9 public · 0 private

US-Listed AI Pure-Plays

The US-headquartered, US-exchange-listed public companies whose core product is AI — not Big Tech with an AI feature, not a data platform with AI bolted on, not a foreign-listed ADR. Strict inclusion criteria stated below.

How a company qualifies for this list

All three must be true:

  1. Headquartered in the United States.
  2. Listed on a US stock exchange (NYSE or NASDAQ). ADRs of foreign companies do not qualify.
  3. AI is the core product — the thing customers are buying is AI software, AI inference services, or AI-driven decisioning. Companies that sell something else and have layered AI features do not qualify.

Deliberately excluded, even though they're often called “AI companies” in the press: NVIDIA, Palantir, Microsoft, Alphabet, Meta, Amazon, Salesforce, ServiceNow, Snowflake. Each ships meaningful AI products, but AI is not the core product — it sits on top of chips, data platforms, search, social, e-commerce, or enterprise software. The full org roster is here.

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AI pure-plays table

Company
Arrive AI
ARAI · NASDAQ
Public
Jun 3, 2026
2020
May 2025
Vertical AI Smart-mailbox autonomous-delivery network

Builds the Arrive Point smart mailbox and the AI-powered platform that routes drones, ground robots, and human couriers to and from it. Direct listing on NASDAQ in May 2025; the youngest and smallest company on this list.

Company
BigBear.ai
BBAI · NYSE
Public
May 5, 2026
2020
Dec 2021
Defense AI DoD and intelligence-community AI/ML analytics

Defense and commercial AI/ML analytics. Heavy DoD and intelligence-community customer base; the most Palantir-adjacent name on this list, at much smaller scale and with a more service-heavy financial profile. Acquired Pangiam (face/biometrics) in 2024.

Company
C3.ai
AI · NYSE
Public
May 27, 2026
2009
Dec 2020
AI platform Enterprise AI application platform

Enterprise AI application platform. Customers buy a horizontal AI software platform built on a model-driven architecture. Notable for the Baker Hughes anchor-customer concentration and a late-2025 restructuring that cut roughly 26% of the workforce; launched the C3 Code product line in April 2026.

Company
Cerence
CRNC · NASDAQ
Public
May 7, 2026
2019
Oct 2019
Voice AI Automotive voice and LLM AI assistants

Automotive voice and LLM AI assistants. Spun out of Nuance Communications in October 2019 and exclusively focused on auto OEMs ever since. Currently transitioning from a license-and-connected-services revenue mix toward LLM-powered xUI, with the first xUI-powered cars expected on the road in 2026.

Company
CoreWeave
CRWV · NASDAQ
Public
May 7, 2026
2017
Mar 2025
AI cloud infra GPU cloud for hyperscalers and AI labs

Builds and operates GPU data centers and sells the compute capacity, primarily to hyperscalers and AI labs. The most-discussed AI IPO of 2025 (NASDAQ debut March 2025); revenue grew from near-zero in 2022 to $5.1B in 2025, with $10B+ guided for 2026. Inclusion is deliberate: AI infrastructure counts under this list's criterion because the company exists only to serve AI workloads, but the financial profile (huge capex, concentrated customer base) is meaningfully different from the AI software vendors above.

Company
Innodata
INOD · NASDAQ
Public
May 7, 2026
1988
1993
AI data Training data and model evaluation

Training data, annotation, and model evaluation services for the foundation-model labs that build LLMs. Long-tenured (founded 1988) and pivoted hard into LLM training-data services starting 2022–2023; full-year 2025 revenue of $251.7M, up 48% organically. The company's quarterly disclosures reference an anonymized but heavy concentration of its largest customers among the major US AI buyers.

Company
SoundHound AI
SOUN · NASDAQ
Public
May 7, 2026
2005
Apr 2022
Voice AI Voice and conversational AI

Voice and conversational AI sold across three motions: royalty-based voice AI in cars (Hyundai-Kia and other auto OEMs), hosted voice AI for restaurant drive-throughs, and conversational AI for enterprise customer service (the post-Amelia, post-SYNQ3, post-Allset business). 2025 revenue grew 99% year over year.

Company
Tempus AI
TEM · NASDAQ
Public
May 5, 2026
2015
Jun 2024
Healthcare AI Precision-medicine AI

Healthcare and precision-medicine AI. Three revenue streams — Genomics (oncology test volume), Data and Services (data licensing to pharma), and Insights (clinical applications). The largest US-listed AI pure-play in healthcare and the highest-profile AI IPO of 2024.

Company
Veritone
VERI · NASDAQ
Public
May 12, 2026
2014
May 2017
AI platform aiWARE enterprise AI platform

Enterprise AI platform (aiWARE), with strong adoption in media (broadcast monitoring), legal and government (evidence search), and talent acquisition (post-PandoLogic). The platform is the product; aiWARE customers buy AI orchestration as the headline value.

Notable absences

The list of private US AI pure-plays is much longer and includes most of the names that dominate the AI conversation. They aren't here because the page's criterion requires a US stock exchange listing — not because they failed the AI-as-core-product test.

About this list

Curated to exactly the companies that satisfy all three inclusion criteria above. The list is short on purpose — most of the biggest names in AI (OpenAI, Anthropic, xAI, Databricks) are still privately held, and stating “here are the nine US-listed AI pure-plays” is itself information.

Data freshness. The roster, every ticker, every status pill, every next-earnings date, every founded year, and every IPO date are re-verified against primary sources on every refresh of this page — the company's Investor Relations page, the company's own press releases on Businesswire / PRNewswire / GlobeNewswire, the SEC EDGAR filing index, and the relevant exchange listing. If a company has been acquired, gone private, delisted, or reincorporated abroad since the last refresh, it is removed; if a new US-listed AI pure-play has IPO'd, it is added. Stale roster data on a page like this is worse than no page at all.

What's intentionally excluded. Private companies, even the ones most synonymous with AI — the page is the publicly traded slice and surfaces the private heavyweights in “Notable absences” instead. Foreign-listed companies (iFlytek, SenseTime, Cambricon, Baidu) — deliberate scoping. AI-adjacent companies whose core product is something else (NVIDIA, Palantir, Microsoft, Salesforce, ServiceNow, Snowflake) — covered on the broader organizations roster. AI ETFs and funds — different category.

Last updated: 2026-04-30. Looking for the per-company picture? Each row above links to the company's planned financials page on this site (in progress) plus its Investor Relations and SEC EDGAR pages.