Ramp AI Index March 2026: Half the Trending Vendor List Is Agent Compute — Cerebras +28% MoM, RunPod Hits $120M ARR

Ramp Velocity·high signal

Ramp's March 2026 AI Index shows agent infrastructure providers (Cerebras, Modal, RunPod, Nebius, Vast.ai) occupying half the fastest-trending vendor list across 50,000+ businesses, signaling that AI agent workloads have shifted from prototype to production at scale. Cerebras led agent hosting with 28% MoM customer growth; RunPod crossed $120M ARR in January and serves 500K+ developers. The constraint in the agent stack has moved from model selection to reliable compute sourcing — the hosting layer is the new battleground.