Best AI Infrastructure Companies in San Jose, United States
The 48 best AI Infrastructure companies in San Jose, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Lambda AI.
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.
Ranked: Best AI Infrastructure companies in San Jose
| # | Company | Disclosed funding | Last round | Employees | Founded | Founder | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | 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 | 3 mo ago | — | 2012 | Stephen Balaban Co-Founder & CEO | HubSpot CMS HubApple iCloud MailStripe+22 | 35 patents High‑speed optical femtocell links and integrity monitoring of implantable medical leads | 2 launchs |
| 2 | 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 | 10 mo ago | 165 165 → 313 (+90%) | 2016 | Jonathan Ross CEO | AlgoliaNode.jsRadix UI+31 | 240 patents High‑performance tensor processor architectures and optimization algorithms | — |
| 3 | 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 | 4 mo ago | 161 | 2018 | Krishna Rangasayee Founder and CEO | WordPressApple iCloud MailGoogle Workspace+27 | — | 2 launchs · 2 partnerships |
| 4 | Habana Developer of AI-based processors for deep learning processing | $120M | 92 mo ago | 600 | 2016 | David Dahan Co-Founder & CEO | SphinxBootstrapEmotion+16 | — | — |
| 5 | GMI Cloud Provider of GPU cloud solutions for scalable AI and inference 57AI top 30%Tech top 33%Funding top 36%Growth top 40% All 11 signals ▾AItop 30% Techtop 33% Fundingtop 36% Growthtop 40% Newstop 46% Producttop 46% Innovationtop 48% Moattop 48% Talentbottom 49% Globalbottom 38% Marketbottom 36% AI: Classified as an AI company · Product described with: artificial intelligence Tech: 42 technologies across 4/8 capability areas · Cloud: Cloudflare, Google Cloud rank vs industry peers · Fliar Intelligence Index 57/100 | $93M | 21 mo ago | — | 2021 | Alex Yeh Founder & CEO | TurbopackApple iCloud MailGoogle Workspace+25 | — | 1 launch |
| 6 | Edge Impulse Platform offering AI-powered chat automation and intelligent business solutions | $53M | 56 mo ago | 102 | 2019 | Zach Shelby Co-Founder & CEO | WebflowSentryApple iCloud Mail+29 | — | — |
| 7 | Ceremorphic Developer of compute infrastructure and analog AI for drug design | $50M | 54 mo ago | 223 | 2020 | Venkat Mattela Founder & CEO | WordPressPleskMySQL+17 | 126 patents Patents concentrated in computing, sensing & instrumentation | — |
| 8 | Cogniac AI-based platform for the management of visual operations | $40M | 57 mo ago | 33 | 2015 | Quinn Curtis Chief Executive Officer | — | 12 patents Cross‑platform deployment, monitoring, and visual analytics for machine‑learning models | — |
| 9 | Viv Labs AI backed platform to develop and integrate conversational assistants into applications and services | $30M | 129 mo ago | 30 | 2012 | — | — | 43 patents VIV mitigation for offshore wind turbine structures using helical strakes, fairings, buoyancy modules | — |
| 10 | AIStorm Developer of SoC for variety of application. | $29M | 67 mo ago | 19 | 2011 | — | WordPressPleskMySQL+14 | 32 patents Patents concentrated in computing, sensing & instrumentation | — |
| 11 | Exafunction Provider of a low code deep learning application development platform | $28M | 51 mo ago | 12 | 2021 | Douglas Chen Co-Founder | — | — | — |
| 12 | iMerit AI based data annotation, model fine-tuning, and validation solutions | $24M | 79 mo ago | 1,001 | 2012 | Radha Basu Founder & CEO | WordPressZohoMySQL+47 | — | — |
| 13 | HostedAI AI powered platform for cloud computing services | $24M | 4 mo ago | — | 2024 | Narendar S Co-Founder | WordPress Site EditorWordPressMySQL+20 | — | 1 launch |
| 14 | EPIC Microsystems Semiconductor company developing power‑delivery solutions for AI data centers and high‑performance compute… | $21M | 4 mo ago | — | 2024 | Wonyoung Kim Co-Founder & COO | GoDaddy Website BuilderReactRequireJS+7 | 11 patents Hybrid DC‑DC power converters for efficient renewable energy integration | — |
