invest1 distinct publisher
NVIDIA buys into a hosting market that 1,900 companies fund at $260m a quarter
Ramp's Q4 2025 spend data sizes the model hosting and serving layer at $260m across roughly 1,900 buyers, which is 60 cents for every dollar those same companies hand straight to OpenAI and its closed-source peers.
Publishers:ramp.com
Reality
- Evidence55
- Adoption42
- Hype gap−10
- Incentives55