{"list":"AI Infra 100","list_slug":"ai-infra","facet":"region","value":"North America","edition":"November 2026","published_at":"2026-11-01T13:18:02.499959+00:00","count":47,"of":100,"url":"https://www.frontiertechintelligence.com/leaders/ai-infra/region/north-america","members":[{"rank":1,"name":"Broadcom","url":"https://www.frontiertechintelligence.com/companies/broadcom","category":"Chips & accelerators","segment":"Custom silicon & IP","country":"United States","score":100,"positioning":"Broadcom designs and supplies custom AI ASICs, TPUs, XPUs, networking silicon, and licensed chip components and IP for hyperscalers and AI companies."},{"rank":2,"name":"NVIDIA","url":"https://www.frontiertechintelligence.com/companies/nvidia","category":"Chips & accelerators","segment":"Accelerator design","country":"United States","score":100,"positioning":"NVIDIA designs and sells GPUs and accelerator platforms including H100, RTX 5090, Blackwell Ultra, Vera Rubin and Jetson products for AI training, inference and edge computing."},{"rank":5,"name":"Alphabet","url":"https://www.frontiertechintelligence.com/companies/alphabet","category":"Compute demand & operators","segment":"Hyperscalers","country":"United States","score":100,"positioning":"Google develops and deploys the Gemini family of AI models, including agents for household coordination, Android actions, web tasks, coding, voice interaction, and security testing."},{"rank":9,"name":"Synopsys","url":"https://www.frontiertechintelligence.com/companies/synopsys","category":"Semiconductor equipment, materials & critical inputs","segment":"EDA & design tools","country":"United States","score":98,"positioning":"Synopsys is a leading provider of electronic design automation software for chip design, verification, simulation, TCAD, process modeling, physical design and signoff."},{"rank":10,"name":"Cadence","url":"https://www.frontiertechintelligence.com/companies/cadence","category":"Semiconductor equipment, materials & critical inputs","segment":"EDA & design tools","country":"United States","score":98,"positioning":"Cadence is a leading electronic design automation provider, offering tools for chip design, synthesis, implementation, verification, formal analysis, low-power analysis, and 3D-IC design."},{"rank":11,"name":"Applied Materials","url":"https://www.frontiertechintelligence.com/companies/applied-materials","category":"Semiconductor equipment, materials & critical inputs","segment":"Deposition, etch & metrology","country":"United States","score":98,"positioning":"Applied Materials supplies semiconductor manufacturing equipment, including wafer-processing systems, eBeam metrology and panel-scale tools used to make AI chips."},{"rank":15,"name":"Amazon","url":"https://www.frontiertechintelligence.com/companies/amazon","category":"Compute demand & operators","segment":"Hyperscalers","country":"United States","score":96,"positioning":"AWS is a global hyperscale cloud operator, with regional infrastructure, AI-zone capacity, and large-scale compute services for enterprises, startups, and model developers."},{"rank":16,"name":"GE Vernova","url":"https://www.frontiertechintelligence.com/companies/ge-vernova","category":"Power, cooling & thermal","segment":"Generation for data centers","country":"United States","score":96,"positioning":"GE Vernova manufactures gas turbines and power-generation infrastructure, and works with NVIDIA and partners to supply power for AI data centers."},{"rank":17,"name":"KLA","url":"https://www.frontiertechintelligence.com/companies/kla","category":"Semiconductor equipment, materials & critical inputs","segment":"Deposition, etch & metrology","country":"United States","score":96,"positioning":"KLA supplies semiconductor inspection, metrology and process-control equipment, including the Surfscan SP A2 system, to chip and wafer manufacturers."},{"rank":19,"name":"Coherent","url":"https://www.frontiertechintelligence.com/companies/coherent","category":"Networking & interconnect","segment":"Optical & photonic interconnect","country":"United States","score":96,"positioning":"Coherent develops and manufactures optical transceivers, lasers, VCSELs, silicon-photonic products and optical circuit switches for AI data-center networks."},{"rank":20,"name":"Vertiv","url":"https://www.frontiertechintelligence.com/companies/vertiv","category":"Power, cooling & thermal","segment":"Cooling & thermal","country":"United States","score":96,"positioning":"Vertiv supplies data-center cooling, including liquid cooling, chillers and cooling distribution units, for high-density AI and HPC data centers."