Landscape OverviewFeb 16, 2026
AI Inference Landscape
Comprehensive competitive landscape covering 15 companies across Custom Silicon, GPU AI Clouds, Inference Platforms, and Aggregators. Includes technical specs, financials, pricing, threat assessment, and 8 recommended actions.
Companies15Categories4Sources62Market Size$87B by 2030Read report
Deep-Dive Reports14 of 14
Crusoe IaaS StrategyHIGH
Energy-to-Inference Model Analysis | Strategic Positioning
Crusoe24 sourcesFeb 14, 2026
Nebius IaaS StrategyHIGH
Token Factory Pricing & Sovereign Cloud | Strategic Positioning
Nebius28 sourcesFeb 16, 2026
Fireworks AI: Inference Platform StrategyCRITICAL
PyTorch Founders' Inference Engine | Strategic Positioning
Fireworks AI24 sourcesFeb 16, 2026
Groq: LPU Architecture & Nvidia AcquisitionHIGH
Custom Silicon Deep Dive | $20B Nvidia Deal Analysis
Groq24 sourcesFeb 16, 2026
Cerebras: Wafer-Scale Engine & IPO AnalysisHIGH
Custom Silicon Deep Dive | $23B Valuation | WSE-3 Architecture
Cerebras25 sourcesFeb 16, 2026
SambaNova: RDU Architecture & Cautionary TaleLOW
Custom Silicon Deep Dive | $1.6B Intel Offer | SN40L Analysis
SambaNova25 sourcesFeb 16, 2026
CoreWeave: GPU Cloud & Acquisition StrategyMEDIUM
GPU AI Cloud Deep Dive | $49B Market Cap | NASDAQ: CRWV
CoreWeave25 sourcesFeb 16, 2026
Lambda: GPU Cloud & IPO TrajectoryLOW
GPU AI Cloud Deep Dive | $5.9B Valuation | H2 2026 IPO
Lambda24 sourcesFeb 16, 2026
Together AI: FlashAttention & Inference PlatformMEDIUM
Inference Platform Deep Dive | $3.3B Valuation | FlashAttention Moat
Together AI24 sourcesFeb 16, 2026
Baseten: Custom Inference Engine & NVIDIA InvestmentHIGH
Inference Platform Deep Dive | $5B Valuation | NVIDIA-Backed
Baseten28 sourcesFeb 16, 2026
OpenRouter: Inference Aggregator & Distribution ChannelMEDIUM
Aggregator Deep Dive | $500M Valuation | 500+ Models
OpenRouter20 sourcesFeb 16, 2026
Inference.net: Decentralized Inference & Custom ModelsLOW
Aggregator Deep Dive | DePIN Network | Solana-Based Infrastructure
Inference.net18 sourcesFeb 16, 2026
DeepInfra: Price Floor Leader & Blackwell AdvantageHIGH
Inference Platform Deep Dive | $28M Funded | 8,000x Volume Growth
DeepInfra22 sourcesFeb 17, 2026
Modal: Serverless GPU Compute & Rust InfrastructureMEDIUM
Inference Platform Deep Dive | $1.1B Unicorn | Developer-First Compute
Modal20 sourcesFeb 17, 2026
| Title | Companies | Threat | Date | Sources |
|---|---|---|---|---|
| Crusoe IaaS Strategy Energy-to-Inference Model Analysis | Strategic Positioning | Crusoe | HIGH | Feb 14, 2026 | 24 |
| Nebius IaaS Strategy Token Factory Pricing & Sovereign Cloud | Strategic Positioning | Nebius | HIGH | Feb 16, 2026 | 28 |
| Fireworks AI: Inference Platform Strategy PyTorch Founders' Inference Engine | Strategic Positioning | Fireworks AI | CRITICAL | Feb 16, 2026 | 24 |
| Groq: LPU Architecture & Nvidia Acquisition Custom Silicon Deep Dive | $20B Nvidia Deal Analysis | Groq | HIGH | Feb 16, 2026 | 24 |
| Cerebras: Wafer-Scale Engine & IPO Analysis Custom Silicon Deep Dive | $23B Valuation | WSE-3 Architecture | Cerebras | HIGH | Feb 16, 2026 | 25 |
| SambaNova: RDU Architecture & Cautionary Tale Custom Silicon Deep Dive | $1.6B Intel Offer | SN40L Analysis | SambaNova | LOW | Feb 16, 2026 | 25 |
| CoreWeave: GPU Cloud & Acquisition Strategy GPU AI Cloud Deep Dive | $49B Market Cap | NASDAQ: CRWV | CoreWeave | MEDIUM | Feb 16, 2026 | 25 |
| Lambda: GPU Cloud & IPO Trajectory GPU AI Cloud Deep Dive | $5.9B Valuation | H2 2026 IPO | Lambda | LOW | Feb 16, 2026 | 24 |
| Together AI: FlashAttention & Inference Platform Inference Platform Deep Dive | $3.3B Valuation | FlashAttention Moat | Together AI | MEDIUM | Feb 16, 2026 | 24 |
| Baseten: Custom Inference Engine & NVIDIA Investment Inference Platform Deep Dive | $5B Valuation | NVIDIA-Backed | Baseten | HIGH | Feb 16, 2026 | 28 |
| OpenRouter: Inference Aggregator & Distribution Channel Aggregator Deep Dive | $500M Valuation | 500+ Models | OpenRouter | MEDIUM | Feb 16, 2026 | 20 |
| Inference.net: Decentralized Inference & Custom Models Aggregator Deep Dive | DePIN Network | Solana-Based Infrastructure | Inference.net | LOW | Feb 16, 2026 | 18 |
| DeepInfra: Price Floor Leader & Blackwell Advantage Inference Platform Deep Dive | $28M Funded | 8,000x Volume Growth | DeepInfra | HIGH | Feb 17, 2026 | 22 |
| Modal: Serverless GPU Compute & Rust Infrastructure Inference Platform Deep Dive | $1.1B Unicorn | Developer-First Compute | Modal | MEDIUM | Feb 17, 2026 | 20 |