dallas-Houston For Driverless Long-Haul Launch ↗ |
| Kodiak AI | Robotics, autonomous systems and physical AI | ||
| Aurora Innovation | Robotics, autonomous systems and physical AI | Aurora Innovation builds its truck computer on NVIDIA | Source: 2025-01-06 · reviewed 2026-09-24 Aurora, Continental, and NVIDIA Partner to Deploy Driverless Trucks at Scale ↗ |
| NVIDIA | AI chips and networking | ||
| Axiom Space | Space and next-generation infrastructure | Kepler Communications is to host the orbital data center nodes of Axiom Space | Source: 2025-04-07 · reviewed 2026-09-24 Axiom Space to Launch Orbital Data Center Nodes to Support National Security, Commercial, International Customers ↗ |
| Kepler Communications | Space and next-generation infrastructure | ||
| Axiom Space | Space and next-generation infrastructure | Redwire is contracted to supply solar arrays to Axiom Space | Source: 2025-09-25 · reviewed 2026-09-24 Redwire Awarded Contract to Provide Roll-Out Solar Arrays for Axiom Space's First Space Station Module ↗ |
| Redwire | Space and next-generation infrastructure | ||
| Axiom Space | Space and next-generation infrastructure | Axiom Space competes with Starcloud | Source: 2025-09-16 · reviewed 2026-09-24 Axiom Space, Spacebilt Announce Orbital Data Center Node Aboard International Space Station ↗ |
| Starcloud | Space and next-generation infrastructure | ||
| Axiom Space | Space and next-generation infrastructure | Voyager Technologies competes with Axiom Space | Source: 2024-06-20 · reviewed 2026-09-24 Starlab Space Announces Strategic Partnership with Palantir Technologies, Inc. ↗ |
| Voyager Technologies | Space and next-generation infrastructure | ||
| AXT | Semiconductor manufacturing equipment | AXT signed a long-term wafer supply agreement with Coherent | Source: 2026-08-04 · reviewed 2026-09-26 AXT returns to profit, driven by record quarterly revenue from InP ↗ |
| Coherent | AI chips and networking | ||
| AXT | Semiconductor manufacturing equipment | AXT signed a long-term indium phosphide supply agreement with Lumentum | Source: 2026-07-29 · reviewed 2026-09-26 AXT, Inc. Announces Long-Term Supplier Agreement with Lumentum ↗ |
| Lumentum | AI chips and networking | ||
| Baidu | Foundation models and AI laboratories | Baidu competes with (AI chips) NVIDIA | Source: 2025-11-28 · reviewed 2026-09-20 Baidu is emerging as a major AI chip player in China to fill the Nvidia gap ↗ |
| NVIDIA | AI chips and networking | ||
| Baidu | Foundation models and AI laboratories | Samsung Electronics fabricates AI chips for Baidu | Source: 2019-12-18 · reviewed 2026-09-20 Baidu and Samsung Electronics Ready for Production of Leading-Edge AI Chip for Early Next Year (Samsung Newsroom, Dec 18, 2019) ↗ |
| Samsung Electronics | Chip manufacturing, memory and packaging | ||
| Baidu | Foundation models and AI laboratories | Baidu supplies mapping and navigation to Tesla | Source: 2024-06-04 · reviewed 2026-09-24 Chinese internet giant Baidu to provide map service for Tesla EVs (South China Morning Post) ↗ |
| Tesla | Robotics, autonomous systems and physical AI | ||
| Black Forest Labs | Foundation models and AI laboratories | NVIDIA invested in Black Forest Labs | Source: 2025-12-01 · reviewed 2026-09-27 Black Forest Labs Announces Series B Investment to Accelerate Frontier Visual Intelligence ↗ |
| NVIDIA | AI chips and networking | ||
| Black Forest Labs | Foundation models and AI laboratories | Black Forest Labs competes with OpenAI | Source: Source undated · reviewed 2026-09-20 Black Forest Labs company overview ↗ |
| OpenAI | Foundation models and AI laboratories | ||
| Black Forest Labs | Foundation models and AI laboratories | Black Forest Labs formerly supplied image-generation technology to SpaceXAI (formerly xAI) | Source: 2025-04-03 · reviewed 2026-09-20 Elon Musk's xAI no longer working with German startup Black Forest Labs ↗ |
| SpaceXAI (formerly xAI) | Foundation models and AI laboratories | ||
| Black Forest Labs | Foundation models and AI laboratories | Stability AI competes with Black Forest Labs | Source: Source undated · reviewed 2026-09-20 Black Forest Labs Series B funding coverage ↗ |
| Stability AI | Foundation models and AI laboratories | ||
| BlackRock | Financial and investment | BlackRock invested in Groq | Source: 2024-08-05 · reviewed 2026-09-22 Groq Raises $640M to Meet Soaring Demand for Fast AI Inference ↗ |
| Groq | AI chips and networking | ||
| BlackRock | Financial and investment | BlackRock co-founded the AI Infrastructure Partnership with MGX | Source: 2024-09-17 · reviewed 2026-09-21 BlackRock, Global Infrastructure Partners, Microsoft, and MGX Launch New AI Partnership ↗ |
| MGX | Financial and investment | ||
| BlackRock | Financial and investment | BlackRock co-founded the AI Infrastructure Partnership with Microsoft | Source: 2024-09-17 · reviewed 2026-09-21 BlackRock, Global Infrastructure Partners, Microsoft, and MGX Launch New AI Partnership ↗ |
| Microsoft | Cloud and specialized AI compute providers | ||
| BlackRock | Financial and investment | BlackRock welcomed as a technology partner to the AI Infrastructure Partnership NVIDIA | Source: 2025-03-19 · reviewed 2026-09-21 BlackRock, GIP, Microsoft and MGX Welcome NVIDIA and xAI to AIP ↗ |
| NVIDIA | AI chips and networking | ||
| BlackRock | Financial and investment | BlackRock invested in SambaNova Systems | Source: 2026-07-08 · reviewed 2026-09-22 SambaNova Completes First Close of $1 Billion Financing at $11 Billion Valuation ↗ |
| SambaNova Systems | AI chips and networking | ||
| BlackRock | Financial and investment | BlackRock welcomed as a partner to the AI Infrastructure Partnership SpaceXAI (formerly xAI) | Source: 2025-03-19 · reviewed 2026-09-21 BlackRock, GIP, Microsoft and MGX Welcome NVIDIA and xAI to AIP ↗ |
| SpaceXAI (formerly xAI) | Foundation models and AI laboratories | ||
| Bloom Energy | Energy and the electrical grid | Bloom Energy supplies fuel cell power systems to Oracle | Source: 2026-04-13 · reviewed 2026-09-26 Bloom Energy and Oracle Expand Strategic Partnership to Deploy up to 2.8 GW to Accelerate AI Infrastructure Build-Out ↗ |
| Oracle | Cloud and specialized AI compute providers | ||
| Blue Origin | Space and next-generation infrastructure | Blue Origin competes with SpaceX | Source: 2026-08-21 · reviewed 2026-09-24 Starcloud raises $250 million for orbital data centers as launch options dry up ↗ |
| SpaceX | Space and next-generation infrastructure | ||
| Blue Origin | Space and next-generation infrastructure | Blue Origin competes with Starcloud | Source: 2026-03-21 · reviewed 2026-09-24 Blue Origin ramps up New Glenn manufacturing, unveils Orbital Data Center ambitions ↗ |
| Starcloud | Space and next-generation infrastructure | ||
| Blue Origin | Space and next-generation infrastructure | United Launch Alliance competes with Blue Origin | Source: 2026-08-21 · reviewed 2026-09-24 Starcloud raises $250 million for orbital data centers as launch options dry up ↗ |
| United Launch Alliance | Space and next-generation infrastructure | ||
| Boston Dynamics | Robotics, autonomous systems and physical AI | NVIDIA provides AI technology for humanoid robots to Boston Dynamics | Source: 2025-03-18 · reviewed 2026-09-27 Boston Dynamics expands collaboration with NVIDIA ↗ |
| NVIDIA | AI chips and networking | ||
| Boston Dynamics | Robotics, autonomous systems and physical AI | Toyota Motor co-develops humanoid robot AI with Boston Dynamics | Source: 2024-10-17 · reviewed 2026-09-20 Boston Dynamics and Toyota Research Institute Announce Partnership to Advance Robotics Research ↗ |
| Toyota Motor | Robotics, autonomous systems and physical AI | ||
| Boston Dynamics | Robotics, autonomous systems and physical AI | Unitree Robotics competes with in quadruped and humanoid robotics Boston Dynamics | Source: Source undated · reviewed 2026-09-20 Quadruped State of The Market - Unitree, Boston Dynamics, ANYbotics, DEEP Robotics, and The Rising Application Ecosystem ↗ |
| Unitree Robotics | Robotics, autonomous systems and physical AI | ||
| Broadcom | AI chips and networking | Broadcom co-developing and supplying Google's TPUs through 2031 Google (Alphabet subsidiary) | Source: 2026-04-06 · reviewed 2026-09-20 Broadcom agrees to expanded chip deals with Google, Anthropic ↗ |
| Google (Alphabet subsidiary) | Cloud and specialized AI compute providers | ||
| Broadcom | AI chips and networking | Marvell Technology competes with Broadcom | Source: 2026-08-20 · reviewed 2026-09-22 Google-Marvell Deal Expands Custom Silicon Past the TPU ↗ |
| Marvell Technology | AI chips and networking | ||
| Broadcom | AI chips and networking | Broadcom co-developing multiple generations of Meta's MTIA custom AI silicon Meta Platforms | Source: 2026-04-14 · reviewed 2026-09-20 Broadcom Announces Extended Partnership with Meta to Deploy Technology to Support Multi-Gigawatts of Meta's Custom Silicon, MTIA ↗ |
| Meta Platforms | Foundation models and AI laboratories | ||
| Broadcom | AI chips and networking | Broadcom enables custom alternatives to NVIDIA | Source: Source undated · reviewed 2026-09-17 Broadcom AI accelerator (XPU) custom compute ↗ |
| NVIDIA | AI chips and networking | ||
| Broadcom | AI chips and networking | Broadcom supplies silicon implementation and networking for the custom chips of OpenAI | Source: 2026-06-24 · reviewed 2026-09-24 OpenAI and Broadcom unveil LLM-optimized inference chip ↗ |
| OpenAI | Foundation models and AI laboratories | ||
| Broadcom | AI chips and networking | Broadcom co-developing 10 gigawatts of OpenAI-designed custom AI accelerators OpenAI | Source: 2025-10-13 · reviewed 2026-09-20 OpenAI and Broadcom announce strategic collaboration to deploy 10 gigawatts of OpenAI-designed AI accelerators ↗ |
| OpenAI | Foundation models and AI laboratories | ||
| Broadcom | AI chips and networking | Samsung Electronics will manufacture 2nm chips for Broadcom | Source: 2026-07-25 · reviewed 2026-09-22 Samsung Electronics and Broadcom Expand Strategic Collaboration Across Memory and Foundry Technologies ↗ |
| Samsung Electronics | Chip manufacturing, memory and packaging | ||
| Broadcom | AI chips and networking | Samsung Electronics signs MOU to supply memory, foundry and packaging to Broadcom | Source: 2026-07-25 · reviewed 2026-09-20 Samsung Electronics and Broadcom Expand Strategic Collaboration Across Memory and Foundry Technologies ↗ |
| Samsung Electronics | Chip manufacturing, memory and packaging | ||
| Broadcom | AI chips and networking | TSMC manufactures custom AI ASICs for Broadcom | Source: 2026-03-05 · reviewed 2026-09-22 Broadcom-TSMC 3.5D AI chips give ASIC leader an early edge over Nvidia ↗ |
| TSMC | Chip manufacturing, memory and packaging | ||
| Browave | AI chips and networking | Browave named in NVIDIA's silicon photonics ecosystem with NVIDIA | Source: 2025-03-18 · reviewed 2026-10-02 NVIDIA Announces Spectrum-X Photonics, Co-Packaged Optics Networking Switches to Scale AI Factories to Millions of GPUs ↗ |
| NVIDIA | AI chips and networking | ||
| BWXT | Energy and the electrical grid | BWXT also develops U.S. uranium enrichment centrifuges alongside Centrus Energy | Source: 2026-01-26 · reviewed 2026-09-26 Two companies expand centrifuge development centers at Oak Ridge ↗ |
| Centrus Energy | Energy and the electrical grid | ||
| BWXT | Energy and the electrical grid | BWXT was contracted to make the reactor pressure vessel for GE Vernova | Source: 2025-01-27 · reviewed 2026-09-26 GE Hitachi awards contract for BWRX-300 reactor pressure vessel to BWXT ↗ |
| GE Vernova | Energy and the electrical grid | ||
| Cadence Design Systems | Semiconductor manufacturing equipment | Micron integrates memory controller IP from Cadence Design Systems | Source: 2026-01-30 · reviewed 2026-09-22 Advancing DLEP verification and compliance with Cadence Design Systems ↗ |
| Micron | Chip manufacturing, memory and packaging | ||
| Cadence Design Systems | Semiconductor manufacturing equipment | Cadence Design Systems plans software acceleration using NVIDIA | Source: 2024-03-18 · reviewed 2026-09-17 NVIDIA Blackwell platform announcement ↗ |
| NVIDIA | AI chips and networking | ||
| Cadence Design Systems | Semiconductor manufacturing equipment | Samsung Electronics co-develops 2nm and 3D-IC design technology with Cadence Design Systems | Source: 2026-05-28 · reviewed 2026-09-22 Cadence and Samsung Foundry Deepen 2nm and 3D-IC Collaboration to Meet Surging AI Infrastructure and Physical AI Demand ↗ |
| Samsung Electronics | Chip manufacturing, memory and packaging | ||
| Cadence Design Systems | Semiconductor manufacturing equipment | Samsung Electronics uses certified design tools and IP from Cadence Design Systems | Source: 2025-06-17 · reviewed 2026-09-20 Cadence Accelerates SoC, 3D-IC and Chiplet Design for AI Data Centers, Automotive and Connectivity in Collaboration with Samsung Foundry ↗ |
| Samsung Electronics | Chip manufacturing, memory and packaging | ||
| Cadence Design Systems | Semiconductor manufacturing equipment | SK hynix uses IP and verification tools from Cadence Design Systems | Source: 2023-04-17 · reviewed 2026-09-27 Cadence Demonstrates Interoperability with SK hynix's Highest Speed LPDDR5T Mobile DRAM at 9600Mbps ↗ |
| SK hynix | Chip manufacturing, memory and packaging | ||
| Cadence Design Systems | Semiconductor manufacturing equipment | Synopsys competes with Cadence Design Systems | Source: 2026-05-21 · reviewed 2026-09-22 EDA Market Primer ↗ |
| Synopsys | Semiconductor manufacturing equipment | ||
| Cadence Design Systems | Semiconductor manufacturing equipment | TSMC certifies its process technology for design tools from Cadence Design Systems | Source: Source undated · reviewed 2026-09-22 Cadence and TSMC Advance AI and 3D-IC Chip Design with Certified Design Solutions for TSMC's A16 and N2P Process Technologies ↗ |
| TSMC | Chip manufacturing, memory and packaging | ||
| Camtek | Semiconductor manufacturing equipment | Camtek acquired the FRT metrology business from FormFactor | Source: 2023-11-01 · reviewed 2026-09-26 Camtek Announces the Closing of its Acquisition of FRT Metrology ↗ |
| FormFactor | Semiconductor manufacturing equipment | ||
| Camtek | Semiconductor manufacturing equipment | Camtek was recognized as a supplier by Intel Corporation | Source: 2026-03-19 · reviewed 2026-09-26 Intel Announces 2026 EPIC Supplier Award Recipients ↗ |
| Intel Corporation | AI chips and networking | ||
| Caterpillar | Energy and the electrical grid | Cummins competes in data center generators with Caterpillar | Source: 2026-06-04 · reviewed 2026-09-26 Caterpillar, Cummins, Rehlko Generators Power Data Center Boom ↗ |
| Cummins | Energy and the electrical grid | ||
| Caterpillar | Energy and the electrical grid | Caterpillar announced a power collaboration for a Microsoft-linked AI campus with Microsoft | Source: 2026-03-16 · reviewed 2026-09-26 Nscale and Microsoft Announce Collaboration with NVIDIA and Caterpillar to Deliver 1.35GW of NVIDIA Vera Rubin NVL72 GPUs at Flagship AI Factory Campus in West Virginia ↗ |
| Microsoft | Cloud and specialized AI compute providers | ||
| Caterpillar | Energy and the electrical grid | Caterpillar uses AI computing and software from NVIDIA | Source: 2026-01-07 · reviewed 2026-09-26 Caterpillar Teams With NVIDIA to Revolutionize Heavy Industry with Physical AI and Robotics ↗ |
| NVIDIA | AI chips and networking | ||
| Celestica | Servers and AI factories | Celestica manufactures data-center hardware for Ciena | Source: 2026-02-27 · reviewed 2026-09-26 Celestica Inc. Form 10-K for fiscal year 2025 ↗ |
| Ciena | AI chips and networking | ||
| Celestica | Servers and AI factories | Celestica manufactures data-center hardware for Google (Alphabet subsidiary) | Source: 2026-02-27 · reviewed 2026-09-26 Celestica Inc. Form 10-K for fiscal year 2025 ↗ |
| Google (Alphabet subsidiary) | Cloud and specialized AI compute providers | ||
| Celestica | Servers and AI factories | Celestica manufactures data-center hardware for Meta Platforms | Source: 2026-02-27 · reviewed 2026-09-26 Celestica Inc. Form 10-K for fiscal year 2025 ↗ |
| Meta Platforms | Foundation models and AI laboratories | ||
| Centrus Energy | Energy and the electrical grid | Oklo signed a letter of intent to buy HALEU fuel from Centrus Energy | Source: 2026-06-18 · reviewed 2026-09-26 Oklo, Centrus Sign Letter of Intent to Purchase Nuclear Fuel for Aurora Powerhouse Deployment in Southern Ohio ↗ |
| Oklo | Energy and the electrical grid | ||
| Centrus Energy | Energy and the electrical grid | Centrus Energy signed a fuel, components and power MOU with Oklo | Source: 2023-08-28 · reviewed 2026-09-26 Oklo and Centrus Energy Sign Memorandum of Understanding for Fuel, Components, and Power Procurement ↗ |
| Oklo | Energy and the electrical grid | ||
| Cerebras Systems | AI chips and networking | Coatue Management invested in Cerebras Systems | Source: 2026-02-03 · reviewed 2026-09-22 Cerebras Raises $1.1 Billion at $8.1 Billion Valuation ↗ |
| Coatue Management | Financial and investment | ||
| Cerebras Systems | AI chips and networking | Cerebras Systems competing as alternative AI inference chip and cloud providers Groq | Source: 2025-10-21 · reviewed 2026-09-20 Cerebras, Groq And SambaNova Line Up To Compete With Nvidia ↗ |
| Groq | AI chips and networking | ||
| Cerebras Systems | AI chips and networking | Cerebras Systems provides fast inference for Meta Platforms | Source: 2025-04-29 · reviewed 2026-09-24 Everything we announced at our first-ever LlamaCon ↗ |
| Meta Platforms | Foundation models and AI laboratories | ||
| Cerebras Systems | AI chips and networking | Cerebras Systems powers fast inference for Mistral AI | Source: 2025-02-06 · reviewed 2026-09-20 AI chip firm Cerebras partners with France's Mistral, claims speed record ↗ |
| Mistral AI | Foundation models and AI laboratories | ||
| Cerebras Systems | AI chips and networking | Cerebras Systems offers alternative AI computing architecture to NVIDIA | Source: Source undated · reviewed 2026-09-17 Cerebras Systems company overview ↗ |
| NVIDIA | AI chips and networking | ||
| Cerebras Systems | AI chips and networking | Cerebras Systems providing over $10 billion of AI inference compute capacity to OpenAI OpenAI | Source: 2026-01-14 · reviewed 2026-09-20 Cerebras scores OpenAI deal worth over $10 billion ahead of AI chipmaker's IPO ↗ |
| OpenAI | Foundation models and AI laboratories | ||
| Cerebras Systems | AI chips and networking | Cerebras Systems powering Perplexity's Sonar AI search model with fast inference Perplexity AI | Source: 2025-02-11 · reviewed 2026-09-20 Cerebras Powers Perplexity Sonar with Industry's Fastest AI Inference ↗ |
| Perplexity AI | Foundation models and AI laboratories | ||
| Cerebras Systems | AI chips and networking | SambaNova Systems competes with Cerebras Systems | Source: 2026-07-08 · reviewed 2026-09-27 SambaNova Raises $1B, Signs JPMorganChase As A Customer ↗ |
| SambaNova Systems | AI chips and networking | ||
| Cerebras Systems | AI chips and networking | Tenstorrent competing as non-GPU AI inference chip alternatives Cerebras Systems | Source: Source undated · reviewed 2026-09-20 Groq, Cerebras, and Tenstorrent: the non-GPU inference bet, one year in ↗ |
| Tenstorrent | AI chips and networking | ||
| Cerebras Systems | AI chips and networking | WhiteFiber partnered to host a data center deployment for Cerebras Systems | Source: 2025-03-18 · reviewed 2026-09-26 WhiteFiber partners with Cerebras Systems for Montreal deployment (DCD) ↗ |
| WhiteFiber | Cloud and specialized AI compute providers | ||
| Character.AI | Foundation models and AI laboratories | Character.AI licensed technology to and had co-founders hired by Google (Alphabet subsidiary) | Source: 2024-08-02 · reviewed 2026-09-20 Character.AI and Google ink licensing agreement for LLM technology ↗ |
| Google (Alphabet subsidiary) | Cloud and specialized AI compute providers | ||
| Character.AI | Foundation models and AI laboratories | Character.AI competes with Meta Platforms | Source: Source undated · reviewed 2026-09-20 Character.AI company overview ↗ |
| Meta Platforms | Foundation models and AI laboratories | ||
| Character.AI | Foundation models and AI laboratories | Character.AI competes with OpenAI | Source: Source undated · reviewed 2026-09-20 Character.AI company overview ↗ |
| OpenAI | Foundation models and AI laboratories | ||
| Ciena | AI chips and networking | VIAVI supplies test and measurement products to Ciena | Source: 2026-08-13 · reviewed 2026-09-26 Viavi Solutions Inc. Form 10-K for fiscal year ended June 27, 2026 ↗ |
| VIAVI | AI chips and networking | ||
| Cirrus Logic | Chip manufacturing, memory and packaging | Cirrus Logic reserved wafer capacity for 2027-2028 from GlobalFoundries | Source: 2026-08-05 · reviewed 2026-09-26 Cirrus Logic Q1 FY27 shareholder letter (SEC exhibit) ↗ |
| GlobalFoundries | Chip manufacturing, memory and packaging | ||
| Cirrus Logic | Chip manufacturing, memory and packaging | Cirrus Logic develops BCD and GaN process technology with GlobalFoundries | Source: 2025-08-19 · reviewed 2026-09-26 Cirrus Logic and GlobalFoundries Expand Strategic Investment to Advance Next-Generation Mixed-Signal Semiconductor Manufacturing in the U.S. ↗ |
| GlobalFoundries | Chip manufacturing, memory and packaging | ||
| Cisco Systems | AI chips and networking | Cisco Systems invested in CoreWeave | Source: 2024-11-13 · reviewed 2026-09-27 CoreWeave Expands Investor Base with $650 Million Secondary Sale ↗ |
| CoreWeave | Cloud and specialized AI compute providers | ||
| Cisco Systems | AI chips and networking | Equinix partners with Cisco Systems | Source: 2026-06-16 · reviewed 2026-09-22 Equinix Collaborates with Cisco and NVIDIA to Deploy Secure AI Factories Across Global Data Center Footprint ↗ |
| Equinix | Data centers and physical infrastructure | ||
| Cisco Systems | AI chips and networking | Fabrinet manufactures optical and electronic products for Cisco Systems | Source: 2026-08-18 · reviewed 2026-09-26 Fabrinet Form 10-K for fiscal year ended June 26, 2026 ↗ |
| Fabrinet | Servers and AI factories | ||
| Cisco Systems | AI chips and networking | Cisco Systems invested in Groq | Source: 2024-08-05 · reviewed 2026-09-22 Groq Raises $640M to Meet Soaring Demand for Fast AI Inference ↗ |
