Radar · AI Infrastructure in San Francisco
Best AI Infrastructure Companies in San Francisco, United States
The 398 best AI Infrastructure companies in San Francisco, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: OpenAI.
By Rohit KhannaTrends & Stories
398companies tracked
$31.9Bdisclosed funding
20unicorns
227have raised
FLIAR INTELLIGENCE · AI INFRASTRUCTURE × SAN FRANCISCO
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
96%of audience held by top 3
5companies hiring publicly (12 mo)
Ranked: Best AI Infrastructure companies in San Francisco
| # | Company | Disclosed funding | Last round | Stage | Founded | Tech stack | Web popularity | 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 | 2015 | ContentfulTurbopackApple iCloud Mail+27 | Top 1k | — | 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 | 2021 | SentryNode.jsGoogle Sign-in+22 | Top 50k | — | — |
| 3 | 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 | 2016 | TurbopackSentryAtlassian Statuspage+40 | Top 500k | 30 patents AI-powered data labeling, dataset curation, and sampling for computer vision and document extraction | 1 partnership |
| 4 | Poolside 🦄 Developer of artificial intelligence models and systems for software engineering | $626M | 20 mo ago | Series B | 2023 | TurbopackSentryZendesk+14 | Top 5M | — | 3 launchs · 1 award |
| 5 | 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 | 2025 | Node.jsRadix UITailwind CSS+19 | Top 5k | 8 patents Collaborative bill‑of‑materials management and access‑controlled supply‑chain data integration. | 1 launch · 1 award |
| 6 | Together AI 🦄 Provider of a platform for developing, fine-tuning, and deploying AI models | $228M | 15 mo ago | Series B | 2022 | WebflowApple iCloud MailGoogle Workspace+27 | Top 500k | — | — |
| 7 | 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 | 2013 | SanityTurbopackSentry+33 | Top 5M | — | — |
| 8 | 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 | 2023 | Node.jsRadix UITailwind CSS+15 | Top 1M | 24 patents Patents concentrated in electrical & electronics | 4 launchs |
| 9 | 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 | 2024 | Framer SitesApple iCloud MailReact+7 | Top 10M | 13 patents Patents concentrated in chemistry & materials | — |
| 10 | 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 | 2026 | Apple iCloud MailGoogle WorkspaceVercel+3 | Top 50M | — | 1 partnership |
| 11 | 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 | 2023 | TurbopackSentryNode.js+25 | Top 1M | — | 2 launchs |
| 12 | Cartesia Provider of real-time text-to-speech API with AI laughter and emotion | $86M | 15 mo ago | Series A | 2023 | Cart FunctionalityTurbopackEmotion+22 | Top 1M | — | 2 launchs |
| 13 | 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 | 2015 | DatoCMSTypeScriptGraphQL+38 | Top 500k | 23 patents Efficient transformer-based speech recognition and training data alignment technologies | 2 launchs |
| 14 | 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 | 2020 | TurbopackSentryNode.js+26 | Top 500k | — | 3 job openings |
| 15 | 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 | 2024 | HugoApple iCloud MailGoogle Workspace+5 | Top 5M | — | — |
| 16 | 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 | 2019 | DatoCMSApple iCloud MailGoogle Workspace+30 | Top 5M | — | 1 job opening · 1 partnership |
| 17 | Vizcom Developer of a platform for design visualization and 3D model generation 72Funding top 24%Talent top 35%Tech top 48%Global bottom 48% All 4 signals ▾Fundingtop 24% Talenttop 35% Techtop 48% Globalbottom 48% Funding: Raised $52.0M across 3 rounds · 3 rounds over 3 yrs (1.0/yr) Talent: 3 named leaders on record rank vs industry peers · Fliar Intelligence Index 72/100 | $52M | 7 mo ago | Series B | 2021 | WebflowThree.jsVimeo+15 | Top 500k | — | — |
| 18 | Calypso Provider of AI based custom solutions | $38M | 14 mo ago | Acquired | 2018 | WordPressMySQLPHP+28 | Top 5M | 5 patents Assessing and improving AI/ML model robustness against adversarial attacks. | — |
