Radar · AI Infrastructure in California
Best AI Infrastructure Companies in California, United States
The 814 best AI Infrastructure companies in California, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: OpenAI.
By Rohit KhannaTrends & Stories
814companies tracked
$52.2Bdisclosed funding
39unicorns
454have raised
FLIAR INTELLIGENCE · AI INFRASTRUCTURE × CALIFORNIA
Our analysis of 50 AI Infrastructure companies
$46.6b in tracked funding; 98% of the stack-profiled cohort runs cloud-native; funding activity peaked in 2025.
50companies analysed
98%cloud-native stacks
2025funding peak (by rounds)
24unicorns
2021median founding year
13Mcombined LinkedIn audience
91%of audience held by top 3
5companies hiring publicly (12 mo)
Ranked: Best AI Infrastructure companies in California
| # | Company | Disclosed funding | Last round | Stage | Founder | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | OpenAI 🦄 AI research and deployment solutions developing advanced artificial intelligence systems and tools for global… 97Tech top 7%Partners top 9%Customers top 9%Funding top 10% All 13 signals ▾Techtop 7% Partnerstop 9% Customerstop 9% Fundingtop 10% Markettop 11% Innovationtop 12% Talenttop 18% Moattop 20% Growthtop 22% Newstop 24% Producttop 26% AItop 35% Globaltop 48% Tech: 111 technologies across 8/8 capability areas · Cloud: Amazon Cloudfront, Amazon S3 Partners: 47 partnership announcements in 12 mo (56 in 24 mo) · 167 contract events in 12 mo rank vs industry peers · Fliar Intelligence Index 97/100 | $17.9B | 1 mo ago | Series G | Sam Altman Co-Founder & CEO | ContentfulTurbopackApple iCloud Mail+27 | — | 4 launchs |
| 2 | Anthropic 🦄 Provider of AI safety and research company 97Funding top 7%Partners top 13%Innovation top 17%News top 17% All 12 signals ▾Fundingtop 7% Partnerstop 13% Innovationtop 17% Newstop 17% Talenttop 17% AItop 20% Growthtop 21% Techtop 22% Producttop 22% Moattop 24% Markettop 26% Globaltop 48% Funding: Raised $4.5B across 17 rounds · 17 rounds over 5 yrs (3.4/yr) Partners: 11 partnership announcements in 12 mo (15 in 24 mo) · 58 contract events in 12 mo rank vs industry peers · Fliar Intelligence Index 97/100 | $4.5B | 1 mo ago | Series G | Benjamin Mann Co-Founder | SentryNode.jsGoogle Sign-in+22 | — | — |
| 3 | Lambda AI 🦄 Provider of supercomputers, clusters, and instances for artificial intelligence development 84Funding top 9%Tech top 21%Moat top 27%Patents top 29% All 10 signals ▾Fundingtop 9% Techtop 21% Moattop 27% Patentstop 29% AItop 30% Innovationtop 31% Markettop 36% Growthtop 45% Globaltop 46% Talentbottom 49% Funding: Raised $4.3B across 12 rounds · 12 rounds over 7 yrs (1.7/yr) Tech: 60 technologies across 6/8 capability areas · Cloud: Amazon Cloudfront, Amazon S3 rank vs industry peers · Fliar Intelligence Index 84/100 | $4.3B | 1 mo ago | Series E | Stephen Balaban Co-Founder & CEO | HubSpot CMS HubApple iCloud MailStripe+22 | 36 patents Patents concentrated in electrical & electronics | 2 launchs |
| 4 | Nuro 🦄 Developer of autonomous driving technology for automakers and mobility providers 89Funding top 13%AI top 20%Growth top 22%Moat top 22% All 13 signals ▾Fundingtop 13% AItop 20% Growthtop 22% Moattop 22% Patentstop 23% Newstop 26% Markettop 32% Talenttop 34% Partnerstop 37% Innovationtop 38% Producttop 41% Techtop 42% Globalbottom 42% Funding: Raised $2.1B across 6 rounds · 6 rounds over 8 yrs (0.8/yr) AI: Classified as an AI company rank vs industry peers · Fliar Intelligence Index 89/100 | $2.1B | 9 mo ago | Series E | Dave Ferguson Co-Founder & Co-CEO | SentryApple iCloud MailGoogle Workspace+18 | 294 patents Autonomous vehicle sensing, diagnostics, control, and communication systems integration | 1 internship · 1 partnership · 1 expansion |
| 5 | Scale AI 🦄 Labeled data to train AI applications 90Funding top 16%AI top 18%Tech top 19%Moat top 23% All 12 signals ▾Fundingtop 16% AItop 18% Techtop 19% Moattop 23% Markettop 28% Innovationtop 28% Patentstop 32% Partnerstop 35% Growthtop 40% Globaltop 45% Talentbottom 49% Newsbottom 42% Funding: Raised $1.6B across 8 rounds · 8 rounds over 10 yrs (0.8/yr) AI: Classified as an AI company · Holds AI/ML patents (G06N-family CPC) rank vs industry peers · Fliar Intelligence Index 90/100 | $1.6B | 12 mo ago | Series G | Alexandr Wang Founder & CEO | TurbopackSentryAtlassian Statuspage+40 | 30 patents AI-powered data labeling, dataset curation, and sampling for computer vision and document extraction | 1 partnership |
| 6 | SambaNova Systems 🦄 Provider of AI-powered software and hardware 93Innovation top 13%Patents top 13%Funding top 14%Tech top 19% All 13 signals ▾Innovationtop 13% Patentstop 13% Fundingtop 14% Techtop 19% AItop 22% Moattop 22% Newstop 23% Markettop 29% Partnerstop 32% Growthtop 39% Producttop 41% Globaltop 47% Talentbottom 49% Innovation: 589 patents (top 2% of patent-holders) · 511 filings since 2022 vs 78 in 2017-21 Patents: 589 patents matched (strict assignee match) · 511 filings since 2022 vs 78 in 2017-21 rank vs industry peers · Fliar Intelligence Index 93/100 | $1.1B | 3 mo ago | Series E | Christopher Re Co-Founder | Apple iCloud MailGoogle WorkspaceNode.js+32 | 589 patents Reconfigurable AI accelerator hardware for high‑bandwidth, dataflow‑optimized neural network processing | — |
| 7 | Groq 🦄 Provider of AI inference platforms and on-premise AI inference clusters 96Funding top 15%Patents top 16%Innovation top 17%Tech top 18% All 12 signals ▾Fundingtop 15% Patentstop 16% Innovationtop 17% Techtop 18% AItop 18% Partnerstop 21% Moattop 22% Growthtop 23% Newstop 23% Markettop 29% Talenttop 34% Globalbottom 42% Funding: Raised $1.0B across 5 rounds · 5 rounds over 10 yrs (0.5/yr) Patents: 240 patents matched (strict assignee match) · 157 filings since 2022 vs 83 in 2017-21 rank vs industry peers · Fliar Intelligence Index 96/100 | $1.0B | 9 mo ago | Series E | Jonathan Ross CEO | AlgoliaNode.jsRadix UI+31 | 240 patents Hardware and software techniques for high‑performance tensor/AI accelerator design and reliability. | — |
