Industry landscapes
Industry report

Funding and advertised pay are reported in USD; filed accounts retain their stated source currency and basis.

Exchange-rate basis

Indicative conversions use ECB reference rates dated 2026-09-14, applied consistently across all periods. They are not historical exchange rates. Indian rupees may use crore (1 crore = 10 million); other currencies use K, M and B. CSV downloads, source documents and quoted news headlines retain their original currencies.

THE THE UNITED STATES EDITION 2026

the United States’s
ai infrastructure industry,
in focus.

The companies, capital and talent shaping ai infrastructure in the United States. Find the leaders. Understand the segments. See where the activity is.

Snapshot: Funding in USD
Illustrated cover for AI Infrastructure Industry Landscape of the United States
US
COMPANIES · CAPITAL · TALENT

An industry ecosystem,
measured in context.

AI Infrastructure illustration
MEET THE COMPANIES

Explore the United States’s ai infrastructure leaders

24 featured companies from the funding, hiring, revenue and team-size leaderboards.

Expand panel +
AI Infrastructure company highlights in the United States, snapshot 4 September 2026
Company
CoreWeavecoreweave.com$13.83B11 roles239$5.13BFYFY2025 filing
Crusoecrusoe.ai$4.62B10 roles242—
Cerebrascerebras.ai$3.4B9 roles——
Groqgroq.com$1.75B—165—
SambaNova Systemssambanova.ai$1.48B—497—
FluidStackfluidstack.io$1.05B10 roles3Financial figure available in RadarView in Radar
Colovorecolovore.com$942.14M—11—
Lightmatterlightmatter.co$822.4M—137—
Etchedetched.com—8 roles16—
Unicityunicity.ai—8 roles——
Syntiantsyntiant.com—6 roles95—
Voltage Parkvoltagepark.com—6 roles——
Celestial AIcelestial.ai——100—
Deccan AIdeccan.ai———Financial figure available in RadarView in Radar
EnChargeenchargeai.com——35—
Lightelligencelightelligence.ai——200—
Listnrlistnr.ai——4Financial figure available in RadarView in Radar
Mythicmythic.ai——360—
Portkeyportkey.ai———Financial figure available in RadarView in Radar
RagaAIraga.ai——31Financial figure available in RadarView in Radar
Rescalerescale.com——146—
RunPodrunpod.io——8—
Saladsalad.com——49—
SiMa.aisima.ai——161—
24 featured companies

Locked revenue figures are available in Radar; the eight company financial previews stay the same throughout this page. A dash means the figure is outside these featured lists. Revenue years vary by company; the figures are not a like-for-like revenue comparison. Compare annual accounts ↗

Company discovery

Recorded evidence only
THE KEY SIGNALS

AI Infrastructure industry KPIs in the United States

A few useful ratios bring the size of this ecosystem into perspective.

4 September 2026
Hiring participation14.1%

39 of 276 tracked companies have open roles.

Funding participation55.4%

153 of 276 tracked companies have a recorded round.

Top 3 funding share63.6%

Share of disclosed capital received by the three largest recorded recipients.

Median disclosed round$8.5M

Midpoint of 341 rounds with a disclosed amount.

Scale is concentrated. Opportunity is broader. The three largest funding recipients hold 63.6% of disclosed capital, while 44.6% of tracked companies have no recorded funding round.

Explore the segments →
CAPITAL & COMPANY FORMATION

How the United States ai infrastructure has grown

Recorded company formation and disclosed funding across the complete annual series shown.

Expand panel +
2016 — 2025

Disclosed funding by year

Sum of recorded funding rounds · USD

the United States ai infrastructure
$0$3.39B$6.78B$10.17B$13.57B2016: $115.37M20162017: $297.32M20172018: $583.49M20182019: $319.66M20192020: $451.89M20202021: $2.21B20212022: $948.93M20222023: $4.47B20232024: $11.9B20242025: $7.63B2025
View the numbers
Annual ai infrastructure funding and company formation in the United States
YearFunding (USD)FoundedRaising
2016$115.37M1011
2017$297.32M2318
2018$583.49M2322
2019$319.66M1016
2020$451.89M1720
2021$2.21B2129
2022$948.93M2518
2023$4.47B3128
2024$11.9B4149
2025$7.63B1845
WHERE CAPITAL SITS

Funding concentration

Share of all disclosed company funding.