| 19 | 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 | 2024 | SanityTurbopackNode.js+17 | Top 1M | — | — |
| 20 | LangChain 🦄 Developer of tools for building, testing, and deploying AI agent applications 80AI top 8%Tech top 21%Funding top 25%News top 26% All 9 signals ▾AItop 8% Techtop 21% Fundingtop 25% Newstop 26% Moattop 31% Growthtop 32% Talenttop 38% Marketbottom 44% Globalbottom 39% AI: Classified as an agentic-AI company Tech: 77 technologies across 6/8 capability areas · Cloud: Amazon Web Services, Cloudflare rank vs industry peers · Fliar Intelligence Index 80/100 | $35M | 7 mo ago | Series B | 2022 | WebflowSentryRuby+25 | Top 100k | — | 3 launchs |
| 21 | Mercor 🦄 AI-powered platform connecting job seekers with companies | $34M | 8 mo ago | Series C | 2023 | SentryApple iCloud MailGoogle Workspace+31 | Top 50k | — | — |
| 22 | 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 | 2024 | SentryNode.jsRadix UI+14 | Top 500k | — | — |
| 23 | Luel Provider of curated, rights-cleared training data from verified contributors for AI | $32M | 5 mo ago | Seed | 2026 | TurbopackNode.jsRadix UI+15 | Top 50k | — | — |
| 24 | 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 | 2024 | TurbopackSentryNode.js+12 | Top 1M | — | 1 partnership |
| 25 | Super Annotate Provider of a platform for creating AI-ready datasets and workflows | $24M | 13 mo ago | Series B | 2018 | WebflowApple iCloud MailGoogle Workspace+30 | Top 500k | — | — |
| 26 | Trent Developer of an agentic AI security platform for software development 37Funding top 41%Global top 42%Tech top 46%Talent bottom 49% All 7 signals ▾Fundingtop 41% Globaltop 42% Techtop 46% Talentbottom 49% Innovationbottom 46% Patentsbottom 46% Marketbottom 37% Funding: Raised $13.0M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) Global: Patents filed in 3 jurisdictions · Investors from 1 country beyond United States rank vs industry peers · Fliar Intelligence Index 37/100 | $13M | 2 mo ago | Seed | 2025 | WordPress Block EditorWordPressApple iCloud Mail+27 | Top 5M | 14 patents High‑density, high‑speed electrical connectors with advanced grounding and SMT positioning features. | — |
| 27 | Dedalus Labs Developer of a platform for building and deploying multi-tenant agents | $11M | 8 mo ago | Seed | 2025 | SentryApple iCloud MailGoogle Workspace+13 | Top 50M | — | — |
| 28 | Mirai Developer of on-device AI platform and optimized AI models for applications | $10M | 3 mo ago | Seed | 2024 | Framer SitesReactPriority Hints+5 | Top 10M | — | — |
| 29 | Octen Developer of search infrastructure delivering real-time intelligence for AI applications | $10M | 4 mo ago | Seed | 2025 | — | — | — | — |
| 30 | Guide Labs Platform developing interpretable foundation models | $10M | 6 mo ago | Seed | 2023 | WebflowGSAPcore-js+10 | Top 50M | 77 patents Interactive TV guide and media recommendation platform with remote content transfer | 4 launchs |
| 31 | Whirl AI Developer of an AI platform for enterprise IT process automation | $9M | 2 mo ago | Seed | 2025 | WebflowApple iCloud MailGoogle Workspace+15 | Top 50M | — | 2 expansions |
| 32 | Nomadic Provider of AI-powered video analytics solutions for autonomous vehicles and robotics | $8M | 2 mo ago | Seed | 2024 | ReactReact RouterAmazon Web Services+13 | Top 50M | — | — |
| 33 | Graphon AI Developer of software that converts multimodal data into relational memory 72Talent top 28%Innovation top 42%Patents top 45%AI top 45% All 6 signals ▾Talenttop 28% Innovationtop 42% Patentstop 45% AItop 45% Fundingtop 47% Globaltop 48% Talent: 3 named leaders on record · 3 C-suite/founder profiles curated Innovation: 32 patents (top 40% of patent-holders) rank vs industry peers · Fliar Intelligence Index 72/100 | $8M | 1 mo ago | Seed | 2025 | — | — | 32 patents Patents concentrated in electrical & electronics | 2 job openings |
| 34 | Goodfire 🦄 Interpretability tooling for generative AI models | $7M | 6 mo ago | Series B | 2024 | WebflowGSAPjsDelivr+8 | Top 5M | — | — |