| Groq | AI chips and networking | ||
| Cisco Systems | AI chips and networking | IBM plans networked quantum computers with Cisco Systems | Source: 2025-11-20 · reviewed 2026-10-02 IBM and Cisco Announce Plans to Build a Network of Large-Scale, Fault-Tolerant Quantum Computers ↗ |
| IBM | AI infrastructure software | ||
| Cisco Systems | AI chips and networking | Cisco Systems took a private-placement stake in Nanya Technology | Source: 2026-03-27 · reviewed 2026-09-26 Nanya fundraising draws NT$78.72bn (Taipei Times) ↗ |
| Nanya Technology | Chip manufacturing, memory and packaging | ||
| Cisco Systems | AI chips and networking | Cisco Systems builds AI networking systems with NVIDIA | Source: Source undated · reviewed 2026-09-17 Cisco AI networking for data center with NVIDIA Spectrum-X ↗ |
| NVIDIA | AI chips and networking | ||
| Cisco Systems | AI chips and networking | Cisco Systems joined the Stargate UAE consortium with OpenAI | Source: 2025-05-22 · reviewed 2026-09-24 Cisco Joins Stargate UAE Initiative ↗ |
| OpenAI | Foundation models and AI laboratories | ||
| Cisco Systems | AI chips and networking | Cisco Systems invested in SpaceXAI (formerly xAI) | Source: 2026-01-06 · reviewed 2026-09-24 Series E ↗ |
| SpaceXAI (formerly xAI) | Foundation models and AI laboratories | ||
| Cisco Systems | AI chips and networking | Cisco Systems invested in Starcloud | Source: 2026-08-21 · reviewed 2026-09-24 Starcloud Raises $250 Million at $2.3 Billion Valuation to Scale AI with Orbital Data Centers ↗ |
| Starcloud | Space and next-generation infrastructure | ||
| Cisco Systems | AI chips and networking | Cisco Systems partnering on rack-scale Secure AI Factory systems with NVIDIA Supermicro | Source: 2026-08-25 · reviewed 2026-09-20 Cisco Expands Secure AI Factory with NVIDIA for the Rack-Scale Era ↗ |
| Supermicro | Servers and AI factories | ||
| Cloudflare | AI infrastructure software | Cloudflare runs sandboxes for agents from Cursor | Source: 2026-09-02 · reviewed 2026-10-02 Cloudflare Expands Support for AI Coding Agents with Cursor Cloud Agents on Cloudflare Sandboxes ↗ |
| Cursor | AI applications | ||
| Cloudflare | AI infrastructure software | Cloudflare announced deploying GPUs from NVIDIA | Source: 2023-09-27 · reviewed 2026-10-02 Cloudflare Powers Hyper-Local AI Inference with NVIDIA Accelerated Computing ↗ |
| NVIDIA | AI chips and networking | ||
| Cloudflare | AI infrastructure software | Cloudflare builds a security service on models from OpenAI | Source: 2026-09-03 · reviewed 2026-10-02 Cloudflare Partners with OpenAI Daybreak Models to Redefine Vulnerability Management with AI-Powered Edge Defense ↗ |
| OpenAI | Foundation models and AI laboratories | ||
| Coatue Management | Financial and investment | Coatue Management invested in Sierra Space | Source: 2026-03-05 · reviewed 2026-09-24 Sierra Space Closes $550 Million in Series C Round with a Valuation of $8 Billion ↗ |
| Sierra Space | Space and next-generation infrastructure | ||
| Cognex | Robotics, autonomous systems and physical AI | Schneider Electric uses AI inspection software from Cognex | Source: 2026-05-13 · reviewed 2026-10-02 Cognex OneVision Adoption Ramps as Manufacturers Scale AI Vision Globally ↗ |
| Schneider Electric | Data centers and physical infrastructure | ||
| Cognition | AI applications | Cursor competes with Cognition's Devin Cognition | Source: Source undated · reviewed 2026-09-20 Devin vs Cursor: Developers choose AI tools 2026 ↗ |
| Cursor | AI applications | ||
| Cognition | AI applications | MongoDB connects its database to Devin from Cognition | Source: 2026-08-13 · reviewed 2026-10-02 MongoDB Brings Live Operational Data to the Agentic Coding Stack ↗ |
| MongoDB | AI infrastructure software | ||
| Cognition | AI applications | Cognition competes with OpenAI's Codex coding agent OpenAI | Source: Source undated · reviewed 2026-09-20 OpenAI Codex vs Devin (2026): Which is Better? ↗ |
| OpenAI | Foundation models and AI laboratories | ||
| Cohere | Foundation models and AI laboratories | IREN signed as an AI cloud customer Cohere | Source: 2026-08-27 · reviewed 2026-09-26 IREN Reports FY26 Results ↗ |
| IREN | Cloud and specialized AI compute providers | ||
| Cohere | Foundation models and AI laboratories | NVIDIA invests in Cohere | Source: 2025-08-14 · reviewed 2026-09-20 Nvidia backs $500M funding round for Cohere at $6.8B valuation ↗ |
| NVIDIA | AI chips and networking | ||
| Coherent | AI chips and networking | LightPath Technologies competes in infrared optical components with Coherent | Source: 2026-09-10 · reviewed 2026-10-02 LightPath Technologies press release (via Yahoo Finance / ACCESS Newswire): Fiscal 2026 Fourth Quarter and Full Year Financial Results ↗ |
| LightPath Technologies | Space and next-generation infrastructure | ||
| Coherent | AI chips and networking | MKS competes in lasers and photonics with Coherent | Source: 2026-02-24 · reviewed 2026-09-26 MKS Inc. Form 10-K for fiscal year 2025 ↗ |
| MKS | Semiconductor manufacturing equipment | ||
| Coherent | AI chips and networking | Coherent has a multi-year supply agreement with NVIDIA | Source: 2026-08-14 · reviewed 2026-09-26 Coherent Corp. Form 10-K for fiscal year ended June 30, 2026 ↗ |
| NVIDIA | AI chips and networking | ||
| Coherent | AI chips and networking | Coherent named in NVIDIA's silicon photonics ecosystem NVIDIA | Source: 2025-03-18 · reviewed 2026-09-26 NVIDIA Announces Spectrum-X Photonics, Co-Packaged Optics Networking Switches to Scale AI Factories to Millions of GPUs ↗ |
| NVIDIA | AI chips and networking | ||
| Coherent | AI chips and networking | Tower Semiconductor demonstrated 400G-per-lane silicon photonics with Coherent | Source: 2026-03-23 · reviewed 2026-09-26 Tower Semiconductor and Coherent Demonstrate 400Gbps/lane Data Transmission with a Silicon Modulator in a Production-Ready Sipho Process ↗ |
| Tower Semiconductor | Chip manufacturing, memory and packaging | ||
| Constellation Energy | Energy and the electrical grid | Constellation Energy agreed to supply power to Google (Alphabet subsidiary) | Source: 2026-10-06 · reviewed 2026-10-06 Google and Constellation Announce Landmark Agreement to Bring 890 MW of New Nuclear Capacity to PJM Grid as Part of Long-Term Power Deal ↗ |
| Google (Alphabet subsidiary) | Cloud and specialized AI compute providers | ||
| Constellation Energy | Energy and the electrical grid | Constellation Energy sells clean energy attributes to Meta Platforms | Source: 2025-06-03 · reviewed 2026-09-20 Constellation and Meta Sign 20-Year Deal for Clean, Reliable Nuclear Energy in Illinois ↗ |
| Meta Platforms | Foundation models and AI laboratories | ||
| Constellation Energy | Energy and the electrical grid | Constellation Energy agreed to supply power to Microsoft | Source: 2024-09-20 · reviewed 2026-09-17 Constellation to launch Crane Clean Energy Center, restoring carbon-free power to the grid ↗ |
| Microsoft | Cloud and specialized AI compute providers | ||
| Constellation Energy | Energy and the electrical grid | Constellation Energy competes with Vistra Corp | Source: 2026-09-16 · reviewed 2026-09-22 Vistra vs. Constellation vs. Talen Energy: Which Nuclear-Heavy Stock Is the Better AI-Power Bet? ↗ |
| Vistra Corp | Energy and the electrical grid | ||
| CoreWeave | Cloud and specialized AI compute providers | Dell Technologies supplies AI servers to CoreWeave | Source: 2024-12-09 · reviewed 2026-09-17 CoreWeave and Dell Technologies extend relationship to deliver AI at scale ↗ |
| Dell Technologies | Servers and AI factories | ||
| CoreWeave | Cloud and specialized AI compute providers | CoreWeave will provide AI cloud capacity to Meta Platforms | Source: 2026-04-09 · reviewed 2026-09-24 CoreWeave and Meta Announce $21 Billion Expanded AI Infrastructure Agreement ↗ |
| Meta Platforms | Foundation models and AI laboratories | ||
| CoreWeave | Cloud and specialized AI compute providers | CoreWeave provides computing capacity to Microsoft | Source: 2024-11-04 · reviewed 2026-09-22 Microsoft to spend $10bn on CoreWeave by end of decade ↗ |
| Microsoft | Cloud and specialized AI compute providers | ||
| CoreWeave | Cloud and specialized AI compute providers | NVIDIA provides platform technology to CoreWeave | Source: 2026-01-26 · reviewed 2026-09-17 NVIDIA and CoreWeave strengthen collaboration ↗ |
| NVIDIA | AI chips and networking | ||
| CoreWeave | Cloud and specialized AI compute providers | NVIDIA invested in CoreWeave | Source: 2026-01-26 · reviewed 2026-09-17 NVIDIA and CoreWeave strengthen collaboration ↗ |
| NVIDIA | AI chips and networking | ||
| CoreWeave | Cloud and specialized AI compute providers | CoreWeave expanded compute agreement with OpenAI | Source: 2025-09-25 · reviewed 2026-09-17 CoreWeave expands OpenAI agreement ↗ |
| OpenAI | Foundation models and AI laboratories | ||
| CoreWeave | Cloud and specialized AI compute providers | OpenAI was to receive equity in CoreWeave | Source: 2025-03-10 · reviewed 2026-09-17 CoreWeave agreement with OpenAI ↗ |
| OpenAI | Foundation models and AI laboratories | ||
| CoreWeave | Cloud and specialized AI compute providers | CoreWeave agreed to provide compute to OpenAI | Source: 2025-03-10 · reviewed 2026-09-17 CoreWeave agreement with OpenAI ↗ |
| OpenAI | Foundation models and AI laboratories | ||
| CoreWeave | Cloud and specialized AI compute providers | CoreWeave provides computing capacity to Runway | Source: 2025-12-11 · reviewed 2026-09-20 CoreWeave Announces Agreement to Power Runway's Next Generation AI Video Models ↗ |
| Runway | Foundation models and AI laboratories | ||
| CoreWeave | Cloud and specialized AI compute providers | Vertiv supplies liquid cooling infrastructure to CoreWeave | Source: 2026-06-19 · reviewed 2026-09-27 How Vertiv and CoreWeave are orchestrating AI innovation ↗ |
| Vertiv | Data centers and physical infrastructure | ||
| Corning | AI chips and networking | Fujikura co-defines a multicore fiber standard (via AFL) with Corning | Source: 2026-03-11 · reviewed 2026-10-02 Fiber Optics Industry Leaders Announce Collaboration to Define a New Multicore Fiber Design (AFL) ↗ |
| Fujikura | AI chips and networking | ||
| Corning | AI chips and networking | Fujikura competes in data center optical fiber cable with Corning | Source: 2026-06-09 · reviewed 2026-10-02 Fujikura raises AI data centre cable prices as supply tightens (The Next Web) ↗ |
| Fujikura | AI chips and networking | ||
| Corning | AI chips and networking | Furukawa Electric competes in data-center optical fiber cable with Corning | Source: 2026-03-12 · reviewed 2026-10-02 Start of mass production of 13824 count optical fiber cable (Furukawa Electric) ↗ |
| Furukawa Electric | AI chips and networking | ||
| Corning | AI chips and networking | Corning agreed to supply optical fiber and cable to Meta Platforms | Source: 2026-03-31 · reviewed 2026-09-26 Corning and Meta Celebrate Start of Construction on Cable Manufacturing Expansion in North Carolina to Support AI Buildout ↗ |
| Meta Platforms | Foundation models and AI laboratories | ||
| Corning | AI chips and networking | Corning announced a long-term manufacturing partnership with NVIDIA | Source: 2026-05-06 · reviewed 2026-09-26 NVIDIA and Corning Announce Long-Term Partnership To Strengthen U.S. Manufacturing for AI Infrastructure ↗ |
| NVIDIA | AI chips and networking | ||
| Corning | AI chips and networking | Prysmian competes in data-center optical fiber with Corning | Source: 2026-07-21 · reviewed 2026-10-02 Molex and Prysmian enter fiber AI data center supply pact ↗ |
| Prysmian | Energy and the electrical grid | ||
| Corning | AI chips and networking | Sumitomo Electric co-defines a multicore fiber standard with Corning | Source: 2026-03-11 · reviewed 2026-10-02 Fiber Optics Industry Leaders Announce Collaboration to Define a New Multicore Fiber Design (AFL) ↗ |
| Sumitomo Electric | AI chips and networking | ||
| Corning | AI chips and networking | YOFC competes in optical fiber and cable with Corning | Source: Source undated · reviewed 2026-10-02 Company Profile (YOFC) ↗ |
| YOFC | AI chips and networking | ||
| Credo | AI chips and networking | Credo created a switch cable implementation with Microsoft | Source: 2026-06-15 · reviewed 2026-09-26 Credo Technology Group Holding Ltd Form 10-K for fiscal year ended May 2, 2026 ↗ |
| Microsoft | Cloud and specialized AI compute providers | ||
| Credo | AI chips and networking | Credo developed ZeroFlap Optics with Oracle | Source: 2026-06-15 · reviewed 2026-09-26 Credo Technology Group Holding Ltd Form 10-K for fiscal year ended May 2, 2026 ↗ |
| Oracle | Cloud and specialized AI compute providers | ||
| Credo | AI chips and networking | TSMC fabricates wafers for Credo | Source: 2026-06-15 · reviewed 2026-09-26 Credo Technology Group Holding Ltd Form 10-K for fiscal year ended May 2, 2026 ↗ |
| TSMC | Chip manufacturing, memory and packaging | ||
| CrowdStrike | AI applications | CrowdStrike competes with Microsoft Defender Microsoft | Source: Source undated · reviewed 2026-09-20 Compare the CrowdStrike Falcon Platform vs. Microsoft ↗ |
| Microsoft | Cloud and specialized AI compute providers | ||
| CrowdStrike | AI applications | CrowdStrike co-runs a cybersecurity startup accelerator with NVIDIA | Source: 2026-01-05 · reviewed 2026-09-27 CrowdStrike, AWS, and NVIDIA Select 35 Startups for the 2026 Cybersecurity Startup Accelerator ↗ |
| NVIDIA | AI chips and networking | ||
| CrowdStrike | AI applications | CrowdStrike is compared with as a competing AI-powered software stock Palantir Technologies | Source: 2026-03-20 · reviewed 2026-09-20 Palantir vs. CrowdStrike: Which AI-Powered Software Stock Will Dominate 2026? ↗ |
| Palantir Technologies | AI applications | ||
| Crusoe Energy | Cloud and specialized AI compute providers | GE Vernova supplies gas turbines to Crusoe Energy | Source: 2025-07-22 · reviewed 2026-09-22 GE Vernova and Crusoe announce major 29-unit aeroderivative gas turbine deal to deliver power to AI data centers ↗ |
| GE Vernova | Energy and the electrical grid | ||
| Crusoe Energy | Cloud and specialized AI compute providers | Crusoe Energy is reported to provide data center capacity to Meta Platforms | Source: 2026-06-18 · reviewed 2026-09-24 Meta strikes new 1.6-gigawatt AI computing deal with data center startup Crusoe ↗ |
| Meta Platforms | Foundation models and AI laboratories | ||
| Crusoe Energy | Cloud and specialized AI compute providers | Crusoe Energy expands technology collaboration with NVIDIA | Source: 2026-08-19 · reviewed 2026-09-20 Crusoe and NVIDIA Expand Collaboration Across the Full AI Infrastructure Stack ↗ |
| NVIDIA | AI chips and networking | ||
| Crusoe Energy | Cloud and specialized AI compute providers | NVIDIA invested in via Series D Crusoe Energy | Source: 2024-12-16 · reviewed 2026-09-20 Crusoe Energy's secures $600M in Series D. Investors include Nvidia. ↗ |
| NVIDIA | AI chips and networking | ||
| Crusoe Energy | Cloud and specialized AI compute providers | Crusoe Energy develops and leases the Stargate Abilene AI data center campus to OpenAI | Source: 2025-11-17 · reviewed 2026-09-27 Crusoe tops out final building at OpenAI Stargate data center campus in Abilene, Texas ↗ |
| OpenAI | Foundation models and AI laboratories | ||
| Crusoe Energy | Cloud and specialized AI compute providers | Crusoe Energy develops and leases data center to Oracle | Source: 2025-11-17 · reviewed 2026-09-20 Crusoe tops out final building at OpenAI Stargate data center campus in Abilene, Texas ↗ |
| Oracle | Cloud and specialized AI compute providers | ||
| Crusoe Energy | Cloud and specialized AI compute providers | Crusoe Energy announced it will run its cloud on Starcloud | Source: 2025-10-22 · reviewed 2026-09-24 Crusoe to become first cloud operator in space through strategic partnership with Starcloud ↗ |
| Starcloud | Space and next-generation infrastructure | ||
| Cummins | Energy and the electrical grid | Cummins supplied generator sets to Digital Realty | Source: Source undated · reviewed 2026-09-26 Cummins Power Generation delivers critical protection power for Digital Realty ↗ |
| Digital Realty | Data centers and physical infrastructure | ||
| Cursor | AI applications | Cursor offers OpenAI's models inside its editor OpenAI | Source: 2025-12-09 · reviewed 2026-09-20 Why Cursor's CEO believes OpenAI, Anthropic competition won't crush his startup ↗ |
| OpenAI | Foundation models and AI laboratories | ||
| Cursor | AI applications | SpaceX acquired Cursor | Source: 2026-08-14 · reviewed 2026-09-24 Cursor is now a part of SpaceX ↗ |
| SpaceX | Space and next-generation infrastructure | ||
| Cursor | AI applications | SpaceXAI (formerly xAI) co-develops models with Cursor | Source: 2026-08-14 · reviewed 2026-09-27 Cursor is now a part of SpaceX ↗ |
| SpaceXAI (formerly xAI) | Foundation models and AI laboratories | ||
| CXMT | Chip manufacturing, memory and packaging | GigaDevice holds a minority stake in CXMT | Source: 2026-04-02 · reviewed 2026-09-26 GigaDevice Semiconductor Inc. 2025 Annual Report (HKEX filing) ↗ |
| GigaDevice | Chip manufacturing, memory and packaging | ||
| CXMT | Chip manufacturing, memory and packaging | GigaDevice buys foundry-made DRAM products from CXMT | Source: 2026-01-22 · reviewed 2026-09-26 GigaDevice Notice of the 2026 First Extraordinary General Meeting (HKEX filing) ↗ |
| GigaDevice | Chip manufacturing, memory and packaging | ||
| CXMT | Chip manufacturing, memory and packaging | CXMT competes in DRAM with Micron | Source: 2026-07-15 · reviewed 2026-09-26 Explainer-What is CXMT and how did it become China's DRAM champion? (Reuters via Yahoo Finance) ↗ |
| Micron | Chip manufacturing, memory and packaging | ||
| CXMT | Chip manufacturing, memory and packaging | CXMT takes DDR5 server-memory orders from Tencent | Source: 2026-07-02 · reviewed 2026-09-26 Inside CXMT's US$4.3b IPO: soaring profits meet US export threat and high-stakes HBM race (SCMP) ↗ |
| Tencent | Foundation models and AI laboratories | ||
| Databricks | AI infrastructure software | Meta Platforms distributes Llama models through Databricks | Source: 2025-04-05 · reviewed 2026-09-27 Introducing Meta's Llama 4 on the Databricks Data + AI Platform ↗ |
| Meta Platforms | Foundation models and AI laboratories | ||
| Databricks | AI infrastructure software | Databricks partners with Microsoft | Source: 2026-07-23 · reviewed 2026-09-22 Databricks and Microsoft expand partnership to help enterprises bring business context to enterprise AI ↗ |
| Microsoft | Cloud and specialized AI compute providers | ||
| Databricks | AI infrastructure software | NVIDIA invested in via funding round Databricks | Source: 2023-09-14 · reviewed 2026-09-20 Nvidia and Capital One invest in Databricks at $43 billion valuation ↗ |
| NVIDIA | AI chips and networking | ||
| Databricks | AI infrastructure software | Databricks integrates models from OpenAI | Source: 2025-09-25 · reviewed 2026-09-20 Databricks and OpenAI Launch Groundbreaking Partnership to Bring Frontier Intelligence to Enterprises with Databricks Agent Bricks ↗ |
| OpenAI | Foundation models and AI laboratories | ||
| Databricks | AI infrastructure software | Databricks competes with in data platforms Snowflake | Source: 2023-09-14 · reviewed 2026-09-20 Databricks raises $500 million with backing from rival Snowflake's top client ↗ |
| Snowflake | AI infrastructure software | ||
| Databricks | AI infrastructure software | SpaceXAI (formerly xAI) distributes Grok models through Databricks | Source: 2026-06-18 · reviewed 2026-09-24 Grok on Databricks ↗ |
| SpaceXAI (formerly xAI) | Foundation models and AI laboratories | ||
| DeepSeek | Foundation models and AI laboratories | Moonshot AI competes with DeepSeek | Source: Source undated · reviewed 2026-09-20 China's Top AI Models in 2026: DeepSeek, Qwen, Kimi, Doubao and the New AI Race ↗ |
| Moonshot AI | Foundation models and AI laboratories | ||
| DeepSeek | Foundation models and AI laboratories | DeepSeek trained early models on NVIDIA GPUs NVIDIA | Source: 2026-07-07 · reviewed 2026-09-20 Exclusive-China's DeepSeek Developing Its Own AI Chip, Sources Say ↗ |
| NVIDIA | AI chips and networking | ||
| DeepSeek | Foundation models and AI laboratories | DeepSeek competes with OpenAI | Source: Source undated · reviewed 2026-09-20 DeepSeek | Rise, Technologies, Impact, & Global Response ↗ |
| OpenAI | Foundation models and AI laboratories | ||
| DeepSeek | Foundation models and AI laboratories | Tencent competes with DeepSeek | Source: 2025-02-27 · reviewed 2026-09-20 Tencent Fires Up AI Race With Model It Says Outdoes DeepSeek ↗ |
| Tencent | Foundation models and AI laboratories | ||
| Dell Technologies | Servers and AI factories | Eaton partners with Dell Technologies | Source: Source undated · reviewed 2026-09-22 Dell Technologies powered by Eaton | Alliance partner ↗ |
| Eaton | Data centers and physical infrastructure | ||
| Dell Technologies | Servers and AI factories | IREN agreed to buy GPU servers and services from Dell Technologies | Source: 2025-11-03 · reviewed 2026-09-26 IREN Secures $9.7bn AI Cloud Contract with Microsoft ↗ |
| IREN | Cloud and specialized AI compute providers | ||
| Dell Technologies | Servers and AI factories | Nutanix offers a joint private-cloud product with Dell Technologies | Source: 2026-08-26 · reviewed 2026-10-02 Nutanix Reports Fourth Quarter and Fiscal 2026 Financial Results ↗ |
| Nutanix | AI infrastructure software | ||
| Dell Technologies | Servers and AI factories | Dell Technologies plans systems using NVIDIA | Source: 2024-03-18 · reviewed 2026-09-17 NVIDIA Blackwell platform announcement ↗ |
| NVIDIA | AI chips and networking | ||
| Dell Technologies | Servers and AI factories | Dell Technologies in advanced talks to supply AI servers to SpaceXAI (formerly xAI) | Source: 2025-02-14 · reviewed 2026-09-27 Musk's xAI considering second data center, $5bn Dell server deal ↗ |
| SpaceXAI (formerly xAI) | Foundation models and AI laboratories | ||
| Digital Realty | Data centers and physical infrastructure | Equinix competes with Digital Realty | Source: 2026-04-30 · reviewed 2026-09-22 United States Data Center Colocation Databook Report 2026: $72.37 Bn Market Led by Equinix and Digital Realty ↗ |
| Equinix | Data centers and physical infrastructure | ||