},{"rank":21,"name":"Arista Networks","url":"https://www.frontiertechintelligence.com/companies/arista-networks","category":"Networking & interconnect","segment":"Switching & NICs","country":"United States","score":96,"positioning":"Arista Networks builds Ethernet switching platforms for data centers and AI fabrics, including 800G and 1.6T AI networking platforms and data-center interconnects."},{"rank":23,"name":"OpenAI","url":"https://www.frontiertechintelligence.com/companies/openai","category":"Compute demand & operators","segment":"Frontier labs as compute buyers","country":"United States","score":96,"positioning":"OpenAI develops and launches frontier foundation models such as GPT-4o mini and GPT-5.1, alongside ChatGPT products focused on reasoning and problem-solving."},{"rank":24,"name":"Keysight Technologies","url":"https://www.frontiertechintelligence.com/companies/keysight-technologies","category":"Networking & interconnect","segment":"Test, measurement & validation","country":"United States","score":96,"positioning":"Keysight sells electronic design automation and semiconductor modeling software, including PathWave ADS, RFPro Circuit and IC-CAP, for RF, mmWave, GaN and power-amplifier design."},{"rank":28,"name":"Corning","url":"https://www.frontiertechintelligence.com/companies/corning","category":"Networking & interconnect","segment":"Optical & photonic interconnect","country":"United States","score":94,"positioning":"Corning manufactures optical fiber, hollow-core fiber, glass waveguides and co-packaged-optics technology for data-center interconnects, working with hyperscalers and NVIDIA."},{"rank":32,"name":"Lam Research","url":"https://www.frontiertechintelligence.com/companies/lam-research","category":"Semiconductor equipment, materials & critical inputs","segment":"Deposition, etch & metrology","country":"United States","score":93,"positioning":"Lam Research develops and supplies semiconductor manufacturing equipment, including atomic layer deposition, plasma processing, wafer recovery, and related process-control technologies used in high-volume fabs."},{"rank":38,"name":"Dell Technologies","url":"https://www.frontiertechintelligence.com/companies/dell-technologies","category":"Data center build & operate","segment":"Servers, racks & system integration","country":"United States","score":92,"positioning":"Dell supplies and integrates PowerEdge servers, AI systems, private-cloud stacks and related data-center infrastructure."},{"rank":39,"name":"Microsoft","url":"https://www.frontiertechintelligence.com/companies/microsoft","category":"Compute demand & operators","segment":"Hyperscalers","country":"United States","score":92,"positioning":"Microsoft operates Azure, a hyperscale cloud platform, and is deploying large-scale AI infrastructure including 66,000 NVIDIA Rubin GPUs in Europe and more than 30,000 in Norway."},{"rank":43,"name":"Scale AI","url":"https://www.frontiertechintelligence.com/companies/scale-ai","category":"Agents & tooling","segment":"Data platforms & labeling","country":"United States","score":91,"positioning":"Scale AI provides AI data infrastructure and human-guided training capabilities, including tools used to train and evaluate AI systems."},{"rank":45,"name":"Amphenol","url":"https://www.frontiertechintelligence.com/companies/amphenol","category":"Networking & interconnect","segment":"Cables, connectors & PCB","country":"United States","score":90,"positioning":"Amphenol supplies high-speed electrical and fiber-optic connectors, cable assemblies and interconnect systems used in data-center, AI server and networking systems."},{"rank":46,"name":"Digital Realty","url":"https://www.frontiertechintelligence.com/companies/digital-realty","category":"Data center build & operate","segment":"Colocation & wholesale","country":"United States","score":90,"positioning":"Digital Realty owns and operates data centers worldwide and sells colocation, wholesale capacity and interconnection services, including leases to hyperscale customers."},{"rank":47,"name":"Celestica","url":"https://www.frontiertechintelligence.com/companies/celestica","category":"Data center build & operate","segment":"Servers, racks & system integration","country":"Canada","score":90,"positioning":"Celestica provides system integration and manufacturing for AI compute systems, including Jalapeño systems, Google TPU systems, AMD's Helios rack-scale platform, and the Helma AI supercomputer."},{"rank":49,"name":"Equinix","url":"https://www.frontiertechintelligence.com/companies/equinix","category":"Data center build & operate","segment":"Colocation & wholesale","country":"United States","score":90,"positioning":"Equinix operates a global portfolio of IBX and xScale data centers that provide colocation, wholesale capacity and infrastructure for enterprise, cloud and AI workloads."