| 15 | aiXplain Develops natural language processing technologies | $14M | 24 mo ago | 3 | 2020 | Hassan Sawaf Founder & CEO | WordPressMySQLPHP+19 | 14 patents AI-driven orchestration and optimization of autonomous software agents and task selection | 1 job opening |
| 16 | Polarr.AI Developer of AI-powered software development kits for photo and video applications | $12M | 88 mo ago | 29 | 2014 | — | Squarespace CommerceSquarespaceStimulus+8 | 8 patents AI-driven image/video processing and composition using object detection and distributed neural networks | — |
| 17 | Opsinsecurity Provider of AI security solutions for data exposure and oversharing | $7M | 15 mo ago | — | 2024 | James Pham Co-Founder and CEO | — | — | — |
| 18 | Aiqudo Provider of AI platform to enable consumers to interact with apps | $5M | 108 mo ago | 8 | 2017 | — | — | 64 patents Crowdsourced command onboarding and language modeling for digital voice assistants | — |
| 19 | Protecto Provider of AI data security and privacy guardrail solutions | $5M | 33 mo ago | 24 | 2021 | Baskaran Alagarsamy Co-Founder & CTO | WordPressMySQLPHP+40 | — | — |
| 20 | Align AI Provider of analytics solutions for generative AI product performance evaluation | $4M | 6 mo ago | — | 2021 | Gijung Kim Co-Founder | Framer SitesReactAmazon Web Services+7 | 4,568 patents Digital orthodontic modeling, automated tooth adjustment, and 3D‑printed dental appliance fabrication. | — |
| 21 | Huper Labs Developer of an AI platform to orchestrate human and AI teams | $2M | 5 mo ago | — | 2026 | Michael Anton Co-Founder & CEO | — | — | — |
| 22 | PLDA Provider of semiconductors and processors | $853K | 130 mo ago | 9 | 1996 | — | — | — | — |
| 23 | Speech Morphing AI-based speech technology for human-machine interactions and cross-lingual communications | $750K | 108 mo ago | 15 | — | Russ Bianchi Co-Founder | — | 39 patents Cross‑lingual speech synthesis and prosody transfer for modular TTS systems | — |
| 24 | i Linear Inc Developer of ultra-low-power analog and mixed-signal solutions for machine learning | $253K | 46 mo ago | 2 | 2020 | — | — | 216 patents Advanced segmented rotor/stator electric motor designs and high‑performance control systems | — |
| 25 | Tsecond Provider of mission-critical AI and storage infrastructure for tactical operations | — | 4 mo ago | — | — | Manavalan Krishnan Co-Founder & CTO | Node.jsTailwind CSSNext.js App Router+10 | — | — |
Top 12 AI Infrastructure companies in San Jose
#1
Series E · San Jose, California · founded 2012$4.3Braised▾
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.
- May 2026Conventional Debt$1B
- Nov 2025Series E$1.5B
- Aug 2025Conventional Debt$275M
- Feb 2025Series D$480M
#2
Series C · San Jose, California · founded 2018 · 161 employees$330Mraised▾
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.
- Apr 2026Series C—
- Aug 2025Series C$85M
- Apr 2024Series B$70M
- Jun 2023Series B$13M
#3
Groq 🦄Series E · San Jose, California · founded 2016 · 165 employees$1Braised▾
Provider of AI inference platforms and on-premise AI inference clusters. It develops inference-specific LPUs and offers GroqCloud, a platform for AI inference. It also provides GroqRack, an on-premise AI inference cluster for data centers. The company focuses on delivering consistent performance at scale with its custom-built LPU architecture.
- Sep 2025Series E$750M
- Aug 2024Series D$640M
- Apr 2021Series C$300M
- Aug 2020Series B—
#4
Seed · San Jose, California · founded 2024$23.6Mraised▾
AI powered platform for cloud computing services. It provides a software platform for multi-tenant GPU resource allocation and management. It offers GPU pooling, configurable overcommit, and task isolation. It supports integration with billing systems and provides a self-service portal. The software is hardware-agnostic and includes features for GPU orchestration and business operations.