| Digital Realty | Data centers and physical infrastructure | Digital Realty provides interconnection infrastructure to Microsoft | Source: 2025-04-24 · reviewed 2026-09-22 Digital Realty Deploys Three Microsoft Azure ExpressRoute Cloud On-Ramps ↗ |
| Microsoft | Cloud and specialized AI compute providers | ||
| Digital Realty | Data centers and physical infrastructure | Digital Realty agreed to host Oracle GPU infrastructure for Oracle | Source: 2024-05-02 · reviewed 2026-09-27 Digital Realty and Oracle Further Strengthen Collaboration to Enable the Next Generation of Cloud Native and AI Enterprise Workloads ↗ |
| Oracle | Cloud and specialized AI compute providers | ||
| Digital Realty | Data centers and physical infrastructure | Schneider Electric supplies power equipment to Digital Realty | Source: 2025-11-19 · reviewed 2026-09-20 Schneider Electric and Digital Realty Announce $373M Supply Capacity Agreement to Meet Rising Data Center Demand ↗ |
| Schneider Electric | Data centers and physical infrastructure | ||
| Dobot | Robotics, autonomous systems and physical AI | Dobot integrates robot-control interface from Siemens | Source: 2026-01-19 · reviewed 2026-10-02 DOBOT Completes Siemens SRCI Integration, Advancing Toward a Unified and Rapidly Deployable Cobot Platform ↗ |
| Siemens | AI applications | ||
| Dobot | Robotics, autonomous systems and physical AI | Dobot competes with in collaborative robots Universal Robots | Source: 2024-12-23 · reviewed 2026-10-02 Dobot Robotics Successfully Listing Hong Kong Stock Exchange ↗ |
| Universal Robots | Robotics, autonomous systems and physical AI | ||
| Dominion Energy | Energy and the electrical grid | NextEra Energy agreed to combine with Dominion Energy | Source: 2026-05-18 · reviewed 2026-09-26 NextEra Energy and Dominion Energy to Combine, Creating the World's Largest Regulated Electric Utility Business ↗ |
| NextEra Energy | Energy and the electrical grid | ||
| Doosan Robotics | Robotics, autonomous systems and physical AI | Doosan Robotics is developing a robot OS on platforms from NVIDIA | Source: 2026-06-08 · reviewed 2026-10-02 Doosan Group Collaborates with NVIDIA to Advance Physical AI and AI Factory Infrastructure ↗ |
| NVIDIA | AI chips and networking | ||
| Doosan Robotics | Robotics, autonomous systems and physical AI | Doosan Robotics competes in collaborative robots with Universal Robots | Source: 2025-07-28 · reviewed 2026-10-02 Doosan Robotics acquires a majority stake of U.S.-based ONExia for $25.9M ↗ |
| Universal Robots | Robotics, autonomous systems and physical AI | ||
| Eaton | Data centers and physical infrastructure | Eaton partners with HPE | Source: Source undated · reviewed 2026-09-22 HPE powered by Eaton | Alliances partner ↗ |
| HPE | Servers and AI factories | ||
| Eaton | Data centers and physical infrastructure | Infleqtion provides private cloud quantum access to Eaton | Source: 2026-08-12 · reviewed 2026-10-02 Infleqtion Reports Record Q2 Revenue, Raises 2026 Outlook as Quantum Commercialization Accelerates ↗ |
| Infleqtion | Quantum computing | ||
| Eaton | Data centers and physical infrastructure | Eaton supplies grid-interactive UPS systems to Microsoft | Source: 2022-06-16 · reviewed 2026-09-22 Microsoft signs with Eaton for data center backup power that supports the grid ↗ |
| Microsoft | Cloud and specialized AI compute providers | ||
| Eaton | Data centers and physical infrastructure | Eaton co-develops power infrastructure with NVIDIA | Source: 2025-07-15 · reviewed 2026-09-27 Eaton Accelerates the Transformation of Data Center Infrastructure in the AI Era with NVIDIA ↗ |
| NVIDIA | AI chips and networking | ||
| Eaton | Data centers and physical infrastructure | Eaton competes with Schneider Electric | Source: 2025-09-23 · reviewed 2026-09-22 Data Center Power Market - Top Companies (MarketsandMarkets Research Insight) ↗ |
| Schneider Electric | Data centers and physical infrastructure | ||
| Eaton | Data centers and physical infrastructure | Trane Technologies co-develops an AI factory reference design with Eaton | Source: 2026-08-17 · reviewed 2026-10-02 Trane Technologies and Eaton collaborate on industry-first reference design ↗ |
| Trane Technologies | Data centers and physical infrastructure | ||
| Eaton | Data centers and physical infrastructure | Vertiv competes with Eaton | Source: 2025-09-23 · reviewed 2026-09-22 Data Center Power Market - Top Companies (MarketsandMarkets Research Insight) ↗ |
| Vertiv | Data centers and physical infrastructure | ||
| EchoStar | Space and next-generation infrastructure | EchoStar agreed a direct-to-cell commercial deal with SpaceX | Source: 2025-09-08 · reviewed 2026-10-02 EchoStar Announces Spectrum Sale and Commercial Agreement with SpaceX ↗ |
| SpaceX | Space and next-generation infrastructure | ||
| EchoStar | Space and next-generation infrastructure | EchoStar agreed to sell spectrum licenses to SpaceX | Source: 2025-09-08 · reviewed 2026-10-02 EchoStar Announces Spectrum Sale and Commercial Agreement with SpaceX ↗ |
| SpaceX | Space and next-generation infrastructure | ||
| Ecolab | Data centers and physical infrastructure | Ecolab competes with nVent | Source: 2026-07-02 · reviewed 2026-10-02 Ecolab Closes CoolIT Acquisition and Expands AI Cooling Platform ↗ |
| nVent | Data centers and physical infrastructure | ||
| Ecolab | Data centers and physical infrastructure | Ecolab collaborates on liquid cooling with NVIDIA | Source: 2026-07-02 · reviewed 2026-10-02 Ecolab Closes CoolIT Acquisition and Expands AI Cooling Platform ↗ |
| NVIDIA | AI chips and networking | ||
| Elastic | AI infrastructure software | Elastic partners with Google (Alphabet subsidiary) | Source: 2026-04-21 · reviewed 2026-10-02 Elastic Wins 2026 Google Cloud Partner of the Year Award for Marketplace Category for Data Management & AI ↗ |
| Google (Alphabet subsidiary) | Cloud and specialized AI compute providers | ||
| Elastic | AI infrastructure software | Elastic integrates GPU vector search from NVIDIA | Source: 2026-04-16 · reviewed 2026-10-02 Elastic Strengthens Production-Scale AI with GPU-Accelerated Vector Search Integrations ↗ |
| NVIDIA | AI chips and networking | ||
| ElevenLabs | Foundation models and AI laboratories | Google (Alphabet subsidiary) provides cloud computing and GPUs to ElevenLabs | Source: 2026-02-26 · reviewed 2026-09-20 ElevenLabs Partners with Google Cloud for Cloud Services and the Latest NVIDIA Blackwell GPUs ↗ |
| Google (Alphabet subsidiary) | Cloud and specialized AI compute providers | ||
| ElevenLabs | Foundation models and AI laboratories | MiniMax competes with ElevenLabs | Source: 2025-05-16 · reviewed 2026-09-27 MiniMax Speech 02: Pioneering a New Era of AI Speech Generation ↗ |
| MiniMax | Foundation models and AI laboratories | ||
| ElevenLabs | Foundation models and AI laboratories | NVIDIA invested in ElevenLabs | Source: 2026-05-05 · reviewed 2026-09-20 ElevenLabs adds BlackRock, Nvidia and Jamie Foxx to $550M+ Series D ↗ |
| NVIDIA | AI chips and networking | ||
| ElevenLabs | Foundation models and AI laboratories | ElevenLabs competes with OpenAI | Source: Source undated · reviewed 2026-09-20 ElevenLabs company overview ↗ |
| OpenAI | Foundation models and AI laboratories | ||
| ElevenLabs | Foundation models and AI laboratories | Suno competes in AI-generated audio ElevenLabs | Source: Source undated · reviewed 2026-09-20 Suno vs Udio vs ElevenLabs Music: The 2026 AI Music Generator Showdown ↗ |
| Suno | Foundation models and AI laboratories | ||
| Entegris | Semiconductor manufacturing equipment | Entegris was recognized as a supplier by Lam Research | Source: 2020-11-03 · reviewed 2026-09-26 Entegris Receives 2020 Supplier Excellence Award from Lam Research ↗ |
| Lam Research | Semiconductor manufacturing equipment | ||
| Eoptolink | AI chips and networking | Eoptolink named by NVIDIA as a pluggable-transceiver partner of NVIDIA | Source: 2025-03-18 · reviewed 2026-09-26 NVIDIA Announces Spectrum-X Photonics, Co-Packaged Optics Networking Switches to Scale AI Factories to Millions of GPUs ↗ |
| NVIDIA | AI chips and networking | ||
| Eoptolink | AI chips and networking | Eoptolink competes in high-speed optical modules with Zhongji Innolight | Source: 2026-08-05 · reviewed 2026-09-26 U.S. Drafts Ban on Chinese Optical Modules, Exposing Mutual Supply Chain Risks (Caixin Global) ↗ |
| Zhongji Innolight | AI chips and networking | ||
| Equinix | Data centers and physical infrastructure | Equinix provides data center infrastructure to Groq | Source: 2025-05-28 · reviewed 2026-09-27 Groq newsroom: sovereign, fast AI inference infrastructure ↗ |
| Groq | AI chips and networking | ||
| Equinix | Data centers and physical infrastructure | Equinix deploys NVIDIA-based AI infrastructure with NVIDIA | Source: 2026-06-16 · reviewed 2026-09-20 Equinix Collaborates with Cisco and NVIDIA to Deploy Secure AI Factories Across Global Data Center Footprint ↗ |
| NVIDIA | AI chips and networking | ||
| Equinix | Data centers and physical infrastructure | Equinix partners with Oracle | Source: Source undated · reviewed 2026-09-22 Oracle Exadata & Hybrid Cloud Interconnection Solution | Equinix ↗ |
| Oracle | Cloud and specialized AI compute providers | ||
| Equinix | Data centers and physical infrastructure | Equinix jointly offers AI inference services with Together AI | Source: 2026-09-02 · reviewed 2026-09-20 Equinix Accelerates AI Inference for Enterprises with NVIDIA and Together AI ↗ |
| Together AI | Cloud and specialized AI compute providers | ||
| Eutelsat Group | Space and next-generation infrastructure | Eutelsat Group competes with SpaceX | Source: 2026-01-12 · reviewed 2026-09-24 Eutelsat procures a further 340 OneWeb low earth orbit satellites from Airbus ↗ |
| SpaceX | Space and next-generation infrastructure | ||
| Eutelsat Group | Space and next-generation infrastructure | Viasat competes with Eutelsat Group | Source: 2026-09-23 · reviewed 2026-09-24 Viasat Wins First Task Order Award as part of $307 Million Ceiling U.S. Marine Corps Enterprise Services Contract for Multi-Orbit Connectivity ↗ |
| Viasat | Space and next-generation infrastructure | ||
| Fabrinet | Servers and AI factories | Fabrinet manufactures optical and electronic products for Nokia | Source: 2026-08-18 · reviewed 2026-09-26 Fabrinet Form 10-K for fiscal year ended June 26, 2026 ↗ |
| Nokia | AI chips and networking | ||
| Fabrinet | Servers and AI factories | Fabrinet manufactures optical and electronic products for NVIDIA | Source: 2026-08-18 · reviewed 2026-09-26 Fabrinet Form 10-K for fiscal year ended June 26, 2026 ↗ |
| NVIDIA | AI chips and networking | ||
| FANUC | Robotics, autonomous systems and physical AI | NVIDIA partners with FANUC | Source: 2026-03-16 · reviewed 2026-09-24 NVIDIA and Global Robotics Leaders Take Physical AI to the Real World ↗ |
| NVIDIA | AI chips and networking | ||
| FANUC | Robotics, autonomous systems and physical AI | FANUC competes with Yaskawa Electric | Source: 2026-03-18 · reviewed 2026-09-24 NVIDIA works with global robotics leaders to make physical AI a reality ↗ |
| Yaskawa Electric | Robotics, autonomous systems and physical AI | ||
| Figure AI | Robotics, autonomous systems and physical AI | NVIDIA invested in Figure AI | Source: 2024-02-29 · reviewed 2026-09-17 Figure raises $675M at $2.6B valuation and signs collaboration agreement with OpenAI ↗ |
| NVIDIA | AI chips and networking | ||
| Figure AI | Robotics, autonomous systems and physical AI | Physical Intelligence competes with in robot-intelligence software Figure AI | Source: Source undated · reviewed 2026-09-20 Physical AI: The Investment Case for Robotics in 2026 ↗ |
| Physical Intelligence | Robotics, autonomous systems and physical AI | ||
| Figure AI | Robotics, autonomous systems and physical AI | Qualcomm co-develops humanoid compute architecture with Figure AI | Source: 2026-01-06 · reviewed 2026-09-22 Qualcomm Introduces a Full Suite of Robotics Technologies, Powering Physical AI from Household Robots up to Full-Size Humanoids ↗ |
| Qualcomm | AI chips and networking | ||
| Figure AI | Robotics, autonomous systems and physical AI | Tesla competes with in humanoid robotics Figure AI | Source: Source undated · reviewed 2026-09-20 Can Unitree R outsprint Tesla, Boston Dynamics & Figure AI? ↗ |
| Tesla | Robotics, autonomous systems and physical AI | ||
| Figure AI | Robotics, autonomous systems and physical AI | Unitree Robotics competes with in humanoid robotics Figure AI | Source: Source undated · reviewed 2026-09-20 Top 8 Humanoid Robot Companies to Watch in 2026 ↗ |
| Unitree Robotics | Robotics, autonomous systems and physical AI | ||
| Firefly Aerospace | Space and next-generation infrastructure | Firefly Aerospace competes with Intuitive Machines | Source: 2026-06-30 · reviewed 2026-09-24 Firefly Aerospace Awarded $144 Million NASA CLPS Contract for Accelerated Blue Ghost Lunar Mission ↗ |
| Intuitive Machines | Space and next-generation infrastructure | ||
| Firefly Aerospace | Space and next-generation infrastructure | Northrop Grumman co-develops the Eclipse rocket with Firefly Aerospace | Source: 2025-05-29 · reviewed 2026-10-02 Northrop Grumman Invests $50 Million in Firefly Aerospace to Advance Eclipse Medium Launch Vehicle ↗ |
| Northrop Grumman | Space and next-generation infrastructure | ||
| Firefly Aerospace | Space and next-generation infrastructure | Northrop Grumman announced a $50 million investment in Firefly Aerospace | Source: 2025-05-29 · reviewed 2026-10-02 Northrop Grumman Invests $50 Million in Firefly Aerospace to Advance Eclipse Medium Launch Vehicle ↗ |
| Northrop Grumman | Space and next-generation infrastructure | ||
| Fluence | Energy and the electrical grid | Fluence co-developed an AI factory battery reference design with NVIDIA | Source: 2026-06-03 · reviewed 2026-09-26 Siemens and Fluence complete NVIDIA battery framework for AI data centers ↗ |
| NVIDIA | AI chips and networking | ||
| Fluence | Energy and the electrical grid | Siemens holds shares in Fluence | Source: 2025-11-24 · reviewed 2026-09-26 Fluence Energy, Inc. Reports 2025 Financial Results and Initiates 2026 Guidance ↗ |
| Siemens | AI applications | ||
| Fluence | Energy and the electrical grid | Fluence co-developed an AI factory battery reference design with Siemens | Source: 2026-06-03 · reviewed 2026-09-26 Siemens and Fluence complete NVIDIA battery framework for AI data centers ↗ |
| Siemens | AI applications | ||
| FormFactor | Semiconductor manufacturing equipment | FormFactor was recognized as a supplier by Intel Corporation | Source: 2026-03-19 · reviewed 2026-09-26 Intel Announces 2026 EPIC Supplier Award Recipients ↗ |
| Intel Corporation | AI chips and networking | ||
| FormFactor | Semiconductor manufacturing equipment | FormFactor supplies HBM and DRAM probe cards to SK hynix | Source: 2024-11-18 · reviewed 2026-09-26 FormFactor Receives SK hynix Best Partner Award ↗ |
| SK hynix | Chip manufacturing, memory and packaging | ||
| Founders Fund | Financial and investment | Founders Fund invested in OpenAI | Source: Source undated · reviewed 2026-09-21 Founders Fund portfolio ↗ |
| OpenAI | Foundation models and AI laboratories | ||
| Founders Fund | Financial and investment | Founders Fund invested in Palantir Technologies | Source: Source undated · reviewed 2026-09-21 Founders Fund portfolio ↗ |
| Palantir Technologies | AI applications | ||
| Founders Fund | Financial and investment | Founders Fund invested in SpaceX | Source: 2026-06-12 · reviewed 2026-09-24 Founders Fund, Andreessen Horowitz, Valor, and the biggest VC winners from SpaceX's IPO ↗ |
| SpaceX | Space and next-generation infrastructure | ||
| Fujikura | AI chips and networking | Fujikura co-defines a multicore fiber standard (via AFL) with Sumitomo Electric | Source: 2026-03-11 · reviewed 2026-10-02 Fiber Optics Industry Leaders Announce Collaboration to Define a New Multicore Fiber Design (AFL) ↗ |
| Sumitomo Electric | AI chips and networking | ||
| Furukawa Electric | AI chips and networking | Furukawa Electric partners on AI-driven access-network operations with Nokia | Source: 2026-06-05 · reviewed 2026-10-02 Furukawa Electric and Nokia Collaborate to Deliver AI-Driven Network Operations Solution ↗ |
| Nokia | AI chips and networking | ||
| GDS | Data centers and physical infrastructure | VNET competes with GDS | Source: 2026-05-19 · reviewed 2026-09-26 After years on the sidelines, VNET seizes on China's AI moment with new CATL tie-up (Bamboo Works) ↗ |
| VNET | Data centers and physical infrastructure | ||
| GE Vernova | Energy and the electrical grid | GE Vernova supplies gas turbines for Microsoft | Source: 2026-06-22 · reviewed 2026-09-20 Microsoft and Chevron plan one of the largest gas-powered data center projects in US ↗ |
| Microsoft | Cloud and specialized AI compute providers | ||
| GE Vernova | Energy and the electrical grid | NextEra Energy co-develops gas generation projects with GE Vernova | Source: 2025-01-27 · reviewed 2026-09-20 NextEra partners with GE Vernova to build 'gigawatts' of gas generation ↗ |
| NextEra Energy | Energy and the electrical grid | ||
| GE Vernova | Energy and the electrical grid | NRG Energy formed a gas generation venture with GE Vernova | Source: 2025-02-26 · reviewed 2026-09-26 NRG Energy, GE Vernova and Kiewit accelerating new generation capacity to support demand growth ↗ |
| NRG Energy | Energy and the electrical grid | ||
| GE Vernova | Energy and the electrical grid | GE Vernova co-develops grid digital twins with NVIDIA | Source: 2026-03-31 · reviewed 2026-09-22 Efficiency at Scale: NVIDIA, Energy Leaders Accelerating Power-Flexible AI Factories to Fortify the Grid ↗ |
| NVIDIA | AI chips and networking | ||
| Geekplus | Robotics, autonomous systems and physical AI | Geekplus competes with in warehouse automation Symbotic | Source: 2025-07-09 · reviewed 2026-10-02 Geekplus Lists on HKEX Main Board: Pioneering the Global Smart Logistics Transformation with Robotics ↗ |
| Symbotic | Robotics, autonomous systems and physical AI | ||
| Geekplus | Robotics, autonomous systems and physical AI | Geekplus supplies autonomous mobile robots to Toyota Motor | Source: 2026-06-10 · reviewed 2026-10-02 Geekplus Deploys Moving-Type AMRs at Multiple Toyota Motor Corporation Plants ↗ |
| Toyota Motor | Robotics, autonomous systems and physical AI | ||
| GlobalFoundries | Chip manufacturing, memory and packaging | Lightwave Logic is aligning its modulator designs with the silicon photonics process of GlobalFoundries | Source: 2026-03-16 · reviewed 2026-10-02 Lightwave Logic press release (via StockTitan): High-Speed Modulator Platform Now Available in GDS Factory PDK for GlobalFoundries Silicon Photonics Platform ↗ |
| Lightwave Logic | AI chips and networking | ||
| GlobalFoundries | Chip manufacturing, memory and packaging | GlobalFoundries announced manufacturing of silicon photonics chips for MACOM | Source: 2019-03-05 · reviewed 2026-10-02 MACOM and GLOBALFOUNDRIES Collaborate to Scale Silicon Photonics to Hyperscale Cloud Data Center and 5G Network Buildouts ↗ |
| MACOM | AI chips and networking | ||
| GlobalFoundries | Chip manufacturing, memory and packaging | GlobalFoundries manufactures silicon germanium optical-connectivity chips for Marvell Technology | Source: 2026-09-17 · reviewed 2026-09-26 GlobalFoundries and Marvell expand collaboration for next-generation optical connectivity ↗ |
| Marvell Technology | AI chips and networking | ||
| GlobalFoundries | Chip manufacturing, memory and packaging | GlobalFoundries agreed to manufacture power chips for MPS (Monolithic Power Systems) | Source: 2026-09-09 · reviewed 2026-09-26 GlobalFoundries and Monolithic Power Systems form manufacturing partnership to scale high-performance power solutions ↗ |
| MPS (Monolithic Power Systems) | AI chips and networking | ||
| GlobalFoundries | Chip manufacturing, memory and packaging | onsemi is developing GaN power devices with GlobalFoundries | Source: 2025-12-18 · reviewed 2026-09-26 onsemi to Develop Next-Generation GaN Power Devices with GlobalFoundries ↗ |
| onsemi | Chip manufacturing, memory and packaging | ||
| GlobalFoundries | Chip manufacturing, memory and packaging | GlobalFoundries partners to fabricate ion traps and control electronics for Quantinuum | Source: 2026-09-08 · reviewed 2026-10-02 Quantinuum Finalizes $100 Million CHIPS R&D Award with U.S. Department of Commerce ↗ |
| Quantinuum | Quantum computing | ||
| GlobalFoundries | Chip manufacturing, memory and packaging | Sivers Semiconductors integrates its laser arrays into silicon-photonics reference designs with GlobalFoundries | Source: 2026-06-02 · reviewed 2026-10-02 Sivers & GlobalFoundries Advance AI Data Center Optical Solutions ↗ |
| Sivers Semiconductors | AI chips and networking | ||
| GlobalFoundries | Chip manufacturing, memory and packaging | Soitec signed long-term SOI wafer supply agreements with GlobalFoundries | Source: 2019-06-06 · reviewed 2026-10-02 GLOBALFOUNDRIES and Soitec Announce Multiple Long-term SOI Wafer Supply Agreements to Meet Accelerating Demand in 5G, IoT and Data Center ↗ |
| Soitec | Chip manufacturing, memory and packaging | ||
| GlobalFoundries | Chip manufacturing, memory and packaging | GlobalFoundries agreed to manufacture silicon interposers for TSMC | Source: 2026-10-08 · reviewed 2026-10-09 GlobalFoundries reaches agreement to establish U.S.-based supply of silicon interposers for advanced AI packaging ↗ |
| TSMC | Chip manufacturing, memory and packaging | ||
| GlobalFoundries | Chip manufacturing, memory and packaging | UMC competes with GlobalFoundries | Source: 2025-04-01 · reviewed 2026-09-26 UMC Denies GlobalFoundries Merger Rumors Amid U.S. Manufacturing Push, China Competition ↗ |
| UMC | Chip manufacturing, memory and packaging | ||
| Globalstar | Space and next-generation infrastructure | MDA Space is building satellites for Globalstar | Source: 2025-02-10 · reviewed 2026-10-02 MDA Space signs $1.1B contract with Globalstar to build next generation LEO constellation ↗ |
| MDA Space | Space and next-generation infrastructure | ||
| Globalstar | Space and next-generation infrastructure | SpaceX launched satellites for Globalstar | Source: 2026-08-16 · reviewed 2026-10-02 Globalstar Confirms Successful Launch of All 8 HIBLEO-4 Replacement Satellites ↗ |
| SpaceX | Space and next-generation infrastructure | ||