},{"rank":50,"name":"Micron","url":"https://www.frontiertechintelligence.com/companies/micron","category":"Fabrication, memory & packaging","segment":"HBM & DRAM","country":"United States","score":90,"positioning":"Micron designs and manufactures DRAM and high-bandwidth memory, including HBM4, HBM4E and server DDR5, used in AI and data-center systems."},{"rank":51,"name":"Cisco","url":"https://www.frontiertechintelligence.com/companies/cisco","category":"Networking & interconnect","segment":"Switching & NICs","country":"United States","score":90,"positioning":"Cisco's core business is building and selling enterprise, cloud-provider, carrier, and data-center networking equipment, including high-end routers, aggregation equipment, and modular switches."},{"rank":54,"name":"Bloom Energy","url":"https://www.frontiertechintelligence.com/companies/bloom-energy","category":"Power, cooling & thermal","segment":"Generation for data centers","country":"United States","score":90,"positioning":"Bloom Energy designs and deploys fuel-cell power systems and microgrids for onsite power at AI data centers, with customers including Oracle and CoreWeave."},{"rank":57,"name":"Aligned Data Centers","url":"https://www.frontiertechintelligence.com/companies/aligned-data-centers","category":"Data center build & operate","segment":"Hyperscale developers","country":"United States","score":89,"positioning":"Aligned sells its Build-to-Scale data center platform, developing and operating hyperscale infrastructure for cloud, enterprise, and AI customers."},{"rank":59,"name":"Anthropic","url":"https://www.frontiertechintelligence.com/companies/anthropic","category":"Compute demand & operators","segment":"Frontier labs as compute buyers","country":"United States","score":89,"positioning":"Anthropic develops and sells Claude, a closed-weight frontier AI model and assistant for enterprises, developers, and consumers."},{"rank":69,"name":"QTS","url":"https://www.frontiertechintelligence.com/companies/qts","category":"Data center build & operate","segment":"Colocation & wholesale","country":"United States","score":87,"positioning":"QTS Data Centers develops and operates large-scale data centers that provide colocation, wholesale capacity, and related infrastructure services to enterprise and hyperscale customers."},{"rank":71,"name":"Ciena","url":"https://www.frontiertechintelligence.com/companies/ciena","category":"Networking & interconnect","segment":"Optical & photonic interconnect","country":"United States","score":87,"positioning":"Ciena supplies coherent optical networking systems, pluggable optical engines and WaveLogic technology that provide high-capacity interconnect for data centres and AI workloads."},{"rank":73,"name":"AMD","url":"https://www.frontiertechintelligence.com/companies/amd","category":"Chips & accelerators","segment":"Accelerator design","country":"United States","score":87,"positioning":"AMD designs and supplies data-center CPUs, AI GPUs, adaptive SoCs and specialized accelerators, including the Instinct, MI400, EPYC and Threadripper product lines."},{"rank":77,"name":"Supermicro","url":"https://www.frontiertechintelligence.com/companies/supermicro","category":"Data center build & operate","segment":"Servers, racks & system integration","country":"United States","score":86,"positioning":"Supermicro designs and sells AI servers, rack-scale systems and AI data-center infrastructure, including Blackwell Ultra systems and SquadRack designs."},{"rank":79,"name":"Vantage Data Centers","url":"https://www.frontiertechintelligence.com/companies/vantage-data-centers","category":"Data center build & operate","segment":"Colocation & wholesale","country":"United States","score":86,"positioning":"Vantage develops and operates hyperscale data center campuses, providing wholesale colocation and capacity to cloud providers, AI companies, and large enterprises."},{"rank":81,"name":"Hugging Face","url":"https://www.frontiertechintelligence.com/companies/hugging-face","category":"Models & applications","segment":"Open-weight labs","country":"United States","score":86,"positioning":"Hugging Face operates a major open-model ecosystem, publishing, hosting, distributing, and deploying open-weight models across language, vision, video, and robotics use cases."},{"rank":82,"name":"Analog Devices","url":"https://www.frontiertechintelligence.com/companies/analog-devices","category":"Power, cooling & thermal","segment":"Rack & server power delivery","country":"United States","score":86,"positioning":"Analog Devices supplies power-management components for data-center servers and racks, including µModule regulators with PMBus telemetry for real-time power control."