Orbs Funding, Investors & Competitors

Fireworks AI is a San Francisco-headquartered cloud platform for deploying open-source AI models at scale. The service offers serverless inference for large language models like Llama 3 and vision transformers with sub-100ms latency via custom GPU clusters. Fireworks partners with Cerebras and Groq for hardware acceleration, serving enterprises in e-commerce and healthcare for fine-tuned deployments.

Together AI is a San Francisco-headquartered AI cloud company that lets developers and businesses train, fine-tune and run open-source generative AI models at scale. Its AI Native Cloud combines serverless inference for open models such as DeepSeek, Nemotron, MiniMax and Kimi with dedicated GPU clusters, fine-tuning and reinforcement-learning tools, backed by its own research into inference efficiency. The platform serves more than a million developers and thousands of paying customers, including AI companies such as Cursor, Cognition and Decagon, and the company said its annual bookings passed USD 1.15 billion in the quarter before its 2026 financing. Together earns revenue from usage-based inference and training and from reserved GPU capacity. It has raised about USD 1.3 billion, including an USD 800 million Series C in July 2026 led by Aramco Ventures at an USD 8.3 billion post-money valuation, with NVIDIA, General Catalyst, Salesforce Ventures and Kleiner Perkins among its backers. Together AI was founded in 2022 by chief executive Vipul Ved Prakash with Ce Zhang, Chris Re and Percy Liang.

C3.ai Inc is an enterprise artificial intelligence company. The company provides software-as-a-service applications that enable customers to rapidly develop, deploy, and operate large-scale Enterprise AI applications across any infrastructure. It provides solutions under three divisions, namely, The C3 AI Platform, which is an end-to-end application development and runtime environment for designing, developing, and deploying AI applications; C3 AI Applications, which is a portfolio of pre-built, extensible, industry-specific, and application-specific Enterprise AI applications; and C3 Generative AI, which combines the utility of large language models. Geographically, the company derives revenue from North America, Europe, the Middle East and Africa, Asia Pacific, and the Rest of the World.

Consensys is a software company that builds products and infrastructure for the Ethereum blockchain ecosystem. It was founded in 2014 by Joseph Lubin, a co-founder of Ethereum, and is headquartered in Fort Worth, Texas. Its products include the MetaMask self-custodial wallet, the Infura node and API service for developers, the Truffle smart-contract tooling suite, the Linea layer-2 network and the Besu and Teku Ethereum clients. The company serves individual crypto users, application developers, financial institutions and enterprises that build on public and private blockchains. It earns revenue mainly from usage-based fees such as wallet swap fees and developer API plans, together with subscriptions and professional services. Beyond organic product development the company has grown by acquiring developer-tool, wallet and security teams, and it has invested in early-stage Ethereum projects directly and through its incubation arm, Consensys Mesh.

Microsoft is an American technology company headquartered in Redmond, Washington that sells software, cloud computing services, devices and games to consumers, businesses and governments. It was founded on 4 April 1975 by Bill Gates and Paul Allen and has been led by chief executive Satya Nadella since February 2014. Its products include the Windows operating system, the Microsoft 365 productivity suite, the Azure cloud platform, the Copilot AI assistant, Xbox consoles and games, the LinkedIn professional network, the GitHub developer platform and the Bing search engine. In the fiscal year to 30 June 2026 revenue rose 18% to $331.8 billion, operating income reached $155.2 billion and net income $133.7 billion; Azure revenue passed $100 billion for the first time and Microsoft 365 Copilot exceeded 30 million paid seats. The company earns money from cloud subscriptions and consumption, software licences, advertising, and hardware and game sales, and employs about 223,000 people. Major acquisitions include LinkedIn for $26.2 billion in 2016 and Activision Blizzard for $68.7 billion in 2023, and it is a major investor in OpenAI under a multi-year, multi-billion-dollar partnership announced in January 2023.

Alphabet is a technology holding company headquartered in Mountain View, California. It was created on October 2, 2015 through a restructuring of Google, which became its largest subsidiary, and it is controlled by founders Larry Page and Sergey Brin. The group earns most of its income from advertising on Google Search, YouTube and its ad network, and it also sells cloud computing services, subscriptions and consumer hardware. Other business units, grouped as Other Bets, include the autonomous driving company Waymo, the life sciences company Verily and the research lab Google DeepMind. Alphabet also holds equity stakes in artificial intelligence, space and energy companies and invests through its own venture arms GV and CapitalG. It has grown through acquisitions of software, hardware and cloud security businesses. Its shares are listed on the Nasdaq under the tickers GOOGL and GOOG.

Anthropic is an AI safety company developing large language models and researching methods to make artificial intelligence more reliable and steerable. Anthropic was founded in 2021 by former OpenAI researchers including Dario and Daniela Amodei. The company's flagship product is Claude, a family of AI assistants deployed across consumer applications and enterprise APIs. Research priorities center on constitutional AI, mechanistic interpretability, and alignment techniques. Major investors include Google, Spark Capital, and Salesforce Ventures.

OpenAI is an AI research and deployment company that develops large language models, including the GPT series, and consumer-facing products such as ChatGPT. Founded in 2015 as a nonprofit research lab, the organization transitioned to a capped-profit structure in 2019 to attract the capital needed for large-scale AI development. The company offers API access to its models for enterprise and developer use, alongside image generation through DALL-E and code-assistance tools. Headquartered in San Francisco, OpenAI has become one of the most prominent players in the generative AI space, backed by a multibillion-dollar investments from Microsoft, Amazon, NVIDIA, SoftBank and many more.