| 8 | SSI 🦄 Platform offering security solutions for AI models 80Funding top 17%AI top 20%Moat top 25%Innovation top 27% All 10 signals ▾Fundingtop 17% AItop 20% Moattop 25% Innovationtop 27% Talenttop 28% Patentstop 32% Growthtop 35% Markettop 43% Globaltop 50% Techbottom 29% Funding: Raised $1.0B across 2 rounds · 2 rounds over 2 yrs (1.0/yr) AI: Classified as an AI company rank vs industry peers · Fliar Intelligence Index 80/100 | $1.0B | 11 mo ago | Series A | Ilya Sutskever Co-Founder & CEO | Apple iCloud MailVercelHSTS+2 | 45 patents Patents concentrated in computing, sensing & instrumentation | — |
| 9 | Cerebras 🦄 Provider of high-performance AI infrastructure and wafer-scale computing solutions 96Funding top 10%Tech top 17%News top 18%Growth top 20% All 10 signals ▾Fundingtop 10% Techtop 17% Newstop 18% Growthtop 20% Talenttop 23% Moattop 26% AItop 30% Partnerstop 32% Markettop 33% Globaltop 42% Funding: Raised $750M across 9 rounds · 9 rounds over 10 yrs (0.9/yr) Tech: 44 technologies across 6/8 capability areas · Cloud: Cloudflare, Vercel rank vs industry peers · Fliar Intelligence Index 96/100 | $750M | 2 mo ago | Public | Michael James Co-Founder | SanityTurbopackNode.js+25 | — | 1 launch |
| 10 | Nexthop AI 🦄 AI infrastructure for cloud infrastructure 76Funding top 13%AI top 20%Moat top 27%Growth top 35% All 10 signals ▾Fundingtop 13% AItop 20% Moattop 27% Growthtop 35% Innovationtop 40% Markettop 44% Globaltop 49% Talentbottom 49% Techbottom 48% Patentsbottom 44% Funding: Raised $610M across 2 rounds · 2 rounds over 1 yrs (2.0/yr) AI: Classified as an AI company rank vs industry peers · Fliar Intelligence Index 76/100 | $610M | 3 mo ago | Series B | Anshul Sadana Founder & CEO | WordPressMySQLPHP+23 | 22 patents Advanced routing, BGP management, and secure wireless WAN protocol technologies | 3 awards |
| 11 | Unconventional AI 🦄 Developer of computer systems optimizing energy efficiency for artificial intelligence 69Funding top 22%Talent top 28%Moat top 32%Market top 44% All 7 signals ▾Fundingtop 22% Talenttop 28% Moattop 32% Markettop 44% AItop 45% Techbottom 46% Globalbottom 33% Funding: Raised $475M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) Talent: 3 named leaders on record · 3 C-suite/founder profiles curated rank vs industry peers · Fliar Intelligence Index 69/100 | $475M | 6 mo ago | Seed | Sara Achour Co-Founder | WordPressApple iCloud MailMySQL+18 | — | 1 launch · 2 awards |
| 12 | Ricursive Developer of self-improving artificial intelligence systems focused on chip design 53Funding top 16%Talent top 38%AI top 45%Global top 45% All 6 signals ▾Fundingtop 16% Talenttop 38% AItop 45% Globaltop 45% Marketbottom 37% Techbottom 35% Funding: Raised $335M across 2 rounds · 2 rounds over 1 yrs (2.0/yr) Talent: 2 named leaders on record · 2 C-suite/founder profiles curated rank vs industry peers · Fliar Intelligence Index 53/100 | $335M | 4 mo ago | Series A | Azalia Mirhoseini Co-Founder & CTO | Framer SitesReactPriority Hints+4 | — | 1 launch · 1 award |
| 13 | SiMa.ai Developer of hardware and software platform for physical artificial intelligence 69Funding top 15%AI top 22%Moat top 31%Partners top 32% All 12 signals ▾Fundingtop 15% AItop 22% Moattop 31% Partnerstop 32% Talenttop 38% Techtop 41% Markettop 45% Producttop 45% Growthtop 47% Newstop 49% Innovationbottom 48% Globalbottom 37% Funding: Raised $330M across 7 rounds · 7 rounds over 6 yrs (1.2/yr) AI: Classified as an AI company · Product described with: artificial intelligence, computer vision, machine learning rank vs industry peers · Fliar Intelligence Index 69/100 | $330M | 2 mo ago | Series C | Krishna Rangasayee Founder and CEO | WordPressApple iCloud MailGoogle Workspace+27 | — | 2 launchs · 2 partnerships |
| 14 | Upscale AI 🦄 Developer of networking infrastructure to accelerate and scale artificial intelligence 64Funding top 16%AI top 30%Moat top 37%Talent top 38% All 9 signals ▾Fundingtop 16% AItop 30% Moattop 37% Talenttop 38% Techtop 43% Markettop 44% Globaltop 44% Patentsbottom 39% Innovationbottom 32% Funding: Raised $300M across 2 rounds · 2 rounds over 1 yrs (2.0/yr) AI: Classified as an AI company · Product described with: artificial intelligence rank vs industry peers · Fliar Intelligence Index 64/100 | $300M | 4 mo ago | Series A | Rajiv K Co-Founder | WordPressMySQLMariaDB+25 | 3 patents High‑speed network switching fabrics and industrial microwave material processing technologies | 1 partnership |
| 15 | Arena 🦄 Provider of a platform for benchmarking and comparing AI models 83Growth top 20%Funding top 21%Talent top 28%AI top 30% All 10 signals ▾Growthtop 20% Fundingtop 21% Talenttop 28% AItop 30% Markettop 34% Techtop 39% Moattop 43% Innovationtop 49% Patentsbottom 35% Globalbottom 29% Growth: Web rank 50,000,000 → 5,000 YoY · Fresh capital in last 24 mo Funding: Raised $250M across 2 rounds · 2 rounds over 1 yrs (2.0/yr) rank vs industry peers · Fliar Intelligence Index 83/100 | $250M | 5 mo ago | Series A | Wei-Lin Chiang Co-Founder & CTO | Node.jsRadix UITailwind CSS+19 | 8 patents Collaborative bill‑of‑materials management and access‑controlled supply‑chain data integration. | 1 launch · 1 award |
| 16 | Blaize Developer of hardware and software solutions optimizing artificial intelligence applications 90Funding top 14%Product top 18%Innovation top 22%News top 23% All 13 signals ▾Fundingtop 14% Producttop 18% Innovationtop 22% Newstop 23% Growthtop 25% AItop 25% Patentstop 27% Moattop 28% Partnerstop 29% Talenttop 35% Markettop 38% Techtop 39% Globalbottom 39% Funding: Raised $242M across 4 rounds · 4 rounds over 10 yrs (0.4/yr) Product: 2 product launch events in 12 mo, 1 the year before · Company stage: Public rank vs industry peers · Fliar Intelligence Index 90/100 | $242M | 7 mo ago | Public | Satyaki Koneru Co-Founder | WordPressSentryMySQL+30 | 69 patents Accelerated graph neural network processing and power‑efficient AI hardware solutions | 3 partnerships |