| Google (Alphabet subsidiary) | Cloud and specialized AI compute providers | Google DeepMind trains models on Google Cloud's TPU infrastructure Google (Alphabet subsidiary) | Source: 2026-04-22 · reviewed 2026-09-27 Our eighth generation TPUs: two chips for the agentic era ↗ |
| Google DeepMind | Foundation models and AI laboratories | ||
| Google (Alphabet subsidiary) | Cloud and specialized AI compute providers | Google (Alphabet subsidiary) participated in Harvey's Series C round via Google Ventures Harvey | Source: 2024-07-23 · reviewed 2026-09-27 Harvey Raises Series C from Google Ventures, OpenAI, Kleiner Perkins, Sequoia Capital, Elad Gil, and SV Angel ↗ |
| Harvey | AI applications | ||
| Google (Alphabet subsidiary) | Cloud and specialized AI compute providers | Honeywell Technologies builds a retail AI platform on Google Cloud's Gemini with Google (Alphabet subsidiary) | Source: 2026-01-11 · reviewed 2026-10-02 Honeywell Unveils AI-Enabled Technology to Personalize In-store Shopping with Google Cloud ↗ |
| Honeywell Technologies | AI applications | ||
| Google (Alphabet subsidiary) | Cloud and specialized AI compute providers | Hugging Face integrates open models with Google Cloud infrastructure Google (Alphabet subsidiary) | Source: 2025-11-13 · reviewed 2026-09-20 Building for an Open Future - our new partnership with Google Cloud ↗ |
| Hugging Face | AI infrastructure software | ||
| Google (Alphabet subsidiary) | Cloud and specialized AI compute providers | Google (Alphabet subsidiary) provides Google Cloud computing infrastructure to Isomorphic Labs | Source: 2024-08-28 · reviewed 2026-09-27 How Isomorphic Labs uses machine learning models to explore new frontiers in drug discovery ↗ |
| Isomorphic Labs | AI applications | ||
| Google (Alphabet subsidiary) | Cloud and specialized AI compute providers | Google (Alphabet subsidiary) is an Alphabet subsidiary, represented on this map via the Google node Isomorphic Labs | Source: Source undated · reviewed 2026-09-20 Isomorphic Labs ↗ |
| Isomorphic Labs | AI applications | ||
| Google (Alphabet subsidiary) | Cloud and specialized AI compute providers | Marvell Technology co-develops custom silicon with Google (Alphabet subsidiary) | Source: 2026-08-19 · reviewed 2026-09-22 Marvell Technology, Inc. Form 8-K (August 19, 2026) ↗ |
| Marvell Technology | AI chips and networking | ||
| Google (Alphabet subsidiary) | Cloud and specialized AI compute providers | Google (Alphabet subsidiary) invested in Marvell Technology | Source: 2026-08-19 · reviewed 2026-09-22 Marvell Technology, Inc. Form 8-K (August 19, 2026) ↗ |
| Marvell Technology | AI chips and networking | ||
| Google (Alphabet subsidiary) | Cloud and specialized AI compute providers | Marvell Technology supplying custom semiconductors across Google's TPU infrastructure stack Google (Alphabet subsidiary) | Source: 2026-08-19 · reviewed 2026-09-20 Google expands Marvell partnership for custom AI chips ↗ |
| Marvell Technology | AI chips and networking | ||
| Google (Alphabet subsidiary) | Cloud and specialized AI compute providers | Google (Alphabet subsidiary) provides computing capacity to Meta Platforms | Source: 2026-02-26 · reviewed 2026-09-22 Google and Meta reportedly strike new, multibillion-dollar AI chip deal ↗ |
| Meta Platforms | Foundation models and AI laboratories | ||
| Google (Alphabet subsidiary) | Cloud and specialized AI compute providers | Microsoft competes with Google (Alphabet subsidiary) | Source: Source undated · reviewed 2026-09-22 Ironwood TPUs and new Axion-based VMs for your AI workloads ↗ |
| Microsoft | Cloud and specialized AI compute providers | ||
| Google (Alphabet subsidiary) | Cloud and specialized AI compute providers | Mistral AI publishes models through Google (Alphabet subsidiary) | Source: 2024-07-24 · reviewed 2026-09-22 Codestral and Mistral Large V2 on Vertex AI ↗ |
| Mistral AI | Foundation models and AI laboratories | ||
| Google (Alphabet subsidiary) | Cloud and specialized AI compute providers | NextEra Energy supplies generation capacity to Google (Alphabet subsidiary) | Source: 2025-12-08 · reviewed 2026-09-22 NextEra Energy and Google Cloud Announce Landmark Strategic Energy and Technology Partnership to Accelerate AI Growth and Transform the Energy Industry ↗ |
| NextEra Energy | Energy and the electrical grid | ||
| Google (Alphabet subsidiary) | Cloud and specialized AI compute providers | NextEra Energy partners to supply power capacity to Google (Alphabet subsidiary) | Source: 2025-12-08 · reviewed 2026-09-17 NextEra Energy and Google Cloud announce landmark strategic energy and technology partnership ↗ |
| NextEra Energy | Energy and the electrical grid | ||
| Google (Alphabet subsidiary) | Cloud and specialized AI compute providers | NRG Energy uses Google Cloud AI for a virtual power plant Google (Alphabet subsidiary) | Source: 2024-11-08 · reviewed 2026-09-26 NRG, Renew, and Google partner on 1GW VPP in Texas ↗ |
| NRG Energy | Energy and the electrical grid | ||
| Google (Alphabet subsidiary) | Cloud and specialized AI compute providers | Google (Alphabet subsidiary) offers cloud virtual machines using NVIDIA | Source: Source undated · reviewed 2026-09-17 Google Compute Engine GPUs ↗ |
| NVIDIA | AI chips and networking | ||
| Google (Alphabet subsidiary) | Cloud and specialized AI compute providers | Google (Alphabet subsidiary) offers alternative AI processors to NVIDIA | Source: Source undated · reviewed 2026-09-17 Google Cloud TPU product page ↗ |
| NVIDIA | AI chips and networking | ||
| Google (Alphabet subsidiary) | Cloud and specialized AI compute providers | Google (Alphabet subsidiary) competes with Oracle | Source: Source undated · reviewed 2026-09-22 GPU, Virtual Machines and Bare Metal ↗ |
| Oracle | Cloud and specialized AI compute providers | ||
| Google (Alphabet subsidiary) | Cloud and specialized AI compute providers | Perplexity AI competes with Google (Alphabet subsidiary) | Source: Source undated · reviewed 2026-09-20 Perplexity AI | Founders, Investors, & Facts ↗ |
| Perplexity AI | Foundation models and AI laboratories | ||
| Google (Alphabet subsidiary) | Cloud and specialized AI compute providers | Planet Labs is building prototype satellites for Google (Alphabet subsidiary) | Source: 2025-11-04 · reviewed 2026-09-24 Planet to Build and Operate Advanced Space Platform for Project Suncatcher Moonshot ↗ |
| Planet Labs | Space and next-generation infrastructure | ||
| Google (Alphabet subsidiary) | Cloud and specialized AI compute providers | Qualcomm partners with Google (Alphabet subsidiary) | Source: 2026-01-05 · reviewed 2026-09-22 Qualcomm's 'Digital Chassis' is Reinventing the Car—And Google is Helping ↗ |
| Qualcomm | AI chips and networking | ||
| Google (Alphabet subsidiary) | Cloud and specialized AI compute providers | Google (Alphabet subsidiary) provides cloud computing to Runway | Source: Source undated · reviewed 2026-09-20 Google invests in generative AI startup Runway, gets it as a cloud customer ↗ |
| Runway | Foundation models and AI laboratories | ||
| Google (Alphabet subsidiary) | Cloud and specialized AI compute providers | Google (Alphabet subsidiary) joined the High Bandwidth Flash consortium with Sandisk | Source: 2026-08-03 · reviewed 2026-09-26 Sandisk and SK hynix Advance Global Standardization of High Bandwidth Flash with Release of First OCP Technical Specification ↗ |
| Sandisk | Chip manufacturing, memory and packaging | ||
| Google (Alphabet subsidiary) | Cloud and specialized AI compute providers | Google (Alphabet subsidiary) was a data-labeling customer of, reportedly cutting ties Scale AI | Source: 2025-06-14 · reviewed 2026-09-20 Google reportedly plans to cut ties with Scale AI ↗ |
| Scale AI | AI infrastructure software | ||
| Google (Alphabet subsidiary) | Cloud and specialized AI compute providers | SpaceX sells GPU compute capacity to Google (Alphabet subsidiary) | Source: 2026-06-05 · reviewed 2026-09-27 SpaceX free writing prospectus (Rule 433) filed 5 June 2026: Cloud Service Agreement with Google ↗ |
| SpaceX | Space and next-generation infrastructure | ||
| Google (Alphabet subsidiary) | Cloud and specialized AI compute providers | Google (Alphabet subsidiary) announced ground-station hosting for SpaceX | Source: 2021-05-13 · reviewed 2026-09-24 Google Cloud and SpaceX's Starlink to Deliver Secure, Global Connectivity ↗ |
| SpaceX | Space and next-generation infrastructure | ||
| Google (Alphabet subsidiary) | Cloud and specialized AI compute providers | SpaceXAI (formerly xAI) competes with Google (Alphabet subsidiary) | Source: 2026-07-07 · reviewed 2026-09-24 SpaceXAI wants to compete on AI infrastructure, not just AI models ↗ |
| SpaceXAI (formerly xAI) | Foundation models and AI laboratories | ||
| Google (Alphabet subsidiary) | Cloud and specialized AI compute providers | Starcloud ran a Google model on Google (Alphabet subsidiary) | Source: 2026-08-21 · reviewed 2026-09-24 Starcloud Raises $250 Million at $2.3 Billion Valuation to Scale AI with Orbital Data Centers ↗ |
| Starcloud | Space and next-generation infrastructure | ||
| Google (Alphabet subsidiary) | Cloud and specialized AI compute providers | Google (Alphabet subsidiary) invested in Tempus's Series G-2 round Tempus AI | Source: 2020-12-10 · reviewed 2026-09-27 Tempus Announces $200 Million Series G-2 Financing ↗ |
| Tempus AI | AI applications | ||
| Google (Alphabet subsidiary) | Cloud and specialized AI compute providers | Teradata sells AI agents through the marketplace of Google (Alphabet subsidiary) | Source: 2026-02-04 · reviewed 2026-10-02 Teradata Brings Enterprise-Grade AI Agents to Google Cloud Marketplace ↗ |
| Teradata | AI infrastructure software | ||
| Google (Alphabet subsidiary) | Cloud and specialized AI compute providers | TSMC manufactures chips for Google (Alphabet subsidiary) | Source: 2025-10-21 · reviewed 2026-09-22 Google's First Arm-Based CPU Axion Reportedly Built on TSMC 3nm with GUC Design Support ↗ |
| TSMC | Chip manufacturing, memory and packaging | ||
| Google (Alphabet subsidiary) | Cloud and specialized AI compute providers | Vantor runs Google AI models inside Google (Alphabet subsidiary) | Source: 2026-02-19 · reviewed 2026-09-24 Vantor Expands TensorGlobe With Google Earth AI Integration ↗ |
| Vantor | Space and next-generation infrastructure | ||
| Google (Alphabet subsidiary) | Cloud and specialized AI compute providers | Wipro expanded an AI partnership with Google (Alphabet subsidiary) | Source: 2026-08-27 · reviewed 2026-10-02 Wipro and Google Cloud Expand Partnership to Scale AI into Core Enterprise Operations ↗ |
| Wipro | AI applications | ||
| Google DeepMind | Foundation models and AI laboratories | Isomorphic Labs builds on AlphaFold research from Google DeepMind | Source: Source undated · reviewed 2026-09-20 Isomorphic Labs ↗ |
| Isomorphic Labs | AI applications | ||
| Google DeepMind | Foundation models and AI laboratories | Google DeepMind competes with OpenAI | Source: 2026-08-12 · reviewed 2026-09-20 Google DeepMind: Koray Kavukcuoglu takes over in frontier AI push ↗ |
| OpenAI | Foundation models and AI laboratories | ||
| Google DeepMind | Foundation models and AI laboratories | ROBOTIS reported as supplying actuators to the ALOHA project of Google DeepMind | Source: 2025-12-03 · reviewed 2026-10-02 Robotis Unveils Humanoid Robot 'AI Worker' at Japan Expo ↗ |
| ROBOTIS | Robotics, autonomous systems and physical AI | ||
| Google DeepMind | Foundation models and AI laboratories | Waymo built its driving simulator on Google DeepMind | Source: 2026-02-07 · reviewed 2026-09-20 The Waymo World Model: A New Frontier For Autonomous Driving Simulation ↗ |
| Waymo | Robotics, autonomous systems and physical AI | ||
| Google DeepMind | Foundation models and AI laboratories | Yaskawa Electric runs AI models from Google DeepMind | Source: 2026-07-15 · reviewed 2026-09-27 MOTOMAN NEXT AI Robot's Agentic Robot System Powered by Gemini Robotics ↗ |
| Yaskawa Electric | Robotics, autonomous systems and physical AI | ||
| Groq | AI chips and networking | Groq provides fast inference for Meta Platforms | Source: 2025-04-29 · reviewed 2026-09-24 Everything we announced at our first-ever LlamaCon ↗ |
| Meta Platforms | Foundation models and AI laboratories | ||
| Groq | AI chips and networking | NVIDIA licenses inference technology from Groq | Source: 2025-12-26 · reviewed 2026-09-22 Nvidia to License Groq Technology in $20 Billion AI Chip Deal ↗ |
| NVIDIA | AI chips and networking | ||
| Groq | AI chips and networking | Groq licenses inference technology to NVIDIA | Source: 2025-12-24 · reviewed 2026-09-17 Groq and NVIDIA enter non-exclusive inference technology licensing agreement ↗ |
| NVIDIA | AI chips and networking | ||
| Groq | AI chips and networking | Groq competing as alternative AI inference chip and cloud providers SambaNova Systems | Source: 2025-10-21 · reviewed 2026-09-20 Cerebras, Groq And SambaNova Line Up To Compete With Nvidia ↗ |
| SambaNova Systems | AI chips and networking | ||
| Groq | AI chips and networking | Samsung Electronics invested in Groq | Source: 2024-08-05 · reviewed 2026-09-22 Groq Raises $640M to Meet Soaring Demand for Fast AI Inference ↗ |
| Samsung Electronics | Chip manufacturing, memory and packaging | ||
| Groq | AI chips and networking | Samsung Electronics manufacturing Groq's next-generation LPU chips at Samsung Foundry Groq | Source: 2023-08-15 · reviewed 2026-09-20 Groq Selects Samsung Foundry to Bring Next-gen LPU to the AI Acceleration Market ↗ |
| Samsung Electronics | Chip manufacturing, memory and packaging | ||
| Hamamatsu Photonics | Semiconductor manufacturing equipment | Hamamatsu Photonics develops quantum computer laser systems (via NKT Photonics) with IonQ | Source: 2024-11-08 · reviewed 2026-10-02 IonQ press release (via HPCwire): IonQ and NKT Photonics Collaborate on Next-Gen Laser Tech for Quantum Data Centers ↗ |
| IonQ | Quantum computing | ||
| Harmonic Drive Systems | Robotics, autonomous systems and physical AI | Nabtesco competes with Harmonic Drive Systems | Source: Source undated · reviewed 2026-09-24 Precision Reduction Gears | Our business | Nabtesco Corporation ↗ |
| Nabtesco | Robotics, autonomous systems and physical AI | ||
| Harmonic Drive Systems | Robotics, autonomous systems and physical AI | Nidec competes with Harmonic Drive Systems | Source: 2026-06-08 · reviewed 2026-09-24 Highly Developed Humanoid Robots - Nidec Drive Technology America ↗ |
| Nidec | Robotics, autonomous systems and physical AI | ||
| Harvey | AI applications | Harvey runs on Microsoft Azure AI infrastructure Microsoft | Source: 2026-07-23 · reviewed 2026-09-20 Harvey Deepens Microsoft Relationship ↗ |
| Microsoft | Cloud and specialized AI compute providers | ||
| Harvey | AI applications | Harvey builds legal AI workflows on OpenAI | Source: 2024-09-12 · reviewed 2026-09-27 Harvey is building legal agents and workflows with OpenAI o1 ↗ |
| OpenAI | Foundation models and AI laboratories | ||
| Harvey | AI applications | OpenAI participated in Harvey's Series C funding round Harvey | Source: 2024-07-23 · reviewed 2026-09-27 Harvey Raises Series C from Google Ventures, OpenAI, Kleiner Perkins, Sequoia Capital, Elad Gil, and SV Angel ↗ |
| OpenAI | Foundation models and AI laboratories | ||
| Hesai | Robotics, autonomous systems and physical AI | Hesai announced a lidar-and-chip strategic partnership with Horizon Robotics | Source: 2021-08-05 · reviewed 2026-10-02 Hesai and Horizon Robotics Reach Strategic Partnership ↗ |
| Horizon Robotics | AI chips and networking | ||
| Hesai | Robotics, autonomous systems and physical AI | Hesai was selected as a lidar partner for NVIDIA DRIVE Hyperion 10 by NVIDIA | Source: 2026-01-06 · reviewed 2026-10-02 Hesai Selected by NVIDIA as Lidar Partner for NVIDIA DRIVE Hyperion 10 ↗ |
| NVIDIA | AI chips and networking | ||
| Hesai | Robotics, autonomous systems and physical AI | Hesai collaborates on embodied AI with Unitree Robotics | Source: 2026-08-18 · reviewed 2026-10-02 Hesai Group Reports Second Quarter 2026 Unaudited Financial Results ↗ |
| Unitree Robotics | Robotics, autonomous systems and physical AI | ||
| Hon Hai (Foxconn) | Servers and AI factories | Hon Hai (Foxconn) plans system manufacturing for NVIDIA | Source: 2025-04-14 · reviewed 2026-09-17 NVIDIA US manufacturing announcement ↗ |
| NVIDIA | AI chips and networking | ||
| Hon Hai (Foxconn) | Servers and AI factories | Hon Hai (Foxconn) partners to co-design and manufacture AI data center hardware in the US OpenAI | Source: 2025-11-21 · reviewed 2026-09-20 Hon Hai Technology Group (Foxconn) and OpenAI Collaborate To Strengthen U.S. Manufacturing Across AI Supply Chain ↗ |
| OpenAI | Foundation models and AI laboratories | ||
| Hon Hai (Foxconn) | Servers and AI factories | Hon Hai (Foxconn) agreed to deploy robots running the model of Skild AI | Source: 2026-03-19 · reviewed 2026-09-24 The Reindustrial Revolution: Partnering with ABB Robotics, Universal Robots, and NVIDIA ↗ |
| Skild AI | Robotics, autonomous systems and physical AI | ||
| Hon Hai (Foxconn) | Servers and AI factories | UBTECH Robotics has deployed robots with Hon Hai (Foxconn) | Source: 2025-11-17 · reviewed 2026-09-24 UBTECH Humanoid Robot Walker S2 Begins Mass Production and Delivery, with Orders Exceeding 800 Million Yuan ↗ |
| UBTECH Robotics | Robotics, autonomous systems and physical AI | ||
| Hon Hai (Foxconn) | Servers and AI factories | WD (Western Digital) co-develops an AI storage switch with Foxconn unit Ingrasys Hon Hai (Foxconn) | Source: 2025-05-14 · reviewed 2026-09-26 Western Digital and Ingrasys Establish Long-term Collaboration to Deliver High-Performance, Fabric-Attached Disaggregated Storage for AI Workflows ↗ |
| WD (Western Digital) | Chip manufacturing, memory and packaging | ||
| Honeywell Technologies | AI applications | Qualcomm agreed to supply AI-enabled processors to Honeywell Technologies | Source: 2024-10-09 · reviewed 2026-10-02 Honeywell and Qualcomm Work to Revolutionize Energy Sector with 5G, Low Power Wireless and AI-Enabled Solutions ↗ |
| Qualcomm | AI chips and networking | ||
| Honeywell Technologies | AI applications | Honeywell Technologies holds a controlling stake in Quantinuum | Source: 2026-06-04 · reviewed 2026-10-02 Quantinuum to Debut on Nasdaq After Raising $1.68 Billion in IPO (The Quantum Insider) ↗ |
| Quantinuum | Quantum computing | ||
| Horizon Robotics | AI chips and networking | Horizon Robotics competes in in-car driving computers with NVIDIA | Source: 2026-09-11 · reviewed 2026-10-02 Horizon Robotics aims to lead advanced smart driving market by 2027 ↗ |
| NVIDIA | AI chips and networking | ||
| HPE | Servers and AI factories | HPE plans systems using NVIDIA | Source: 2024-03-18 · reviewed 2026-09-17 NVIDIA Blackwell platform announcement ↗ |
| NVIDIA | AI chips and networking | ||
| HPE | Servers and AI factories | HPE supplies AI data center networking equipment to Oracle | Source: 2026-09-02 · reviewed 2026-09-20 HPE and Oracle deepen networking collaboration to accelerate gigawatt-scale AI infrastructure ↗ |
| Oracle | Cloud and specialized AI compute providers | ||
| HPE | Servers and AI factories | Rigetti Computing collaborates on hybrid quantum-classical supercomputing with HPE | Source: 2026-08-06 · reviewed 2026-10-02 Rigetti Computing Reports Second Quarter 2026 Financial Results (Exhibit 99.1) ↗ |
| Rigetti Computing | Quantum computing | ||
| Hugging Face | AI infrastructure software | Meta Platforms distributes Llama models through Hugging Face | Source: Source undated · reviewed 2026-09-24 meta-llama (Meta Llama) organization page on Hugging Face ↗ |
| Meta Platforms | Foundation models and AI laboratories | ||
| Hugging Face | AI infrastructure software | NVIDIA publishes models on Hugging Face | Source: Source undated · reviewed 2026-09-17 NVIDIA organization on Hugging Face ↗ |
| NVIDIA | AI chips and networking | ||
| Hugging Face | AI infrastructure software | NVIDIA agreed to acquire Hugging Face | Source: 2026-09-03 · reviewed 2026-09-27 NVIDIA Corporation Form 8-K filed 3 September 2026 (agreement to acquire Hugging Face) ↗ |
| NVIDIA | AI chips and networking | ||
| Hugging Face | AI infrastructure software | OpenAI publishes its open-weight model downloads through Hugging Face | Source: 2025-08-05 · reviewed 2026-09-24 Introducing gpt-oss ↗ |
| OpenAI | Foundation models and AI laboratories | ||
| Hugging Face | AI infrastructure software | Physical Intelligence released its π0 robot foundation model through Hugging Face | Source: 2025-02-04 · reviewed 2026-09-20 π0 and π0-FAST: Vision-Language-Action Models for General Robot Control ↗ |
| Physical Intelligence | Robotics, autonomous systems and physical AI | ||
| IBM | AI infrastructure software | IBM launched a Swiss quantum innovation hub with Lockheed Martin | Source: 2026-09-10 · reviewed 2026-10-02 IBM, Lockheed Martin announce Swiss quantum innovation hub at ETH Zurich ↗ |
| Lockheed Martin | Space and next-generation infrastructure | ||
| Infleqtion | Quantum computing | Infleqtion adopted NVIDIA Ising AI models from NVIDIA | Source: 2026-04-14 · reviewed 2026-10-02 NVIDIA Launches Ising, the World's First Open AI Models to Accelerate the Path to Useful Quantum Computers ↗ |
| NVIDIA | AI chips and networking | ||
| Intel Corporation | AI chips and networking | KLA recognized as a top equipment supplier to Intel Corporation | Source: 2026-03-19 · reviewed 2026-09-27 Intel Announces 2026 EPIC Supplier Award Recipients ↗ |
| KLA | Semiconductor manufacturing equipment | ||
| Intel Corporation | AI chips and networking | Lam Research recognized as a top equipment supplier to Intel Corporation | Source: 2026-03-19 · reviewed 2026-09-27 Intel Announces 2026 EPIC Supplier Award Recipients ↗ |
| Lam Research | Semiconductor manufacturing equipment | ||
| Intel Corporation | AI chips and networking | Nova was recognized as a supplier by Intel Corporation | Source: 2026-03-19 · reviewed 2026-09-26 Intel Announces 2026 EPIC Supplier Award Recipients ↗ |
| Nova | Semiconductor manufacturing equipment | ||
| Intel Corporation | AI chips and networking | NVIDIA invested in and agreed to co-develop products with Intel Corporation | Source: 2025-09-18 · reviewed 2026-09-17 NVIDIA and Intel to develop AI infrastructure and personal computing products ↗ |
