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US AI Company Product Matrix Collection

As of 2026-10-01 · Six companies, one page each · Shared template: key numbers / product layers / timeline / radar zone
Entries are labeled "Launched · In Preview · Press Coverage · Unconfirmed"; single-source rumors go to the radar zone only

OpenAI

Flagship models + full-stack agentification: GPT-6 holds the "strongest model" mindshare, ChatGPT has 1.2 billion weekly active users, Dots / Codex win enterprise, and io hardware is the next card to play.
1.2 billionWeekly active users
~$70BARR
2.5 millionEnterprise customers
Open Matrix →

Anthropic

Enterprise APIs + coding: ~85% of revenue from B2B; Claude Code takes the #1 spot in AI coding; enterprise adoption overtakes OpenAI for the first time.
$76.8–100BARR
~$965BValuation
34.4%Enterprise adoption
Open Matrix →

Google

Embedded distribution: no standalone-app user acquisition — AI is built into Search, Android, and Workspace; 2026 capex of $190B.
1 billion+AI Mode MAU
1 billion+Gemini App MAU
$190BCapex
Open Matrix →

Meta

Social distribution + hardware positioning: ~$2B acquisition of Manus to double down on AI assistants; Muse hits 2.8 million downloads in 12 days; smart glasses take 94% of the no-display category.
2.8 millionMuse downloads in 12 days
94%No-display glasses market share
+$200BMarket cap growth
Open Matrix →

xAI

Compute dominance + exclusive X data: Colossus 2 targets 1.21 million GPUs by year-end (~1.44 million across both clusters); Grok natively taps the X real-time data stream; burns $1B a month.
1.21 millionYear-end GPU target
$20BSingle-round raise
$1B/monthBurn
Open Matrix →

NVIDIA

Full-stack compute toll: Blackwell sold out, data center revenue at ~90%; CUDA + NVLink + InfiniBand triple lock-in; market cap once topped $5T.
$5TMarket cap
$51.2BData center revenue
73.4%Gross margin
Open Matrix →

Verification standards

Build a fact sheet for each of the six companies first, then generate the pages. Launched requires cross-verification across multiple sources or official figures; In Preview / launching soon officially previewed; Press Coverage cross-verified by multiple outlets, but no official confirmation; Single-source rumors always go to the radar zone, never the main layers. Major September 2026 events — DevDay, the Muse launch, Grok 4.7 — have just wrapped; figures follow event disclosures plus third-party data from Axios, Apptopia, Counterpoint, Ramp and others, as noted in each page's footnotes.

Data as of 2026-10-01 · Last updated 2026-10-01 · Privacy · Terms · Contact