AI Model
Model labs and AI product companies that convert compute into inference demand and token output.
Mapped companies
22
Segments
0
Largest
GOOGL
Stack layer
Deployment
Segment
Optional filters for obvious buckets only.
Company Universe
AI Model names above $1B
22 shown, sorted by approximate USD market cap
GOOGL
Alphabet Inc.
Major AI cloud provider with custom TPU infrastructure and broad model training, inference, and platform services.
Market cap
$4.17T
MSFT
Microsoft Corporation
Core AI cloud buyer and seller, with Azure capacity supporting enterprise AI workloads and major frontier-model partners.
Market cap
$3.15T
AMZN
Amazon.com, Inc.
One of the largest global suppliers of rented AI compute, model hosting, and AI platform capacity.
Market cap
$2.84T
META
Meta Platforms, Inc.
Open-weight foundation model producer and large-scale consumer AI application distributor.
Market cap
$1.71T
0700.HK
Tencent Holdings Limited
China hyperscale AI cloud provider with GPU infrastructure, MaaS, and enterprise AI platform exposure.
Market cap
$569.8B
PLTR
Palantir Technologies Inc.
AI application platform focused on operationalizing models inside enterprise, government, and industrial systems.
Market cap
$327.9B
9988.HK
Alibaba Group Holding Limited
Large regional hyperscale AI cloud with accelerator pooling, model serving, and enterprise AI infrastructure exposure.
Market cap
$323.3B
IBM
International Business Machines Corporation
Enterprise AI cloud provider with dedicated accelerator clusters and hybrid-cloud AI infrastructure.
Market cap
$217.6B
SAP
SAP SE
Major enterprise AI application platform with direct access to business process and system-of-record workflows.
Market cap
$204.2B
CRM
Salesforce, Inc.
Large enterprise AI application and agent platform tied to customer, sales, service, and marketing workflows.
Market cap
$169.3B
ADBE
Adobe Inc.
Commercial generative media model and application platform with broad creator and enterprise distribution.
Market cap
$100.1B
NOW
ServiceNow, Inc.
Major enterprise AI application platform for workflow automation and agentic service operations.
Market cap
$93.4B
BIDU
Baidu, Inc.
China AI cloud and foundation-model platform with enterprise model training and inference infrastructure.
Market cap
$43.8B
035420.KS
NAVER Corporation
Regional AI cloud provider with NVIDIA GPU clusters supporting Korea's sovereign AI infrastructure and enterprise workloads.
Market cap
$21.8B
002230.SZ
iFLYTEK CO.,LTD
Domestic China AI model and speech/application platform with vertical enterprise and public-sector distribution.
Market cap
$17.2B
035720.KS
Kakao Corp.
Regional AI application and model platform anchored in messaging, search, content, and business services.
Market cap
$14.3B
9660.HK
Horizon Robotics
Edge AI accelerator and robotics/autonomous-driving compute platform.
Market cap
$12.2B
0020.HK
SenseTime Group Inc.
AI model lab and application supplier focused on generative AI, vision, and enterprise/government deployments.
Market cap
$10.3B
300418.SZ
Kunlun Tech Co., Ltd.
Public China AI model/application platform exposure with consumer AI, content generation, and large-model products.
Market cap
$9.3B
PATH
UiPath Inc.
AI application platform that turns models into enterprise workflow automation and agent execution.
Market cap
$5.5B
SOUN
SoundHound AI, Inc.
Public AI application platform focused on speech, voice assistants, and real-time conversational inference.
Market cap
$3.5B
AI
C3.ai, Inc.
AI application platform with direct enterprise workload exposure and model orchestration layer.
Market cap
$1.2B