| 17 | Parallel Web Systems 🦄 Developer of an API providing web search for AI applications 84Funding top 15%Growth top 20%AI top 20%Moat top 32% All 8 signals ▾Fundingtop 15% Growthtop 20% AItop 20% Moattop 32% Talenttop 38% Markettop 44% Techtop 44% Globalbottom 45% Funding: Raised $230M across 3 rounds · 3 rounds over 2 yrs (1.5/yr) Growth: Web rank 50,000,000 → 5,000,000 YoY · Fresh capital in last 24 mo rank vs industry peers · Fliar Intelligence Index 84/100 | $230M | 1 mo ago | Series B | Travers Nisbet Co-Founder | SanityTurbopackNode.js+15 | — | 2 partnerships |
| 18 | Domino Data Lab AI powered data science platform 83Funding top 17%Innovation top 22%Tech top 26%Talent top 28% All 12 signals ▾Fundingtop 17% Innovationtop 22% Techtop 26% Talenttop 28% AItop 30% Moattop 31% Producttop 38% Markettop 43% Partnerstop 45% Globalbottom 48% Growthbottom 45% Newsbottom 37% Funding: Raised $224M across 7 rounds · 7 rounds over 11 yrs (0.6/yr) Innovation: 6 new-product events in 24 mo · Deep-tech classification: Artificial Intelligence rank vs industry peers · Fliar Intelligence Index 83/100 | $224M | 9 mo ago | Series F | Christopher Yang Co-founder and CTO | SanityTurbopackSentry+33 | — | — |
| 19 | Factory 🦄 Developer of artificial intelligence solutions for industrial automation and optimization 80Funding top 14%Growth top 28%Tech top 28%AI top 30% All 10 signals ▾Fundingtop 14% Growthtop 28% Techtop 28% AItop 30% Moattop 32% Talenttop 38% Markettop 46% Patentstop 46% Innovationtop 48% Globalbottom 40% Funding: Raised $220M across 4 rounds · 4 rounds over 3 yrs (1.3/yr) Growth: Web rank 5,000,000 → 1,000,000 YoY · Fresh capital in last 24 mo rank vs industry peers · Fliar Intelligence Index 80/100 | $220M | 2 mo ago | Series C | Eno Reyes Co-Founder & CTO | Node.jsRadix UITailwind CSS+15 | 24 patents Patents concentrated in electrical & electronics | 4 launchs |
| 20 | Olix Developer of a new compute paradigm for frontier artificial intelligence 60Funding top 26%Patents top 33%Innovation top 43%Global top 44% All 7 signals ▾Fundingtop 26% Patentstop 33% Innovationtop 43% Globaltop 44% AItop 45% Talentbottom 45% Techbottom 40% Funding: Raised $220M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) Patents: 13 patents matched (strict assignee match) · 13 filings since 2022 vs 0 in 2017-21 rank vs industry peers · Fliar Intelligence Index 60/100 | $220M | 4 mo ago | Series A | James Dacombe Founder & CEO | Framer SitesApple iCloud MailReact+7 | 13 patents Patents concentrated in chemistry & materials | — |
| 21 | PaleBlueDot Platform offering scalable GPU cloud solutions tailored for enterprises and AI developers 53Funding top 21%Talent top 28%AI top 30%Tech top 46% All 6 signals ▾Fundingtop 21% Talenttop 28% AItop 30% Techtop 46% Globalbottom 36% Marketbottom 25% Funding: Raised $160M across 2 rounds · 2 rounds over 1 yrs (2.0/yr) Talent: 3 named leaders on record · 3 C-suite/founder profiles curated rank vs industry peers · Fliar Intelligence Index 53/100 | $160M | 4 mo ago | Series B | Sheldon Ng Co-Founder | TypeScriptGraphQLGoogle Sign-in+9 | — | — |
| 22 | d-Matrix 🦄 Developers of digital-in memory compute engine for efficient AI processing 89Patents top 12%Innovation top 17%Growth top 19%Funding top 20% All 11 signals ▾Patentstop 12% Innovationtop 17% Growthtop 19% Fundingtop 20% Moattop 22% Newstop 25% AItop 30% Talenttop 38% Techtop 43% Markettop 46% Globaltop 49% Patents: 271 patents matched (strict assignee match) · 95 filings since 2022 vs 45 in 2017-21 Innovation: 271 patents (top 20% of patent-holders) · 95 filings since 2022 vs 45 in 2017-21 rank vs industry peers · Fliar Intelligence Index 89/100 | $154M | 7 mo ago | Series C | Sudeep Bhoja Founder and CTO | WordPress Block EditorWordPressMySQL+26 | 266 patents Patents concentrated in health & consumer products | 2 awards |
| 23 | Inferact Developer of open-source large language model inference engine and related infrastructure 35Funding top 22%Talent top 23%Global bottom 48%Market bottom 30% All 5 signals ▾Fundingtop 22% Talenttop 23% Globalbottom 48% Marketbottom 30% Techbottom 29% Funding: Raised $150M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) Talent: 6 named leaders on record · 6 C-suite/founder profiles curated rank vs industry peers · Fliar Intelligence Index 35/100 | $150M | 4 mo ago | Seed | Ion Stoica Co-Founder | Apple iCloud MailGoogle WorkspaceVercel+3 | — | 1 partnership |
| 24 | nEye Provider of integrated silicon photonic switch for AI computing 55Funding top 17%Talent top 28%AI top 30%Moat top 40% All 7 signals ▾Fundingtop 17% Talenttop 28% AItop 30% Moattop 40% Globalbottom 45% Techbottom 36% Marketbottom 35% Funding: Raised $149M across 3 rounds · 3 rounds over 3 yrs (1.0/yr) Talent: 3 named leaders on record · 3 C-suite/founder profiles curated rank vs industry peers · Fliar Intelligence Index 55/100 | $149M | 2 mo ago | Series C | Kyungmok Kwon Co-Founder | WebflowGSAPjQuery+7 | — | — |
| 25 | Modular 🦄 Developing next-generation AI development platform | $130M | 8 mo ago | Series C | James Reynolds Co-Founder & CEO | WebflowApple iCloud MailGoogle Workspace+21 | 20 patents Optimizing heterogeneous compute via composable kernels and graph‑fusion compiler techniques | — |
| 26 | Braintrust Provider of an AI observability platform for building quality AI products 76Funding top 19%AI top 20%Growth top 28%Tech top 36% All 7 signals ▾Fundingtop 19% AItop 20% Growthtop 28% Techtop 36% Talentbottom 49% Marketbottom 47% Globalbottom 36% Funding: Raised $121M across 3 rounds · 3 rounds over 3 yrs (1.0/yr) AI: Classified as an AI company rank vs industry peers · Fliar Intelligence Index 76/100 | $121M | 3 mo ago | Series B | Ankur Goyal Founder & CEO | TurbopackSentryNode.js+25 | — | 2 launchs |
| 27 | Majestic Labs ai Developer of high-performance AI infrastructure solutions, aiming to break the memory wall that limits… | $90M | 7 mo ago | Series A | Shahriar Rabii Co-Founder & President | VarnishGitHub PagesGoogle Font API+3 | — | 1 launch · 3 awards |