  • CoreWeave40.3%
  • Crusoe13.4%
  • Cerebras9.9%
  • Other companies36.4%

Funding by stage

404 recorded rounds since 2016

NUMBER OF ROUNDS
Seed & Angel141 34.9%
Series A–B146 36.1%
Series C+ / PE41 10.1%
Grants, debt & other76 18.8%

Recent recorded rounds

Latest recorded rounds · USD
8 rounds

Swipe or scroll horizontally to browse.

Series C04/2026
nEye $80M

Backed by Sutter Hill Ventures and CapitalG and others.

Seed04/2026
Alien $7.1M

Backed by Initialized Capital and Lvna Capital and others.

Largest and notable recorded rounds

Each card is one recorded round
10 cards

Swipe or scroll horizontally to browse.

Series E10/2025
Crusoecrusoe.ai$1.38B

Backed by Valor Equity Partners and Mubadala and others.

Series E09/2025
Groqgroq.com$750M

Backed by Disruptive and BlackRock and others.

Series D08/2024
Groqgroq.com$640M

Backed by Cisco Investments and Samsung Catalyst Fund and others.

THE BUSINESS BEHIND THE ACTIVITY

Revenue, profitability & financial strength

Annual accounts for reporting companies linked to this landscape, on like-for-like currency and reporting bases.

Expand panel +
USD · millions · consolidated

Display conversions use the dated reference rates above. Where a verified rate is unavailable, figures retain their source currency. Each reporting cohort keeps its currency and accounting basis separate.

FY2025 · company accounts; aggregate reporting threshold not met · 1 reporting entities from 1 eligible matches.

Revenue in covered accounts—

Sum of reporting-entity revenue; not the United States market sales.

Net profit / loss—

Combined result for the same cohort.

Aggregate net margin—

Combined net income ÷ combined revenue.

Median company revenue—

The middle covered reporting entity.

Profitable entities—

None of 1 covered entities.

Top-five concentration—

Share of covered revenue from the five largest entities.

Annual account trend

Reported cohort totals by year; coverage is stated for every period.

Bar height shows revenue. Changes in coverage can affect totals.

Profitability has two perspectives

FY2025 · 1 reporting entities

Open the company accounts

Up to eight fixed company previews show financial amounts. Search and sort the wider company list, then continue in Radar.

1 reporting entities
Continue your financial research in Radar

Explore full company accounts and filings.

View financials in Radar ↗
THE UNITED STATES · INDUSTRY COHORTS

How does ai infrastructure compare?

Each pair uses the same year, currency and reporting basis. Cohort overlap is disclosed.

IndustryCovered / eligibleRevenue totalMedian revenueNet profit / lossAggregate marginProfitable shareOverlap

Available-account cohorts are not estimates of whole industries. Overlapping entities can occur in more than one cohort; do not add cohort totals.

Coverage, calculations & financial sources

Filed annual accounts for exact designated national identifiers. Every aggregate and peer pair uses one fiscal year, source currency and reporting basis; periods, coverage and overlap are explicit; 2026 partials are excluded.

The same up to eight reporting entities remain open across years, filters and sorts. Other company figures are available in Radar.

Source currencies and accounting bases stay separate. Missing accounts are excluded rather than treated as zero. Exact reporting periods appear on company previews. Annual totals can change with coverage and do not measure growth of a fixed company cohort.

DIGITAL FOOTPRINT

Web traffic, app reach and release cadence

How the the United States companies on this page show up online: the sites people visit, the apps they install, and how often those apps ship.

Busiest websites

10 of the 276 companies on this page carry a measured traffic record (3.6%); these are the largest of those, by monthly visits. The median among them is 90,781 visits.

CompanyMonthly visitsAuthorityMobile
RunPodrunpod.io2,369,0324511.9%
Crusoecrusoe.ai503,3843986.9%
Listnrlistnr.ai410,3474959.5%
Ambientambient.xyz138,109536%
Vagonvagon.io114,5043319.8%
0G Labs0g.ai67,058339.9%
Super AGIsuperagi.com47,6574116.4%
NodeGonodego.ai21,9371865.9%
DoubleZerodoublezero.xyz5,346270%
Gaiagaianet.ai5,082230%

Visits and authority are third-party web estimates, not company-reported figures.

Most-installed apps

11 of these companies (4%) publish at least one Android app — 13 apps in all, carrying 1.2M installs between them.

Installs are lifetime totals to date at the June 2026 store reading — a measure of reach, not of people using an app today.

App reach by segment

The busiest app inside each of this page’s own segments, with the quarterly release trend behind it (2024Q2–2026Q2).