Oracle is an American multinational technology company headquartered in Austin, Texas, having moved its head office from Redwood Shores, California, in December 2020. It was co-founded on June 16, 1977, in Santa Clara, California, by Larry Ellison, Bob Miner and Ed Oates as Software Development Laboratories, and took its name from its flagship Oracle Database. Oracle sells database software, enterprise applications including enterprise resource planning, human capital management, customer experience and supply chain software, Oracle Cloud Infrastructure and hardware to businesses and governments. It acquired Sun Microsystems and, in June 2022, Cerner for $28.3 billion, which now forms Oracle Health. In January 2025 Oracle joined OpenAI, SoftBank and MGX in the Stargate AI infrastructure venture, and in September 2025 it signed a $300 billion contract with OpenAI for 4.5 gigawatts of capacity over five years. For the quarter ended November 2025 it reported revenue of $14.1 billion, with cloud infrastructure revenue up 68% to $4.1 billion and remaining performance obligations of $130 billion. It employed 141,000 full-time staff in May 2026, and Clay Magouyrk and Mike Sicilia succeeded Safra Catz as co-CEOs, with Ellison as chairman and chief technology officer.

Databricks is a data and artificial-intelligence software company offering a cloud lakehouse platform for engineering, analytics, governance, and machine learning. The organization serves B2B customers and counterparties through the operating assets, products, or financial capabilities described in the cited transaction materials. Its principal economics are Subscription, Usage-based, while its competitive position depends on sector expertise, asset quality, customer relationships, execution, and disciplined capital allocation. The business was founded in 2013 and is headquartered in San Francisco. The Series I added QIA as a strategic investor at a disclosed forty-three-billion-dollar post-money valuation. The profile reflects the legal or operating business at the transaction date, including its historical identity where a subsequent listing, merger, privatization, disposal, or reorganization changed its name or ownership.

Founded in 2012, Snowflake is a fully managed platform that consolidates data hosted on different public clouds for centralized analytics and governance. Snowflake’s cloud-native architecture allows users to independently scale the compute and storage layers, providing customers with optimized performance at lower costs. The company’s data lake and data warehouse products support a variety of use cases, including business analytics, data engineering, and artificial intelligence. Snowflake is widely used by Fortune 2000 companies in financial services, media, and retail sectors.

DeepSeek is a Chinese frontier AI lab that develops open-source large language models. DeepSeek conducts research in machine learning, natural language processing and related AI applications. DeepSeek has earned global recognition by challenging the hegemony of U.S. AI incumbents (like OpenAI and Google) through technological breakthroughs in efficiency and reasoning. DeepSeek-R1: A powerful reasoning model that rivals premium Western models. Its unique capability to mimic human thought and break down mathematical or programming tasks incrementally sent shockwaves through the tech industry.DeepSeek-V3 & V4: State-of-the-art general language models capable of running incredibly fast while consuming significantly less computational power than peer models.

Nebius is a vertically integrated cloud provider focusing on AI and high-performance computing. It is a carve-out of the previous Russian tech firm Yandex, following the Russian sanctions since the Ukraine-Russia war. Nebius designs and operates its own data centers and servers across Europe and the US, with a total capacity of several hundred megawatts. In September 2025, Microsoft became a major Nebius client under a multiyear $17 billion revenue agreement to provide computing capacity.

Safe Superintelligence is a Palo Alto-based AI firm building systems with embedded safety protocols. Launched in 2024, the company develops risk assessment frameworks and mitigation tools to ensure secure deployment of advanced models in enterprise settings.

Most of Baidu's revenue comes from Baidu core, with the rest coming from video-streaming subsidiary iQiyi. The firm’s main businesses include online marketing services from its search engine, AI cloud infrastructure, AI applications, AI marketing, and autonomous driving.

CoreWeave is a modern cloud infrastructure company that offers Nvidia GPUs and other essential AI hardware with optimized efficiency to handle the most demanding AI training and inference workloads. Its cloud platform supports the development and use of foundational large language models and the delivery of next-generation AI applications to satisfy the growing demand for AI around the world.

Reflection AI is a Brooklyn, New York-based artificial intelligence company that develops open-weight frontier foundation models and autonomous software agents. It was founded in 2024 by former Google DeepMind researchers Misha Laskin and Ioannis Antonoglou, and its first product, Asimov, is a code-research agent that helps engineering teams understand and work across large codebases. The company has since repositioned around open frontier models and end-to-end AI systems sold to governments, large enterprises and public sector institutions that want full control over their AI stack. Reflection emerged from stealth in March 2025 with $130 million across a $25 million seed round led by Sequoia Capital and CRV and a $105 million Series A led by Lightspeed Venture Partners and CRV. It raised $2 billion at an $8 billion valuation in October 2025 in a round led by Nvidia, and in April 2026 closed a $2.5 billion Series C at a $25 billion pre-money valuation. In June 2026 it signed a compute agreement with SpaceX worth up to $6.3 billion, and it had about 320 employees in 2026.

Mistral AI is a Paris-headquartered developer of open-source large language models outperforming GPT-3.5 benchmarks. The company releases models like Mistral 7B, Mixtral 8x7B with 46.7 percent MT-Bench scores, and Pixtral 12B for vision-language tasks. Enterprises deploy these via La Plateforme API supporting 80 billion parameter models for coding, translation, and summarization. Mistral AI partners with Microsoft Azure and NVIDIA for inference hardware. Founded in 2023, it serves clients in automotive and finance across Europe and the U.S.