| 28 | Gruve Provider of AI infrastructure, inference solutions, and enterprise AI agents 67Funding top 20%Talent top 28%AI top 30%Growth top 33% All 10 signals ▾Fundingtop 20% Talenttop 28% AItop 30% Growthtop 33% Techtop 36% Moattop 48% Globalbottom 44% Marketbottom 40% Innovationbottom 40% Patentsbottom 27% Funding: Raised $87.7M across 4 rounds · 4 rounds over 2 yrs (2.0/yr) Talent: 4 named leaders on record · 4 C-suite/founder profiles curated rank vs industry peers · Fliar Intelligence Index 67/100 | $88M | 4 mo ago | Series A | Rajeev Khanolkar Co-Founder & Chief Strategy Officer | WordPressApple iCloud MailMicrosoft 365+31 | 4 patents Wearable personalized activity and weight management monitoring systems | 1 award |
| 29 | Deepgram Provider of AI-based speech transcription software 84Tech top 11%AI top 22%Funding top 23%Moat top 28% All 12 signals ▾Techtop 11% AItop 22% Fundingtop 23% Moattop 28% Innovationtop 35% Growthtop 37% Talenttop 38% Newstop 40% Patentstop 41% Markettop 43% Producttop 45% Globalbottom 39% Tech: 73 technologies across 6/8 capability areas · Cloud: Amazon Cloudfront, Amazon S3 AI: Classified as an AI company · Holds AI/ML patents (G06N-family CPC) rank vs industry peers · Fliar Intelligence Index 84/100 | $86M | 6 mo ago | Series C | Scott Stephenson Co-Founder | SanityNode.jsSalesforce+38 | 23 patents Efficient transformer-based speech recognition and training data alignment technologies | 2 launchs |
| 30 | Vapi Voice AI platform for developers 74Funding top 21%Tech top 24%AI top 26%Growth top 35% All 9 signals ▾Fundingtop 21% Techtop 24% AItop 26% Growthtop 35% Moattop 48% Talentbottom 49% Marketbottom 45% Globalbottom 37% Newsbottom 18% Funding: Raised $75.2M across 2 rounds · 2 rounds over 2 yrs (1.0/yr) Tech: 46 technologies across 5/8 capability areas · Cloud: Cloudflare, Vercel rank vs industry peers · Fliar Intelligence Index 74/100 | $75M | 3 mo ago | Series B | Jordan Dearsley Co-Founder & CEO | TurbopackSentryNode.js+26 | — | 3 job openings |
| 31 | Standard Intelligence Developer of general computer action models and interactive speech software 67Growth top 20%Funding top 42%Talent top 45%Global bottom 48% All 5 signals ▾Growthtop 20% Fundingtop 42% Talenttop 45% Globalbottom 48% Techbottom 29% Growth: Web rank 50,000,000 → 5,000,000 YoY · Fresh capital in last 24 mo Funding: Raised $75.0M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) rank vs industry peers · Fliar Intelligence Index 67/100 | $75M | 1 mo ago | Series A | Galen Mead Co-Founder & CEO | HugoApple iCloud MailGoogle Workspace+5 | — | — |
| 32 | Harmonic 🦄 Developer of state-of-the-art mathematics AI models | $75M | 6 mo ago | Series C | Tudor Achim Co-Founder & CEO | TurbopackSentryNode.js+11 | 214 patents Cable broadband hardware: DOCSIS processing, HFC power management, RF couplers, serviceable network modules | 3 job openings |
| 33 | Fiddler Labs Developer of AI observability platform for monitoring, explainability, and responsible AI 64Funding top 20%AI top 25%Growth top 35%Talent top 38% All 11 signals ▾Fundingtop 20% AItop 25% Growthtop 35% Talenttop 38% Moattop 41% Techtop 43% Newstop 49% Patentsbottom 49% Innovationbottom 47% Marketbottom 40% Globalbottom 39% Funding: Raised $65.6M across 6 rounds · 6 rounds over 8 yrs (0.8/yr) AI: Classified as an AI company · Holds AI/ML patents (G06N-family CPC) rank vs industry peers · Fliar Intelligence Index 64/100 | $66M | 4 mo ago | Series C | Krishna Gade Founder & CEO | WebflowThree.jsMathJax+25 | 3 patents Patents concentrated in computing, sensing & instrumentation | 1 launch |
| 34 | Sycamore Developer of an operating system for building and deploying AI agents 29Funding top 25%Tech top 50%Talent bottom 49%Global bottom 33% All 5 signals ▾Fundingtop 25% Techtop 50% Talentbottom 49% Globalbottom 33% Marketbottom 31% Funding: Raised $65.0M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) Tech: 18 technologies across 4/8 capability areas · Cloud: Cloudflare rank vs industry peers · Fliar Intelligence Index 29/100 | $65M | 2 mo ago | Seed | Sri Viswanath Founder & CEO | Apple iCloud MailGoogle WorkspaceAstro+15 | — | — |
| 35 | Baseten Technologies 🦄 Platform offering low code based ML powered application development software 78Funding top 17%AI top 20%Tech top 27%Talent top 28% All 11 signals ▾Fundingtop 17% AItop 20% Techtop 27% Talenttop 28% Moattop 31% Growthtop 32% Newstop 33% Producttop 41% Innovationtop 46% Marketbottom 44% Globalbottom 37% Funding: Raised $60.0M across 6 rounds · 6 rounds over 4 yrs (1.5/yr) AI: Classified as an AI company rank vs industry peers · Fliar Intelligence Index 78/100 | $60M | 4 mo ago | Series E | Amir Haghighat Co-Founder & CTO | DatoCMSApple iCloud MailGoogle Workspace+30 | — | 1 job opening · 1 partnership |
| 36 | Elorian Developer of artificial intelligence models for visual reasoning and perception 53Funding top 26%Talent top 35%AI top 45%Global bottom 33% All 5 signals ▾Fundingtop 26% Talenttop 35% AItop 45% Globalbottom 33% Techbottom 30% Funding: Raised $55.0M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) Talent: 3 named leaders on record rank vs industry peers · Fliar Intelligence Index 53/100 | $55M | 2 mo ago | Seed | Yinfei Yang Co-Founder & Chief Multimodal Architect | Apple iCloud MailYouTubeGSAP+5 | — | — |
| 37 | Quadric IO Developer of AI processor IP and related software development tools 57AI top 20%Product top 25%Funding top 26%Moat top 32% All 11 signals ▾AItop 20% Producttop 25% Fundingtop 26% Moattop 32% Newstop 33% Talenttop 35% Innovationtop 37% Patentstop 44% Techbottom 48% Globalbottom 39% Marketbottom 29% AI: Classified as an AI company Product: 12 distinct product lines · Company stage: Series C rank vs industry peers · Fliar Intelligence Index 57/100 | $46M | 5 mo ago | Series C | Veerbhan Kheterpal Co-Founder & CEO | WordPressMySQLPHP+20 | 60 patents On-chip configurable mesh interconnects for high‑throughput AI/ML compute acceleration | 1 expansion |