| 35 | Cortex AI Developer of real-world data solutions for embodied artificial intelligence applications | $6M | 6 mo ago | Seed | 2025 | Amazon Web ServicesCloudflare Bot ManagementCloudflare+1 | Top 10M | 23 patents Cardiac arrhythmia source mapping and impedance‑guided pulsed‑field ablation technologies | 1 launch |
| 36 | Prime Intellect Provider of compute and infrastructure platform for agentic model development | $6M | 6 mo ago | Series B | 2023 | WebflowMathJaxGSAP+29 | Top 5M | — | 1 launch · 1 partnership |
| 37 | Paraglide Provider of AI agents automating accounts receivable and invoice collections | $5M | 4 mo ago | Seed | 2020 | Framer SitesReactAmazon Web Services+16 | Top 5M | — | — |
| 38 | Basalt Developer of a platform for prototyping, evaluating, and monitoring AI features | $5M | 6 mo ago | Series A | 2024 | LovableReactReact Router+15 | Top 50M | — | 2 launchs · 1 award |
| 39 | Secludy Synthetic data solutions to train AI models | $4M | 1 mo ago | Seed | 2024 | — | — | — | — |
| 40 | Autosana Provider of AI-powered mobile application quality assurance solutions | $4M | 3 mo ago | Seed | 2020 | TurbopackSentryNode.js+22 | Top 10M | — | — |
| 41 | Laminar Open-source platform for Large Language Model products | $4M | 3 mo ago | Seed | 2024 | MintlifyNode.jsKaTeX+13 | Top 10M | 61 patents Cardiac interventional devices for left atrial appendage occlusion and transseptal access | — |
| 42 | Mode Inspect Developer of a platform that designs code with a design system | $3M | 5 mo ago | Seed | 2024 | TurbopackNode.jsTailwind CSS+10 | Top 50M | — | — |
| 43 | Laminar Developer of open-source platform for tracing, evaluating, and analyzing AI agents | $3M | 3 mo ago | Seed | 2025 | TurbopackNode.jsRadix UI+11 | Top 10M | 61 patents Cardiac left atrial appendage closure and transseptal puncture device technologies | — |
| 44 | Portkey Provider of platform offering AI gateway, observability, and governance tools | $3M | 3 mo ago | Series A | 2023 | Framer SitesReactAmazon Web Services+15 | Top 5M | — | 2 launchs · 1 partnership |
| 45 | Withreload Developer of a system of record for artificial intelligence agents | $3M | 3 mo ago | Seed | 2025 | — | — | — | 1 launch |
| 46 | SimplAI Developer of artificial intelligence agents for enterprise workflow automation platforms | $2M | 4 mo ago | Seed | 2023 | Node.jsTailwind CSSAnt Design+25 | Top 10M | — | 1 job opening · 2 launchs |
| 47 | Principle Developer of AI-powered strategic simulation software for scenario planning and analysis | $2M | 4 mo ago | Seed | 2024 | — | — | — | — |
| 48 | Superapp Developer of software generating native applications for Apple hardware devices | $2M | 3 mo ago | Seed | 2014 | LovableRadix UITailwind CSS+10 | Top 5M | — | — |
| 49 | Confluence Labs Developer of AI systems using program synthesis driven by large language models | $500K | 0 mo ago | Seed | 2025 | — | — | 12 patents Medical wound closure devices and fastening systems for marine seating and paddle equipment. | — |
| 50 | Piris Labs Offers AI-enabled technology solutions for automating workflow operations | $500K | 0 mo ago | Seed | 2025 | ReactReact RouterTinybird+5 | Top 50M | — | — |
Top 12 AI Infrastructure companies in San Francisco
#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 — 88.7% 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 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
#3
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
#4
Series A · San Francisco, California · founded 2024$220Mraised▾
Series A · San Francisco, California · founded 2024
Developer of a new compute paradigm for frontier artificial intelligence. It focuses on overcoming the limits of memory, energy, and speed in current systems. The company aims to scale an SRAM-architecture integrated with photonics. This architecture is intended to surpass HBM-based architectures on throughput and TCO. It also seeks to outperform silicon-only SRAM-architectures in interactivity and latency.