| NVIDIA | AI chips and networking | ||
| Intel Corporation | AI chips and networking | Intel Corporation competes in AI acceleration with NVIDIA | Source: Source undated · reviewed 2026-09-17 Intel Gaudi AI accelerator products ↗ |
| NVIDIA | AI chips and networking | ||
| Intel Corporation | AI chips and networking | PDF Solutions supplies manufacturing analytics software to Intel Corporation | Source: 2025-10-01 · reviewed 2026-09-26 PDF Solutions Announces Next Generation of its Exensio AI/ML Solution ↗ |
| PDF Solutions | Semiconductor manufacturing equipment | ||
| Intel Corporation | AI chips and networking | PDF Solutions licensed AI software from Intel Corporation | Source: 2025-10-01 · reviewed 2026-09-26 PDF Solutions Announces Next Generation of its Exensio AI/ML Solution ↗ |
| PDF Solutions | Semiconductor manufacturing equipment | ||
| Intel Corporation | AI chips and networking | Qualcomm competes with Intel Corporation | Source: 2025-10-27 · reviewed 2026-09-22 Qualcomm's AI Chip Push Targets Data Centers ↗ |
| Qualcomm | AI chips and networking | ||
| Intel Corporation | AI chips and networking | Intel Corporation announced a planned inference collaboration with SambaNova Systems | Source: 2026-02-24 · reviewed 2026-09-27 SambaNova Unveils Fastest Chip for Agentic AI, Collaborates with Intel, and Raises $350M+ ↗ |
| SambaNova Systems | AI chips and networking | ||
| Intel Corporation | AI chips and networking | Intel Corporation invests in and partners with SambaNova Systems | Source: 2026-02-24 · reviewed 2026-09-27 SambaNova Unveils Fastest Chip for Agentic AI, Collaborates with Intel, and Raises $350M+ ↗ |
| SambaNova Systems | AI chips and networking | ||
| Intel Corporation | AI chips and networking | Synopsys co-develops certified design flows with Intel Corporation | Source: 2026-07-27 · reviewed 2026-09-22 Synopsys and Intel Foundry Fast-Track Customer Readiness from Silicon to Systems on Intel 14A ↗ |
| Synopsys | Semiconductor manufacturing equipment | ||
| Intel Corporation | AI chips and networking | Synopsys co-develops EDA flows and IP for Intel Corporation | Source: 2025-04-29 · reviewed 2026-09-20 Synopsys and Intel Foundry Propel Angstrom-Scale Chip Designs on Intel 18A and Intel 18A-P Technologies ↗ |
| Synopsys | Semiconductor manufacturing equipment | ||
| Intel Corporation | AI chips and networking | Tokyo Electron was recognized as a supplier by Intel Corporation | Source: 2026-03-19 · reviewed 2026-09-26 Intel Announces 2026 EPIC Supplier Award Recipients ↗ |
| Tokyo Electron | Semiconductor manufacturing equipment | ||
| Intel Corporation | AI chips and networking | UCT (Ultra Clean Holdings) was recognized as a supplier by Intel Corporation | Source: 2026-03-19 · reviewed 2026-09-26 Intel Announces 2026 EPIC Supplier Award Recipients ↗ |
| UCT (Ultra Clean Holdings) | Semiconductor manufacturing equipment | ||
| Intel Corporation | AI chips and networking | UMC was recognized as a supplier by Intel Corporation | Source: 2026-03-20 · reviewed 2026-09-26 UMC Earns Intel's 2026 EPIC Supplier Award ↗ |
| UMC | Chip manufacturing, memory and packaging | ||
| Intel Corporation | AI chips and networking | UMC co-develops a 12nm foundry process with Intel Corporation | Source: 2024-01-25 · reviewed 2026-09-26 Intel and UMC Announce New Foundry Collaboration ↗ |
| UMC | Chip manufacturing, memory and packaging | ||
| Intel Corporation | AI chips and networking | Veeco was recognized as a supplier by Intel Corporation | Source: 2026-03-19 · reviewed 2026-09-26 Intel Announces 2026 EPIC Supplier Award Recipients ↗ |
| Veeco | Semiconductor manufacturing equipment | ||
| Intuitive | Robotics, autonomous systems and physical AI | Intuitive reportedly built da Vinci 5 computing with NVIDIA | Source: 2026-04-01 · reviewed 2026-10-02 The Intuitive da Vinci 5's 10,000x computing leap: Here's what it means ↗ |
| NVIDIA | AI chips and networking | ||
| Intuitive Machines | Space and next-generation infrastructure | Intuitive Machines competes with L3Harris Technologies | Source: 2026-01-13 · reviewed 2026-09-24 Intuitive Machines Completes Acquisition of Lanteris Space Systems ↗ |
| L3Harris Technologies | Space and next-generation infrastructure | ||
| IonQ | Quantum computing | IonQ lists as a customer or partner NVIDIA | Source: 2026-09-08 · reviewed 2026-10-02 IonQ Announces Increased Full-Year 2026 Financial Outlook Following SkyWater Acquisition ↗ |
| NVIDIA | AI chips and networking | ||
| IonQ | Quantum computing | IonQ announced support for NVIDIA NVQLink from NVIDIA | Source: 2025-10-28 · reviewed 2026-10-02 NVIDIA Introduces NVQLink — Connecting Quantum and GPU Computing for 17 Quantum Builders and Nine Scientific Labs ↗ |
| NVIDIA | AI chips and networking | ||
| IREN | Cloud and specialized AI compute providers | IREN signed a GPU cloud contract to provide capacity to Microsoft | Source: 2025-11-03 · reviewed 2026-09-26 IREN Secures $9.7bn AI Cloud Contract with Microsoft ↗ |
| Microsoft | Cloud and specialized AI compute providers | ||
| IREN | Cloud and specialized AI compute providers | IREN runs its AI cloud on GPUs from NVIDIA | Source: 2025-08-25 · reviewed 2026-09-26 IREN Purchases 4.2k NVIDIA Blackwell GPUs & Secures Financing - AI Cloud Expanded to 8.5k GPUs ↗ |
| NVIDIA | AI chips and networking | ||
| IREN | Cloud and specialized AI compute providers | IREN signed as an AI cloud customer Perplexity AI | Source: 2026-08-27 · reviewed 2026-09-26 IREN Reports FY26 Results ↗ |
| Perplexity AI | Foundation models and AI laboratories | ||
| Iridium | Space and next-generation infrastructure | Iridium integrated satellite data into a tactical radio with Qualcomm | Source: 2025-10-14 · reviewed 2026-10-02 Iridium and Qualcomm Join Forces to Enable Satellite Connectivity in Snapdragon Mission Tactical Radio ↗ |
| Qualcomm | AI chips and networking | ||
| Iridium | Space and next-generation infrastructure | SpaceX launched satellites for Iridium | Source: 2023-05-20 · reviewed 2026-10-02 Iridium Adds to Constellation Resilience with Launch of Spare Satellites ↗ |
| SpaceX | Space and next-generation infrastructure | ||
| JCET | Chip manufacturing, memory and packaging | JCET runs Sandisk's Shanghai assembly and test venture for Sandisk | Source: 2025-06-04 · reviewed 2026-09-26 Sandisk Corporation Form S-1/A ↗ |
| Sandisk | Chip manufacturing, memory and packaging | ||
| JCET | Chip manufacturing, memory and packaging | JCET bought 80% of a Shanghai flash assembly plant from WD (Western Digital) | Source: 2024-10-03 · reviewed 2026-09-26 China chip-packaging giant JCET takes over Shanghai plant of US flash memory maker SanDisk ↗ |
| WD (Western Digital) | Chip manufacturing, memory and packaging | ||
| Jenoptik | Semiconductor manufacturing equipment | Jenoptik names as a photonics competitor MKS | Source: Source undated · reviewed 2026-10-02 Jenoptik Annual Report 2024 ↗ |
| MKS | Semiconductor manufacturing equipment | ||
| Johnson Controls | Data centers and physical infrastructure | Johnson Controls aligns AI data center cooling reference designs with NVIDIA | Source: 2026-02-02 · reviewed 2026-10-02 Johnson Controls launches series of thermal management reference design guides for gigawatt-scale AI data centers ↗ |
| NVIDIA | AI chips and networking | ||
| Johnson Controls | Data centers and physical infrastructure | Johnson Controls competes with Trane Technologies | Source: 2026-02-02 · reviewed 2026-10-02 Johnson Controls launches series of thermal management reference design guides for gigawatt-scale AI data centers ↗ |
| Trane Technologies | Data centers and physical infrastructure | ||
| Karman Space & Defense | Space and next-generation infrastructure | Karman Space & Defense lists a supplier award from Lockheed Martin | Source: Source undated · reviewed 2026-10-02 Karman Space & Defense - Company ↗ |
| Lockheed Martin | Space and next-generation infrastructure | ||
| Karman Space & Defense | Space and next-generation infrastructure | Karman Space & Defense won a torpedo-section contract from Northrop Grumman | Source: 2026-07-22 · reviewed 2026-10-02 Karman Awarded Contract by Northrop Grumman for U.S. Navy MK 54 ↗ |
| Northrop Grumman | Space and next-generation infrastructure | ||
| Kepler Communications | Space and next-generation infrastructure | Kepler Communications offers an alternative to KSAT | Source: 2026-08-24 · reviewed 2026-09-24 Kepler Delivers Optical Infrastructure for Real-Time Space Operations ↗ |
| KSAT | Space and next-generation infrastructure | ||
| Kepler Communications | Space and next-generation infrastructure | Rocket Lab is contracted to launch satellites for Kepler Communications | Source: 2026-08-10 · reviewed 2026-09-24 Rocket Lab Inks Neutron Launch Deal with Kepler Communications ↗ |
| Rocket Lab | Space and next-generation infrastructure | ||
| Kioxia | Chip manufacturing, memory and packaging | Kioxia took a private-placement stake in Nanya Technology | Source: 2026-03-27 · reviewed 2026-09-26 Nanya fundraising draws NT$78.72bn (Taipei Times) ↗ |
| Nanya Technology | Chip manufacturing, memory and packaging | ||
| Kioxia | Chip manufacturing, memory and packaging | Kioxia is developing a 100-million-IOPS AI SSD at the request of NVIDIA | Source: 2025-09-12 · reviewed 2026-09-26 Nvidia and Kioxia target 100 million IOPS SSD in 2027 ↗ |
| NVIDIA | AI chips and networking | ||
| Kioxia | Chip manufacturing, memory and packaging | Kioxia competes with Samsung Electronics | Source: 2026-01-29 · reviewed 2026-09-26 Second-Tier No More: Kioxia and SanDisk Balance Alliance and Rivalry in AI NAND Race ↗ |
| Samsung Electronics | Chip manufacturing, memory and packaging | ||
| Kioxia | Chip manufacturing, memory and packaging | Kioxia jointly develops and manufactures flash memory with Sandisk | Source: 2026-01-29 · reviewed 2026-09-26 Kioxia and Sandisk Extend Yokkaichi Joint Venture Agreement Through 2034 ↗ |
| Sandisk | Chip manufacturing, memory and packaging | ||
| Kioxia | Chip manufacturing, memory and packaging | Kioxia plans over $31 billion of joint fab investment with Sandisk | Source: 2026-08-27 · reviewed 2026-09-26 Kioxia and Sandisk to Invest Over $31 Billion in Japan, Extending Leadership in Memory Industry ↗ |
| Sandisk | Chip manufacturing, memory and packaging | ||
| Kioxia | Chip manufacturing, memory and packaging | SK hynix holds convertible bonds in Kioxia | Source: 2026-07-10 · reviewed 2026-09-27 SK hynix Inc. prospectus (Form 424B4), July 2026 ↗ |
| SK hynix | Chip manufacturing, memory and packaging | ||
| KLA | Semiconductor manufacturing equipment | Onto Innovation competes in process control with KLA | Source: 2025-02-25 · reviewed 2026-09-26 Onto Innovation Form 10-K for fiscal year ended December 28, 2024 ↗ |
| Onto Innovation | Semiconductor manufacturing equipment | ||
| KLA | Semiconductor manufacturing equipment | KLA was recognized as a supplier by TSMC | Source: 2024-12-02 · reviewed 2026-09-17 TSMC 2024 supplier awards ↗ |
| TSMC | Chip manufacturing, memory and packaging | ||
| Kodiak AI | Robotics, autonomous systems and physical AI | Kodiak AI builds its truck computer on NVIDIA DRIVE Hyperion and two DRIVE AGX Thor units from NVIDIA | Source: 2026-03-16 · reviewed 2026-10-02 Kodiak AI Scales Autonomous Driving with NVIDIA DRIVE Hyperion ↗ |
| NVIDIA | AI chips and networking | ||
| KUKA | Robotics, autonomous systems and physical AI | NVIDIA partners with KUKA | Source: 2026-03-16 · reviewed 2026-09-24 NVIDIA and Global Robotics Leaders Take Physical AI to the Real World ↗ |
| NVIDIA | AI chips and networking | ||
| L3Harris Technologies | Space and next-generation infrastructure | Sierra Space competes with L3Harris Technologies | Source: 2026-03-05 · reviewed 2026-09-24 Sierra Space Closes $550 Million in Series C Round with a Valuation of $8 Billion ↗ |
| Sierra Space | Space and next-generation infrastructure | ||
| Lam Research | Semiconductor manufacturing equipment | Lam Research recognized as top front-end equipment supplier to Micron | Source: 2025-12-08 · reviewed 2026-09-20 Lam Research Wins 2025 Micron Outstanding Front End Equipment Supplier Award ↗ |
| Micron | Chip manufacturing, memory and packaging | ||
| Lam Research | Semiconductor manufacturing equipment | Lam Research supplies EUV process technology to SK hynix | Source: 2022-06-14 · reviewed 2026-09-27 Lam Research Teams Up with SK hynix to Enhance DRAM Production Cost Efficiency with Breakthrough Dry Resist EUV Technology ↗ |
| SK hynix | Chip manufacturing, memory and packaging | ||
| Lam Research | Semiconductor manufacturing equipment | Lam Research was recognized as a supplier by TSMC | Source: 2024-12-02 · reviewed 2026-09-17 TSMC 2024 supplier awards ↗ |
| TSMC | Chip manufacturing, memory and packaging | ||
| Lam Research | Semiconductor manufacturing equipment | UCT (Ultra Clean Holdings) supplies subsystems to Lam Research | Source: 2025-02-25 · reviewed 2026-09-26 Ultra Clean Holdings Form 10-K for fiscal year ended December 27, 2024 ↗ |
| UCT (Ultra Clean Holdings) | Semiconductor manufacturing equipment | ||
| Lambda | Cloud and specialized AI compute providers | Lambda provides GPU cloud capacity to Microsoft | Source: 2025-11-03 · reviewed 2026-09-20 Lambda Announces Multibillion-Dollar Agreement With Microsoft to Deploy AI Infrastructure Powered by Tens of Thousands of NVIDIA GPUs ↗ |
| Microsoft | Cloud and specialized AI compute providers | ||
| Lambda | Cloud and specialized AI compute providers | Lambda buys GPUs from NVIDIA | Source: 2026-09-01 · reviewed 2026-09-27 Lambda secures $1bn private debt to purchase Nvidia GPUs - report ↗ |
| NVIDIA | AI chips and networking | ||
| Lambda | Cloud and specialized AI compute providers | NVIDIA invested in via Series D Lambda | Source: 2025-08-18 · reviewed 2026-09-20 NVIDIA-backed Lambda lands $480M at $4B valuation to scale its AI cloud ↗ |
| NVIDIA | AI chips and networking | ||
| LangChain | AI infrastructure software | LangChain provides integrations for OpenAI | Source: Source undated · reviewed 2026-09-20 Model providers - Docs by LangChain ↗ |
| OpenAI | Foundation models and AI laboratories | ||
| Lattice Semiconductor | AI chips and networking | Lattice Semiconductor joined the Halos physical-AI safety ecosystem of NVIDIA | Source: 2026-03-16 · reviewed 2026-09-26 Lattice Joins NVIDIA Halos Ecosystem to Advance Safety for Physical AI with Holoscan Sensor Bridge ↗ |
| NVIDIA | AI chips and networking | ||
| Lattice Semiconductor | AI chips and networking | Lattice Semiconductor builds its Nexus FPGA platform on process technology from Samsung Electronics | Source: 2019-12-10 · reviewed 2026-09-26 Lattice Announces New Low Power FPGA Platform ↗ |
| Samsung Electronics | Chip manufacturing, memory and packaging | ||
| Lenovo | Servers and AI factories | Nutanix signed a new or enhanced agreement with Lenovo | Source: 2026-08-26 · reviewed 2026-10-02 Nutanix Reports Fourth Quarter and Fiscal 2026 Financial Results ↗ |
| Nutanix | AI infrastructure software | ||
| Lenovo | Servers and AI factories | Lenovo plans systems using NVIDIA | Source: 2024-03-18 · reviewed 2026-09-27 NVIDIA Blackwell platform announcement ↗ |
| NVIDIA | AI chips and networking | ||
| Lenovo | Servers and AI factories | WeRide builds level 4 driving solutions with tier-1 partner Lenovo Vehicle Computing, Lenovo | Source: 2024-03-18 · reviewed 2026-10-02 NVIDIA DRIVE Powers Next Generation of Transportation ↗ |
| WeRide | Robotics, autonomous systems and physical AI | ||
| LightPath Technologies | Space and next-generation infrastructure | LightPath Technologies received an infrared camera development order from Lockheed Martin | Source: 2023-12-11 · reviewed 2026-10-02 LightPath Technologies press release (via ACCESS Newswire): LightPath Announces Initial $4.7m Order from Lockheed Martin ↗ |
| Lockheed Martin | Space and next-generation infrastructure | ||
| Lightwave Logic | AI chips and networking | Lightwave Logic signed a modulator development agreement with Tower Semiconductor | Source: 2026-03-11 · reviewed 2026-10-02 Lightwave Logic press release (via StockTitan / ACCESS Newswire): Lightwave Logic and Tower Semiconductor Announce Development Agreement (PH18 platform) ↗ |
| Tower Semiconductor | Chip manufacturing, memory and packaging | ||
| Lockheed Martin | Space and next-generation infrastructure | Lockheed Martin says it partners with Meta Platforms | Source: Source undated · reviewed 2026-10-02 Lockheed Martin 2025 Annual Report ↗ |
| Meta Platforms | Foundation models and AI laboratories | ||
| Lockheed Martin | Space and next-generation infrastructure | Lockheed Martin says it partners with NVIDIA | Source: Source undated · reviewed 2026-10-02 Lockheed Martin 2025 Annual Report ↗ |
| NVIDIA | AI chips and networking | ||
| Lockheed Martin | Space and next-generation infrastructure | RTX co-produces the Javelin missile with Lockheed Martin | Source: 2025-09-03 · reviewed 2026-10-02 US Army Awards the Javelin Joint Venture $900.5M Contract ↗ |
| RTX | Space and next-generation infrastructure | ||
| Lockheed Martin | Space and next-generation infrastructure | Lockheed Martin co-founded as a 50-50 joint venture United Launch Alliance | Source: 2006-12-01 · reviewed 2026-10-02 United Launch Alliance Begins Operations ↗ |
| United Launch Alliance | Space and next-generation infrastructure | ||
| Lockheed Martin | Space and next-generation infrastructure | Xanadu names as a strategic partner Lockheed Martin | Source: 2026-05-14 · reviewed 2026-10-02 Xanadu Announces First Quarter 2026 Results ↗ |
| Xanadu | Quantum computing | ||
| Lumentum | AI chips and networking | Lumentum reportedly fabricates laser chips for NVIDIA | Source: 2026-08-15 · reviewed 2026-09-26 NVIDIA Spectrum-X Ethernet Photonics Enters Full Production With 4x Fewer Lasers and a Five-Vendor CPO Supply Chain (StorageReview) ↗ |
| NVIDIA | AI chips and networking | ||
| Lumentum | AI chips and networking | Lumentum named in NVIDIA's silicon photonics ecosystem NVIDIA | Source: 2025-03-18 · reviewed 2026-09-26 NVIDIA Announces Spectrum-X Photonics, Co-Packaged Optics Networking Switches to Scale AI Factories to Millions of GPUs ↗ |
| NVIDIA | AI chips and networking | ||
| Lumentum | AI chips and networking | Sivers Semiconductors competes in continuous-wave lasers for AI optics with Lumentum | Source: 2026-09-03 · reviewed 2026-10-02 Sivers Semiconductors Invests USD 30 Million to Expand European Photonics Manufacturing for AI Datacenters ↗ |
| Sivers Semiconductors | AI chips and networking | ||
| Lumentum | AI chips and networking | Sumitomo Electric competes in data center lasers with Lumentum | Source: 2026-05-13 · reviewed 2026-10-02 Lasers Are The Heartbeat Of The Optical AI Data Center (Semiconductor Engineering) ↗ |
| Sumitomo Electric | AI chips and networking | ||
| MACOM | AI chips and networking | MACOM competes in optical transceiver amplifier and driver chips with Semtech | Source: 2026-09-17 · reviewed 2026-10-02 MACOM Introduces 3.2T Chipset Solution for High Speed Optical Connectivity ↗ |
| Semtech | AI chips and networking | ||
| Marvell Technology | AI chips and networking | Marvell Technology co-develops NVLink Fusion infrastructure with NVIDIA | Source: 2026-03-31 · reviewed 2026-09-27 NVIDIA AI Ecosystem Expands as Marvell Joins Forces Through NVLink Fusion ↗ |
| NVIDIA | AI chips and networking | ||
| Marvell Technology | AI chips and networking | NVIDIA invested in Marvell Technology | Source: 2026-03-31 · reviewed 2026-09-22 NVIDIA AI Ecosystem Expands as Marvell Joins Forces Through NVLink Fusion ↗ |
| NVIDIA | AI chips and networking | ||
| Marvell Technology | AI chips and networking | Tower Semiconductor manufactures coherent photonic ICs for Marvell Technology | Source: 2026-06-18 · reviewed 2026-09-26 Tower Semiconductor and Marvell Ship Over Five Million Coherent Photonic ICs ↗ |
| Tower Semiconductor | Chip manufacturing, memory and packaging | ||
| Marvell Technology | AI chips and networking | TSMC manufactures data-infrastructure silicon for Marvell Technology | Source: 2020-08-25 · reviewed 2026-09-22 Marvell and TSMC Collaborate to Deliver Industry's Most Advanced Data Infrastructure Portfolio on 5nm Technology ↗ |
| TSMC | Chip manufacturing, memory and packaging | ||
| Materion | Semiconductor manufacturing equipment | Materion competes in precision optics with MKS | Source: 2026-01-31 · reviewed 2026-09-26 Materion Corporation Form 10-K for fiscal year 2025 ↗ |
| MKS | Semiconductor manufacturing equipment | ||
| Materion | Semiconductor manufacturing equipment | Materion was recognized as a supplier by Texas Instruments | Source: 2020-06-24 · reviewed 2026-09-26 Materion Receives Second Award From Texas Instruments For Supplier Excellence ↗ |
| Texas Instruments | Chip manufacturing, memory and packaging | ||
| MDA Space | Space and next-generation infrastructure | Rocket Lab supplies satellite platforms to MDA Space | Source: 2026-08-16 · reviewed 2026-10-02 Rocket Lab Satellite Platforms Built for MDA Space Successfully Reach Orbit, Supporting Globalstar Direct-to-Device Communications Services ↗ |
| Rocket Lab | Space and next-generation infrastructure | ||
| Meta Platforms | Foundation models and AI laboratories | Meta Platforms distributes Llama models through Microsoft | Source: 2025-04-05 · reviewed 2026-09-24 Introducing the Llama 4 herd in Azure AI Foundry and Azure Databricks ↗ |
| Microsoft | Cloud and specialized AI compute providers | ||
| Meta Platforms | Foundation models and AI laboratories | Nebius sells GPU cloud capacity to Meta under a multi-year AI infrastructure deal Meta Platforms | Source: 2026-03-16 · reviewed 2026-09-20 Nebius signs new AI infrastructure agreement with Meta; deal to accelerate growth of Nebius's core business in AI cloud ↗ |
| Nebius | Cloud and specialized AI compute providers | ||
| Meta Platforms | Foundation models and AI laboratories | NextEra Energy supplies solar and storage power to Meta Platforms | Source: 2025-12-10 · reviewed 2026-09-20 NextEra signs 2.5GW of renewable energy agreements with Meta for projects across US ↗ |
| NextEra Energy | Energy and the electrical grid | ||
| Meta Platforms | Foundation models and AI laboratories | NVIDIA will supply GPUs, CPUs and networking to Meta Platforms | Source: 2026-02-17 · reviewed 2026-09-24 Meta Builds AI Infrastructure With NVIDIA ↗ |
