Demand signal
Hiring Trends
Open roles are a leading demand signal — who is scaling, where the heat is in the stack, and which segments are pulling ahead. Counts are open roles posted in the trailing 30 days per company, from the latest weekly snapshot. Source: TheirStack.
69,741open roles · 920 cos
By layer
as of Aug 26, 2026- L0 Infrastructure14,742 · 119 cos
- L1 Silicon13,075 · 63 cos
- L2 Cloud1,381 · 23 cos
- L3 Data1,444 · 27 cos
- L4 Models4,358 · 32 cos
- L5 Orchestration448 · 41 cos
- L6 Applications34,293 · 168 cos
Top segments
- Enterprise AI Platforms16,541 · 24 cos
- AI for Finance7,328 · 21 cos
- GPU & AI Accelerators6,970 · 15 cos
- Robotics & Physical AI5,048 · 25 cos
- Cooling & Thermal Management4,353 · 12 cos
- Physical Connectivity4,264 · 7 cos
- Frontier Foundation Model Labs4,116 · 12 cos
- Manufacturing & Packaging3,560 · 20 cos
- Power Generation3,329 · 44 cos
- AI for Healthcare2,361 · 13 cos
- Construction & Engineering1,753 · 8 cos
- Consumer & Productivity AI1,029 · 7 cos
- Networking Silicon901 · 9 cos
- Semiconductor Foundries886 · 4 cos
- AI Security872 · 18 cos
Per-company trends show as a sparkline on each company's page once a few weekly snapshots accrue.