Last updated October 26, 2026. This is a starting list and we're adding providers. Inclusion: companies that sell inference, or the compute that inference runs on. Order is alphabetical and doesn't imply a ranking. “Announced” means the company or its counsel said it. “Reported” means a news source did, and we haven't confirmed it with the company. Valuations and revenue figures change, so check the source for the date.
Baseten
INFERENCE PLATFORM$1.5B Series F at a $13B valuation (June 23, 2026), led by Wellington Management. Reported revenue growth of 20x over the year to mid-2026.
Reported · Source: Dealroom
Cerebras
CHIPS AND INFERENCE · PUBLIC (NASDAQ: CBRS)IPO priced May 13, 2026 at $185 a share, raising $5.55B at a valuation of about $40B. Sells wafer-scale chips and systems built around inference speed.
Reported · Source: Futuriom
CoreWeave
NEOCLOUD · PUBLIC (NASDAQ: CRWV)Q2 2026 revenue of $2.58B, up 112%. Backlog of $104B as of June. Bonds touched a 15% yield in October.
Reported · Source: Forbes
Our coverage
Fireworks AI
INFERENCE CLOUD$1.505B Series D at a $17.5B post-money valuation (July 23, 2026), led by Atreides Management, Index Ventures and TCV.
Announced · Source: Orrick
Modal
SERVERLESS GPU COMPUTE$750M Series D at a $15.75B post-money valuation (October 14, 2026), led by Accel. Says it recently crossed $1B in annualized run rate.
Announced · Source: Modal
Our coverage
Nebius
NEOCLOUD · PUBLIC (NASDAQ: NBIS)Acquired Inferize, a nine-month-old inference startup, at a reported $100–150M (per Calcalist).
Reported · Source: 24/7 Wall St.
Our coverage
Together AI
INFERENCE AND TRAINING CLOUD$800M Series C at an $8.3B post-money valuation (July 1, 2026), led by Aramco Ventures. Says annual bookings crossed $1.15B in Q2 2026.
Reported · Source: Dealroom
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