Fliar Intelligence Index™ 60how this company ranks against its industry peers
Funding
top 26%Patents
top 33%Innovation
top 43%Global
top 44%AI
top 45%Talent
bottom 45%Funding: Raised $220M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) · Last round Series A (Feb 2026)
Patents: 13 patents matched (strict assignee match) · 13 filings since 2022 vs 0 in 2017-21 · Latest publication 2026
Innovation: 13 patents (top 61% of patent-holders) · 13 filings since 2022 vs 0 in 2017-21
Audience (LinkedIn): 13k LinkedIn followers
Funding rounds
- Feb 2026Series A$220M
- 2025Seed—
Founders & team
Investors
Hummingbird Ventures, Plural, Vertex Ventures, Entrepreneur First, Phoenix Court, Founder Collective
Tech stack
Amazon Web ServicesApple Icloud MailDocusignFramer SitesGoogle Font ApiHsts
#5
Series A · San Francisco, California · founded 2024$75Mraised▾
Series A · San Francisco, California · founded 2024
Developer of general computer action models and interactive speech software. These models enable autonomous navigation of complex websites and execution of sequences for computer-aided design applications. The technology supports real-time interaction through full-duplex speech generation capabilities. Additionally, the organization maintains large-scale data storage clusters to facilitate the training and operation of these computational systems.
Fliar Intelligence Index™ 67how this company ranks against its industry peers
Growth
top 20%Funding
top 42%Talent
top 45%Global
bottom 48%Tech
bottom 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) · Last round Series A (Apr 2026)
Talent: 2 named leaders on record
Funding rounds
- Apr 2026Series A$75M
Founders & team
Investors
Sequoia Capital, Spark Capital
Tech stack
Apple Icloud MailCloudflareCloudflare Browser InsightsGoogle WorkspaceHttp/3Hugo
#6
Scale AI 🦄Series G · San Francisco, California · founded 2016 · 531 employees$1.6Braised▾
Scale AI 🦄
Series G · San Francisco, California · founded 2016 · 531 employees
Labeled data to train AI applications. The platform leverages enterprise data to customize generative models. The data engine consists of tools and features to collect, curate and annotate data, and to evaluate and optimize models.
Fliar Intelligence Index™ 90how this company ranks against its industry peers
Funding
top 16%AI
top 18%Tech
top 19%Moat
top 23%Market
top 28%Innovation
top 28%Funding: Raised $1.6B across 8 rounds · 8 rounds over 10 yrs (0.8/yr) · Last round Series G (Jun 2025)
AI: Classified as an AI company · Holds AI/ML patents (G06N-family CPC)
Tech: 78 technologies across 6/8 capability areas · Cloud: Amazon S3, Amazon Web Services · Devops: Envoy
Audience (LinkedIn): 372k LinkedIn followers — 2.9% of this cohort's audience
Activity (LinkedIn): 1 partnerships (incl. Reuters) announced in 12 mo
Funding rounds
- Jun 2025Series G$14.3B
- May 2024Series F$1B
- Apr 2021Series E$325M
- Dec 2020Series D$155M
Founders & team
Investors
Dragoneer Investment Group, Tiger Global Management, Wellington, Durable Capital Partners, Coatue, Index Ventures
Tech stack
Amazon S3Amazon Web ServicesAmplitudeApple Icloud MailAtlassian StatuspageCloudflare
#7
Arena 🦄Series A · San Francisco, California · founded 2025$250Mraised▾
Arena 🦄
Series A · San Francisco, California · founded 2025
Provider of a platform for benchmarking and comparing AI models. The platform allows users to evaluate and contrast different artificial intelligence models. It offers features such as a leaderboard, search functionality, and a battle mode for model comparisons.
Fliar Intelligence Index™ 83how this company ranks against its industry peers
Growth
top 20%Funding
top 21%Talent
top 28%AI
top 30%Market
top 34%Tech
top 39%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) · Last round Series A (Jan 2026)
Talent: 3 named leaders on record · 3 C-suite/founder profiles curated
Audience (LinkedIn): 18k LinkedIn followers
Activity (LinkedIn): 1 product launches · 1 awards announced in 12 mo
Funding rounds
- Jan 2026Series A$150M
- May 2025Seed$100M
Founders & team
Investors
Andreessen Horowitz, University Of California, Lightspeed Venture Partners, Felicis Ventures, Kleiner Perkins, The House Fund
Tech stack
Amazon CloudfrontAmazon SesAmazon Web ServicesCloudflareCloudflare Bot ManagementCloudflare Browser Insights
#8
Series B · San Francisco, California · founded 2023$121.1Mraised▾
Series B · San Francisco, California · founded 2023
Provider of an AI observability platform for building quality AI products. The platform allows teams to inspect traces, measure quality, and catch issues early. It offers tools for prompt engineering, dataset versioning, and automated scoring. The platform also provides customizable trace views and facilitates the creation of evaluation datasets from production traces. It integrates with various stacks and offers SDKs for multiple languages.