SegmentAppsInstallsLeading appRelease trend
Artificial Intelligence7826.1KRaiinmaker: Earn With AI 338.9K
Ai Infrastructure6807.7KSuperAGI 288.9K
Blockchain Infrastructure7701.3KAlien App — Aliencoin Wallet 193.9K
Agentic Ai2289.4KSuperSupport by SuperAGI 489
Ott Video2143.5KTheta Wallet 131K
Enterprise Storage32.3KStorj Photo Gallery Uploader 1.5K

A company can carry several segment tags, so these rows overlap and should not be added together. Trend lines are zero-based and share one quarter grid, so a flat line is a quiet segment, not a missing one.

INSIDE THE INDUSTRY

The the United States ai infrastructure market map

Explore the segments behind the headline numbers.

Expand panel +

Where companies are building

Rank segments by scale, hiring or disclosed funding.

Enterprise tech255
Deep tech219
Artificial intelligence138
Enterprise software115
Saas101
Web 3.086
Blockchain protocols49
Decentralized physical infrastructure network48
Iaas46
Ai as a service40
Consumer digital35
Native ai in software development26

Companies can sit in several segments. Counts and funding overlap.

SEGMENT TO EXPLORE

Enterprise tech

The largest measured segment in this report snapshot.

255companies
14.5%have hiring activity

37 companies hiring · $34.22B disclosed funding

Explore in Radar

How companies make money

Common revenue models; a company can use more than one.

Subscription244
Physical commerce17
Fee-for-service13
Commission on transaction11
Licensing10
E-commerce - product5
E-commerce - service4
Advertising3
THE COMPANIES IN MOTION

Who is listing, hiring leaders, launching and winning work

Recorded corporate activity linked to companies in this landscape.

Expand panel +
Recent corporate headlines 10 dated reports
Funding roundsgroq.com ↗

his early 2020 investment in Groq, an inference chip startup, paid off handsomely as the company hit a $6.9 billion valuation in 2025.

IPO activitycerebras.ai ↗

Nvidia’s rival Cerebras is seeking a valuation of as much as $26.62bn in its US initial public offering, as heavy spending on AI infrastructure lifts demand for advanced chips and fuels investor appetite for the sector. Sunnyvale, California-based Cerebras is aiming to sell 28-million shares in the offering, priced between $115 and $125 apiece, to raise $3.50bn in the company’s second attempt to go public after withdrawing a previous IPO filing last October.

Mergers & acquisitionscoreweave.com ↗

Pictet Asset Management Holding SA acquired a new stake in CoreWeave Inc. (NASDAQ:CRWV – Free Report) in the 4th quarter, Holdings Channel reports.

Mergers & acquisitionsportkey.ai ↗

US-based cybersecurity giant Palo Alto Networks has announced its intent to acquire AI infrastructure startup Portkey, marking a strategic move to strengthen its capabilities in securing the rapidly growing ecosystem of AI agents.

Funding roundsfluidstack.io ↗

FluidStack, a leading AI datacenter provider, is reportedly in advanced talks to raise $1 billion at an impressive $18 billion valuation.

Funding roundssambanova.ai ↗

The planned funding follows an earlier $35 million investment this year.

Funding roundscelestial.ai ↗

Marvell completed a $3.25 billion acquisition of Celestial AI in February.

Contractsbrainchipinc.com ↗

BrainChip Holdings (ASX: BRN) has entered a non-exclusive, worldwide IP licence agreement with ASICLAND to integrate its Akida neuromorphic AI IP into ASICLAND's System-on-Chip designs.

Earningstwo.ai ↗

Generated comprehensive loss of $(24.7) million , or $(0.24) per weighted average basic common share.

Contractscrusoe.ai ↗

An artificial intelligence data center company, partially owned by Omer Adam, signed a $1 billion deal on Sunday with Crusoe, an AI infrastructure giant that will be landing in Israel for the first time with this agreement.

Full recorded event mix

Top 10 categories among 676 recorded events in the 24-month window.

Funding rounds
166
Contracts
148
Mergers & acquisitions
72
Leadership moves
63
Company announcements
50
Earnings
49
IPO activity
38
Capital infusions
37
New products
18
Lawsuit
10
6 activity cards

Swipe or scroll horizontally to browse.