},{"rank":83,"name":"Carrier","url":"https://www.frontiertechintelligence.com/companies/carrier","category":"Power, cooling & thermal","segment":"Cooling & thermal","country":"United States","score":86,"positioning":"Carrier supplies data-center thermal infrastructure, including QuantumLeap and interoperable single- and two-phase direct-to-chip liquid cooling integrated with traditional HVAC through intelligent controls."},{"rank":84,"name":"Stack Infrastructure","url":"https://www.frontiertechintelligence.com/companies/stack-infrastructure","category":"Data center build & operate","segment":"Colocation & wholesale","country":"United States","score":85,"positioning":"STACK Infrastructure develops and operates large data center campuses and leases wholesale colocation capacity, and partners with Amazon."},{"rank":85,"name":"Lumentum","url":"https://www.frontiertechintelligence.com/companies/lumentum","category":"Networking & interconnect","segment":"Optical & photonic interconnect","country":"United States","score":85,"positioning":"Lumentum makes optical transceivers, lasers, optical circuit switches and photonic components for AI data-center, cloud and telecom networks."},{"rank":89,"name":"Meta","url":"https://www.frontiertechintelligence.com/companies/meta","category":"Compute demand & operators","segment":"Hyperscalers","country":"United States","score":85,"positioning":"Meta develops AI models, including Llama 4, and Muse, a personal AI agent that can use apps and websites, send emails and make payments."},{"rank":92,"name":"Cerebras","url":"https://www.frontiertechintelligence.com/companies/cerebras","category":"Chips & accelerators","segment":"Inference-specialist chips","country":"United States","score":84.5,"positioning":"Cerebras designs and sells wafer-scale AI accelerators for training and inference to AI labs, cloud providers, and enterprise customers."},{"rank":94,"name":"Baseten","url":"https://www.frontiertechintelligence.com/companies/baseten","category":"Compute software","segment":"Inference & serving clouds","country":"United States","score":80,"positioning":"Baseten provides hosted infrastructure for deploying and serving AI models, including open-weight large language models and NVIDIA-optimized inference workloads."},{"rank":95,"name":"Fireworks AI","url":"https://www.frontiertechintelligence.com/companies/fireworks-ai","category":"Compute software","segment":"Inference & serving clouds","country":"United States","score":80,"positioning":"Fireworks AI runs a hosted platform for deploying and serving foundation models such as Mistral and Kimi K2, selling inference infrastructure and APIs."},{"rank":96,"name":"OpenRouter","url":"https://www.frontiertechintelligence.com/companies/openrouter","category":"Compute software","segment":"Inference & serving clouds","country":"United States","score":76,"positioning":"OpenRouter operates a model gateway that provides API access to more than 400 AI models and processes over 10 trillion tokens per day. It monetizes this inference access through prepaid credits and usage charges."},{"rank":97,"name":"Anduril","url":"https://www.frontiertechintelligence.com/companies/anduril","category":"Agents & tooling","segment":"Agent platforms","country":"United States","score":70.5,"positioning":"Anduril sells Lattice, an AI-enabled command-and-control platform that coordinates autonomous systems and processes battlefield data for defense customers."},{"rank":98,"name":"Safe Superintelligence","url":"https://www.frontiertechintelligence.com/companies/safe-superintelligence","category":"Compute demand & operators","segment":"Frontier labs as compute buyers","country":"United States","score":69,"positioning":"Safe Superintelligence develops methods for controlling rogue AGI, directly qualifying as AI safety and alignment work."},{"rank":99,"name":"Exaforce","url":"https://www.frontiertechintelligence.com/companies/exaforce","category":"Safety & security","segment":"Security","country":"United States","score":66,"positioning":"Exaforce builds an AI-native security operations platform that automates SOC analyst work, supports natural-language threat investigation, and is deployed by enterprise customers including Replit and Guardant Health."},{"rank":100,"name":"CrowdStrike","url":"https://www.frontiertechintelligence.com/companies/crowdstrike","category":"Safety & security","segment":"Security","country":"United States","score":50.5,"positioning":"CrowdStrike sells the Falcon cybersecurity platform, which uses AI and machine learning to detect and respond to threats across endpoints, cloud workloads and enterprise AI."}]}