Fliar Intelligence Index™ 76how this company ranks against its industry peers
Funding
top 19%AI
top 20%Growth
top 28%Tech
top 36%Talent
bottom 49%Market
bottom 47%Funding: Raised $121M across 3 rounds · 3 rounds over 3 yrs (1.0/yr) · Last round Series B (Feb 2026)
AI: Classified as an AI company
Growth: Web rank 5,000,000 → 1,000,000 YoY · Fresh capital in last 24 mo
Audience (LinkedIn): 14k LinkedIn followers
Activity (LinkedIn): 2 product launches announced in 12 mo
Funding rounds
- Feb 2026Series B$80M
- Oct 2024Series A$36M
- Dec 2023Seed$5.1M
Founders & team
Investors
Andreessen Horowitz, Greylock Partners, base case, Databricks, Datadog, SV Angel
Tech stack
AmplitudeClerkCloudflareCloudflare Bot ManagementCore-JsDatadog
#9
Seed · San Francisco, California · founded 2026$150Mraised▾
Seed · San Francisco, California · founded 2026
Developer of open-source large language model inference engine and related infrastructure. The company focuses on making inference faster and cheaper. It works with model and hardware vendors to ensure support. The company aims to push performance further and expand coverage across hardware.
Fliar Intelligence Index™ 35how this company ranks against its industry peers
Funding
top 22%Talent
top 23%Global
bottom 48%Market
bottom 30%Tech
bottom 29%Funding: Raised $150M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) · Last round Seed (Jan 2026)
Talent: 6 named leaders on record · 6 C-suite/founder profiles curated
Global: Investors from 2 countries beyond United States
Audience (LinkedIn): 3k LinkedIn followers
Activity (LinkedIn): 1 partnerships (incl. MiniMax, NVIDIA, AMD) announced in 12 mo
Funding rounds
- Jan 2026Seed$150M
Founders & team
Investors
Andreessen Horowitz, Lightspeed Venture Partners, Sequoia Capital, Altimeter Capital, Redpoint Ventures, Zhen Fund
Tech stack
Apple Icloud MailCloudflareGoogle WorkspaceHstsOpen GraphVercel
#10
Series B · San Francisco, California · founded 2020$75.2Mraised▾
Series B · San Francisco, California · founded 2020
Voice AI platform for developers. The platform enables users to build, test, and deploy voice agents. It provides an AI-powered virtual assistant API, and allows developers to integrate a conversational AI assistant into applications. Features include natural language processing, knowledge retrieval, contextual awareness, multi-turn dialogue, customizable personality, and scalable infrastructure.
Fliar Intelligence Index™ 74how this company ranks against its industry peers
Funding
top 21%Tech
top 24%AI
top 26%Growth
top 35%Moat
top 48%Talent
bottom 49%Funding: Raised $75.2M across 2 rounds · 2 rounds over 2 yrs (1.0/yr) · Last round Series B (Feb 2026)
Tech: 46 technologies across 5/8 capability areas · Cloud: Cloudflare, Vercel · Observability: Datadog, Sentry
AI: Classified as an AI company · Product described with: ai-powered, natural language processing
Audience (LinkedIn): 24k LinkedIn followers
Hiring (LinkedIn): 3 hiring posts in 12 mo (public) · momentum +3 · hiring: Director of Mid-Market Sales, Revenue Operations - (Sr.) GTM Engineer
Funding rounds
- Feb 2026Series B$50M
- Oct 2024Series A$25.2M
Founders & team
Investors
Bessemer Venture Partners, Abstract Ventures, AI Grant, Y Combinator, Saga Ventures, Peak XV Partners
Tech stack
Chakra UiCloudflareCloudflare Bot ManagementCloudflare Browser InsightsCloudflare TurnstileCore-Js
#11
Series A · San Francisco, California · founded 2024$35.5Mraised▾
Series A · San Francisco, California · founded 2024
Developer of framework for building artificial intelligence applications and agents. It provides tools for agents, workflows, RAG, memory, and model control policies. The framework allows users to iterate and visualize agents and workflows. It offers an observability platform to productionize and test agent performance. The framework facilitates deployment and scaling, exposing agents as APIs or bundling them with applications.