Leadership moves

19 tracked people moves

Salad ↗
Craig Pennington

Appointment Chief Executive Officer

Salad ↗
Tim Rooney

Resignation Previously Chief Executive Officer

Cirrascale ↗
Alex Nataros

Appointment Chief Technology Officer

Vdura ↗
Craig Bernero

Appointment Board Director

Vdura ↗
Eddie White

Appointment Director

CoreWeave ↗
Chen Goldberg

Appointment Senior Vice President of Engineering

CoreWeave ↗
Jeff Baker

Appointment Chief Accounting Officer

Groq ↗
Simon Edwards

Appointment Chief Executive Officer

Product launches

Products, platforms and features in the recorded window

Groq ↗
GroqCloud

AI inference platform

CoreWeave ↗
CoreWeave Flexible Capacity Plans

AI cloud capacity plan

CoreWeave ↗
NVIDIA Rubin platform

AI cloud infrastructure

Latent AI ↗
Latent Assisted Label

Data Annotation / AI-driven labeling tool

Latent AI ↗
Latent Ruggedized Toolkit (RTK)

Edge AI toolkit / Field‑updatable AI

Contract wins

43 recorded customer wins

BrainChip ↗

Customer: EDGEAISemiconductor

BrainChip ↗

Customer: ASICLANDSemiconductor

CoreWeave ↗

Customer: Meta PlatformsAI

CoreWeave ↗

Customer: openaiInfrastructure supply

Cerebras ↗

Customer: openaiArtificial Intelligence

Crusoe ↗

Customer: microsoftInfrastructure

Regulatory events

5 recorded events

approved six month extension of AGMBritish Columbia Registrar of Companies

CoreWeave ↗

pending regulatory approval

Cerebras ↗

approved share saleCommittee on Foreign Investment in the United States (CFIUS)

Cerebras ↗

clearance granted for share sale to Group 42Committee on Foreign Investment in the United States

Litigation

4 tracked suits

Company
An investor v coreweave

Federal Securities Laws violationCivil · Filed

Company
investor v coreweave

Violation of Federal Securities Laws and false or misleading statementsCivil · Filed

Earnings pulse

Reported company results in the recorded window.

3companies
45period observations
151.0%median reported growth

Median across 30 reported growth observations; companies may contribute multiple periods.

Mergers and acquisitions

Company-linked deal reports; status is preserved as recorded.

Acquirer → targetStatusDateValue / context
palo alto networks→Portkey ↗Announced2026-05-04Not stated in snapshot
pictet asset management→CoreWeave ↗Completed2026-05-04$4.5M
nexi→Sia ↗Completed2026-04-30Not stated in snapshot
marvell→Celestial AI ↗Announced2026-04-14$5.5B
ccm→TWO ↗Announced2026-03-27Not stated in snapshot
UWM Holdings Corporation→TWO ↗Pending2026-03-27Not stated in snapshot

A discussion or rumour is not a completed transaction. An unstated value is not zero.

PEOPLE & OPPORTUNITY

The talent market

2,458 postings in the preceding 12 months. The full 4,188-posting snapshot covers 48 employers.

Expand panel +

Most advertised job titles

Sales Manager20
Event Marketer19
Technical Training Manager12
Data Science Consultant12
Master Scheduler12
Executive Assistant11
0 internship postings

54 tracked postings mention remote work.

The seniority mix

1,132 postings specify a level.

unspecified
3,056
manager
589
senior
404
lead
125
intern
11
entry
3

Skills employers mention

Top skills across 4,188 tracked postings in the available jobs snapshot.

Python
232
Kubernetes
225
Linux
122
Terraform
105
Rust
98
Gcp
93
C++
93
Aws
91
Docker
86
Ansible
76
ADVERTISED PAY$156.5K/ year

Median across 631 postings with pay data, expressed in USD.

Salary by seniority

manager$150.0K/ year168 postings
senior$160.0K/ year95 postings
lead$180.0K/ year35 postings

Advertised posting medians do not describe all employees or roles.

THE PEOPLE BUILDING THE FIELD

Founders and leaders

314 founders and chief executives across 183 companies.

Expand panel +
12 profiles

Swipe or scroll horizontally to browse.

Education networks

95 profiles with education records.

Massachusetts Institute of Technology
13
Stanford University
13
Harvard University
7
University of California (Berkeley)
7
IIT Bombay
5
Carnegie Mellon University
5
Harvard Business School
4
IIT Kharagpur
4

Prior employers

32 profiles with prior-work records.

Microsoft
10
Google
6
Amazon
5
Facebook
4
Cisco
3
McKinsey
2
Intel
2
Bain
1

Profiles cover recorded founders and leaders; contact details remain in Radar.

