Intelligence Layer / Live

The Intelligence Layer for the AI Economy.

Track the companies, startups, data centers, GPU infrastructure, and AI platforms shaping the future of accelerated computing.

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AI InfrastructureGPU EconomyNVIDIA EcosystemAI StartupsAccelerated ComputingAI Investing

Startups Tracked1,482

GPU Clusters Monitored842

Capital Flow / Wk$14.8B

Compute Capacity12.4 EH/s

System StatusAll Systems Optimal

Coverage / Six Verticals

What we track.

From silicon to software, from CapEx to AI agents — the entire compute stack under one lens.

01Category

NVIDIA Ecosystem Tracker

Track public and private companies building on NVIDIA infrastructure.

Startup profiles
Ecosystem maps
Partnerships
AI chip usage

02Category

AI Infrastructure Stocks

Monitor companies powering the AI compute economy.

GPU suppliers
Networking
Data center REITs
AI cloud providers

03Category

AI Startup Intelligence

Research the fastest-growing AI startups across every layer of the stack.

Funding rounds
Product launches
Infra stack
Business models

04Category

AI Data Center Boom

Track the global expansion of AI data centers and compute infrastructure.

Hyperscaler CapEx
Energy demand
GPU clusters
Regional expansion

05Category

AI Automation Economy

Explore businesses deploying AI workflows and AI agents at scale.

Automation startups
Enterprise adoption
Workforce trends

06Category

AI Business Ideas

AI startup opportunities and AI monetization strategies.

SaaS ideas
AI consulting
GPU hosting
AI agencies

Market Surveillance / Live

NVIDIA Ecosystem Watchlist

Twelve foundational tickers powering the AI compute economy. Signal-scored, role-tagged, monitored continuously.

NVDA

NVIDIA

++2.45%

RoleCompute Standard

ExposureFoundational

Signal98.4

AMD

Advanced Micro Devices

++1.12%

RoleAccelerator Challenger

ExposureHardware

Signal87.2

TSM

TSMC

++3.88%

RoleFoundry Layer

ExposureFoundational

Signal95.1

ASML

ASML Holding

-0.34%

RoleLithography

ExposureFoundational

Signal91.7

AVGO

Broadcom

++0.82%

RoleNetworking Fabric

ExposureHardware

Signal89.3

ARM

Arm Holdings

++5.21%

RoleArchitecture / IP

ExposureHardware

Signal84.5

SMCI

Super Micro

-1.42%

RoleRack Scale Systems

ExposureHardware

Signal78.9

PLTR

Palantir

++4.02%

RoleAI Operating Layer

ExposureSoftware

Signal82.1

MSFT

Microsoft

++0.41%

RoleHyperscale Cloud

ExposureCloud

Signal94.6

GOOGL

Alphabet

++1.05%

RoleHyperscale + TPU

ExposureCloud

Signal92.8

AMZN

Amazon

++0.75%

RoleAWS / Trainium

ExposureCloud

Signal91.4

VRT

Vertiv

++4.21%

RoleThermal & Power

ExposureHardware

Signal88.7

Newsletter / Daily 06:00 EST

The Daily AI Infrastructure Brief

The biggest AI infrastructure, NVIDIA ecosystem, startup, and GPU economy stories — delivered every morning.

Subscribers

Investors, founders, engineers

25,000+

Open Rate

Industry avg: 21%

42%

Cadence

06:00 EST, every weekday

Daily

Sectors Covered

Compute, cloud, software, robotics

11+

Database / 1,482 Startups

AI Startup Intelligence

Searchable intelligence on the fastest-growing AI startups — funding stage, infrastructure stack, NVIDIA relationship, and investor base.

⌕

CoreWeave

Infrastructure

Series C

GPU cloud provider serving frontier AI labs.

NV: Preferred Cloud Partner
Stack: H100 / B200
Backers: Magnetar, Coatue

Lambda

Infrastructure

Series C

On-demand GPU compute for ML training.

NV: Elite Cloud Partner
Stack: H100 SXM
Backers: USIT, Andra Capital

Together AI

Infrastructure

Series A

Open-source model training and inference cloud.

NV: Inception Member
Stack: H100 / A100
Backers: Kleiner Perkins, NVIDIA

Cohere

Generative AI

Series D

Enterprise LLMs for retrieval and reasoning.

NV: Strategic Partner
Stack: H100 Clusters
Backers: NVIDIA, Cisco, Salesforce

Mistral AI

Generative AI

Series B

Open-weight foundation models from Paris.

NV: Compute Partnership
Stack: H100 / B200
Backers: a16z, General Catalyst

Figure

Robotics

Series B

General-purpose humanoid robotics platform.

NV: GR00T Partner
Stack: Jetson Thor
Backers: Microsoft, NVIDIA, Bezos

Perplexity

Generative AI

Series B

Answer engine and AI-native search.

NV: Inference Partner
Stack: H100 Inference
Backers: IVP, NEA, Bezos

Sakana AI

Generative AI

Series A

Nature-inspired model architectures.

NV: Inception Member
Stack: H100
Backers: Lux, Khosla, NVIDIA

Hippocratic AI

Healthcare

Series B

Safety-focused LLMs for healthcare.

NV: Inception Member
Stack: H100 Clusters
Backers: a16z, Premji, NVIDIA

Visualization / Live

The AI Infrastructure Stack.

From silicon to agents — every layer of the accelerated computing economy, mapped.

Layer 0

Infrastructure

NVIDIA

AMD

TSMC

ASML

Broadcom

Layer 1

Cloud

AWS

Azure

Google Cloud

Oracle

CoreWeave

Layer 2

AI Software

OpenAI

Anthropic

Mistral

Databricks

Cohere

Layer 3

Enterprise & Agents

Palantir

Glean

Sierra

Adept

Figure

Video & Podcast / YouTube

The AI Infrastructure Channel

Long-form analysis, founder interviews, and infrastructure deep dives.

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