| 38 | Parasail Provider of a distributed inference network for artificial intelligence workloads 57Funding top 25%Tech top 33%Growth top 35%AI top 45% All 7 signals ▾Fundingtop 25% Techtop 33% Growthtop 35% AItop 45% Globalbottom 48% Talentbottom 45% Marketbottom 28% Funding: Raised $42.0M across 2 rounds · 2 rounds over 1 yrs (2.0/yr) Tech: 30 technologies across 6/8 capability areas · Cloud: Amazon Cloudfront, Amazon Web Services rank vs industry peers · Fliar Intelligence Index 57/100 | $42M | 2 mo ago | Series A | Mike Henry Co-Founder & CEO | WebflowGSAPAmazon Web Services+14 | — | 1 launch · 1 partnership |
| 39 | Prophet Security Provider of an AI SOC platform with agentic AI analyst 67AI top 20%Funding top 27%Growth top 28%Talent top 38% All 9 signals ▾AItop 20% Fundingtop 27% Growthtop 28% Talenttop 38% Moattop 42% Techtop 43% Newstop 45% Marketbottom 36% Globalbottom 36% AI: Classified as an AI company Funding: Raised $41.0M across 2 rounds · 2 rounds over 2 yrs (1.0/yr) rank vs industry peers · Fliar Intelligence Index 67/100 | $41M | 3 mo ago | Series A | Kamal Shah Co-Founder & CEO | WebflowVue.jsGSAP+23 | — | 1 job opening |
| 40 | Mastra Developer of framework for building artificial intelligence applications and agents 76Funding top 23%Growth top 28%Tech top 44%AI top 45% All 6 signals ▾Fundingtop 23% Growthtop 28% Techtop 44% AItop 45% Globalbottom 48% Talentbottom 45% Funding: Raised $35.5M across 3 rounds · 3 rounds over 1 yrs (3.0/yr) Growth: Web rank 5,000,000 → 1,000,000 YoY · Fresh capital in last 24 mo rank vs industry peers · Fliar Intelligence Index 76/100 | $36M | 2 mo ago | Series A | Abhi Aiyer Co-Founder & CTO | SanityTurbopackNode.js+17 | — | — |
| 41 | Yupp Online platform giving users free access to multiple AI models 69Growth top 28%Funding top 35%Tech top 42%AI top 45% All 6 signals ▾Growthtop 28% Fundingtop 35% Techtop 42% AItop 45% Talentbottom 45% Globalbottom 25% Growth: Web rank 1,000,000 → 500,000 YoY · Fresh capital in last 24 mo Funding: Raised $33.0M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) rank vs industry peers · Fliar Intelligence Index 69/100 | $33M | 2 mo ago | Seed | Pankaj Gupta Cofounder and CEO | SentryNode.jsRadix UI+14 | — | — |
| 42 | Smack Technologies Developer of artificial intelligence solutions for national security applications | $32M | 3 mo ago | Series A | Dan Gould Co-Founder & CTO | Framer SitesApple iCloud MailThree.js+10 | — | 1 expansion |
| 43 | AfterQuery Platform that specializes datasets for artificial intelligences 72Funding top 25%Talent top 28%AI top 30%Growth top 35% All 7 signals ▾Fundingtop 25% Talenttop 28% AItop 30% Growthtop 35% Techtop 40% Marketbottom 46% Globalbottom 33% Funding: Raised $30.5M across 2 rounds · 2 rounds over 1 yrs (2.0/yr) Talent: 3 named leaders on record · 3 C-suite/founder profiles curated rank vs industry peers · Fliar Intelligence Index 72/100 | $30M | 2 mo ago | Series A | Danny Tang Co-Founder | TurbopackSentryNode.js+12 | — | 1 partnership |
| 44 | Dify Developer of platform for building and managing autonomous agents and workflows | $30M | 3 mo ago | Seed | John Wang Co-Founder | TurbopackSentryNode.js+16 | — | 3 launchs |
| 45 | Superb AI Provider of computer vission for training data management 67Tech top 23%Talent top 25%AI top 26%Funding top 33% All 8 signals ▾Techtop 23% Talenttop 25% AItop 26% Fundingtop 33% Growthtop 35% Globalbottom 39% Marketbottom 28% Newsbottom 18% Tech: 51 technologies across 6/8 capability areas · Cloud: Amazon Ses, Amazon Web Services Talent: Analyst team rating 4/5 · 5 named leaders on record rank vs industry peers · Fliar Intelligence Index 67/100 | $29M | 1 mo ago | Series C | Jung Kwon Lee Co-Founder & CTO | SanityNode.jsRadix UI+27 | — | — |
| 46 | Deccan AI Provider of human-verified datasets for AI model training | $25M | 2 mo ago | Series A | Rukesh Reddy Founder & CEO | WebflowGSAPAmazon Web Services+17 | — | 1 job opening |
| 47 | HostedAI AI powered platform for cloud computing services | $24M | 3 mo ago | Seed | Narendar S Co-Founder | WordPress Site EditorWordPressMySQL+20 | — | 1 launch |
| 48 | Tsavorite Scalable Intelligence Developer of scalable enterprise AI chiplets for high-performance computing 67AI top 20%Talent top 23%Growth top 28%Funding top 40% All 7 signals ▾AItop 20% Talenttop 23% Growthtop 28% Fundingtop 40% Globaltop 43% Techbottom 49% Marketbottom 31% AI: Classified as an AI company Talent: 5 named leaders on record · 5 C-suite/founder profiles curated rank vs industry peers · Fliar Intelligence Index 67/100 | $23M | 1 mo ago | Series A | Shalesh Thusoo Co-Founder & CEO | WordPressMySQLPHP+17 | — | 1 award |
| 49 | EPIC Microsystems Semiconductor company developing power‑delivery solutions for AI data centers and high‑performance compute… | $21M | 2 mo ago | Series A | Wonyoung Kim Co-Founder & COO | GoDaddy Website BuilderReactRequireJS+7 | 7 patents Hybrid DC‑DC power conversion modules for efficient, high‑density energy management | — |
| 50 | Deep Infra Provider of machine learning models and infrastructure for deep learning models | $8M | 1 mo ago | Series B | Yessenzhar Kanapin Co-Founder | SentryApple iCloud MailGoogle Workspace+15 | — | 7 launchs |
Top 12 AI Infrastructure companies in California
#1
OpenAI 🦄Series G · San Francisco, California · founded 2015 · 831 employees$17.9Braised▾
OpenAI 🦄
Series G · San Francisco, California · founded 2015 · 831 employees
AI research and deployment solutions developing advanced artificial intelligence systems and tools for global use. It support a wide range of applications across productivity, development, and enterprise use cases. Engages in foundational AI research, model development, and safety work to improve the capabilities and reliability of large-scale AI systems. Operates as a public benefit organization with a mission centered on ensuring that artificial general intelligence benefits humanity through safe and responsible deployment.