| NVIDIA | AI chips and networking | ||
| Meta Platforms | Foundation models and AI laboratories | Meta Platforms planned model training using NVIDIA | Source: 2024-03-18 · reviewed 2026-09-17 NVIDIA Blackwell platform announcement ↗ |
| NVIDIA | AI chips and networking | ||
| Meta Platforms | Foundation models and AI laboratories | Oklo agreed to develop nuclear power for Meta Platforms | Source: 2026-01-09 · reviewed 2026-09-26 Oklo, Meta Announce Agreement in Support of 1.2 GW Nuclear Energy Development in Southern Ohio ↗ |
| Oklo | Energy and the electrical grid | ||
| Meta Platforms | Foundation models and AI laboratories | Meta Platforms competes in frontier models with OpenAI | Source: 2025-10-06 · reviewed 2026-09-24 Meta Llama: Everything you need to know about the open generative AI model ↗ |
| OpenAI | Foundation models and AI laboratories | ||
| Meta Platforms | Foundation models and AI laboratories | Oracle provides cloud capacity to Meta Platforms | Source: 2024-12-13 · reviewed 2026-09-24 Meta signs deal with Oracle Cloud for AI training ↗ |
| Oracle | Cloud and specialized AI compute providers | ||
| Meta Platforms | Foundation models and AI laboratories | Qualcomm supplying Dragonfly C1000 data center CPUs to Meta Meta Platforms | Source: 2026-06-26 · reviewed 2026-09-20 Qualcomm and Meta Announce Strategic Multi-Generation Agreement on Data Center CPUs ↗ |
| Qualcomm | AI chips and networking | ||
| Meta Platforms | Foundation models and AI laboratories | Quanta Computer performs final assembly of Meta's next-generation ASIC-powered AI servers Meta Platforms | Source: 2025-08-04 · reviewed 2026-09-20 Meta places order for its next-gen ASIC-powered AI servers, partners with Broadcom and Quanta Computer ↗ |
| Quanta Computer | Servers and AI factories | ||
| Meta Platforms | Foundation models and AI laboratories | Samsung Electronics is reported to supply memory to Meta Platforms | Source: 2026-07-09 · reviewed 2026-09-24 Meta's new AI chips will begin production in September ↗ |
| Samsung Electronics | Chip manufacturing, memory and packaging | ||
| Meta Platforms | Foundation models and AI laboratories | Meta Platforms invested in (non-voting minority stake) Scale AI | Source: 2025-07-31 · reviewed 2026-09-27 Meta Platforms, Inc. Form 10-Q for the quarter ended June 30, 2025 ↗ |
| Scale AI | AI infrastructure software | ||
| Meta Platforms | Foundation models and AI laboratories | Meta Platforms distributes Llama models through Snowflake | Source: 2025-04-05 · reviewed 2026-09-24 Meta's Llama 4 Large Language Models now available on Snowflake Cortex AI ↗ |
| Snowflake | AI infrastructure software | ||
| Meta Platforms | Foundation models and AI laboratories | Together AI serves Meta's open-weight Llama models as a launch inference and fine-tuning partner Meta Platforms | Source: 2024-04-18 · reviewed 2026-09-20 Together AI partners with Meta to release Meta Llama 3 for inference and fine-tuning ↗ |
| Together AI | Cloud and specialized AI compute providers | ||
| Meta Platforms | Foundation models and AI laboratories | TSMC is reported to fabricate MTIA chips for Meta Platforms | Source: 2026-07-09 · reviewed 2026-09-24 Meta's new AI chips will begin production in September ↗ |
| TSMC | Chip manufacturing, memory and packaging | ||
| Meta Platforms | Foundation models and AI laboratories | Vistra Corp is adding nuclear capacity in partnership with Meta Platforms | Source: 2026-01-09 · reviewed 2026-09-24 Vistra and Meta Announce Agreements to Support Nuclear Plants in PJM and Add New Nuclear Generation to the Grid ↗ |
| Vistra Corp | Energy and the electrical grid | ||
| Meta Platforms | Foundation models and AI laboratories | Vistra Corp supplies nuclear power to Meta Platforms | Source: 2026-01-09 · reviewed 2026-09-20 Vistra and Meta Announce Agreements to Support Nuclear Plants in PJM and Add New Nuclear Generation to the Grid ↗ |
| Vistra Corp | Energy and the electrical grid | ||
| MGX | Financial and investment | MGX was a founding equity funder of Stargate alongside OpenAI | Source: 2025-01-21 · reviewed 2026-09-21 Announcing the Stargate Project ↗ |
| OpenAI | Foundation models and AI laboratories | ||
| MGX | Financial and investment | MGX anchored a funding round in SpaceXAI (formerly xAI) | Source: 2026-01-06 · reviewed 2026-09-21 xAI raises $20B Series E ↗ |
| SpaceXAI (formerly xAI) | Foundation models and AI laboratories | ||
| Microchip Technology | Chip manufacturing, memory and packaging | Microchip Technology demonstrated a PCIe Gen 6 storage architecture with Micron | Source: 2026-08-04 · reviewed 2026-09-26 Microchip Technology, in Collaboration With Micron Technology, Demonstrates High-Performance PCIe Gen 6 Storage Architecture for AI and Data Center Infrastructure ↗ |
| Micron | Chip manufacturing, memory and packaging | ||
| Microchip Technology | Chip manufacturing, memory and packaging | Microchip Technology secured specialized 40nm capacity from TSMC | Source: 2024-04-08 · reviewed 2026-09-26 Microchip Technology Expands Partnership with TSMC to Strengthen Semiconductor Manufacturing Capacity ↗ |
| TSMC | Chip manufacturing, memory and packaging | ||
| Micron | Chip manufacturing, memory and packaging | Micron supplies HBM4 memory for Vera Rubin to NVIDIA | Source: 2026-03-16 · reviewed 2026-09-27 Micron in High-Volume Production of HBM4 Designed for NVIDIA Vera Rubin, PCIe Gen6 SSD and SOCAMM2 ↗ |
| NVIDIA | AI chips and networking | ||
| Micron | Chip manufacturing, memory and packaging | Micron announced memory supply for NVIDIA | Source: 2024-02-26 · reviewed 2026-09-17 Micron HBM3E volume production ↗ |
| NVIDIA | AI chips and networking | ||
| Micron | Chip manufacturing, memory and packaging | Rambus licenses its patent portfolio to Micron | Source: 2024-12-10 · reviewed 2026-09-26 Rambus and Micron Technology Extend Patent License Agreement ↗ |
| Rambus | AI chips and networking | ||
| Micron | Chip manufacturing, memory and packaging | Micron competes with Samsung Electronics | Source: 2025-04-13 · reviewed 2026-09-22 Micron makes aggressive HBM push to challenge Samsung, SK ↗ |
| Samsung Electronics | Chip manufacturing, memory and packaging | ||
| Micron | Chip manufacturing, memory and packaging | Micron competes with SK hynix | Source: 2025-04-13 · reviewed 2026-09-22 Micron makes aggressive HBM push to challenge Samsung, SK ↗ |
| SK hynix | Chip manufacturing, memory and packaging | ||
| Microsoft | Cloud and specialized AI compute providers | Microsoft expanded strategic AI partnership with Mistral AI | Source: 2026-07-21 · reviewed 2026-09-20 Microsoft and Mistral expand strategic partnership to give enterprises and regulated industries frontier AI they can control ↗ |
| Mistral AI | Foundation models and AI laboratories | ||
| Microsoft | Cloud and specialized AI compute providers | MongoDB integrates its database with Microsoft | Source: 2024-11-19 · reviewed 2026-10-02 MongoDB Deepens Relationship with Microsoft through New Integrations for AI and Data Analytics and Microsoft Azure Arc Support ↗ |
| MongoDB | AI infrastructure software | ||
| Microsoft | Cloud and specialized AI compute providers | Nebius sells dedicated AI cloud GPU capacity to Microsoft Microsoft | Source: 2025-09-08 · reviewed 2026-09-20 Nebius announces multi-billion dollar agreement with Microsoft for AI infrastructure ↗ |
| Nebius | Cloud and specialized AI compute providers | ||
| Microsoft | Cloud and specialized AI compute providers | Microsoft offers cloud virtual machines using NVIDIA | Source: Source undated · reviewed 2026-09-17 Azure ND-family GPU virtual machines ↗ |
| NVIDIA | AI chips and networking | ||
| Microsoft | Cloud and specialized AI compute providers | OpenAI ships its products first on the cloud of Microsoft | Source: 2026-04-27 · reviewed 2026-09-24 The next phase of the Microsoft OpenAI partnership ↗ |
| OpenAI | Foundation models and AI laboratories | ||
| Microsoft | Cloud and specialized AI compute providers | Microsoft provides computing capacity to OpenAI | Source: 2025-10-28 · reviewed 2026-09-22 OpenAI completes for-profit move, Microsoft given 27% stake and $250bn Azure contract but no longer has cloud right of first refusal ↗ |
| OpenAI | Foundation models and AI laboratories | ||
| Microsoft | Cloud and specialized AI compute providers | Microsoft announced cloud arrangement for OpenAI | Source: 2024-06-11 · reviewed 2026-09-17 OpenAI selects Oracle capacity through Azure ↗ |
| OpenAI | Foundation models and AI laboratories | ||
| Microsoft | Cloud and specialized AI compute providers | Schneider Electric co-develops power distribution hardware with Microsoft | Source: 2017-03-13 · reviewed 2026-09-22 OCP Summit: Schneider and Microsoft team up on a distributed PDU ↗ |
| Schneider Electric | Data centers and physical infrastructure | ||
| Microsoft | Cloud and specialized AI compute providers | ServiceNow expanded AI agent governance integration with Microsoft | Source: 2026-05-05 · reviewed 2026-09-27 ServiceNow expands AI agent governance through deeper integration with Microsoft ↗ |
| ServiceNow | AI applications | ||
| Microsoft | Cloud and specialized AI compute providers | Microsoft signed as O3b mPOWER cloud customer of SES | Source: 2021-08-18 · reviewed 2026-10-02 SES's O3b mPOWER Tapped by Microsoft for Azure Network Cloud Services ↗ |
| SES | Space and next-generation infrastructure | ||
| Microsoft | Cloud and specialized AI compute providers | Siemens standardizes digital twin technology with Microsoft | Source: 2024-04-15 · reviewed 2026-09-27 Siemens and Microsoft to converge Digital Twin Definition Language with W3C Thing Description Standard ↗ |
| Siemens | AI applications | ||
| Microsoft | Cloud and specialized AI compute providers | SK hynix supplies HBM memory to Microsoft | Source: 2026-01-27 · reviewed 2026-09-22 Microsoft Unveils Maia 200 AI Chip on TSMC 3nm; SK hynix Reportedly Sole HBM3E Supplier ↗ |
| SK hynix | Chip manufacturing, memory and packaging | ||
| Microsoft | Cloud and specialized AI compute providers | SpaceX competes with Microsoft | Source: 2026-07-07 · reviewed 2026-09-24 SpaceXAI wants to compete on AI infrastructure, not just AI models ↗ |
| SpaceX | Space and next-generation infrastructure | ||
| Microsoft | Cloud and specialized AI compute providers | SpaceXAI (formerly xAI) distributes Grok models through Microsoft | Source: 2026-08-26 · reviewed 2026-09-24 Deploy and use Grok models in Microsoft Foundry ↗ |
| SpaceXAI (formerly xAI) | Foundation models and AI laboratories | ||
| Microsoft | Cloud and specialized AI compute providers | Synopsys co-develops agentic AI chip-design workflows with Microsoft | Source: 2026-07-27 · reviewed 2026-09-22 Synopsys Advances Agentic AI Chip Design with AMD and Microsoft ↗ |
| Synopsys | Semiconductor manufacturing equipment | ||
| Microsoft | Cloud and specialized AI compute providers | Microsoft provides cloud infrastructure to Synopsys | Source: 2022-03-30 · reviewed 2026-09-22 Accelerate silicon design innovation on Azure with Synopsys Cloud ↗ |
| Synopsys | Semiconductor manufacturing equipment | ||
| Microsoft | Cloud and specialized AI compute providers | Teradata integrates its platform with Microsoft | Source: 2026-09-02 · reviewed 2026-10-02 Teradata Brings Enterprise AI Directly to Microsoft OneLake ↗ |
| Teradata | AI infrastructure software | ||
| Microsoft | Cloud and specialized AI compute providers | TSMC manufactures chips for Microsoft | Source: 2026-01-27 · reviewed 2026-09-22 Microsoft Unveils Maia 200 AI Chip on TSMC 3nm; SK hynix Reportedly Sole HBM3E Supplier ↗ |
| TSMC | Chip manufacturing, memory and packaging | ||
| Microsoft | Cloud and specialized AI compute providers | VNET operates Microsoft cloud services in China in partnership with Microsoft | Source: 2026-04-16 · reviewed 2026-09-26 VNET Group, Inc. Form 20-F for fiscal year 2025 ↗ |
| VNET | Data centers and physical infrastructure | ||
| Microsoft | Cloud and specialized AI compute providers | Microsoft invested in Wayve | Source: 2026-02-25 · reviewed 2026-09-24 Wayve secures $1.5B to deploy its global autonomy platform ↗ |
| Wayve | Robotics, autonomous systems and physical AI | ||
| MiniMax | Foundation models and AI laboratories | MiniMax competes with OpenAI | Source: Source undated · reviewed 2026-09-20 MiniMax (company) ↗ |
| OpenAI | Foundation models and AI laboratories | ||
| MiniMax | Foundation models and AI laboratories | Zhipu AI competes with MiniMax | Source: Source undated · reviewed 2026-09-20 Six AI tigers ↗ |
| Zhipu AI | Foundation models and AI laboratories | ||
| Mistral AI | Foundation models and AI laboratories | Mistral AI partners on open models with NVIDIA | Source: 2025-12-03 · reviewed 2026-09-17 Mistral AI and NVIDIA partner to accelerate open frontier models ↗ |
| NVIDIA | AI chips and networking | ||
| Mistral AI | Foundation models and AI laboratories | Samsung Electronics led a funding round in Mistral AI | Source: 2026-09-08 · reviewed 2026-09-20 Mistral raises €3B as sovereign AI becomes big business ↗ |
| Samsung Electronics | Chip manufacturing, memory and packaging | ||
| MKS | Semiconductor manufacturing equipment | MKS was recognized as a supplier by TSMC | Source: 2024-01-30 · reviewed 2026-09-26 MKS Instruments Recognized by TSMC for Outstanding Production Support ↗ |
| TSMC | Chip manufacturing, memory and packaging | ||
| MongoDB | AI infrastructure software | MongoDB connects its database to tools from OpenAI | Source: 2026-08-13 · reviewed 2026-10-02 MongoDB Brings Live Operational Data to the Agentic Coding Stack ↗ |
| OpenAI | Foundation models and AI laboratories | ||
| Moonshot AI | Foundation models and AI laboratories | Moonshot AI competes with OpenAI | Source: 2026-07-17 · reviewed 2026-09-20 Who is Zhilin Yang? Head of Moonshot AI in focus as Kimi K3 closes gap on US models ↗ |
| OpenAI | Foundation models and AI laboratories | ||
| MPS (Monolithic Power Systems) | AI chips and networking | MPS (Monolithic Power Systems) is a named silicon partner for the 800 VDC power architecture of NVIDIA | Source: 2025-10-13 · reviewed 2026-09-26 Building the 800 VDC Ecosystem for Efficient, Scalable AI Factories (NVIDIA Technical Blog) ↗ |
| NVIDIA | AI chips and networking | ||
| Nanya Technology | Chip manufacturing, memory and packaging | Sandisk agreed to invest about $1 billion in Nanya Technology | Source: 2026-03-25 · reviewed 2026-09-26 Sandisk Corporation Form 8-K (March 25, 2026) ↗ |
| Sandisk | Chip manufacturing, memory and packaging | ||
| Nanya Technology | Chip manufacturing, memory and packaging | SK hynix took a private-placement stake in Nanya Technology | Source: 2026-03-27 · reviewed 2026-09-26 Nanya fundraising draws NT$78.72bn (Taipei Times) ↗ |
| SK hynix | Chip manufacturing, memory and packaging | ||
| Nanya Technology | Chip manufacturing, memory and packaging | Winbond competes in conventional DRAM with Nanya Technology | Source: 2025-10-17 · reviewed 2026-09-26 Memory Giants' HBM Focus Could Limit DRAM Growth Through 2026; Taiwan Firms Boost DDR4 (TrendForce) ↗ |
| Winbond | Chip manufacturing, memory and packaging | ||
| Nebius | Cloud and specialized AI compute providers | NVIDIA invests $2 billion in Nebius as part of a full-stack AI cloud partnership Nebius | Source: 2026-03-11 · reviewed 2026-09-20 NVIDIA and Nebius Partner to Scale Full-Stack AI Cloud ↗ |
| NVIDIA | AI chips and networking | ||
| Nebius | Cloud and specialized AI compute providers | Nebius offers cloud compute using NVIDIA | Source: Source undated · reviewed 2026-09-17 Nebius AI cloud ↗ |
| NVIDIA | AI chips and networking | ||
| NEURA Robotics | Robotics, autonomous systems and physical AI | NVIDIA invested in NEURA Robotics | Source: 2026-06-10 · reviewed 2026-09-24 NEURA Robotics Announces Record Series C of up to $1.4B ↗ |
| NVIDIA | AI chips and networking | ||
| NEURA Robotics | Robotics, autonomous systems and physical AI | NEURA Robotics uses AI models from NVIDIA | Source: 2026-03-16 · reviewed 2026-09-24 NVIDIA and Global Robotics Leaders Take Physical AI to the Real World ↗ |
| NVIDIA | AI chips and networking | ||
| NEURA Robotics | Robotics, autonomous systems and physical AI | Qualcomm invested in NEURA Robotics | Source: 2026-06-10 · reviewed 2026-09-24 NEURA Robotics Announces Record Series C of up to $1.4B ↗ |
| Qualcomm | AI chips and networking | ||
| NEXTDC | Data centers and physical infrastructure | NEXTDC signed an MoU to develop an AI campus with OpenAI | Source: 2025-12-05 · reviewed 2026-09-26 NEXTDC to Join OpenAI in Australia as an Infrastructure Partner ↗ |
| OpenAI | Foundation models and AI laboratories | ||
| Ningbo Tuopu Group | Robotics, autonomous systems and physical AI | Ningbo Tuopu Group supplies components to Tesla | Source: 2026-09-18 · reviewed 2026-09-24 Tesla auditing Chinese suppliers ahead of Optimus roll-out: sources ↗ |
| Tesla | Robotics, autonomous systems and physical AI | ||
| Nokia | AI chips and networking | NVIDIA announced a $1 billion equity investment in Nokia | Source: 2026-03-05 · reviewed 2026-09-26 Nokia Corporation Form 20-F for fiscal year 2025 ↗ |
| NVIDIA | AI chips and networking | ||
| Nokia | AI chips and networking | VIAVI supplies test and measurement products to Nokia | Source: 2026-08-13 · reviewed 2026-09-26 Viavi Solutions Inc. Form 10-K for fiscal year ended June 27, 2026 ↗ |
| VIAVI | AI chips and networking | ||
| Nova | Semiconductor manufacturing equipment | Nova co-authored metrology research with Samsung Electronics | Source: 2025-03-18 · reviewed 2026-09-26 Nova Ltd. Form 6-K (Nova and Samsung receive SPIE collaboration award) ↗ |
| Samsung Electronics | Chip manufacturing, memory and packaging | ||
| Nutanix | AI infrastructure software | Nutanix has storage certified by NVIDIA | Source: 2026-06-01 · reviewed 2026-10-02 Nutanix Unified Storage Achieves NVIDIA Certification as Enterprises Race to Build AI Factories ↗ |
| NVIDIA | AI chips and networking | ||
| nVent | Data centers and physical infrastructure | nVent collaborates on liquid cooling with NVIDIA | Source: 2024-11-18 · reviewed 2026-10-02 nVent Collaborates with NVIDIA on AI-Ready Liquid Cooling Solutions ↗ |
| NVIDIA | AI chips and networking | ||
| nVent | Data centers and physical infrastructure | nVent partners on an NVIDIA data center reference architecture with Siemens | Source: 2026-06-01 · reviewed 2026-10-02 Siemens and partners develop reference architecture purpose-built for NVIDIA AI data centers ↗ |
| Siemens | AI applications | ||
| nVent | Data centers and physical infrastructure | nVent competes with Vertiv | Source: 2024-11-18 · reviewed 2026-10-02 nVent Collaborates with NVIDIA on AI-Ready Liquid Cooling Solutions ↗ |
| Vertiv | Data centers and physical infrastructure | ||
| NVIDIA | AI chips and networking | NXP Semiconductors announced physical-AI robotics solutions developed with NVIDIA | Source: 2026-03-16 · reviewed 2026-09-26 NXP Delivers New Innovations for Advanced Physical AI with NVIDIA ↗ |
| NXP Semiconductors | Chip manufacturing, memory and packaging | ||
| NVIDIA | AI chips and networking | OMRON integrates Omniverse technology from NVIDIA | Source: 2025-03-18 · reviewed 2026-10-02 NVIDIA Omniverse Physical AI Operating System Expands to More Industries and Partners ↗ |
| OMRON | Robotics, autonomous systems and physical AI | ||
| NVIDIA | AI chips and networking | onsemi works on 800 VDC data-center power with NVIDIA | Source: 2025-07-29 · reviewed 2026-09-26 onsemi Collaborates with NVIDIA to Accelerate Transition to 800 VDC Power Solutions for Next-Generation AI Data Centers ↗ |
| onsemi | Chip manufacturing, memory and packaging | ||
| NVIDIA | AI chips and networking | NVIDIA guarantees Ohio data-center leases (up to $105B) for OpenAI | Source: 2026-08-17 · reviewed 2026-09-27 NVIDIA Form 8-K filed 17 August 2026 ↗ |
| OpenAI | Foundation models and AI laboratories | ||
| NVIDIA | AI chips and networking | NVIDIA reportedly discussed financing backstop for OpenAI | Source: 2026-07-27 · reviewed 2026-09-17 Nvidia and OpenAI in talks for up to $250 billion backstop to fund AI infrastructure plans ↗ |
| OpenAI | Foundation models and AI laboratories | ||
| NVIDIA | AI chips and networking | NVIDIA reported status update on proposed investment in OpenAI | Source: 2025-12-02 · reviewed 2026-09-27 NVIDIA CFO says $100bn OpenAI deal has yet to complete ↗ |
| OpenAI | Foundation models and AI laboratories | ||
| NVIDIA | AI chips and networking | NVIDIA proposed investment in OpenAI | Source: 2025-09-22 · reviewed 2026-09-17 OpenAI and NVIDIA letter of intent ↗ |
| OpenAI | Foundation models and AI laboratories | ||
| NVIDIA | AI chips and networking | OpenAI proposed compute partnership with NVIDIA | Source: 2025-09-22 · reviewed 2026-09-17 OpenAI and NVIDIA letter of intent ↗ |
| OpenAI | Foundation models and AI laboratories | ||
| NVIDIA | AI chips and networking | Oracle offers cloud compute using NVIDIA | Source: Source undated · reviewed 2026-09-17 Oracle Cloud GPU compute ↗ |
| Oracle | Cloud and specialized AI compute providers | ||
| NVIDIA | AI chips and networking | Ouster has lidars qualified for NVIDIA DRIVE Hyperion by NVIDIA | Source: 2026-05-12 · reviewed 2026-10-02 Ouster Brings REV8 Native Color Lidar to the NVIDIA DRIVE Hyperion Platform ↗ |
| Ouster | Robotics, autonomous systems and physical AI | ||
| NVIDIA | AI chips and networking | NVIDIA partners on sovereign AI infrastructure with Palantir Technologies | Source: 2026-03-12 · reviewed 2026-09-17 Palantir and NVIDIA team to deliver sovereign AI operating system reference architecture ↗ |
| Palantir Technologies | AI applications | ||
| NVIDIA | AI chips and networking | NVIDIA in talks to invest in Perplexity AI | Source: 2026-08-24 · reviewed 2026-09-20 Nvidia Considers Backing Perplexity at $30 Billion Valuation ↗ |
| Perplexity AI | Foundation models and AI laboratories | ||
| NVIDIA | AI chips and networking | Pony.ai buys autonomous driving chips from NVIDIA | Source: 2026-04-25 · reviewed 2026-09-24 Pony.ai Announces New Generation Autonomous Driving Compute Platform Built on NVIDIA DRIVE Hyperion ↗ |
| Pony.ai | Robotics, autonomous systems and physical AI | ||