Fliar Intelligence Index™ 76how this company ranks against its industry peers
Funding
top 23%Growth
top 28%Tech
top 44%AI
top 45%Global
bottom 48%Talent
bottom 45%Funding: Raised $35.5M across 3 rounds · 3 rounds over 1 yrs (3.0/yr) · Last round Series A (Apr 2026)
Growth: Web rank 5,000,000 → 1,000,000 YoY · Fresh capital in last 24 mo
Tech: 21 technologies across 4/8 capability areas · Cloud: Cloudflare, Vercel · Security: Cloudflare Bot Management, Hsts
Funding rounds
- Apr 2026Series A$22M
- Oct 2025Seed$13M
- 2025Seed$500K
Founders & team
Investors
Y Combinator, Gradient Ventures, base case, SV Angel, Spark Capital, Eight Capital Management
Tech stack
CloudflareCloudflare Bot ManagementCore-JsGoogle AnalyticsGoogle Tag ManagerHsts
#12
Series E · San Francisco, California · founded 2019 · 22 employees$60Mraised▾
Series E · San Francisco, California · founded 2019 · 22 employees
Platform offering low code based ML powered application development software. It provides a library of pre trained models and allows users to create or deploy existing TensorFlow, PyTorch, or Scikit learn models, without coding. It offers drag and drop tools, integration, interactive web apps, and analytics solutions. It provides content moderation, data labeling, model evaluation, and classifying solutions.
Fliar Intelligence Index™ 78how this company ranks against its industry peers
Funding
top 17%AI
top 20%Tech
top 27%Talent
top 28%Moat
top 31%Growth
top 32%Funding: Raised $60.0M across 6 rounds · 6 rounds over 4 yrs (1.5/yr) · Last round Series E (Jan 2026)
AI: Classified as an AI company
Tech: 48 technologies across 5/8 capability areas · Cloud: Amazon Web Services, Cloudflare · Observability: Datadog, Sentry
Audience (LinkedIn): 34k LinkedIn followers
Hiring (LinkedIn): 1 hiring post in 12 mo (public)
Activity (LinkedIn): 1 partnerships (incl. Braintrust) announced in 12 mo
Funding rounds
- Jan 2026Series E$300M
- Sep 2025Series D$150M
- Feb 2025Series C$75M
- Mar 2024Series B$40M
Founders & team
Investors
IVP, Greylock Partners, South Park Commons, base case, Spark Capital, AI Fund
Tech stack
Apple Icloud MailCloudflareCloudflare Bot ManagementCloudflare Browser InsightsCore-JsDatadog
Funding & investor landscape
$31.9Btotal disclosed funding
241companies funded
443disclosed rounds
14rounds last 90 days
Most active investors
Sequoia Capital11 rounds
Notable founders
Greg Brockman
Co-Foudner & President & Chairman · OpenAI
Sam Altman
Co-Founder & CEO · OpenAI
Benjamin Mann
Co-Founder · Anthropic
Jared Kaplan
Co-Founder & Chief Science Officer · Anthropic
Eno Reyes
Co-Founder & CTO · Factory
Matan Grinberg
Co-Founder & CEO · Factory
James Dacombe
Founder & CEO · Olix
Galen Mead
Co-Founder & CEO · Standard Intelligence
Devansh Pandey
Co-Founder · Standard Intelligence
Alexandr Wang
Founder & CEO · Scale AI
Wei-Lin Chiang
Co-Founder & CTO · Arena
Anastasios Angelopoulos
Co-Founder & CEO · Arena
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 SIGNALS · United States
How research on AI Chips & Accelerators is moving in the United States
A read on the academic research around AI Chips & Accelerators — which themes are gaining ground, the institutions and researchers driving them, and how the tone is shifting. Based on 530 United States-affiliated papers.
research sentiment over time
201620212026
enthusiastic · positive · guarded tone
Tone is overwhelmingly optimistic and intensifying — the enthusiastic (strongly-positive) share moved 62% → 67% across 2016–2026.
