Skip to content
DeployGraph

Insights

What changed in the AI stack since March

We recorded each company's public subprocessor list in March 2026 and read it again on November 10, 2026. That gives two points in time, compared vendor by vendor.

Lists that reach OpenAI
52% → 97%named directly → within two steps
Lists that reach Anthropic
42% → 95%named directly → within two steps
No model provider, but a vendor has one
572 of 613of 1589 lists
List 2+ model providers
34% → 47%March → now, 233 companies
Added a model provider vs dropped one
61 vs 4since March
List an inference vendor
22% → 33%March → now

1,636 companies, 2,648 vendors, 18.1 vendors per company; 38% list two or more model providers today. Two steps means a vendor on the company's list names the lab on its own list. Read the November 2026 report →

Who owns the stack

Share of 1589 lists that name at least one product of each parent company. A list names the product, not the parent.

Google
84%
Amazon
83%
Salesforce
60%
Microsoft
50%
Twilio
48%
Stripe
48%
Okta
14%
SpaceX
5%

Salesforce counts Intercom (Fin, deal signed June 2026). Stripe counts OpenRouter (announced August 2026) and Metronome. SpaceX is xAI and Cursor.

Since March 2026

Based on 233 of the 340 companies we could compare: their list kept a similar length (between half and one and a half times). Lists that grew more mostly reflect a fuller read of the page, so they are left out.

Those 233 companies added 875 vendors and dropped 481. 31% of the additions were AI-native vendors. Anthropic gained most: added by 27, dropped by 1.

Biggest net gains and losses

Companies that added or dropped each vendor, among 233 comparable lists.

DroppedAddedNet

Dropped more than added

DroppedAddedNet

The model providers they list

Share of the same 233 companies listing each provider, March vs November. Two points, not a trend line.

March 2026Nov 2026OpenAI: 124 → 145 of 23353%62% OpenAIAnthropic: 85 → 111 of 23336%48% AnthropicGoogle (Gemini): 8 → 27 of 2333%12% GoogleSpaceXAI: 6 → 15 of 2333%6% SpaceXAICohere: 9 → 9 of 2334%4% Cohere
Share of 233 companies listing each model provider
ProviderMarch 2026November 2026
OpenAI124 (53%)145 (62%)
Anthropic85 (36%)111 (48%)
Google (Gemini)8 (3%)27 (12%)
SpaceXAI6 (3%)15 (6%)
Cohere9 (4%)9 (4%)

Layers that grew most

Net vendors added per layer, same companies.

AI vendor changes, company by company

124 of the 233 companies added or dropped an AI-native vendor. The eight with the most changes:

The AI layers today

All 1636 companies, current lists.

63% of model users list more than one provider

982 companies list at least one foundation model provider. How many they list:

  • 1 provider360 (37%)
  • 2 providers411 (42%)
  • 3 providers145 (15%)
  • 4 or more providers66 (7%)

Most common pairs

  • OpenAI + Anthropic544 companies
  • OpenAI + Google (Gemini)162 companies
  • Anthropic + Google (Gemini)139 companies
  • OpenAI + SpaceXAI69 companies
  • Anthropic + SpaceXAI62 companies

Vendors that travel together

Pairs listed together far more often than chance would predict. Both vendors on 10+ lists; at least 8 companies list the pair.

× is how many times more often the pair appears than if the two were listed independently.

How consolidated each layer is

The leader's share of companies listing any vendor in the layer. Layers with at least 10 such companies.

Model Serving

342 companies (21%) list one of 42 vendors. Share of those 342:

Vector Databases

132 companies (8%) list one of 9 vendors. Share of those 132:

Web Search

163 companies (10%) list one of 20 vendors. Share of those 163:

Voice & Speech AI

273 companies (17%) list one of 42 vendors. Share of those 273:

Evals & Testing

106 companies (6%) list one of 21 vendors. Share of those 106:

AI Compute

84 companies (5%) list one of 23 vendors. Share of those 84:

Stack size by company category

Vendors listed per company, and the share of those that are AI-native.

Category (companies)Vendors per companyAI-native

Categories under 15 companies are small samples.

Acquired or shut down

18 tracked companies with a public list. Their last list stays on the site.