Theme
Vision models
The perception layer — models that turn pixels and point clouds into a world model.
Before a machine can act, it has to see. Vision models are the perception front end of every autonomy stack, and the companies that train and accelerate them sit upstream of the entire vertical.
Companies · 13
NVIDIA CorporationNVDA
Market cap$5.0T
Conviction5 / 5
AI computeAI infrastructureVision models
Read profilePalantir Technologies Inc.PLTR
Market cap$282B
Conviction5 / 5
Battlefield AIVision models
Read profileAlphabet Inc.GOOGL
Market cap$1.9T
Conviction5 / 5
Vision modelsAutonomous systemsAI compute
Read profileTesla, Inc.TSLA
Market cap$1.2T
Conviction4 / 5
Humanoid hardwareAutonomous systemsVision models
Read profileMeta Platforms, Inc.META
Market cap$1.3T
Conviction4 / 5
AI infrastructureVision models
Read profileMotorola Solutions, Inc.MSI
Market cap$69B
Conviction4 / 5
Network securityVision models
Read profileAdvanced Micro Devices, Inc.AMD
Market cap$851B
Conviction4 / 5
AI computeVision modelsEdge compute
Read profileNovanta Inc.NOVT
Market cap$5.0B
Conviction4 / 5
Industrial automationVision models
Read profileCognex CorporationCGNX
Market cap$10B
Conviction3 / 5
Vision modelsIndustrial automation
Read profileAmbarella, Inc.AMBA
Market cap$3.0B
Conviction3 / 5
AI computeVision modelsAutonomous systems
Read profileMobileye Global Inc.MBLY
Market cap$2.0B
Conviction3 / 5
Autonomous systemsVision models
Read profileOuster, Inc.OUST
Market cap$2.3B
Conviction3 / 5
Autonomous systemsVision models
Read profileHesai GroupHSAI
Market cap$15B
Conviction2 / 5
Autonomous systemsVision models
Read profile