- Mar 2026Seed$19M
- Apr 2025Seed$4.6M
#5
Series A · San Jose, California · founded 2024$21Mraised▾
Semiconductor company developing power‑delivery solutions for AI data centers and high‑performance compute servers. The company focuses on compact, efficient, and easy-to-cool power delivery for servers. It aims to address scalability, size, thermals, efficiency and transient response. The company leverages hybrid-switched-capacitor architectures to create reliable power solutions.
- Mar 2026Series A$21M
#6
Seed · San Jose, California · founded 2021$3.5Mraised▾
Provider of analytics solutions for generative AI product performance evaluation. The company offers tools to monitor interactions between users and AI chatbots. These tools analyze user and chatbot interactions to identify areas for improvement. The company also provides solutions to evaluate AI chatbots to reduce hallucination and increase overall chatbot quality.
- Jan 2026Seed$5M
- Jan 2024Seed$3.5M
#7
Seed · San Jose, California · founded 2026$1.5Mraised▾
Developer of an AI platform to orchestrate human and AI teams. The platform aims to address administrative overhead for leaders, such as status chasing and context switching. It focuses on enabling leaders to manage hybrid teams composed of both human workers and AI agents. The platform emphasizes data governance and security, providing granular control over data access.
- Feb 2026Seed$1.5M
#8
Series A · San Jose, California · founded 2021$93Mraised▾
Provider of GPU cloud solutions for scalable AI and inference. It delivers infrastructure for training, deploying, and running artificial intelligence models. The company offers an inference engine, GPU orchestration, and GPU compute services. It provides access to GPUs with networking and on-demand usage.
- Oct 2024Series A$15M
- Oct 2024Conventional Debt$67M
- Jul 2024Seed—
#9
Seed · San Jose, California · founded 2024$7Mraised▾
Provider of AI security solutions for data exposure and oversharing. It offers services to discover AI risks and govern AI data access. The company helps enterprises catalog AI, assess risk, and manage security posture. It also provides AI detection and response to monitor AI tools.
- Apr 2025Seed$7M
#10
Seed · San Jose, California · founded 2020 · 3 employees$14.5Mraised▾
Develops natural language processing technologies. Its solutions include human language technologies such as speech recognition, knowledge management, and machine translation. It provides solutions for stock price prediction, risk assessment, and portfolio optimization. The company also provides consulting, project management, system analysis and conception, object-oriented development, and implementation solutions. It serves customers in the areas of insurance, telecommunication, banking, logistics, and transport.
- Jul 2024Seed$6.5M
- Apr 2023Seed$8M
#11
Acquired · San Jose, California · founded 2019 · 102 employees$52.8Mraised▾
Platform offering AI-powered chat automation and intelligent business solutions. It enabling the creation and deployment of intelligent chatbots that learn automatically from website content and provide instant, accurate responses. ULTEH simplifies setup with no-code tools, automatic data extraction, and customizable behavior options.
- Dec 2021Series B$34M
- May 2021Series A$15M
- Jul 2020Seed$3.8M
#12
Series A · San Jose, California · founded 2020 · 223 employees$50Mraised▾
Developer of compute infrastructure and analog AI for drug design. The company focuses on energy-efficient AI supercomputing and in silico drug design. It provides architectures for high-performance AI training and personalized medicine. The firm’s technology targets applications in life sciences, automotive, robotics, and metaverse processing.
- Jan 2022Series A$50M
Funding & investor landscape
Notable founders
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
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.
- Arizona State University47
- University of Central Florida31
- Georgia Institute of Technology22
- University of Illinois Urbana-Champaign21
- Columbia University20
- Parallel computing9→50
- Computer architecture5→34
- Scalability3→27
- Static random-access memory2→23
- Embedded system3→21
- Parallel computing2→10
- Resistive random-access memory6→13
- Crossbar switch2→8
- In-Memory Processing1→4
- Scalability2→5
- Resistive random-access memory10
- Artificial neural network9
- Computer architecture8
- Crossbar switch6
- In-Memory Processing6
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.
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.
- IBM11089
- Google8903
- Microsoft6399
- Intel6250
- Qualcomm4753
- Nvidia3254
- Adobe2461
- Capital One Services2200
Common questions
Riya reads income statements for fun. She covers the real money in a sector — revenue, growth, who actually earns — and never met a vague claim she didn't want a number for.