NEWS INTELLIGENCE

How this industry appears in the news

929,207 articles in the measured 12-month window.

Expand panel +
929,207articles in the measured year
260,542articles in 2026Q1
72.0%positive tone in the latest complete year

News volume trends

AI Infrastructure coverage across United States · articles per complete quarter

091,449182,898274,347365,7972021Q2: 109,6542021Q22021Q3: 114,3042021Q4: 106,5862022Q1: 122,4202022Q2: 112,7402022Q22022Q3: 108,3002022Q4: 117,3002023Q1: 134,9222023Q2: 164,4532023Q22023Q3: 152,2872023Q4: 153,4592024Q1: 178,5242024Q2: 177,4932024Q22024Q3: 189,7742024Q4: 199,6952025Q1: 318,0842025Q2: 206,1442025Q22025Q3: 240,0582025Q4: 203,7992026Q1: 260,5422026Q1
View quarterly article counts
QuarterArticles
2021Q2109,654
2021Q3114,304
2021Q4106,586
2022Q1122,420
2022Q2112,740
2022Q3108,300
2022Q4117,300
2023Q1134,922
2023Q2164,453
2023Q3152,287
2023Q4153,459
2024Q1178,524
2024Q2177,493
2024Q3189,774
2024Q4199,695
2025Q1318,084
2025Q2206,144
2025Q3240,058
2025Q4203,799
2026Q1260,542

Article volume measures coverage, not market sales.

Tone of coverage over time

2021
245,624 positive · 4,489 neutral · 101,308 negative
2022
321,724 positive · 5,093 neutral · 133,219 negative
2023
432,172 positive · 6,247 neutral · 165,863 negative
2024
536,143 positive · 7,945 neutral · 200,420 negative
2025
695,670 positive · 9,711 neutral · 261,277 negative

Leading coverage topics

AI Infrastructure coverage across United States · ranked by full-period article count.

Cryptocurrency Impact On Forex Markets52,944 articles in the full recorded period
22,412 recent · 11,768 prior
New Product Launches And Innovations45,377 articles in the full recorded period
14,451 recent · 11,022 prior
Technology Adoption And Digital Transformation41,519 articles in the full recorded period
12,900 recent · 10,178 prior
Strategic Partnerships And Collaborations37,241 articles in the full recorded period
12,485 recent · 8,629 prior
Artificial Intelligence Advancements32,181 articles in the full recorded period
12,544 recent · 8,935 prior
College Athletics News31,332 articles in the full recorded period
5,069 recent · 16,526 prior
Executive Leadership Changes And Appointments27,269 articles in the full recorded period
8,059 recent · 5,938 prior
Sports History And Legacy Stories24,491 articles in the full recorded period
19,324 recent · 1,653 prior
Sportsmanship And Ethics In Sports20,974 articles in the full recorded period
18,583 recent · 583 prior
International Political Relations20,405 articles in the full recorded period
6,051 recent · 3,896 prior

Recent and prior counts use the source comparison windows.

Topics gaining and losing attention

AI Infrastructure coverage across United States

KeywordRecentPriorChange
responsible ai5,2743,39455%
ai regulation compliance4,9243,23552%
artemis program3,7162411442%
stablecoin fx impact3,200907253%
startup news2,173571281%
quarterly results1,9801,28754%
quarterly financials1,9741,27455%
decentralized forex1,959664195%
ceo change1,8771,10071%
financial report1,8341,23349%
college playoffs9255,845-84%
college football finals3671,964-81%
ncaa championship game2741,761-84%
national championship game3211,648-81%
mlb team standings4431,418-69%

Event and signal lenses

AI Infrastructure coverage across United States

All complete annual cohorts shown
Rising

Regulatory Risk

724,265 classified articles

ai regulation compliance, responsible ai, stock performance

52.3% critical · 38.1% positive
Rising

Funding Momentum

204,807 classified articles

neural network ventures, ai infrastructure financing, ai chip investments

44.9% critical · 56.1% positive
Rising

Growth

295,074 classified articles

earnings report, quarterly results, quarterly financials

43.5% critical · 49.5% positive

AI Infrastructure coverage across United States. Topic labels describe recorded classifications and can include broad context.

RESEARCH SIGNALS

What AI Infrastructure research is working on

530 papers in the recorded india scope.

