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.
32,902open roles · 945 cos
By layer
as of Oct 21, 2026- L0 Infrastructure7,978 · 124 cos
- L1 Silicon9,952 · 55 cos
- L2 Cloud1,445 · 27 cos
- L3 Data1,245 · 28 cos
- L4 Models3,305 · 36 cos
- L5 Orchestration336 · 46 cos
- L6 Applications8,641 · 180 cos
Top segments
- GPU & AI Accelerators6,733 · 16 cos
- Frontier Foundation Model Labs2,772 · 11 cos
- Power Generation2,696 · 49 cos
- Cooling & Thermal Management2,482 · 10 cos
- Robotics & Physical AI2,458 · 25 cos
- AI for Finance2,326 · 22 cos
- Manufacturing & Packaging2,044 · 9 cos
- Construction & Engineering1,599 · 9 cos
- Networking Silicon926 · 8 cos
- GPU Cloud / AI Compute868 · 10 cos
- Consumer & Productivity AI788 · 9 cos
- AI for Healthcare778 · 11 cos
- Data Platforms & Warehouses773 · 5 cos
- Enterprise AI Platforms707 · 22 cos
- Data Center Operators658 · 29 cos
Per-company trends show as a sparkline on each company's page once a few weekly snapshots accrue.