MentionFox lists 60 AI infrastructure companies for 2026. Of them, 49 are Y Combinator companies (the newest batch here is Fall 2026, with 10); 10 filed a Form D notice with the SEC; 1 won an SBIR or STTR award. Across the 10 Form D notices in the table that report an amount sold, the median is $9.2M; the largest is $672M, by Groq LLC (its Form D, filed Jul 24, 2026).
Companies60
Y Combinator49
Form D filers10
SBIR/STTR winners1
Median amount sold (Form D)$9.2M
Other years
All years (146) 2025 (29) 2024 (23)
AI infrastructure startups in 2026
| Company | What it does | Date | Amount | Round / stage | Record |
|---|---|---|---|---|---|
| Crusoe Inc. | Filed Sep 17, 2026 | $596M | SEC Form D | ||
| Glacian Technologies Inc. (funding history) | Filed Sep 17, 2026 | $1.9M | SEC Form D | ||
| Archangel Health | Infra to make AI safe enough to practice medicine | Fall 2026 | Y Combinator batch | Y Combinator listing | |
| Dreamscale Labs | Running robot brains in the cloud | Fall 2026 | Y Combinator batch | Y Combinator listing | |
| Hopper | Fast inference for voice | Fall 2026 | Y Combinator batch | Y Combinator listing | |
| Lambda Robotics | Robotics for AI Infrastructure | Fall 2026 | Y Combinator batch | Y Combinator listing | |
| Papaya | Continuous optimization for AI agents | Fall 2026 | Y Combinator batch | Y Combinator listing | |
| Perit.AI | Expert-led data and RL platform for AI labs | Fall 2026 | Y Combinator batch | Y Combinator listing | |
| Qokedas | Data for AI Science | Fall 2026 | Y Combinator batch | Y Combinator listing | |
| RightNow | Enabling Model-Hardware Co-Design at Scale | Fall 2026 | Y Combinator batch | Y Combinator listing | |
| Sentient OS | On-device AI that knows your entire life and does your work overnight. | Fall 2026 | Y Combinator batch | Y Combinator listing | |
| The Agentic Data Co. | Training Data For Speech Models. | Fall 2026 | Y Combinator batch | Y Combinator listing | |
| Eagle Mountain Data Inc (funding history) | Filed Aug 10, 2026 | $710,000 | SEC Form D | ||
| DriveNets Ltd. | Filed Aug 3, 2026 | $410M | SEC Form D | ||
| Groq LLC | Filed Jul 24, 2026 | $672M | SEC Form D | ||
| HighByte, Inc. (funding history) | Filed Jul 6, 2026 | $4.7M | SEC Form D | ||
| Baud | AI chips for ultra-fast training and inference | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| CoArena | The biggest crowdsourced benchmark for Computer-Use | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| Datoric | The secure training data R&D engine for physical AI | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| Derya | Agents for Industrial Supply Chains | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| Executor | The open source tool gateway | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| HyperProbe | AI engineer that fixes production issues on its own | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| isoquant | Self-optimizing inference cloud for faster, cheaper AI | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| Markov | Expert computer-use data for frontier AI labs | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| Moving Atoms | World Models for training and evaluating robots | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| Nex | Summer 2026 | Y Combinator batch | Y Combinator listing | ||
| Olam Labs | Building multi-agent simulations for model evals and training. | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| OneTriangle | The cheapest, fastest lightweight inference | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| Ooak Data | We turn company data into training data | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| OpenRelay | Distributed, hardware-agnostic AI inference | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| OpenTag | Summer 2026 | Y Combinator batch | Y Combinator listing | ||
| Orchestra | Self-optimizing neocloud that cuts LLM costs by 100x | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| Parasma | Training human brain cells for AI compute | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| Princeps | AI-native insurance company for the compute economy | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| Rasyn | Making chemicals 100,000x faster | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| Touchmark | Market for future inference capacity | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| Tracer | Combining open-source AI models for better answers at lower cost | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| Understudy Labs | Self-optimizing neocloud that cuts LLM bills by 80% | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| Verdant | AI-native planning & permitting software for local gov | Summer 2026 | Y Combinator batch | Y Combinator listing | |
| Liqid Inc. (funding history) | Filed May 14, 2026 | $8M | SEC Form D | ||
| melten.ai, Inc. | Filed May 4, 2026 | $2.2M | SEC Form D | ||
| Hosted AI Inc | Filed Apr 22, 2026 | $18.7M | SEC Form D | ||
| BentoLabs AI | Monitoring and learning layer for long-running agents | Spring 2026 | Y Combinator batch | Y Combinator listing | |
| Expanse | Unlock wasted GPU capacity. | Spring 2026 | Y Combinator batch | Y Combinator listing | |
| General Instinct | Inference Infrastructure for Physical AI | Spring 2026 | Y Combinator batch | Y Combinator listing | |
| Hub | Real-world training data for frontier AI labs and robotics. | Spring 2026 | Y Combinator batch | Y Combinator listing | |
| ReasonBlocks | Specialized models that make your AI agents cheaper and more reliable. | Spring 2026 | Y Combinator batch | Y Combinator listing | |
| Zibra Labs | Distributed runtime for AI workloads at scale | Spring 2026 | Y Combinator batch | Y Combinator listing | |
| EP Analytics, Inc.. | Rd-opc fy26 sbir phase iii high performance computing application performance prediction and profiling tools | Award starts Feb 11, 2026 | $292,338 | SBIR Phase III | Federal award record |
| Sophia Space, Inc. | Filed Feb 2, 2026 | $10.4M | SEC Form D | ||
| Chamber | The AIOps Agent for ML Teams | Winter 2026 | Y Combinator batch | Y Combinator listing | |
| Cumulus Labs | The Fastest Multimodal Inference OS | Winter 2026 | Y Combinator batch | Y Combinator listing | |
| IncidentFox | AI SRE agent that triages, coordinates, and fixes production incidents | Winter 2026 | Y Combinator batch | Y Combinator listing | |
| Klaus AI | Fast and Safe OpenClaw on the cloud | Winter 2026 | Y Combinator batch | Y Combinator listing | |
| Luel | Turning everyday words and actions into usable training data. | Winter 2026 | Y Combinator batch | Y Combinator listing | |
| Piris Labs | The Networking Layer of AI | Winter 2026 | Y Combinator batch | Y Combinator listing | |
| Polymorph | Building secure polymorphic apps | Winter 2026 | Y Combinator batch | Y Combinator listing | |
| RunAnywhere | Fastest inference anywhere: open models on-prem, hosted or on-device | Winter 2026 | Y Combinator batch | Y Combinator listing | |
| Shofo | The World's Largest Video Library | Winter 2026 | Y Combinator batch | Y Combinator listing | |
| Synthetic Sciences | Infrastructure for Autonomous Science | Winter 2026 | Y Combinator batch | Y Combinator listing |
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