canar.ai
Rankings/Layers/L6
Layer 6

Data Infrastructure

Databases, data warehouses, and data pipeline companies enabling the storage and processing of AI training data.

← L5L7 →
Companies
9
Total Market Cap
$305.0B
Revenue Multiple
10x
AI Fair Value
$16.7B
Avg AI Revenue
5%
Avg 24h
-0.2%
Avg 7d
+0.9%
Avg 30d
+17.2%
AI Fair Value
$16.7Bcurrent · 9 companies
Largest by Market Cap
DD
DDOG
Datadog
$80.1B
Highest AI Exposure
DD
DDOG
Datadog
8.61% AI revenue
Top 30d Performer
DD
DDOG
Datadog
+68.6%
Worst 30d Performer
RD
RDDT
Reddit, Inc.
-9.7%

Market Cap Distribution

DDOG
$80.1B
26.3%
SNOW
$62.0B
20.3%
NET
$77.9B
25.6%
RDDT
$27.7B
9.1%
MDB
$25.0B
8.2%
NTNX
$12.3B
4.0%
CFLT
$11.1B
3.7%
ESTC
$5.7B
1.9%
TDC
$3.2B
1.0%

All Layers

L1Raw Materials8L2Semiconductor Equipment11L3Chip Design12L4Hardware12L5Cloud12L6Data Infrastructure9L7AI Frameworks7L8AI Software14L9AI Applications51

All Companies in Data Infrastructure

#Company
46
44-58
DD
DDOG
DDOG
Datadog
64
61-68
SN
SNOW
SNOW
Snowflake
79
NE
NET
NET
Cloudflare, Inc.
81
83-86
RD
RDDT
RDDT
Reddit, Inc.
94
90-94
MD
MDB
MDB
MongoDB
97
98-100
NT
NTNX
NTNX
Nutanix, Inc.
105
104-106
CF
CFLT
CFLT
Confluent, Inc.
111
ES
ESTC
ESTC
Elastic
115
114-116
TD
TDC
TDC
Teradata Corp
Source
9%
[4-15%]
+0.52$6.9B
Estimated
Low
+0.6%$80.1B
6%
[5-7%]
+0.66$3.7B
Estimated
High
+3.1%$62.0B
2%
[2-3%]
+0.46$1.6B
Estimated
Med
+0.6%$77.9B
6%
[4-8%]
-0.66$1.5B
Estimated
Med
+2.1%$27.7B
4%
[3-5%]
+0.35$1.1B
Estimated
Med
-5.8%$25.0B
7%
[5-9%]
+0.51$897.0M
Estimated
Med
-1.2%$12.3B
5%
[4-7%]
+0.61$565.6M
Estimated
Med
+0.0%$11.1B
4%
[3-6%]
+1.39$245.2M
Estimated
Low
-0.7%$5.7B
4%
[4-6%]
+0.01$139.8M
Estimated
V.Low
-0.3%$3.2B
Showing 9 of 9 companies