Fliar Intelligence Index™ 97how this company ranks against its industry peers
Tech
top 7%Partners
top 9%Customers
top 9%Funding
top 10%Market
top 11%Innovation
top 12%Tech: 111 technologies across 8/8 capability areas · Cloud: Amazon Cloudfront, Amazon S3 · Devops: Envoy, Nginx
Partners: 47 partnership announcements in 12 mo (56 in 24 mo) · 167 contract events in 12 mo · Named contractor/client in 167 deals
Customers: App rating 4.8★ (2,644,412 reviews) · Review volume +293% in 6 mo · Marquee-customer mentions: top 5% of tracked companies
Audience (LinkedIn): 11M LinkedIn followers — 87.0% of this cohort's audience
Activity (LinkedIn): 4 product launches announced in 12 mo
Funding rounds
- Apr 2026Series G$75M
- Mar 2026Series G$40M
- Feb 2026Series G$122B
- 2025Series E—
Founders & team
Investors
Infosys, YC Research, Amazon Web Services, Flat Capital, Tiger Global Management, Sequoia Capital
Tech stack
AlgoliaAmazon CloudfrontAmazon Web ServicesAmplitudeAngularjsApollo
#2
Series E · San Jose, California · founded 2012$4.3Braised▾
Series E · San Jose, California · founded 2012
Provider of supercomputers, clusters, and instances for artificial intelligence development. The company offers infrastructure for training foundation models and serving inference. It provides supercomputer resources, including high-density power, liquid cooling, and processors. The company delivers single-tenant clusters and instances optimized for artificial intelligence workloads. It focuses on security, compliance, and hardware-level isolation.
Fliar Intelligence Index™ 84how this company ranks against its industry peers
Funding
top 9%Tech
top 21%Moat
top 27%Patents
top 29%AI
top 30%Innovation
top 31%Funding: Raised $4.3B across 12 rounds · 12 rounds over 7 yrs (1.7/yr) · Last round Conventional Debt (May 2026)
Tech: 60 technologies across 6/8 capability areas · Cloud: Amazon Cloudfront, Amazon S3 · Devops: Nginx
Moat: IP moat: 36 patents · Unicorn · 10 curated direct competitors tracked
Audience (LinkedIn): 53k LinkedIn followers
Activity (LinkedIn): 2 product launches announced in 12 mo
Funding rounds
- May 2026Conventional Debt$1B
- Nov 2025Series E$1.5B
- Aug 2025Conventional Debt$275M
- Feb 2025Series D$480M
Founders & team
Investors
Gradient Ventures, Razer, Bloomberg Beta, 1517 Fund, SVB, Mercato Partners
Tech stack
6SenseApple Icloud MailCloudflareCloudflare Bot ManagementCore-JsDiscourse
#3
Series G · San Francisco, California · founded 2021 · 73 employees$4.5Braised▾
Series G · San Francisco, California · founded 2021 · 73 employees
Provider of AI safety and research company. It is an AI research and safety company offering AI models and chatbots. Its chatbot can be used for multiple industries including customer support, legal support, coaching, searching data, back-office automation, and sales.
Fliar Intelligence Index™ 97how this company ranks against its industry peers
Funding
top 7%Partners
top 13%Innovation
top 17%News
top 17%Talent
top 17%AI
top 20%Funding: Raised $4.5B across 17 rounds · 17 rounds over 5 yrs (3.4/yr) · Last round Series G (Apr 2026)
Partners: 11 partnership announcements in 12 mo (15 in 24 mo) · 58 contract events in 12 mo · Named contractor/client in 58 deals
Innovation: 74 new-product events in 24 mo · Deep-tech classification: Artificial Intelligence
Funding rounds
- Apr 2026Series G$5B
- Feb 2026Series G$30B
- Jan 2026Series F$10B
- Sep 2025Series F$13B
Founders & team
Investors
Amazon, Google, Buckhill Capital, Sapphire Ventures, MIS, Qualcomm
Tech stack
Amazon S3Amazon Web ServicesBootstrapCloudflareCloudflare Bot ManagementCore-Js
#4
Cerebras 🦄Public · Sunnyvale, California · founded 2015$750Mraised▾
Cerebras 🦄
Public · Sunnyvale, California · founded 2015
Provider of high-performance AI infrastructure and wafer-scale computing solutions. It leverages proprietary wafer-scale processor technology to power generative AI, real-time reasoning, conversational AI, and intelligent agent workflows with significantly higher speed and efficiency than traditional GPU-based systems. Its offerings support cloud, on-premise, and private deployment environments, enabling organizations to build, fine-tune, and serve large AI models at scale while optimizing performance, latency, and infrastructure costs.
Fliar Intelligence Index™ 96how this company ranks against its industry peers
Funding
top 10%Tech
top 17%News
top 18%Growth
top 20%Talent
top 23%Moat
top 26%Funding: Raised $750M across 9 rounds · 9 rounds over 10 yrs (0.9/yr) · Last round Conventional Debt (Apr 2026)
Tech: 44 technologies across 6/8 capability areas · Cloud: Cloudflare, Vercel · Observability: Microsoft Clarity
News: 10 BI events in 12 mo (of 16 tracked, 6 types) · +67% YoY · 9 high-value events (IPO/M&A/funding/contracts) in 12 mo
Audience (LinkedIn): 120k LinkedIn followers · 98 engagements/post (1.9× cohort median)
Activity (LinkedIn): 1 product launches announced in 12 mo
Funding rounds
- Apr 2026Conventional Debt$850M
- Feb 2026Series H$1B
- Sep 2025Series G$1.1B
- Jan 2025Grant (prize money)$1.6M
Founders & team
Investors
Benchmark, Foundation Capital, Eclipse, Open Field Capital, Qualcomm Ventures, Coatue
Tech stack
CdnjsCloudflareCloudflare Bot ManagementCloudflare Browser InsightsCookieyesGodaddy
#5
Series E · Palo Alto, California · founded 2017 · 497 employees$1.1Braised▾
Series E · Palo Alto, California · founded 2017 · 497 employees
Provider of AI-powered software and hardware. The platform offers a suite of generative AI systems for enterprises and government organizations. Its suite includes ChatGPT chatbots designed for banks, law firms, healthcare providers, and other sectors.
Fliar Intelligence Index™ 93how this company ranks against its industry peers
Innovation
top 13%Patents
top 13%Funding
top 14%Tech
top 19%AI
top 22%Moat
top 22%Innovation: 589 patents (top 2% of patent-holders) · 511 filings since 2022 vs 78 in 2017-21 · Deep-tech classification: Artificial Intelligence, Tech Hardware
Patents: 589 patents matched (strict assignee match) · 511 filings since 2022 vs 78 in 2017-21 · Latest publication 2026
Funding: Raised $1.1B across 5 rounds · 5 rounds over 8 yrs (0.6/yr) · Last round Series E (Feb 2026)
Audience (LinkedIn): 96k LinkedIn followers
Funding rounds
- Feb 2026Series E$350M
- Apr 2021Series D$676M
- Feb 2020Series C$250M
- Apr 2019Series B$150M
Founders & team
Investors
BlackRock, Google Ventures, Walden International, Redline Capital Management, Intel Capital, Celesta Capital
Tech stack
6SenseApple Icloud MailAtlassian StatuspageCdnjsCloudflareCloudflare Bot Management
#6
Series C · San Jose, California · founded 2018 · 161 employees$330Mraised▾
Series C · San Jose, California · founded 2018 · 161 employees
Developer of hardware and software platform for physical artificial intelligence. The company offers a machine learning system-on-chip, boards, and development kits. The hardware and software are designed for robotics, automotive, industrial, government, retail, and healthcare sectors. The company's platform supports computer vision, large language models, and multimodal models.
