Companies exposed to Reasoning models
The AI stocks the model maps to Reasoning models — part of the models layer, ranked by how strongly each name is exposed.
7 companies · ranked by exposure
AI models that "think" longer to solve harder problems step by step.
Full explainer: what Reasoning models is & who makes it →They change the balance between training and inference demand. When Reasoning models 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 Reasoning models
Frequently asked
What are the top Reasoning models stocks?
By modeled exposure to Reasoning models: DeepSeek, Moonshot AI, Zhipu AI (Z.ai), Safe Superintelligence, High-Flyer Quant, xAI. The full ranked list of 7 names is below.
Which companies make Reasoning models?
The names the model tags as producers or suppliers of Reasoning models: DeepSeek, Moonshot AI, Zhipu AI (Z.ai), xAI, Mistral AI.
What is Reasoning models?
AI models that "think" longer to solve harder problems step by step.
What happens if Reasoning models runs short?
Runaway inference cost makes reasoning uneconomic for some uses.
Exposure scores are illustrative, order-of-magnitude reads from our model of the AI value chain — not investment advice.