Models & infrastructure AI: who the Big 9 bet on

September 2026 Strategy Update · 35 companies · 100 tracked Big-9 moves · Curated by Mantu

Spotlight Models & infrastructure on the interactive map →

Most active firms

Companies (35)

CompanyTypeBig-9 relationshipsValuation / funding
OpenAIai_lab19$852B
Microsoftcloud16
Anthropicai_lab14$965B
AWScloud9
Google Cloudcloud9
NVIDIAhardware7
Hugging Faceai_lab4
Oracleenterprise4
OpenAI Deployment Companyai_app4
Cohereai_lab3~$20B (combined)
Mistral AIai_lab3$20B
IBMenterprise3
Lyzrai_app3$250M
Snorkel AIai_app2
ElevenLabsai_app2
Dell Technologieshardware2
CLIKAai_app2
Metaphorai_app2
DeepSeekai_lab1
Alibaba Qwenai_lab1
Moonshot AIai_lab1
Zhipu AIai_lab1
Aleph Alphaai_lab1
Voltron Datadata1
Scaleai_app1
SambaNova Systemshardware1
Martianai_app1
Boomienterprise1
CentMLai_app1
Hewlett Packard Enterprisehardware1
OpTeamizeracquisition1
Iguazioacquisition1
Keepler Data Techacquisition1
Wavicle Data Solutionsacquisition1
Amazon Web Servicescloud0

Use-case tags follow a standardized 12-key taxonomy applied to every company on the map. Investment figures are declared/announced amounts. OpenAI's $122B includes conditional and vendor-linked components (~$37B immediate cash). Valuations are post-money where reported. Key claims externally validated June to September 2026 (TechCrunch, Bloomberg, CNBC, Fortune, PR Newswire, firm newsrooms). Relationship years are first-public-announcement years; long-tail partnerships without a public record carry era estimates (flagged yearEstimated). Rumored or unclosed rounds are excluded.

Cite as: "Global AI Ecosystem, September 2026 Strategy Update, Mantu (https://ai-ecosystem.pages.dev)". Full dataset: llms-full.txt · Talk to Mantu