| NVIDIA | AI chips and networking | Qualcomm competes with in AI inference chips NVIDIA | Source: 2025-10-27 · reviewed 2026-09-20 Qualcomm launches AI200 and AI250 chip offering, targeting inferencing workloads at rack-scale ↗ |
| Qualcomm | AI chips and networking | ||
| NVIDIA | AI chips and networking | Quanta Computer builds rack-scale servers around NVIDIA's GB200 NVL72 platform NVIDIA | Source: 2025-05-27 · reviewed 2026-09-20 QCT Announces First Shipment of its NVIDIA GB200 NVL72 System ↗ |
| Quanta Computer | Servers and AI factories | ||
| NVIDIA | AI chips and networking | Quantinuum announced support for NVIDIA NVQLink from NVIDIA | Source: 2025-10-28 · reviewed 2026-10-02 NVIDIA Introduces NVQLink — Connecting Quantum and GPU Computing for 17 Quantum Builders and Nine Scientific Labs ↗ |
| Quantinuum | Quantum computing | ||
| NVIDIA | AI chips and networking | Rigetti Computing announced support for NVIDIA NVQLink from NVIDIA | Source: 2025-10-28 · reviewed 2026-10-02 NVIDIA Introduces NVQLink — Connecting Quantum and GPU Computing for 17 Quantum Builders and Nine Scientific Labs ↗ |
| Rigetti Computing | Quantum computing | ||
| NVIDIA | AI chips and networking | RoboSense integrates its lidars with NVIDIA Holoscan Sensor Bridge from NVIDIA | Source: 2026-09-28 · reviewed 2026-10-02 RoboSense Becomes the First LiDAR Company to Integrate with NVIDIA Holoscan Sensor Bridge ↗ |
| RoboSense | Robotics, autonomous systems and physical AI | ||
| NVIDIA | AI chips and networking | ROBOTIS is listed as a user or partner of NVIDIA Isaac ROS NVIDIA | Source: 2026-09-29 · reviewed 2026-10-02 Nvidia launches Isaac ROS 5.0 with AI agents for robotics development ↗ |
| ROBOTIS | Robotics, autonomous systems and physical AI | ||
| NVIDIA | AI chips and networking | Rockwell Automation integrates Omniverse technology from NVIDIA | Source: 2025-03-18 · reviewed 2026-10-02 NVIDIA Omniverse Physical AI Operating System Expands to More Industries and Partners ↗ |
| Rockwell Automation | Robotics, autonomous systems and physical AI | ||
| NVIDIA | AI chips and networking | Rockwell Automation develops mobile robots with NVIDIA | Source: 2024-06-03 · reviewed 2026-10-02 Rockwell Automation to Advance Intelligent Automation, Mobile Robotics in Manufacturing Logistics in Collaboration with NVIDIA ↗ |
| Rockwell Automation | Robotics, autonomous systems and physical AI | ||
| NVIDIA | AI chips and networking | NVIDIA provides access to Vera Rubin GPU platform Safe Superintelligence | Source: 2026-07-27 · reviewed 2026-09-20 Ilya Sutskever's Safe Superintelligence partners with Nvidia to scale its AI research ↗ |
| Safe Superintelligence | Foundation models and AI laboratories | ||
| NVIDIA | AI chips and networking | NVIDIA invests in Safe Superintelligence | Source: 2026-07-27 · reviewed 2026-09-20 Ilya Sutskever's Safe Superintelligence partners with Nvidia to scale its AI research ↗ |
| Safe Superintelligence | Foundation models and AI laboratories | ||
| NVIDIA | AI chips and networking | SambaNova Systems competes with in AI chips NVIDIA | Source: 2026-02-24 · reviewed 2026-09-20 SambaNova steps up its challenge to Nvidia with new chip, $350M funding and a powerful ally in Intel ↗ |
| SambaNova Systems | AI chips and networking | ||
| NVIDIA | AI chips and networking | Schneider Electric co-develops data-center designs with NVIDIA | Source: 2026-03-16 · reviewed 2026-09-27 Schneider Electric teams with NVIDIA to develop validated blueprints to design, simulate, build, operate and maintain gigawatt-scale AI Factories ↗ |
| Schneider Electric | Data centers and physical infrastructure | ||
| NVIDIA | AI chips and networking | Seagate uses NVIDIA DGX systems from NVIDIA | Source: 2025-08-13 · reviewed 2026-09-27 Seagate Accelerates Data Storage Innovation With NVIDIA GPUs ↗ |
| Seagate | Chip manufacturing, memory and packaging | ||
| NVIDIA | AI chips and networking | Semtech demonstrated its optical chips running in a transceiver from NVIDIA | Source: 2026-04-28 · reviewed 2026-10-02 OFC 2026: Semtech Advances the Future of AI Data Center Optical and Active Copper Interconnects ↗ |
| Semtech | AI chips and networking | ||
| NVIDIA | AI chips and networking | Serve Robotics runs its delivery robots on NVIDIA Jetson Orin from NVIDIA | Source: Source undated · reviewed 2026-10-02 Serve Robotics Autonomous Sidewalk Delivery (NVIDIA case study) ↗ |
| Serve Robotics | Robotics, autonomous systems and physical AI | ||
| NVIDIA | AI chips and networking | ServiceNow co-developed agentic AI governance tools with NVIDIA | Source: 2026-05-05 · reviewed 2026-09-27 ServiceNow extends agentic AI governance from desktops to data centers with NVIDIA ↗ |
| ServiceNow | AI applications | ||
| NVIDIA | AI chips and networking | Siemens announced industrial partnership with NVIDIA | Source: 2022-06-29 · reviewed 2026-09-17 Siemens and NVIDIA industrial metaverse partnership ↗ |
| Siemens | AI applications | ||
| NVIDIA | AI chips and networking | SK hynix supplies AI memory to NVIDIA | Source: 2026-07-24 · reviewed 2026-09-27 SK Group and NVIDIA Expand Strategic Partnership Across AI Factories and Next-Generation Memory ↗ |
| SK hynix | Chip manufacturing, memory and packaging | ||
| NVIDIA | AI chips and networking | SK hynix co-develops memory with NVIDIA | Source: 2026-06-07 · reviewed 2026-09-27 SK hynix and NVIDIA AI factory partnership ↗ |
| SK hynix | Chip manufacturing, memory and packaging | ||
| NVIDIA | AI chips and networking | Skild AI trains its model using NVIDIA | Source: 2026-03-19 · reviewed 2026-09-24 The Reindustrial Revolution: Partnering with ABB Robotics, Universal Robots, and NVIDIA ↗ |
| Skild AI | Robotics, autonomous systems and physical AI | ||
| NVIDIA | AI chips and networking | NVIDIA invested in Skild AI | Source: 2026-01-15 · reviewed 2026-09-24 Skild AI raises $1.4B, building 'omni-bodied' robot Skild Brain ↗ |
| Skild AI | Robotics, autonomous systems and physical AI | ||
| NVIDIA | AI chips and networking | SpaceX plans to use chips from NVIDIA | Source: 2026-08-24 · reviewed 2026-09-24 SpaceXAI Adopts NVIDIA Vera CPU to Accelerate Agentic AI at Massive Scale ↗ |
| SpaceX | Space and next-generation infrastructure | ||
| NVIDIA | AI chips and networking | NVIDIA supplies GPUs to SpaceXAI (formerly xAI) | Source: 2026-05-06 · reviewed 2026-09-24 New Compute Partnership with Anthropic ↗ |
| SpaceXAI (formerly xAI) | Foundation models and AI laboratories | ||
| NVIDIA | AI chips and networking | NVIDIA invested in SpaceXAI (formerly xAI) | Source: 2026-01-06 · reviewed 2026-09-24 Series E ↗ |
| SpaceXAI (formerly xAI) | Foundation models and AI laboratories | ||
| NVIDIA | AI chips and networking | SpaceXAI (formerly xAI) uses GPUs from NVIDIA | Source: Source undated · reviewed 2026-09-17 Colossus infrastructure page ↗ |
| SpaceXAI (formerly xAI) | Foundation models and AI laboratories | ||
| NVIDIA | AI chips and networking | Spire built AI weather models on technology from NVIDIA | Source: 2025-03-18 · reviewed 2026-10-02 Spire Global Launches Breakthrough AI Weather Models Built on NVIDIA Omniverse Blueprint for Earth-2 ↗ |
| Spire | Space and next-generation infrastructure | ||
| NVIDIA | AI chips and networking | NVIDIA names as an Earth-2 adopter Spire | Source: 2025-03-18 · reviewed 2026-10-02 Climate Tech Companies Adopt NVIDIA Earth-2 for High-Resolution, Energy-Efficient, More Accurate Weather Predictions and Disaster Preparedness ↗ |
| Spire | Space and next-generation infrastructure | ||
| NVIDIA | AI chips and networking | Stability AI optimizes models with NVIDIA | Source: Source undated · reviewed 2026-09-20 Stability AI Partners ↗ |
| Stability AI | Foundation models and AI laboratories | ||
| NVIDIA | AI chips and networking | NVIDIA supplies GPUs to Starcloud | Source: 2026-08-21 · reviewed 2026-09-24 Starcloud Raises $250 Million at $2.3 Billion Valuation to Scale AI with Orbital Data Centers ↗ |
| Starcloud | Space and next-generation infrastructure | ||
| NVIDIA | AI chips and networking | NVIDIA invested in Starcloud | Source: 2026-08-21 · reviewed 2026-09-24 Starcloud Raises $250 Million at $2.3 Billion Valuation to Scale AI with Orbital Data Centers ↗ |
| Starcloud | Space and next-generation infrastructure | ||
| NVIDIA | AI chips and networking | STMicroelectronics is a named silicon partner for the 800 VDC power architecture of NVIDIA | Source: 2025-10-13 · reviewed 2026-09-26 Building the 800 VDC Ecosystem for Efficient, Scalable AI Factories (NVIDIA Technical Blog) ↗ |
| STMicroelectronics | Chip manufacturing, memory and packaging | ||
| NVIDIA | AI chips and networking | Sumitomo Electric named in NVIDIA's silicon photonics ecosystem with NVIDIA | Source: 2025-03-18 · reviewed 2026-10-02 NVIDIA Announces Spectrum-X Photonics, Co-Packaged Optics Networking Switches to Scale AI Factories to Millions of GPUs ↗ |
| Sumitomo Electric | AI chips and networking | ||
| NVIDIA | AI chips and networking | Supermicro offers AI servers using NVIDIA | Source: Source undated · reviewed 2026-09-17 Supermicro NVIDIA accelerators and systems ↗ |
| Supermicro | Servers and AI factories | ||
| NVIDIA | AI chips and networking | Synopsys plans software acceleration using NVIDIA | Source: 2024-03-18 · reviewed 2026-09-17 NVIDIA Blackwell platform announcement ↗ |
| Synopsys | Semiconductor manufacturing equipment | ||
| NVIDIA | AI chips and networking | Techman Robot builds its humanoid robot on technology from NVIDIA | Source: 2026-03-24 · reviewed 2026-10-02 Techman Robot forecasts strong year for 'cobots' ↗ |
| Techman Robot | Robotics, autonomous systems and physical AI | ||
| NVIDIA | AI chips and networking | Tencent builds Hunyuan inference on NVIDIA TensorRT-LLM NVIDIA | Source: Source undated · reviewed 2026-09-20 Tencent HunYuan: Building a High-Performance Inference Engine for Large Models Based on NVIDIA TensorRT-LLM ↗ |
| Tencent | Foundation models and AI laboratories | ||
| NVIDIA | AI chips and networking | Tenstorrent competes with in AI accelerators NVIDIA | Source: 2024-12-02 · reviewed 2026-09-20 Tenstorrent Raises $693 Million in Series D to Compete with NVIDIA Corporation (NVDA) in AI Accelerator Market ↗ |
| Tenstorrent | AI chips and networking | ||
| NVIDIA | AI chips and networking | Teradata is part of a validated design from NVIDIA | Source: 2025-06-09 · reviewed 2026-10-02 Enterprise Vector Store Joins NVIDIA Enterprise AI Factory ↗ |
| Teradata | AI infrastructure software | ||
| NVIDIA | AI chips and networking | Tesla is qualified under NVIDIA's DSX Ready program with NVIDIA | Source: 2026-09-21 · reviewed 2026-09-24 NVIDIA Launches DSX Ready to Qualify Power and Cooling Products for AI Factories ↗ |
| Tesla | Robotics, autonomous systems and physical AI | ||
| NVIDIA | AI chips and networking | Tesla trains its AI models on GPUs from NVIDIA | Source: 2024-08-27 · reviewed 2026-09-24 Elon Musk shows off Cortex AI supercluster — first look at Tesla's 50,000 Nvidia H100s ↗ |
| Tesla | Robotics, autonomous systems and physical AI | ||
| NVIDIA | AI chips and networking | Tesla designs inference silicon competing with NVIDIA | Source: 2025-10-23 · reviewed 2026-09-24 Tesla AI5 FSD computer to run inference 10x cheaper than Nvidia AI chips ↗ |
| Tesla | Robotics, autonomous systems and physical AI | ||
| NVIDIA | AI chips and networking | Texas Instruments showed an 800 VDC AI data-center power architecture with NVIDIA | Source: 2026-03-16 · reviewed 2026-09-26 TI unveils complete 800 VDC power architecture for future generation AI data centers with NVIDIA ↗ |
| Texas Instruments | Chip manufacturing, memory and packaging | ||
| NVIDIA | AI chips and networking | TFC Optical Communication named in NVIDIA's silicon photonics ecosystem with NVIDIA | Source: 2025-03-18 · reviewed 2026-10-02 NVIDIA Announces Spectrum-X Photonics, Co-Packaged Optics Networking Switches to Scale AI Factories to Millions of GPUs ↗ |
| TFC Optical Communication | AI chips and networking | ||
| NVIDIA | AI chips and networking | Together AI runs its cloud on NVIDIA | Source: 2026-01-02 · reviewed 2026-09-20 Together AI Leverages NVIDIA-Powered GPUs as It Eyes $7.5B Valuation in New Round ↗ |
| Together AI | Cloud and specialized AI compute providers | ||
| NVIDIA | AI chips and networking | NVIDIA invested in via Series B Together AI | Source: 2025-02-24 · reviewed 2026-09-20 AI cloud firm Together AI raises $305m in Series B funding round ↗ |
| Together AI | Cloud and specialized AI compute providers | ||
| NVIDIA | AI chips and networking | Tower Semiconductor collaborates on 1.6T silicon photonics optical modules with NVIDIA | Source: 2026-02-05 · reviewed 2026-09-26 Tower Semiconductor Teams with NVIDIA to Advance AI Infrastructure with 1.6T Data Center Optical Modules ↗ |
| Tower Semiconductor | Chip manufacturing, memory and packaging | ||
| NVIDIA | AI chips and networking | Toyota Motor announced vehicle platform use from NVIDIA | Source: 2025-01-06 · reviewed 2026-09-17 Toyota joins NVIDIA DRIVE ecosystem ↗ |
| Toyota Motor | Robotics, autonomous systems and physical AI | ||
| NVIDIA | AI chips and networking | Trane Technologies publishes AI factory cooling reference designs with NVIDIA | Source: 2026-09-28 · reviewed 2026-10-02 Trane Technologies Expands System Architecture with Two New AI Factory Reference Designs Based on NVIDIA DSX AI Factory Platform ↗ |
| Trane Technologies | Data centers and physical infrastructure | ||
| NVIDIA | AI chips and networking | TSMC manufactures chips for NVIDIA | Source: 2025-04-14 · reviewed 2026-09-17 NVIDIA US manufacturing announcement ↗ |
| TSMC | Chip manufacturing, memory and packaging | ||
| NVIDIA | AI chips and networking | TSMC uses computational lithography technology from NVIDIA | Source: 2023-03-21 · reviewed 2026-09-22 NVIDIA, ASML, TSMC and Synopsys Set Foundation for Next-Generation Chip Manufacturing ↗ |
| TSMC | Chip manufacturing, memory and packaging | ||
| NVIDIA | AI chips and networking | NVIDIA co-developed a humanoid-robot reference platform with Unitree Robotics | Source: 2026-06-01 · reviewed 2026-09-20 NVIDIA Announces NVIDIA Isaac GR00T Reference Humanoid Robot for Academic Research ↗ |
| Unitree Robotics | Robotics, autonomous systems and physical AI | ||
| NVIDIA | AI chips and networking | Universal Robots uses AI models from NVIDIA | Source: 2026-06-18 · reviewed 2026-09-24 Teradyne Robotics unveils wide range of production-ready physical AI applications at Automate 2026 ↗ |
| Universal Robots | Robotics, autonomous systems and physical AI | ||
| NVIDIA | AI chips and networking | Vertiv co-develops power systems with NVIDIA | Source: 2025-10-13 · reviewed 2026-09-17 Vertiv collaborates with NVIDIA to advance 800 VDC platform designs ↗ |
| Vertiv | Data centers and physical infrastructure | ||
| NVIDIA | AI chips and networking | Vistra Corp partners with NVIDIA | Source: 2026-08-07 · reviewed 2026-09-22 The Hidden Winners of the AI Power Crunch: 3 Utilities ↗ |
| Vistra Corp | Energy and the electrical grid | ||
| NVIDIA | AI chips and networking | Waymo runs part of its compute stack on chips from NVIDIA | Source: 2026-08-20 · reviewed 2026-09-20 Waymo Unveils First Custom Robotaxi Chip With More Than 1,000 TOPS of AI Processing Power ↗ |
| Waymo | Robotics, autonomous systems and physical AI | ||
| NVIDIA | AI chips and networking | NVIDIA invested in Wayve | Source: 2026-02-25 · reviewed 2026-09-24 Wayve secures $1.5B to deploy its global autonomy platform ↗ |
| Wayve | Robotics, autonomous systems and physical AI | ||
| NVIDIA | AI chips and networking | WD (Western Digital) plans an AI storage switch built on NVIDIA Spectrum-4 with NVIDIA | Source: 2025-05-14 · reviewed 2026-09-26 Western Digital and Ingrasys Establish Long-term Collaboration to Deliver High-Performance, Fabric-Attached Disaggregated Storage for AI Workflows ↗ |
| WD (Western Digital) | Chip manufacturing, memory and packaging | ||
| NVIDIA | AI chips and networking | WeRide builds its Robotaxi GXR on NVIDIA DRIVE Hyperion and Thor from NVIDIA | Source: 2026-03-16 · reviewed 2026-10-02 WeRide Showcases Robotaxi GXR Powered by NVIDIA DRIVE Hyperion Platform at NVIDIA GTC 2026 ↗ |
| WeRide | Robotics, autonomous systems and physical AI | ||
| NVIDIA | AI chips and networking | WhiteFiber contracted to deploy GPU clusters built on NVIDIA | Source: 2026-08-12 · reviewed 2026-09-26 WhiteFiber, Inc. Reports Second Quarter 2026 Results ↗ |
| WhiteFiber | Cloud and specialized AI compute providers | ||
| NVIDIA | AI chips and networking | Wipro builds AI services with technology from NVIDIA | Source: Source undated · reviewed 2026-10-02 NVIDIA Partnership with Wipro for Enterprise AI Solutions ↗ |
| Wipro | AI applications | ||
| NVIDIA | AI chips and networking | Xiaomi uses NVIDIA driving chips in its SU7 and YU7 cars, per reporting NVIDIA | Source: 2026-08-26 · reviewed 2026-10-02 Xiaomi unveils China's first 3nm self-developed intelligent driving chip ↗ |
| Xiaomi | AI applications | ||
| NVIDIA | AI chips and networking | XPeng announced it would use NVIDIA DRIVE Thor from NVIDIA | Source: 2024-03-18 · reviewed 2026-10-02 NVIDIA DRIVE Powers Next Generation of Transportation ↗ |
| XPeng | Robotics, autonomous systems and physical AI | ||
| NVIDIA | AI chips and networking | NVIDIA partners with Yaskawa Electric | Source: 2026-03-16 · reviewed 2026-09-24 NVIDIA and Global Robotics Leaders Take Physical AI to the Real World ↗ |
| Yaskawa Electric | Robotics, autonomous systems and physical AI | ||
| NVIDIA | AI chips and networking | Zhongji Innolight named by NVIDIA as a pluggable-transceiver partner of NVIDIA | Source: 2025-03-18 · reviewed 2026-09-26 NVIDIA Announces Spectrum-X Photonics, Co-Packaged Optics Networking Switches to Scale AI Factories to Millions of GPUs ↗ |
| Zhongji Innolight | AI chips and networking | ||
| NXP Semiconductors | Chip manufacturing, memory and packaging | TSMC manufactures automotive processors for NXP Semiconductors | Source: 2021-06-02 · reviewed 2026-09-26 NXP Ramps Automotive Processing Innovation with Two Processors on TSMC 16nm FinFET Technology (TSMC newsroom) ↗ |
| TSMC | Chip manufacturing, memory and packaging | ||
| OMRON | Robotics, autonomous systems and physical AI | Techman Robot sells cobots through OMRON | Source: 2026-03-24 · reviewed 2026-10-02 Techman Robot forecasts strong year for 'cobots' ↗ |
| Techman Robot | Robotics, autonomous systems and physical AI | ||
| OMRON | Robotics, autonomous systems and physical AI | OMRON agreed to take a stake of about 10% in Techman Robot | Source: 2021-11-01 · reviewed 2026-10-02 OMRON buys 10% stake in cobot maker Techman Robot ↗ |
| Techman Robot | Robotics, autonomous systems and physical AI | ||
| Onto Innovation | Semiconductor manufacturing equipment | Onto Innovation was recognized as a supplier by TSMC | Source: 2025-11-26 · reviewed 2026-09-27 TSMC 2025 Supply Chain Management Forum Presents Awards to Outstanding Suppliers ↗ |
| TSMC | Chip manufacturing, memory and packaging | ||
| OpenAI | Foundation models and AI laboratories | Oracle co-develops Stargate data-center sites with OpenAI | Source: 2025-09-23 · reviewed 2026-09-27 OpenAI, Oracle and SoftBank expand Stargate with five new AI data center sites ↗ |
| Oracle | Cloud and specialized AI compute providers | ||
| OpenAI | Foundation models and AI laboratories | Oracle announced compute capacity for OpenAI | Source: 2024-06-11 · reviewed 2026-09-17 OpenAI selects Oracle capacity through Azure ↗ |
| Oracle | Cloud and specialized AI compute providers | ||
| OpenAI | Foundation models and AI laboratories | OpenAI co-led an investment in Physical Intelligence | Source: 2024-11-04 · reviewed 2026-09-20 Jeff Bezos and OpenAI invest in robot startup Physical Intelligence at $2.4 billion valuation ↗ |
| Physical Intelligence | Robotics, autonomous systems and physical AI | ||
| OpenAI | Foundation models and AI laboratories | Runway competes with OpenAI | Source: Source undated · reviewed 2026-09-20 Runway company overview ↗ |
| Runway | Foundation models and AI laboratories | ||
| OpenAI | Foundation models and AI laboratories | Safe Superintelligence competes with OpenAI | Source: Source undated · reviewed 2026-09-20 Safe Superintelligence Inc. ↗ |
| Safe Superintelligence | Foundation models and AI laboratories | ||
| OpenAI | Foundation models and AI laboratories | Samsung Electronics supplies HBM4E memory samples to OpenAI | Source: 2026-09-10 · reviewed 2026-09-22 OpenAI Adds Samsung Foundry to Its Silicon Program, Closing TSMC-Only Risk ↗ |
| Samsung Electronics | Chip manufacturing, memory and packaging | ||
| OpenAI | Foundation models and AI laboratories | OpenAI was a data-labeling customer of, now discontinuing Scale AI | Source: 2025-06-18 · reviewed 2026-09-20 OpenAI is winding down its work with Scale AI, whose founder is joining Meta ↗ |
| Scale AI | AI infrastructure software | ||
| OpenAI | Foundation models and AI laboratories | ServiceNow entered a multiyear strategic partnership with OpenAI | Source: Source undated · reviewed 2026-09-20 OpenAI, ServiceNow Enter Into Strategic Multiyear Partnership ↗ |
| ServiceNow | AI applications | ||
| OpenAI | Foundation models and AI laboratories | SK hynix agreed to supply memory chips to OpenAI | Source: 2025-10-01 · reviewed 2026-09-24 Samsung and SK join OpenAI's Stargate initiative to advance global AI infrastructure ↗ |
| SK hynix | Chip manufacturing, memory and packaging | ||
| OpenAI | Foundation models and AI laboratories | Snowflake integrates models from OpenAI | Source: 2026-02-02 · reviewed 2026-09-20 Snowflake, OpenAI ink $200 million multi-year partnership ↗ |
| Snowflake | AI infrastructure software | ||
| OpenAI | Foundation models and AI laboratories | SoftBank Group invested in OpenAI | Source: 2026-10-01 · reviewed 2026-10-02 Execution of Follow-on Investment (Third Tranche) in OpenAI ↗ |
| SoftBank Group | Financial and investment | ||
| OpenAI | Foundation models and AI laboratories | SoftBank Group co-develops Stargate data-center sites with OpenAI | Source: 2025-09-24 · reviewed 2026-09-17 OpenAI, Oracle and SoftBank expand Stargate with five new AI data center sites ↗ |
| SoftBank Group | Financial and investment | ||
| OpenAI | Foundation models and AI laboratories | SpaceXAI (formerly xAI) competes with OpenAI | Source: 2026-07-07 · reviewed 2026-09-24 SpaceXAI wants to compete on AI infrastructure, not just AI models ↗ |
