AI Infrastructure Market Map 2026
Menlo Ventures' AI Infrastructure Market Map from the 2026 State of Enterprise AI report (3 Nov 2026): the stack that runs models and agents, organised in four layers — Compute + Foundation, Data, Orchestration, and Tooling — with sub-categories for training data, inference, foundation models, sandboxes, search, browser infrastructure and more. Orange borders on the source mark Menlo portfolio companies.
Expert Data + Evals
Scale Surge AI Mercor Handshake Turing micro1
RL Environments
Patronus Fleet AI Proximal AfterQuery Protege
Robotics (training data)
XDOF Mecka AI
Benchmarks
Large Model Systems Organization Artificial Analysis Vals AI
Post-Training
Applied Compute Trajectory Noeri
Interpretability
Goodfire
Compute Infrastructure
Amazon Web Services Microsoft Google Cloud CoreWeave Nebius Lambda Crusoe Together
Inference + Serving
Fireworks AI BaseTen Sail Wafer Inferact Modal Gimlet Labs Fal RadixArk Ollama Unsloth AI
Foundation Models — Open-Source
Meta DeepSeek Moonshot AI | Kimi Z.ai | Zhipu AI Mistral AI Alibaba Cloud Hugging Face
Foundation Models — Closed-Source
OpenAI Anthropic Google DeepMind xAI
NeoLabs
TypeSafe AI | Jev Thinking Machines Lab Elorian Chai Discovery Skild Standard Intelligence Axiom Math Inception Labs
Hosting
Vercel Netlify Railway Render
Data Pipelines
Reducto AI Unstructured LlamaIndex
Data Storage
Databricks Snowflake MongoDB ClickHouse turbopuffer Pinecone Neon Supabase
Evals + Observability
LangChain Judgment Labs Braintrust Raindrop Harbor
Durable Execution
Temporal Restate Inngest
Agent Frameworks
LangChain mastra.ai
Model Gateway + Routing
OpenRouter
Version Control
Pierre Origin (Cursor) Entire Archil
Search
Exa Perplexity Parallel Web Systems Keenable
Agent Communications
AgentMail Linq Photon
Sandbox
E2B Daytona
Agent Auth + Integrations
Clerk WorkOS Composio Arcade AI Keycard Labs
Browser Infrastructure
Kernel TinyFish Tavily Browserbase Firecrawl
Dealroom.co