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Public story · 2026-03-18 · source-backed
Ramp's March 2026 data across 50,000+ businesses shows agent infrastructure providers — Cerebras, Modal, RunPod, Nebius, Vast.ai — occupying half the fastest-trending vendor list. Cerebras led with 28% MoM customer growth; RunPod crossed $120M ARR. The constraint in the agent stack has moved from model selection to reliable compute sourcing. Ramp
Each link below shares sources, entities, or timing with this story.
Shared entities / Same source domain / Shared topic / Earlier coverage
Both cover Cerebras, Half, Modal, Ramp; reported by the same outlet (ramp.com); overlapping topics (cerebra, compute, customer, data, half).
Cerebras partners with OpenAI / Shared entities / Shared topic / What happened next
Linked by a graph relationship (Cerebras partners with OpenAI); both cover ARR, Ramp; overlapping topics (agent, customer, data).
Ramp uses Codex / Shared entity: March / What happened next / Tension
Linked by a graph relationship (Ramp uses Codex); both cover March; picks up the March thread on 2026-06-01.
Ramp uses Codex / Shared entity: ARR / What happened next / Tension
Linked by a graph relationship (Ramp uses Codex); both cover ARR; picks up the ARR thread on 2026-04-16.
Cerebras partners with OpenAI / Shared entities / Shared topic / What happened next
Linked by a graph relationship (Cerebras partners with OpenAI); both cover ARR, March; overlapping topics (compute, infrastructure).
Cerebras partners with OpenAI / Shared entity: Half / Shared topic / What happened next
Linked by a graph relationship (Cerebras partners with OpenAI); both cover Half; overlapping topics (agent, crossed, customer, half).
Cerebras partners with OpenAI / Shared entities / What happened next / Tension
Linked by a graph relationship (Cerebras partners with OpenAI); both cover ARR, Half; picks up the ARR thread on 2026-04-06.
Meta invested in Nebius / Shared entity: Half / What happened next
Linked by a graph relationship (Meta invested in Nebius); both cover Half; picks up the Half thread on 2026-08-10.