Expand panel +
530papers
1,938worldwide comparison pool
530India-affiliated papers

Research orientation

Breakthrough
341
Promising
106
Problem-identifying
27
Comparative
23
Cautionary
21
Descriptive
11
Critical
1

Contribution mix

Methods-led
428
Empirical
55
Reviews
36
Position pieces
10
Theoretical
1

Tone counts: 518 positive · 3 neutral · 9 negative.

Common problems researchers identify
28 papers · 5.3% of this field
  • Crossbar switch3 papers
  • Non-volatile memory3 papers
  • Bottleneck3 papers
  • In-Memory Processing3 papers
  • Von Neumann architecture2 papers
  • Photonics2 papers
  • Resistive random-access memory2 papers
  • Leverage2 papers

Landmark: In-Memory Computing in Emerging Memory Technologies for Machine Learning: An Overview

Cautions
21 papers · 4.0% of this field
  • Resistive random-access memory8 papers
  • Static random-access memory3 papers
  • Crossbar switch3 papers
  • Spice2 papers
  • In-Memory Processing2 papers
  • Tensor2 papers
  • CMOS2 papers
  • Resilience2 papers

Landmark: In-Memory Computing: Advances and Prospects

Opportunities
447 papers · 84.3% of this field
  • Parallel computing66 papers
  • Computer architecture49 papers
  • Resistive random-access memory48 papers
  • Scalability39 papers
  • Static random-access memory35 papers
  • Crossbar switch34 papers
  • In-Memory Processing26 papers
  • Field-programmable gate array22 papers

Landmark: In-Datacenter Performance Analysis of a Tensor Processing Unit

Leading institutions

Google
6,102
Arizona State University
1,350
Princeton University
1,057
Columbia University
972
Georgia Institute of Technology
743
IBM
476

Leading researchers

Norman P. Jouppi
5,887
Cliff Young
5,887
Nishant Patil
5,887
David A. Patterson
5,887
Gaurav Agrawal
5,648
Shihui Yin
1,061
Hossein Valavi
948
Yinqi Tang
948

Highly cited breakthrough-labelled papers

  • In-Datacenter Performance Analysis of a Tensor Processing Unit4,353 citations
  • In-Datacenter Performance Analysis of a Tensor Processing Unit1,295 citations
  • XNOR-SRAM: In-Memory Computing SRAM Macro for Binary/Ternary Deep Neural Networks388 citations
  • DLAU: A Scalable Deep Learning Accelerator Unit on FPGA298 citations
  • Motivation for and Evaluation of the First Tensor Processing Unit239 citations

Common problems researchers identify

28 papers · 3 recurring themes
3 cards

Swipe or scroll horizontally to browse.

Memory Bottlenecks in AI HardwareCommon problems researchers identify · 01

Memory Bottlenecks in AI Hardware

11 papers

39.3% of this theme group

Researchers highlight limits of von Neumann designs and robustness issues in in‑memory processing for machine learning.

Bottleneck (3) · In-Memory Processing (3) · Von Neumann architecture (2) · Robustness (2)

In-Memory Computing in Emerging Memory Technologies for Machine Learning: An Overview

Resistive-RAM-Based In-Memory Computing for Neural Network: A Review

View research history
YearShare index
202297.7
202395.5
202447.5
202575.9
Photonics and Edge Architecture ChallengesCommon problems researchers identify · 02

Photonics and Edge Architecture Challenges

11 papers

39.3% of this theme group

Papers point to integration difficulties of photonic devices and edge tensor units within existing computer architectures.

Photonics (2) · Embedded system (2) · Computer architecture (2)

Emerging devices and packaging strategies for electronic-photonic AI accelerators: opinion

Accelerating applications using edge tensor processing units

View research history
YearShare index
2022702.8
2023724.2
2024707.7
2025295.5
Magnetoresistive Memory ConstraintsCommon problems researchers identify · 03

Magnetoresistive Memory Constraints

4 papers

14.3% of this theme group

Studies discuss design and optimization hurdles for MRAM‑based in‑memory computing solutions.

Magnetoresistive random-access memory (2)

Domain-Specific STT-MRAM-Based In-Memory Computing: A Survey

Modeling and Optimization of SRAM-based In-Memory Computing Hardware Design

View research history
YearShare index
202211.8
202312.2
20245.7
20255.3

A further 2 papers sit in smaller themes.

Cautions

21 papers · 3 recurring themes
3 cards

Swipe or scroll horizontally to browse.

Variability in Resistive Memory DevicesCautions · 01

Variability in Resistive Memory Devices

9 papers

42.9% of this theme group

Authors caution about conductance drift and interconnect reliability when using RRAM and memristor arrays for inference.