top research entities
- Arizona State University47
- University of Central Florida31
- Georgia Institute of Technology22
- University of Illinois Urbana-Champaign21
- Columbia University20
leading researchers
Deliang Fan · Sumit Kumar Jha · Shihui Yin · Muhammad Rashedul Haq Rashed · Naresh R. Shanbhag · Rickard Ewetz · Mingoo Seok · Zhezhi He
▲
Breakthroughs341 · 64%
64%→64% share
▲1.0× share momentum6 median citations77% since 2021mostly methods-led
Parallel computing research is surging — papers rose from 9 to 50, driving 64% of U.S. AI chip breakthrough activity.
rising sub-themes (early→recent)
- Parallel computing9→50
- Computer architecture5→34
- Scalability3→27
- Static random-access memory2→23
- Embedded system3→21
Newly emergingArtificial neural network 0→30 · Inference 0→23 · Macro 0→14
Landmark In-Datacenter Performance Analysis of a Tensor Processing Unit · 4,353 cites
◆
Advancements129 · 24%
▼ 36%→23% share
▼0.6× share momentum3 median citations74% since 2021mostly methods-led
Resistive random-access memory advancements are intensifying — papers nearly doubled from 6 to 13 within the advancements segment.
rising sub-themes (early→recent)
- Parallel computing2→10
- Resistive random-access memory6→13
- Crossbar switch2→8
- In-Memory Processing1→4
- Scalability2→5
Newly emergingComputer architecture 0→19 · Artificial neural network 0→10 · Optoelectronics 0→9
Landmark Photonic In-Memory Computing Primitive for Spiking Neural Networks Using Phase-Change Materials · 139 cites
▼
Concerns49 · 9%
▲ 0%→10% share
4 median citations88% since 2021mostly empirical
Resistive random-access memory concerns are newly emerging — appearing fresh with 10 papers as field-share jumped from 0% to 10%.
rising sub-themes (early→recent)
- Resistive random-access memory10
- Artificial neural network9
- Computer architecture8
- Crossbar switch6
- In-Memory Processing6
Newly emergingResistive random-access memory 0→10 · Artificial neural network 0→8 · In-Memory Processing 0→6
Landmark In-Memory Computing: Advances and Prospects · 410 cites
RESEARCH HOTSPOTS · United States
Where ai accelerators is researched across United States
Location clusters by institution affiliation — each city's volume, stance tone, and a quick read on its hot topic, what's advancing, the opening opportunity, and the main concern.
New York35 · +0.73
SF Bay Area29 · +0.81
Atlanta23 · +0.63
Los Angeles17 · +0.83
San Diego11 · +0.87
Chicago10 · +0.77
Ann Arbor10 · +0.49
Boston8 · +0.79
Pittsburgh7 · +0.53
Austin6 · +0.55
PATENT SIGNAL · United States
Who's filing ai accelerators patents in the United States
United States ai accelerators patent filing is accelerating — 135,096 filings from 8,000 assignees (2016–2025), led by IBM, Google, Microsoft; annual filings 1628→19890.
135,096 filings8,000 assigneespeak 22291/yr2016–2025
filing momentum (YoY 2016–2025)
top patent filers
- IBM11089
- Google8903
- Microsoft6399
- Intel6250
- Qualcomm4753
- Nvidia3254
- Adobe2461
- Capital One Services2200
Common questions
How many AI Infrastructure companies are there in San Francisco, United States?
Radar tracks 398 indexable AI Infrastructure companies headquartered in San Francisco, United States that meet our profile-completeness bar.
What is the total funding raised by AI Infrastructure companies in San Francisco, United States?
The AI Infrastructure companies in San Francisco, United States on this list have raised a combined $31.9B in disclosed equity funding across 241 funded companies.
Which is the highest-funded AI Infrastructure company in San Francisco, United States?
OpenAI is the highest-funded AI Infrastructure company in San Francisco, United States, with $17.9B in disclosed equity funding.
How many AI Infrastructure companies in San Francisco, United States are funded?
241 of the 398 AI Infrastructure companies in San Francisco, United States on this list have disclosed at least one equity funding round.
How many AI Infrastructure unicorns are there in San Francisco, United States?
20 AI Infrastructure companies in San Francisco, United States on this list are valued at $1B or more.
Who are the top investors in San Francisco, United States AI Infrastructure companies?
The most active investors in San Francisco, United States AI Infrastructure companies on this list include Y Combinator, SV Angel, Andreessen Horowitz, Lightspeed Venture Partners, Nvidia.
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.