Fliar Intelligence Index™ 69how this company ranks against its industry peers
Funding
top 15%AI
top 22%Moat
top 31%Partners
top 32%Talent
top 38%Tech
top 41%Funding: Raised $330M across 7 rounds · 7 rounds over 6 yrs (1.2/yr) · Last round Series C (Apr 2026)
AI: Classified as an AI company · Product described with: artificial intelligence, computer vision, machine learning
Moat: Editorial + unicorn rating 8/10 · Soonicorn · 9 curated direct competitors tracked
Audience (LinkedIn): 25k LinkedIn followers
Activity (LinkedIn): 2 product launches · 2 partnerships (incl. Mistral Solutions (a subsidiary of AXISCADES)) announced in 12 mo
Funding rounds
- Apr 2026Series C—
- Aug 2025Series C$85M
- Apr 2024Series B$70M
- Jun 2023Series B$13M
Founders & team
Investors
Dell Technologies Capital, Amplify Partners, Wing Venture Capital, ND Capital, Fidelity Investments, Alter Venture Partners
Tech stack
Amazon Web ServicesAmerican ExpressApple Icloud MailAuth0Cart FunctionalityCdnjs
#7
Series B · Santa Clara, California · founded 2024$610Mraised▾
Series B · Santa Clara, California · founded 2024
AI infrastructure for cloud infrastructure. It develops customized networking infrastructure solutions for hyperscale cloud providers, integrating hardware and software to optimize cloud stack performance.
Fliar Intelligence Index™ 76how this company ranks against its industry peers
Funding
top 13%AI
top 20%Moat
top 27%Growth
top 35%Innovation
top 40%Market
top 44%Funding: Raised $610M across 2 rounds · 2 rounds over 1 yrs (2.0/yr) · Last round Series B (Mar 2026)
AI: Classified as an AI company
Moat: IP moat: 22 patents · Unicorn · 10 curated direct competitors tracked
Audience (LinkedIn): 12k LinkedIn followers
Activity (LinkedIn): 3 awards announced in 12 mo
Funding rounds
- Mar 2026Series B$500M
- Mar 2025Series A$110M
Founders & team
Investors
Lightspeed Venture Partners, Kleiner Perkins, WestBridge Capital, Battery Ventures, Emergent Ventures, Andreessen Horowitz
Tech stack
Amazon SesAmazon Web ServicesCloudflareCloudflare Bot ManagementCloudflare Rocket LoaderContact Form 7
#8
Series B · Palo Alto, California · founded 2023$230Mraised▾
Series B · Palo Alto, California · founded 2023
Developer of an API providing web search for AI applications. The API delivers outputs built on cross-referenced facts, designed to minimize hallucination. It offers predictable costs based on task complexity, charging per query. The API provides verifiability and provenance.
Fliar Intelligence Index™ 84how this company ranks against its industry peers
Funding
top 15%Growth
top 20%AI
top 20%Moat
top 32%Talent
top 38%Market
top 44%Funding: Raised $230M across 3 rounds · 3 rounds over 2 yrs (1.5/yr) · Last round Series B (Apr 2026)
Growth: Web rank 50,000,000 → 5,000,000 YoY · Fresh capital in last 24 mo
AI: Classified as an AI company
Audience (LinkedIn): 32k LinkedIn followers
Activity (LinkedIn): 2 partnerships (incl. Standard Metrics) announced in 12 mo
Funding rounds
- Apr 2026Series B$100M
- Nov 2025Series A$100M
- Jan 2024Seed$30M
Founders & team
Investors
Khosla Ventures, Index Ventures, First Round Capital, Kleiner Perkins, Terrain, Spark Capital
Tech stack
Amazon S3Amazon Web ServicesBase UiCloudflareCloudflare Bot ManagementCloudflare Browser Insights
#9
Factory 🦄Series C · San Francisco, California · founded 2023$220Mraised▾
Factory 🦄
Series C · San Francisco, California · founded 2023
Developer of artificial intelligence solutions for industrial automation and optimization. It provides tools for process improvement and predictive maintenance. The company focuses on creating adaptable systems for various manufacturing environments. Its offerings aim to enhance efficiency and reduce operational costs.
Fliar Intelligence Index™ 80how this company ranks against its industry peers
Funding
top 14%Growth
top 28%Tech
top 28%AI
top 30%Moat
top 32%Talent
top 38%Funding: Raised $220M across 4 rounds · 4 rounds over 3 yrs (1.3/yr) · Last round Series C (Apr 2026)
Growth: Web rank 5,000,000 → 1,000,000 YoY · Fresh capital in last 24 mo
Tech: 36 technologies across 5/8 capability areas · Cloud: Amazon S3, Amazon Web Services · Observability: Datadog, Sentry
Audience (LinkedIn): 25k LinkedIn followers
Activity (LinkedIn): 4 product launches announced in 12 mo
Funding rounds
- Apr 2026Series C$150M
- Sep 2025Series B$50M
- Jun 2024Series A$15M
- Nov 2023Seed$5M
Founders & team
Investors
Sequoia Capital, Mantis VC, Lux Capital, SV Angel, BoxGroup, New Enterprise Associates
Tech stack
Amazon S3Amazon Web ServicesCloudflareCloudflare Bot ManagementCloudflare Browser InsightsDatadog
#10
Nuro 🦄Series E · Mountain View, California · founded 2016 · 1005 employees$2.1Braised▾
Nuro 🦄
Series E · Mountain View, California · founded 2016 · 1005 employees
Developer of autonomous driving technology for automakers and mobility providers. The company offers a self-driving system designed to empower the scaling of autonomy. It provides a universal autonomy platform that is vehicle-agnostic and cost-efficient. Automakers and mobility platforms can license the technology to power robotaxis, commercial fleets, and personal vehicles.
Fliar Intelligence Index™ 89how this company ranks against its industry peers
Funding
top 13%AI
top 20%Growth
top 22%Moat
top 22%Patents
top 23%News
top 26%Funding: Raised $2.1B across 6 rounds · 6 rounds over 8 yrs (0.8/yr) · Last round Series E (Aug 2025)
AI: Classified as an AI company
Growth: Headcount 644 → 1,005 (+56%) across vintages · Fresh capital in last 24 mo
Audience (LinkedIn): 113k LinkedIn followers
Activity (LinkedIn): 1 partnerships · 1 expansions (incl. Ultra and Lucid Motors) announced in 12 mo
Funding rounds
- Aug 2025Series E$97M
- Apr 2025Series E$106M
- Nov 2021Series D$600M
- Mar 2021Series C—
Founders & team
Investors
Greylock Partners, Connor, Clark & Lunn Financial Group, Gaorong Capital, SoftBank Vision Fund, Chipotle, Fidelity Investments
Tech stack
Apple Icloud MailCdnjsCloudflareCore-JsFlickityGoogle Tag Manager
#11
Series C · Emeryville, California · founded 2020$148.5Mraised▾
Series C · Emeryville, California · founded 2020
Provider of integrated silicon photonic switch for AI computing. It is designed to support data center infrastructure, for AI, machine learning, and high-performance computing systems. Its product, the SuperSwitch, is a fully integrated silicon photonic switch that addresses critical communication bottlenecks in data centers by enabling direct optical connections among multiple GPUs and memory units.