Resistive random-access memory (7) · Spice (2) · Memristor (2) · Interconnection (2)

OxRRAM-Based Analog in-Memory Computing for Deep Neural Network Inference: A Conductance Variability Study

Characterization and Mitigation of Relaxation Effects on Multi-level RRAM based In-Memory Computing

View research history
YearShare index
2022251.6
2023246.3
2024299.0
2025248.8
Energy Efficiency and Precision LimitsCautions · 02

Energy Efficiency and Precision Limits

7 papers

33.3% of this theme group

Works warn of power‑intensive operation and bit‑slicing accuracy concerns in SRAM and phase‑change memory in‑memory schemes.

Random access memory (2) · Efficient energy use (2) · Static random-access memory (2)

In-Memory Computing: Advances and Prospects

Precision of bit slicing with in-memory computing based on analog phase-change memory crossbars

View research history
YearShare index
2022164.9
2023170.1
2024145.2
2025163.0
Tensor Unit Resilience in Harsh EnvironmentsCautions · 03

Tensor Unit Resilience in Harsh Environments

3 papers

14.3% of this theme group

Research flags soft‑error susceptibility and timing‑error risks for tensor processors used in low‑power or space applications.

Tensor (2) · Resilience (2) · Power (2)

Soft-Error Characterization and Mitigation Strategies for Edge Tensor Processing Units in Space

STRIVE: Enabling Choke Point Detection and Timing Error Resilience in a Low-Power Tensor Processing Unit

View research history
YearShare index
20222.2
20231.4
20242.6
20251.6

A further 2 papers sit in smaller themes.

Opportunities

424 papers · 7 recurring themes
7 cards

Swipe or scroll horizontally to browse.

Scalable Parallel In‑Memory AcceleratorsOpportunities · 01

Scalable Parallel In‑Memory Accelerators

100 papers

23.6% of this theme group

Large body of work explores programmable, high‑throughput architectures that combine analog and digital in‑memory computing.

Parallel computing (41) · Computer architecture (22) · Scalability (16) · Electronic engineering (9)

Scalable and Programmable Neural Network Inference Accelerator Based on In-Memory Computing

Hybrid Analog-Digital In-Memory Computing

View research history
YearShare index
2022562.7
2023580.9
2024554.3
2025563.7
FPGA‑Based Deep Learning PlatformsOpportunities · 02

FPGA‑Based Deep Learning Platforms

84 papers

19.8% of this theme group

Papers present design‑space exploration and open‑source frameworks for efficient, scalable AI accelerators on reconfigurable hardware.

Field-programmable gate array (14) · Computer architecture (20) · Design space exploration (6) · Scalability (12)

FIdelity: Efficient Resilience Analysis Framework for Deep Learning Accelerators

T-DLA: An Open-source Deep Learning Accelerator for Ternarized DNN Models on Embedded FPGA

View research history
YearShare index
2022673.1
2023672.9
2024685.8
2025506.9
Hybrid CMOS‑RRAM In‑Memory SystemsOpportunities · 03

Hybrid CMOS‑RRAM In‑Memory Systems

77 papers

18.2% of this theme group

Studies demonstrate monolithic integration of resistive and conventional memories to boost deep‑learning performance.

Static random-access memory (28) · Resistive random-access memory (33) · Magnetoresistive random-access memory (20) · CMOS (10)

High-Throughput In-Memory Computing for Binary Deep Neural Networks With Monolithically Integrated RRAM and 90-nm CMOS

Monolithically Integrated RRAM- and CMOS-Based In-Memory Computing Optimizations for Efficient Deep Learning

View research history
YearShare index
2022194.5
2023187.3
2024181.8
2025150.3
Ferroelectric Transistor ComputingOpportunities · 04

Ferroelectric Transistor Computing

71 papers

16.7% of this theme group

Research highlights ferroelectric FETs and memristors as promising in‑memory elements for few‑shot and other learning tasks.

Ferroelectricity (7) · Transistor (8) · Von Neumann architecture (8) · Memristor (7)

Ferroelectric FET Based In-Memory Computing for Few-Shot Learning

Ferroelectric capacitors and field-effect transistors as in-memory computing elements for machine learning workloads

View research history
YearShare index
2022314.0
2023298.3
2024215.0
2025179.6
Reconfigurable Crossbar ComputingOpportunities · 05

Reconfigurable Crossbar Computing

36 papers

8.5% of this theme group

Works investigate resistive crossbar arrays for Boolean function implementation and distributed in‑memory processing.

