Chris's AI supply chain startups
I asked people which AI supply chain startups (compute, power, chips, datacenters) they think are the most interesting, at a $10b valuation or less.
We make the best chips physically possible for the large model needs of frontier labs.
Building factory-made nuclear reactors to supply power, hydrogen, and synthetic fuels
Solid-state transformers for the AI and clean-energy grid.
We are creating a platform that makes it easy to turn any deep learning model into custom silicon quickly.
A national HVDC grid delivering power directly to AI and industry.
Inference that keeps getting better.
Frontier AI inference systems built from specialized chips and optical interconnects.
Programmable AI computing built around open software and RISC-V.
Rethinking the limits of AI, Lightmatter merges photonics and computing to build a future where speed, efficiency, and intelligence converge
Optical connections that let AI clusters scale beyond the rack.
xLight builds powerful free-electron lasers for semiconductor manufacturing.
AI infrastructure for training, inference, and agents, scaling to thousands of GPUs.
Memory-centric compute for AI inference.
Positron makes purpose-built hardware to accelerate generative AI.
Factory-built modular nuclear power plants designed for AI data centers at scale.
Train, evaluate, and deploy AI models you own.
A multi-silicon cloud for faster, more power-efficient AI inference.
Substrate is building America