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
$226.2B
Revenue Multiple
10x
AI Fair Value
$11.4B
Avg AI Revenue
5%
Avg 24h
+0.2%
Avg 7d
+4.5%
Avg 30d
-4.5%
AI Fair Value
$11.4Bcurrent · 9 companies
Largest by Market Cap
NE
NET
Cloudflare, Inc.
$67.3B
Highest AI Exposure
DD
DDOG
Datadog
8.61% AI revenue
Top 30d Performer
NE
NET
Cloudflare, Inc.
+7.4%
Worst 30d Performer
SN
SNOW
Snowflake
-18.4%

Market Cap Distribution

DDOG
$38.3B
16.9%
SNOW
$51.6B
22.8%
NET
$67.3B
29.7%
RDDT
$19.3B
8.5%
MDB
$20.5B
9.1%
NTNX
$10.5B
4.6%
CFLT
$11.1B
4.9%
ESTC
$5.2B
2.3%
TDC
$2.4B
1.1%

All Layers

L1Raw Materials8L2Semiconductor Equipment11L3Chip Design12L4Hardware12L5Cloud12L6Data Infrastructure9L7AI Frameworks7L8AI Software14L9AI Applications51

All Companies in Data Infrastructure

#Company
63
61-71
DD
DDOG
DDOG
Datadog
65
62-67
SN
SNOW
SNOW
Snowflake
81
NE
NET
NET
Cloudflare, Inc.
91
87-90
RD
RDDT
RDDT
Reddit, Inc.
97
93-100
MD
MDB
MDB
MongoDB
98
NT
NTNX
NTNX
Nutanix, Inc.
104
CF
CFLT
CFLT
Confluent, Inc.
108
ES
ESTC
ESTC
Elastic
115
116-118
TD
TDC
TDC
Teradata Corp
Source
9%
[4-15%]
+0.52$3.3B
Estimated
Low
+0.0%$38.3B
6%
[5-7%]
+0.66$3.1B
Estimated
High
-0.1%$51.6B
2%
[2-3%]
+0.46$1.4B
Estimated
Med
+2.1%$67.3B
6%
[4-8%]
-0.66$1.1B
Estimated
Med
+2.0%$19.3B
4%
[3-5%]
+0.35$881.3M
Estimated
Med
-0.4%$20.5B
7%
[5-9%]
+0.51$760.9M
Estimated
Med
-0.1%$10.5B
5%
[4-7%]
+0.61$570.0M
Estimated
Med
+0.0%$11.1B
4%
[3-6%]
+1.39$230.3M
Estimated
Low
-1.5%$5.2B
4%
[3-6%]
+0.01$105.0M
Estimated
V.Low
-0.2%$2.4B
Showing 9 of 9 companies