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Companies exposed to Inference serving

The AI stocks the model maps to Inference serving — part of the models layer, ranked by how strongly each name is exposed.

56 companies · ranked by exposure

What is Inference serving?

Actually running a trained AI model to answer users, fast and at low cost.

Full explainer: what Inference serving is & who makes it →

It is the recurring workload that monetizes the entire stack beneath it. When Inference serving tightens, the companies below are the ones in its path — which is why the model tracks their exposure to it.

The companies, ranked by exposure to Inference serving

  1. 1OpenAI logoOpenAIIntegrator90
  2. 2Anthropic logoAnthropicIntegrator88
  3. 3Microsoft logoMicrosoftMSFTIntegrator85
  4. 4TATogether AIProducer85
  5. 5Alphabet (Google) logoAlphabet (Google)GOOGLIntegrator84
  6. 6Amazon logoAmazonAMZNIntegrator80
  7. 7Perplexity logoPerplexityIntegrator80
  8. 8CoreWeave, Inc. logoCoreWeave, Inc.CRWVProducer75
  9. 9LALambdaProducer75
  10. 10MiniMax logoMiniMaxIntegrator75
  11. 11Moonshot AI logoMoonshot AIIntegrator75
  12. 12Nebius Group N.V. logoNebius Group N.V.NBISProducer75
  13. 13Zhipu AI (Z.ai) logoZhipu AI (Z.ai)Integrator75
  14. 14ByteDance logoByteDanceIntegrator70
  15. 15ILIsomorphic LabsIntegrator70
  16. 16STStepFunIntegrator70
  17. 17UPSTUpstart Holdings, Inc.UPSTIntegrator70
  18. 18Waymo logoWaymoIntegrator70
  19. 19Recursion Pharmaceuticals logoRecursion PharmaceuticalsRXRXIntegrator68
  20. 20Baseten logoBasetenProducer65
  21. 21Databricks logoDatabricksIntegrator65
  22. 22FAFireworks AIProducer65
  23. 23Groq logoGroqSupplier62
  24. 24Tempus AI logoTempus AITEMIntegrator62
  25. 25Oracle Corporation logoOracle CorporationORCLProducer60
  26. 26Alibaba Group logoAlibaba GroupBABAProducer55
  27. 270728.HKChina Telecom0728.HKProducer55
  28. 28CRCrusoeProducer55
  29. 29FAfal.aiProducer55
  30. 30MLModal LabsProducer55
  31. 31Snowflake logoSnowflakeSNOWIntegrator55
  32. 32Adobe logoAdobeADBEIntegrator50
  33. 33JPMorgan Chase & Co. logoJPMorgan Chase & Co.JPMIntegrator50
  34. 34Palantir logoPalantirPLTRIntegrator50
  35. 35Roblox Corporation logoRoblox CorporationRBLXIntegrator50
  36. 36RunPod logoRunPodProducer50
  37. 37Salesforce logoSalesforceCRMIntegrator50
  38. 38ServiceNow logoServiceNowNOWIntegrator50
  39. 39Tencent Holdings logoTencent Holdings0700.HKProducer50
  40. 40Apple logoAppleAAPLProducer45
  41. 41Cloudflare, Inc. logoCloudflare, Inc.NETProducer40
  42. 42DigitalOcean Holdings logoDigitalOcean HoldingsDOCNProducer40
  43. 43SAP logoSAPSAPIntegrator40
  44. 44Stripe, Inc. logoStripe, Inc.Integrator40
  45. 45Uber Technologies, Inc. logoUber Technologies, Inc.UBERIntegrator40
  46. 46BTBitmain TechnologiesProducer35
  47. 47Lockheed Martin Corporation logoLockheed Martin CorporationLMTIntegrator35
  48. 48Mastercard Incorporated logoMastercard IncorporatedMAIntegrator35
  49. 49MediaTek Inc. logoMediaTek Inc.2454.TWSupplier35
  50. 50Netflix, Inc. logoNetflix, Inc.NFLXIntegrator35
  51. 51Achronix Semiconductor logoAchronix SemiconductorSupplier32
  52. 52Akamai Technologies logoAkamai TechnologiesAKAMProducer30
  53. 53General Motors Company logoGeneral Motors CompanyGMIntegrator30
  54. 54Kakao Corp logoKakao Corp035720Integrator30
  55. 55MongoDB, Inc. logoMongoDB, Inc.MDBProducer30
  56. 56Socionext Inc. logoSocionext Inc.6526.TSupplier25

Frequently asked

What are the top Inference serving stocks?

By modeled exposure to Inference serving: OpenAI, Anthropic, Microsoft, Together AI, Alphabet (Google), Amazon. The full ranked list of 56 names is below.

Which companies make Inference serving?

The names the model tags as producers or suppliers of Inference serving: Together AI, CoreWeave, Inc., Lambda, Nebius Group N.V., Baseten, Fireworks AI.

What is Inference serving?

Actually running a trained AI model to answer users, fast and at low cost.

What happens if Inference serving runs short?

Inefficient serving inflates cost per token and erodes application viability.

Exposure scores are illustrative, order-of-magnitude reads from our model of the AI value chain — not investment advice.

as of 2026-07-17Medium confidence model v0.7.0
All companiesWhat is Inference serving? →