Crossbar switch (33) · Resistive random-access memory (13) · Boolean function (5) · In-Memory Processing (9)

Distributed In-Memory Computing on Binary RRAM Crossbar

Reconfigurable in-memory computing with resistive memory crossbar

View research history
YearShare index
2022141.3
2023133.4
2024129.4
2025110.0
Tensor Processing in Cloud EnvironmentsOpportunities · 06

Tensor Processing in Cloud Environments

32 papers

7.5% of this theme group

Papers analyze performance modeling and datacenter deployment of tensor units for large‑scale computational science.

Tensor (12) · Computational science (7) · Discretization (4) · Cloud computing (5)

In-Datacenter Performance Analysis of a Tensor Processing Unit

A Learned Performance Model for Tensor Processing Units

View research history
YearShare index
202269.9
202375.1
202456.4
202539.6
Fault‑Criticality Analysis for AI ChipsOpportunities · 07

Fault‑Criticality Analysis for AI Chips

24 papers

5.7% of this theme group

Research introduces neural‑twin and testing methods to locate and mitigate faults in AI accelerator designs.

Criticality (7) · Fault (4) · Automatic test pattern generation (4) · Reliability engineering (3)

Efficient Fault-Criticality Analysis for AI Accelerators using a Neural Twin

C-Testing and Efficient Fault Localization for AI Accelerators

View research history
YearShare index
20225.6
20235.1
20244.8
20255.5

How this field compares with the research baseline

Orientation shares compared with 25,000 papers in the reference sample.

Research orientationThis fieldReference sample
Breakthrough64.3%25.5%
Promising20.0%37.2%
Problem-identifying5.1%10.3%
Comparative4.3%3.8%
Cautionary4.0%4.7%
Descriptive2.1%17.6%
Critical0.2%1.0%

Concerns receiving less research attention

Counts and shares refer to the stated research pool. A low count describes how much of that research is recorded here, not the absence of a real-world concern.

Concern / example paperPapersShareRaised as a problemWorldwide share
Energy & datacenter footprintDesign of High-RA STT-MRAM for Future Energy-Efficient In-Memory Computing224.36%1 (4.5%)4.78%
Bias & fairnessFairXbar: Improving the Fairness of Deep Neural Networks with Non-Ideal in-Memory Computing Hardware10.2%0 (0.0%)0.06%
Water use00.0%0 (%)0.0%
Carbon & emissions of compute00.0%0 (%)0.0%
Hardware, e-waste & supply chain00.0%0 (%)0.0%
Labour & data work00.0%0 (%)0.0%
Privacy & surveillance00.0%0 (%)0.24%
Safety & misuse00.0%0 (%)0.12%
Concentration of compute power00.0%0 (%)0.0%

Institution and researcher rankings use citations to their covered work. Research scope: United States. This may be broader than the company geography.

INNOVATION SIGNALS

Who files AI Infrastructure patents in the United States

Published patent filings in the recorded source window.

Expand panel +
135,096filings 2016–2025
8,000assignees
22,291peak annual filings

Filing momentum

06,40912,81719,22625,6352016: 1,62820162017: 2,7122018: 4,88620182019: 9,2412020: 14,27220202021: 18,4462022: 21,27920222023: 22,2912024: 20,45120242025: 19,8902025

Who files the most

IBM
11,089
Google
8,903
Microsoft
6,399
Intel
6,250
Qualcomm
4,753
Nvidia
3,254
Adobe
2,461
Capital ONE Services
2,200
GEOGRAPHIC FOOTPRINT

Where companies are based

Company counts, hiring and disclosed funding across the recorded hubs.

Expand panel +
8 cards

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UNDERSTAND THE LANDSCAPE

AI Infrastructure in the United States: key questions

Clear definitions for making better comparisons.

What does this landscape measure?

It measures the tracked company ecosystem, recorded funding, hiring and other available evidence. It is not a market-size estimate.

Can segment counts be added together?

No. A company can belong to several segments, so segment counts and funding can overlap.

What does a missing figure mean?

A dash or unavailable panel means the current reviewed source snapshot does not support that figure.

Company ecosystem snapshot: 4 September 2026. Funding is recorded in USD; filed accounts retain their stated currency and reporting basis. Each section identifies its own coverage. The news and research behind these sections is explorable in Prism.

Canonical landscape ↗
Coming soon