Fliar Intelligence Index™ 55how this company ranks against its industry peers
Funding
top 17%Talent
top 28%AI
top 30%Moat
top 40%Global
bottom 45%Tech
bottom 36%Funding: Raised $149M across 3 rounds · 3 rounds over 3 yrs (1.0/yr) · Last round Series C (Apr 2026)
Talent: 3 named leaders on record · 3 C-suite/founder profiles curated
AI: Classified as an AI company · Product described with: machine learning
Funding rounds
- Apr 2026Series C$80M
- Apr 2025Series B$58M
- Aug 2023Series A$10.5M
Founders & team
Investors
CapitalG, M12, Micron, Nvidia, Socratic Partners, Tianjin TEDA Technology Investment
Tech stack
CloudflareGoogle Font ApiGoogle Hosted LibrariesGsapHstsHttp/3
#12
Series A · Palo Alto, California · founded 2025$335Mraised▾
Series A · Palo Alto, California · founded 2025
Developer of self-improving artificial intelligence systems focused on chip design. The company aims to reinvent chip development by creating a recursive loop between AI and hardware. This approach is intended to accelerate the progress toward artificial superintelligence.
Fliar Intelligence Index™ 53how this company ranks against its industry peers
Funding
top 16%Talent
top 38%AI
top 45%Global
top 45%Market
bottom 37%Tech
bottom 35%Funding: Raised $335M across 2 rounds · 2 rounds over 1 yrs (2.0/yr) · Last round Series A (Jan 2026)
Talent: 2 named leaders on record · 2 C-suite/founder profiles curated
AI: Product described with: artificial intelligence
Audience (LinkedIn): 6k LinkedIn followers
Activity (LinkedIn): 1 product launches · 1 awards announced in 12 mo
Funding rounds
- Jan 2026Series A$300M
- Dec 2025Seed$35M
Founders & team
Investors
Lightspeed Venture Partners, DST Global, NVentures, Felicis Ventures, Sequoia Capital, Radical Ventures
Tech stack
Framer SitesGoogle Font ApiHstsHttp/3Open GraphPriority Hints
Funding & investor landscape
$52.2Btotal disclosed funding
463companies funded
956disclosed rounds
30rounds last 90 days
Most active investors
Sequoia Capital24 rounds
Notable founders
Greg Brockman
Co-Foudner & President & Chairman · OpenAI
Sam Altman
Co-Founder & CEO · OpenAI
Stephen Balaban
Co-Founder & CEO · Lambda AI
Benjamin Mann
Co-Founder · Anthropic
Jared Kaplan
Co-Founder & Chief Science Officer · Anthropic
Michael James
Co-Founder · Cerebras
Jean-Philippe Fricker
Co-Founder · Cerebras
Christopher Re
Co-Founder · SambaNova Systems
Krishna Rangasayee
Founder and CEO · SiMa.ai
Niki Sami
Managing Director · SiMa.ai
Anshul Sadana
Founder & CEO · Nexthop AI
Travers Nisbet
Co-Founder · Parallel Web Systems
Prism market signals · United States · country-scoped Prism corpus, 3,520,514 docs
Market landscape — 10 sub-themes by coverage
Share of AI Infrastructure coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
RESEARCH IN CALIFORNIA · AI & Compute
How research on Ai Accelerators in California is moving
A read on the academic research around Ai Accelerators in California — which themes are gaining ground, the institutions and researchers driving them, and how the tone is shifting. Based on 66 papers.
UC Santa Barbara, Berkeley, and Irvine lead California's optimistic AI-accelerator research, predominantly advancing ferroelectric devices and neural computing architectures with breakthrough-dominant findings.
66 papers · stance +0.79 · 78% breakthrough · 3% concern
top institutions
- University of California, Santa Barbara12
- University of California, Berkeley10
- University of California, Irvine9
- University of California, San Diego8
- University of Southern California7
leading researchers
Ashkan Moradifirouzabadi · Bongjin Kim · Dmitri B. Strukov · Matthias Ihme · Mingu Kang · Sheide Chammas
prism intelligence · tone & topics
100% positive · 0% critical tone
Computer ScienceArtificial IntelligenceMachine LearningSoftware DevelopmentElectronicsSecurity
▲
Breakthroughs51 · 77%
80%→80% share
▲1.0× share momentum7 median citations78% since 2021mostly methods-led
Parallel computing research is surging — papers quadrupled from 2 to 9, with Photonics and Computational science newly emerging.
rising sub-themes (early→recent)
- Parallel computing2→9
- Speedup1→5
- Scalability2→5
- Binary number1→3
Newly emergingComputational science 0→6 · Photonics 0→5 · Static random-access memory 0→5
Landmark DLAU: A Scalable Deep Learning Accelerator Unit on FPGA · 298 cites
◆
Advancements12 · 18%
▼ 20%→14% share
▼0.7× share momentum4 median citations58% since 2021mostly methods-led
Speedup and Parallel computing advancements are rising steadily, each reaching 3 papers despite Advancements field-share shrinking to 14%.
rising sub-themes (early→recent)
- Speedup3
- Embedded system3
- Parallel computing3
- Field-programmable gate array2
- Cache2
Landmark Integrating NVIDIA Deep Learning Accelerator (NVDLA) with RISC-V SoC on FireSim · 69 cites
▼
Concerns2 · 3%
▲ 0%→4% share
15 median citations100% since 2021mostly position pieces
Concern signals are newly emerging — Computation and Software issues appearing as California AI accelerator research scales rapidly.
rising sub-themes (early→recent)
- Computation2
- Meaning (existential)1
- Software1
- Semantics (computer science)1
- Natural (archaeology)1
Landmark Accelerating applications using edge tensor processing units · 30 cites
Common questions
How many AI Infrastructure companies are there in California, United States?
Radar tracks 814 indexable AI Infrastructure companies headquartered in California, United States that meet our profile-completeness bar.
What is the total funding raised by AI Infrastructure companies in California, United States?
The AI Infrastructure companies in California, United States on this list have raised a combined $52.2B in disclosed equity funding across 463 funded companies.
Which is the highest-funded AI Infrastructure company in California, United States?
OpenAI is the highest-funded AI Infrastructure company in California, United States, with $17.9B in disclosed equity funding.
How many AI Infrastructure companies in California, United States are funded?
463 of the 814 AI Infrastructure companies in California, United States on this list have disclosed at least one equity funding round.
How many AI Infrastructure unicorns are there in California, United States?
39 AI Infrastructure companies in California, United States on this list are valued at $1B or more.
Who are the top investors in California, United States AI Infrastructure companies?
The most active investors in California, United States AI Infrastructure companies on this list include Y Combinator, SV Angel, Lightspeed Venture Partners, Nvidia, Sequoia Capital.
Rohit KhannaTrends & Stories
Rohit lives in the feed. He covers what's moving right now — the funding rounds, launches and shifts breaking across the trade press — and ties them back to where the sector is heading.