Observatory

AI Company Observatory

Organisations shaping the AI ecosystem, tracked from public sources. No private or speculative information.

15 organisations·8 categories

Model developer

Alibaba Cloud (Qwen)Hangzhou, China · Founded 2009

Qwen models are Apache 2.0 licensed. One of the most permissively licensed model families.

Qwen3Qwen-VLAlibaba Cloud
Open sourceModelsWebsite
AnthropicSan Francisco, USA · Founded 2021

Founded by former OpenAI researchers. Focus on AI safety research alongside product development. Created the Model Context Protocol (MCP) as an open standard.

Claude Opus 4Claude Sonnet 4Claude CodeModel Context Protocol
CohereToronto, Canada · Founded 2019

Enterprise-focused. Strong in retrieval and RAG workflows. Founded by Transformer co-authors.

Command AEmbedRerank
Open sourceModelsWebsite
DeepSeekHangzhou, China · Founded 2023

Demonstrated cost-efficient training of competitive models. Backed by High-Flyer quantitative trading fund.

DeepSeek-R1DeepSeek-V3
Open sourceModelsWebsite
Google DeepMindLondon, UK · Founded 2023

Formed by merging Google Brain and DeepMind in 2023. AlphaFold is open for non-commercial research.

Gemini 2.5 ProGemini 2.5 FlashAlphaFoldVeo
Meta AIMenlo Park, USA · Founded 2013

Largest open-weights model provider. Llama licence permits commercial use below 700M MAU threshold.

Llama 4 MaverickLlama 4 ScoutPyTorch
Open sourceModelsWebsite
Mistral AIParis, France · Founded 2023

European model developer. Publishes open-weight models alongside commercial API.

Mistral Large 2MixtralLe Chat
Open sourceModelsWebsite
OpenAISan Francisco, USA · Founded 2015

Transitioned from non-profit to capped-profit structure in 2019. Largest API provider by reported usage.

GPT-4oGPT-4.1o3o4-miniChatGPT+3

Semiconductor

AMDSanta Clara, USA · Founded 1969

Primary GPU alternative to NVIDIA for AI workloads. ROCm is the open-source compute platform.

MI300XMI350ROCm
NVIDIASanta Clara, USA · Founded 1993

Dominant GPU supplier for AI training and inference. CUDA ecosystem creates significant switching cost.

H100H200B200CUDATensorRT+1

Cloud provider

Alibaba Cloud (Qwen)Hangzhou, China · Founded 2009

Qwen models are Apache 2.0 licensed. One of the most permissively licensed model families.

Qwen3Qwen-VLAlibaba Cloud
Open sourceModelsWebsite
Amazon (AWS)Seattle, USA · Founded 2006

Bedrock offers multi-model API. Custom Trainium chips for training and Inferentia for inference. Investor in Anthropic.

Amazon BedrockSageMakerTrainiumInferentia
MicrosoftRedmond, USA · Founded 1975

Largest investor in OpenAI. Azure is the exclusive cloud for OpenAI models. GitHub Copilot is the leading AI coding assistant by reported users.

Azure OpenAI ServiceGitHub CopilotMicrosoft 365 Copilot

AI infrastructure

Amazon (AWS)Seattle, USA · Founded 2006

Bedrock offers multi-model API. Custom Trainium chips for training and Inferentia for inference. Investor in Anthropic.

Amazon BedrockSageMakerTrainiumInferentia
Hugging FaceNew York, USA · Founded 2016

Central hub for open-source models and datasets. Transformers library is the de facto standard for model loading and inference in Python.

Transformers libraryHubDatasetsSpaces
Open sourceWebsite
NVIDIASanta Clara, USA · Founded 1993

Dominant GPU supplier for AI training and inference. CUDA ecosystem creates significant switching cost.

H100H200B200CUDATensorRT+1

Robotics

Boston DynamicsWaltham, USA · Founded 1992

Owned by Hyundai. Spot is commercially deployed. Atlas transitioned to electric in 2024.

AtlasSpotStretch
Figure AISunnyvale, USA · Founded 2022

Humanoid robot startup. Partnership with OpenAI for vision-language integration.

Figure 02

Research organisation

Google DeepMindLondon, UK · Founded 2023

Formed by merging Google Brain and DeepMind in 2023. AlphaFold is open for non-commercial research.

Gemini 2.5 ProGemini 2.5 FlashAlphaFoldVeo

Open source project

Hugging FaceNew York, USA · Founded 2016

Central hub for open-source models and datasets. Transformers library is the de facto standard for model loading and inference in Python.

Transformers libraryHubDatasetsSpaces
Open sourceWebsite
Meta AIMenlo Park, USA · Founded 2013

Largest open-weights model provider. Llama licence permits commercial use below 700M MAU threshold.

Llama 4 MaverickLlama 4 ScoutPyTorch
Open sourceModelsWebsite

Enterprise AI

CohereToronto, Canada · Founded 2019

Enterprise-focused. Strong in retrieval and RAG workflows. Founded by Transformer co-authors.

Command AEmbedRerank
Open sourceModelsWebsite
MicrosoftRedmond, USA · Founded 1975

Largest investor in OpenAI. Azure is the exclusive cloud for OpenAI models. GitHub Copilot is the leading AI coding assistant by reported users.

Azure OpenAI ServiceGitHub CopilotMicrosoft 365 Copilot