| SpaceXAI (formerly xAI) | Foundation models and AI laboratories | ||
| OpenAI | Foundation models and AI laboratories | Thrive Capital invested approximately $1 billion in OpenAI | Source: 2026-02-25 · reviewed 2026-09-21 Thrive Capital invested about $1 billion in OpenAI at a $285 billion valuation, source says ↗ |
| Thrive Capital | Financial and investment | ||
| OpenAI | Foundation models and AI laboratories | Zhipu AI competes with OpenAI | Source: Source undated · reviewed 2026-09-20 Z.ai ↗ |
| Zhipu AI | Foundation models and AI laboratories | ||
| Oracle | Cloud and specialized AI compute providers | SoftBank Group partners with Oracle | Source: 2025-09-23 · reviewed 2026-09-22 OpenAI, Oracle, and SoftBank expand Stargate with five new AI data center sites ↗ |
| SoftBank Group | Financial and investment | ||
| Oracle | Cloud and specialized AI compute providers | Oracle provides computing capacity to SpaceXAI (formerly xAI) | Source: 2025-06-17 · reviewed 2026-09-22 xAI's Grok Models are Now on Oracle Cloud Infrastructure ↗ |
| SpaceXAI (formerly xAI) | Foundation models and AI laboratories | ||
| Oracle | Cloud and specialized AI compute providers | Oracle hosts training and inference for Suno | Source: Source undated · reviewed 2026-09-20 Suno generates beautiful songs with Oracle Cloud ↗ |
| Suno | Foundation models and AI laboratories | ||
| Ouster | Robotics, autonomous systems and physical AI | Ouster signed a multi-year agreement to supply lidar to Serve Robotics | Source: 2022-01-20 · reviewed 2026-10-02 Ouster and Serve Robotics Sign Multi-Year Strategic Agreement ↗ |
| Serve Robotics | Robotics, autonomous systems and physical AI | ||
| Palantir Technologies | AI applications | SpaceXAI (formerly xAI) announced a partnership with Palantir Technologies | Source: 2025-05-06 · reviewed 2026-09-24 Musk's xAI joins TWG Global, Palantir for AI push in financial sector ↗ |
| SpaceXAI (formerly xAI) | Foundation models and AI laboratories | ||
| Palantir Technologies | AI applications | Voyager Technologies named as exclusive software supplier Palantir Technologies | Source: 2024-06-20 · reviewed 2026-09-24 Starlab Space Announces Strategic Partnership with Palantir Technologies, Inc. ↗ |
| Voyager Technologies | Space and next-generation infrastructure | ||
| Photronics | Semiconductor manufacturing equipment | Photronics supplies photomasks to Samsung Electronics | Source: 2024-12-26 · reviewed 2026-09-26 Photronics 2024 Annual Report and Form 10-K ↗ |
| Samsung Electronics | Chip manufacturing, memory and packaging | ||
| Photronics | Semiconductor manufacturing equipment | Photronics supplies photomasks to UMC | Source: 2024-12-26 · reviewed 2026-09-26 Photronics 2024 Annual Report and Form 10-K ↗ |
| UMC | Chip manufacturing, memory and packaging | ||
| Planet Labs | Space and next-generation infrastructure | Planet Labs agreed to develop and launch satellites for SKY Perfect JSAT | Source: 2025-02-05 · reviewed 2026-10-02 SKY Perfect JSAT and Planet Labs PBC Partner to Build a $230M Low-Earth Orbit Satellite Constellation ↗ |
| SKY Perfect JSAT | Space and next-generation infrastructure | ||
| Planet Labs | Space and next-generation infrastructure | Vantor competes with Planet Labs | Source: 2026-03-19 · reviewed 2026-09-24 Planet Reports Financial Results for Fourth Quarter and Full Fiscal Year 2026 ↗ |
| Vantor | Space and next-generation infrastructure | ||
| Pony.ai | Robotics, autonomous systems and physical AI | Pony.ai builds robotaxis with Toyota Motor | Source: 2026-02-09 · reviewed 2026-09-24 PONY AI Inc. and Toyota Advance Commercial Deployment of Autonomous Driving with Mass-Produced Gen-7 bZ4X Robotaxi ↗ |
| Toyota Motor | Robotics, autonomous systems and physical AI | ||
| Pony.ai | Robotics, autonomous systems and physical AI | Pony.ai competes with Waymo | Source: 2026-02-09 · reviewed 2026-09-24 PONY AI Inc. and Toyota Advance Commercial Deployment of Autonomous Driving with Mass-Produced Gen-7 bZ4X Robotaxi ↗ |
| Waymo | Robotics, autonomous systems and physical AI | ||
| Prysmian | Energy and the electrical grid | Prysmian formerly held a stake in (exited 2025) YOFC | Source: 2025-09-16 · reviewed 2026-10-02 Prysmian announces the sale of all its remaining 37,595,257 H shares of YOFC ↗ |
| YOFC | AI chips and networking | ||
| Qualcomm | AI chips and networking | Samsung Electronics is negotiating to manufacture 2nm chips for Qualcomm | Source: 2026-09-11 · reviewed 2026-09-22 Samsung-Qualcomm 2nm Deal May Slip to 2027; Foundry Resists Lower Pricing as Process Stabilizes ↗ |
| Samsung Electronics | Chip manufacturing, memory and packaging | ||
| Qualcomm | AI chips and networking | Soitec agreed to supply RF filter substrates to Qualcomm | Source: 2026-06-10 · reviewed 2026-10-02 Soitec 2025-2026 Universal Registration Document ↗ |
| Soitec | Chip manufacturing, memory and packaging | ||
| Qualcomm | AI chips and networking | Qualcomm supplies Snapdragon Cockpit technology to Toyota Motor | Source: 2026-01-02 · reviewed 2026-09-22 Qualcomm supplies cockpit platform for Toyota RAV4 ↗ |
| Toyota Motor | Robotics, autonomous systems and physical AI | ||
| Qualcomm | AI chips and networking | TSMC fabricates chips for Qualcomm | Source: 2022-07-14 · reviewed 2026-09-20 TSMC to exclusively manufacture next-gen Qualcomm Snapdragon flagship chips ↗ |
| TSMC | Chip manufacturing, memory and packaging | ||
| Quanta Computer | Servers and AI factories | Techman Robot sells cobots to Quanta Computer | Source: 2026-03-24 · reviewed 2026-10-02 Techman Robot forecasts strong year for 'cobots' ↗ |
| Techman Robot | Robotics, autonomous systems and physical AI | ||
| Quanta Computer | Servers and AI factories | Quanta Computer is the parent company of Techman Robot | Source: 2025-09-26 · reviewed 2026-10-02 〈焦點股〉達明打造「看得懂、做得準」機器人 上市首日暴漲逾倍 (Cnyes) ↗ |
| Techman Robot | Robotics, autonomous systems and physical AI | ||
| Rainbow Robotics | Robotics, autonomous systems and physical AI | Samsung Electronics announced it would become largest shareholder of Rainbow Robotics | Source: 2024-12-31 · reviewed 2026-09-24 Samsung Electronics To Become Largest Shareholder in Rainbow Robotics ↗ |
| Samsung Electronics | Chip manufacturing, memory and packaging | ||
| Rambus | AI chips and networking | Rambus licenses its patent portfolio to SK hynix | Source: 2023-04-04 · reviewed 2026-09-26 Rambus and SK hynix Extend Comprehensive License Agreement ↗ |
| SK hynix | Chip manufacturing, memory and packaging | ||
| Redwire | Space and next-generation infrastructure | Rocket Lab competes with Redwire | Source: 2026-05-07 · reviewed 2026-09-24 Rocket Lab Announces First Quarter 2026 Financial Results ↗ |
| Rocket Lab | Space and next-generation infrastructure | ||
| Roborock | Robotics, autonomous systems and physical AI | Xiaomi was an early investor in Roborock | Source: 2025-07-14 · reviewed 2026-10-02 "Sweeping Wonder" with Annual Sales of 12 Billion Yuan, Net Profit of 2 Billion Yuan Sells Like Hotcakes Globally and Aims for Second Listing (36Kr English, republished from Tianxia Wangshang) ↗ |
| Xiaomi | AI applications | ||
| RoboSense | Robotics, autonomous systems and physical AI | RoboSense supplies rear-facing solid-state lidar to Xiaomi | Source: 2026-07-30 · reviewed 2026-10-02 RoboSense LiDAR Powers Xiaomi SkyNomad N90 Max as Its First Rear-Facing LiDAR Deployment ↗ |
| Xiaomi | AI applications | ||
| SambaNova Systems | AI chips and networking | SambaNova Systems supplies AI chips to SoftBank Group | Source: 2026-02-24 · reviewed 2026-09-20 SambaNova Unveils Fastest Chip for Agentic AI, Collaborates with Intel, and Raises $350M+ ↗ |
| SoftBank Group | Financial and investment | ||
| Samsung Electronics | Chip manufacturing, memory and packaging | Samsung Electronics competes with SK hynix | Source: 2026-09-21 · reviewed 2026-09-22 Samsung Narrows HBM Gap With SK hynix to 17 Points ↗ |
| SK hynix | Chip manufacturing, memory and packaging | ||
| Samsung Electronics | Chip manufacturing, memory and packaging | Samsung Electronics invested in Skild AI | Source: 2026-01-15 · reviewed 2026-09-24 Skild AI raises $1.4B, building 'omni-bodied' robot Skild Brain ↗ |
| Skild AI | Robotics, autonomous systems and physical AI | ||
| Samsung Electronics | Chip manufacturing, memory and packaging | Samsung Electronics uses certified design tools and IP from Synopsys | Source: 2026-05-28 · reviewed 2026-09-20 Synopsys Advances Power and Performance for AI and Multi-Die Designs on Latest Samsung Foundry Processes at SAFE Forum 2026 ↗ |
| Synopsys | Semiconductor manufacturing equipment | ||
| Samsung Electronics | Chip manufacturing, memory and packaging | Samsung Electronics licenses RISC-V and AI IP from Tenstorrent | Source: 2026-06-30 · reviewed 2026-09-27 Tenstorrent Sets New Performance Records, Launches TT-Ascalon S, and Expands Across Japan ↗ |
| Tenstorrent | AI chips and networking | ||
| Samsung Electronics | Chip manufacturing, memory and packaging | Samsung Electronics invested in via Catalyst Fund Tenstorrent | Source: 2023-08-02 · reviewed 2026-09-20 Tenstorrent Raises a $100M Strategic Up-round Co-led by Hyundai Motor Group and the Samsung Catalyst Fund ↗ |
| Tenstorrent | AI chips and networking | ||
| Samsung Electronics | Chip manufacturing, memory and packaging | Tesla buys chip-foundry manufacturing from Samsung Electronics | Source: 2026-07-13 · reviewed 2026-09-27 Samsung Foundry Unofficially Confirms Tesla AI5 Tape-Out, Production To Start Soon in Texas ↗ |
| Tesla | Robotics, autonomous systems and physical AI | ||
| Samsung Electronics | Chip manufacturing, memory and packaging | Samsung Electronics will fabricate AI6 chips for Tesla | Source: 2025-07-28 · reviewed 2026-09-24 Elon Musk says Tesla and Samsung have signed a $16.5 billion chip deal ↗ |
| Tesla | Robotics, autonomous systems and physical AI | ||
| Samsung Electronics | Chip manufacturing, memory and packaging | TSMC competes with Samsung Electronics | Source: 2026-07-30 · reviewed 2026-09-22 Samsung's $200 Billion Broadcom Deal Is a Bid to Break TSMC's AI Foundry Lock ↗ |
| TSMC | Chip manufacturing, memory and packaging | ||
| Sandisk | Chip manufacturing, memory and packaging | Sandisk co-develops the High Bandwidth Flash standard with SK hynix | Source: 2026-08-03 · reviewed 2026-09-26 Sandisk and SK hynix Advance Global Standardization of High Bandwidth Flash with Release of First OCP Technical Specification ↗ |
| SK hynix | Chip manufacturing, memory and packaging | ||
| Sandisk | Chip manufacturing, memory and packaging | Tenstorrent joined the High Bandwidth Flash consortium with Sandisk | Source: 2026-08-03 · reviewed 2026-09-26 Sandisk and SK hynix Advance Global Standardization of High Bandwidth Flash with Release of First OCP Technical Specification ↗ |
| Tenstorrent | AI chips and networking | ||
| Schneider Electric | Data centers and physical infrastructure | Schneider Electric invested in Skild AI | Source: 2026-01-15 · reviewed 2026-09-24 Skild AI raises $1.4B, building 'omni-bodied' robot Skild Brain ↗ |
| Skild AI | Robotics, autonomous systems and physical AI | ||
| Schneider Electric | Data centers and physical infrastructure | Vertiv competes with Schneider Electric | Source: 2025-09-23 · reviewed 2026-09-22 Data Center Power Market - Top Companies (MarketsandMarkets Research Insight) ↗ |
| Vertiv | Data centers and physical infrastructure | ||
| SCREEN Holdings | Semiconductor manufacturing equipment | SCREEN Holdings was recognized as a supplier by TSMC | Source: 2025-11-26 · reviewed 2026-09-27 TSMC 2025 Supply Chain Management Forum Presents Awards to Outstanding Suppliers ↗ |
| TSMC | Chip manufacturing, memory and packaging | ||
| Seagate | Chip manufacturing, memory and packaging | Seagate competes in high-capacity hard drives with WD (Western Digital) | Source: 2026-09-20 · reviewed 2026-09-26 WD And Seagate Showed High Capacity Storage At The AI Infra Summit (Forbes) ↗ |
| WD (Western Digital) | Chip manufacturing, memory and packaging | ||
| SES | Space and next-generation infrastructure | SpaceX launched O3b mPOWER satellites for SES | Source: 2026-09-13 · reviewed 2026-10-02 SES's Final Three O3b mPOWER Satellites Successfully Launched ↗ |
| SpaceX | Space and next-generation infrastructure | ||
| Sivers Semiconductors | AI chips and networking | Sivers Semiconductors signed a laser-manufacturing collaboration with WIN Semiconductors | Source: 2025-03-25 · reviewed 2026-10-02 Sivers collaborating with WIN to scale high-volume DFB laser production (Semiconductor Today, based on a Sivers announcement quoting Sivers CEO Vickram Vathulya and WIN's William Chang) ↗ |
| WIN Semiconductors | Chip manufacturing, memory and packaging | ||
| SK hynix | Chip manufacturing, memory and packaging | SK hynix uses debug software from Synopsys | Source: 2014-10-27 · reviewed 2026-09-27 SK Hynix Accelerates Memory Development with Productivity-Enhancing Debug Apps on Synopsys Verdi ↗ |
| Synopsys | Semiconductor manufacturing equipment | ||
| SK hynix | Chip manufacturing, memory and packaging | SK hynix is reported to supply memory to Tesla | Source: 2026-04-16 · reviewed 2026-09-24 Tesla AI5 Reportedly Uses SK hynix Memory, Samsung LPDDR5X; Samsung SF2T Process Applied Ahead of AI6 ↗ |
| Tesla | Robotics, autonomous systems and physical AI | ||
| Skild AI | Robotics, autonomous systems and physical AI | SoftBank Group led the funding round of Skild AI | Source: 2026-01-15 · reviewed 2026-09-24 Skild AI raises $1.4B, building 'omni-bodied' robot Skild Brain ↗ |
| SoftBank Group | Financial and investment | ||
| Skild AI | Robotics, autonomous systems and physical AI | Universal Robots agreed to integrate the robot model of Skild AI | Source: 2026-03-19 · reviewed 2026-09-24 The Reindustrial Revolution: Partnering with ABB Robotics, Universal Robots, and NVIDIA ↗ |
| Universal Robots | Robotics, autonomous systems and physical AI | ||
| SKY Perfect JSAT | Space and next-generation infrastructure | SKY Perfect JSAT resells Starlink Business service from SpaceX | Source: 2023-10-31 · reviewed 2026-10-02 SKY Perfect JSAT expands service offering with Starlink Business broadband service using low earth orbit satellites ↗ |
| SpaceX | Space and next-generation infrastructure | ||
| Snowflake | AI infrastructure software | SpaceXAI (formerly xAI) distributes Grok models through Snowflake | Source: 2026-09-03 · reviewed 2026-09-24 Grok 4.6 Now Available on Snowflake Cortex AI ↗ |
| SpaceXAI (formerly xAI) | Foundation models and AI laboratories | ||
| SoftBank Group | Financial and investment | Tempus AI formed a healthcare AI joint venture with SoftBank Group | Source: Source undated · reviewed 2026-09-20 SoftBank launches healthcare venture with Tempus AI ↗ |
| Tempus AI | AI applications | ||
| SoftBank Group | Financial and investment | SoftBank Group co-led the funding round of Wayve | Source: 2026-02-25 · reviewed 2026-09-24 Wayve secures $1.5B to deploy its global autonomy platform ↗ |
| Wayve | Robotics, autonomous systems and physical AI | ||
| SpaceX | Space and next-generation infrastructure | SpaceX acquired SpaceXAI (formerly xAI) | Source: 2026-02-02 · reviewed 2026-09-24 xAI joins SpaceX ↗ |
| SpaceXAI (formerly xAI) | Foundation models and AI laboratories | ||
| SpaceX | Space and next-generation infrastructure | Starcloud depends on launch capacity from SpaceX | Source: 2026-08-21 · reviewed 2026-09-24 Starcloud raises $250 million for orbital data centers as launch options dry up ↗ |
| Starcloud | Space and next-generation infrastructure | ||
| SpaceX | Space and next-generation infrastructure | SpaceX launched the satellite of Starcloud | Source: 2025-11-03 · reviewed 2026-09-24 Starcloud-1 satellite reaches space, with Nvidia H100 GPU now operating in orbit ↗ |
| Starcloud | Space and next-generation infrastructure | ||
| SpaceX | Space and next-generation infrastructure | Tesla supplies grid batteries to SpaceX | Source: 2026-08-06 · reviewed 2026-09-24 SpaceX Q2 Tesla Megapack purchases: $295 million for AI data centers ↗ |
| Tesla | Robotics, autonomous systems and physical AI | ||
| SpaceX | Space and next-generation infrastructure | Tesla is co-developing the Terafab chip plant with SpaceX | Source: 2026-08-06 · reviewed 2026-09-24 Tesla, SpaceX confirm 'Terafab' chip fab site — $16.8B first phase ↗ |
| Tesla | Robotics, autonomous systems and physical AI | ||
| SpaceX | Space and next-generation infrastructure | United Launch Alliance competes with SpaceX | Source: 2026-09-13 · reviewed 2026-09-24 Financial Pressures and Low Margins Intensify Ownership Sale Rumors for United Launch Alliance ↗ |
| United Launch Alliance | Space and next-generation infrastructure | ||
| SpaceXAI (formerly xAI) | Foundation models and AI laboratories | Supermicro built the liquid-cooled GPU server racks used in xAI's Colossus supercomputer SpaceXAI (formerly xAI) | Source: Source undated · reviewed 2026-09-20 xAI Colossus | Supermicro ↗ |
| Supermicro | Servers and AI factories | ||
| SpaceXAI (formerly xAI) | Foundation models and AI laboratories | Tesla supplies battery storage to SpaceXAI (formerly xAI) | Source: 2026-05-01 · reviewed 2026-09-24 Tesla (TSLA) reveals $573M web of transactions between Elon Musk's companies ↗ |
| Tesla | Robotics, autonomous systems and physical AI | ||
| SpaceXAI (formerly xAI) | Foundation models and AI laboratories | Tesla invested in SpaceXAI (formerly xAI) | Source: 2026-04-30 · reviewed 2026-09-27 Tesla, Inc. Form 10-K/A for fiscal year 2025 (filed 30 April 2026) ↗ |
| Tesla | Robotics, autonomous systems and physical AI | ||
| SpaceXAI (formerly xAI) | Foundation models and AI laboratories | Tesla uses AI models from SpaceXAI (formerly xAI) | Source: Source undated · reviewed 2026-09-24 Grok | Tesla Support ↗ |
| Tesla | Robotics, autonomous systems and physical AI | ||
| Supermicro | Servers and AI factories | Supermicro supplies liquid cooling to Tesla | Source: 2024-07-06 · reviewed 2026-09-24 Elon Musk's liquid-cooled 'Gigafactory' AI data centers get a plug from Supermicro CEO ↗ |
| Tesla | Robotics, autonomous systems and physical AI | ||
| Synopsys | Semiconductor manufacturing equipment | TSMC certifies its process technology for design tools from Synopsys | Source: 2021-05-26 · reviewed 2026-09-22 Synopsys Digital and Custom Design Platforms Certified for TSMC's Latest 3nm Process Technology ↗ |
| TSMC | Chip manufacturing, memory and packaging | ||
| Teradyne | Semiconductor manufacturing equipment | Teradyne owns Universal Robots | Source: 2026-02-19 · reviewed 2026-09-26 Teradyne Form 10-K for fiscal year 2025 ↗ |
| Universal Robots | Robotics, autonomous systems and physical AI | ||
| Tesla | Robotics, autonomous systems and physical AI | TSMC will fabricate AI5 chips for Tesla | Source: 2026-04-16 · reviewed 2026-09-24 Tesla completes AI5 chip tape-out, to be manufactured by TSMC and Samsung ↗ |
| TSMC | Chip manufacturing, memory and packaging | ||
| Tesla | Robotics, autonomous systems and physical AI | Tesla dual-sources chip-foundry manufacturing from TSMC | Source: Source undated · reviewed 2026-09-20 Tesla Breaks the Foundry Monopoly: Dual-Sourcing AI5 Silicon Across TSMC and Samsung's U.S. Fabs for 2026 Global Ramp ↗ |
| TSMC | Chip manufacturing, memory and packaging | ||
| Tesla | Robotics, autonomous systems and physical AI | Tesla competes in humanoid robots with Unitree Robotics | Source: 2026-02-05 · reviewed 2026-09-24 China is winning the humanoid robot race while Tesla's Optimus lags ↗ |
| Unitree Robotics | Robotics, autonomous systems and physical AI | ||
| Tesla | Robotics, autonomous systems and physical AI | Waymo competes with in autonomous ride-hailing / self-driving Tesla | Source: Source undated · reviewed 2026-09-20 How Google's Waymo is Scaling Robotaxis in 2026 ↗ |
| Waymo | Robotics, autonomous systems and physical AI | ||
| Tesla | Robotics, autonomous systems and physical AI | Zhejiang Sanhua Intelligent Controls supplies components to Tesla | Source: 2026-09-18 · reviewed 2026-09-24 Tesla auditing Chinese suppliers ahead of Optimus roll-out: sources ↗ |
| Zhejiang Sanhua Intelligent Controls | Robotics, autonomous systems and physical AI | ||
| Tokyo Electron | Semiconductor manufacturing equipment | Tokyo Electron was recognized as a supplier by TSMC | Source: 2024-12-02 · reviewed 2026-09-26 TSMC 2024 Supply Chain Management Forum Presents Awards to Outstanding Suppliers ↗ |
| TSMC | Chip manufacturing, memory and packaging | ||
| Tower Semiconductor | Chip manufacturing, memory and packaging | Tower Semiconductor expanded a silicon photonics collaboration with Zhongji Innolight | Source: 2025-03-10 · reviewed 2026-09-26 Tower Semiconductor and Innolight Expand their Collaboration and Ramp Volume of Next-Generation SiPho Solutions for AI and Data Centers ↗ |
| Zhongji Innolight | AI chips and networking | ||
| Toyota Motor | Robotics, autonomous systems and physical AI | Toyota Motor agreed to explore an autonomous-driving collaboration with Waymo | Source: 2025-04-30 · reviewed 2026-09-20 Driving the Future of Autonomous Mobility Forward — Together with Toyota and Waymo ↗ |
| Waymo | Robotics, autonomous systems and physical AI | ||
| TSMC | Chip manufacturing, memory and packaging | TSMC is reported to manufacture Xring chips for Xiaomi | Source: 2026-08-24 · reviewed 2026-10-02 TSMC to manufacture Xiaomi's new Xring chip — Reuters (The Edge Malaysia) ↗ |
| Xiaomi | AI applications | ||
| UBTECH Robotics | Robotics, autonomous systems and physical AI | UBTECH Robotics competes with Unitree Robotics | Source: 2025-11-17 · reviewed 2026-09-24 UBTECH Humanoid Robot Walker S2 Begins Mass Production and Delivery, with Orders Exceeding 800 Million Yuan ↗ |
| Unitree Robotics | Robotics, autonomous systems and physical AI | ||
| Waymo | Robotics, autonomous systems and physical AI | Wayve competes with Waymo | Source: 2026-02-25 · reviewed 2026-09-24 Wayve secures $1.5B to deploy its global autonomy platform ↗ |
| Wayve | Robotics, autonomous systems and physical AI | ||
| Xiaomi | AI applications | Xiaomi competes in in-house driving chips and smart EVs with XPeng | Source: 2026-08-26 · reviewed 2026-10-02 Xiaomi unveils China's first 3nm self-developed intelligent driving chip ↗ |
| XPeng | Robotics, autonomous systems and physical AI |