Chris's AI supply chain startups

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Chris Barber's picks74 companiesSource

I asked people which AI supply chain startups (compute, power, chips, datacenters) they think are the most interesting, at a $10b valuation or less.

  1. MatX

    High-throughput chips for training, reinforcement learning, inference, and long-context workloads.

    • RP
    • MG
  2. American Terawatt

    A national HVDC grid delivering power directly to AI and industry.

  3. Lightmatter

    Rethinking the limits of AI, Lightmatter merges photonics and computing to build a future where speed, efficiency, and intelligence converge

  4. Modal

    AI infrastructure for training, inference, and agents, scaling to thousands of GPUs.

  5. Prime Intellect

    Train, evaluate, and deploy AI models you own.

  6. Valar Atomics

    Building factory-made nuclear reactors to supply power, hydrogen, and synthetic fuels

  7. Wafer

    Inference that keeps getting better.

    • SA
  8. Ayar Labs

    Optical connections that let AI clusters scale beyond the rack.

  9. d-Matrix

    Memory-centric compute for AI inference.

  10. Gimlet Labs

    A multi-silicon cloud for faster, more power-efficient AI inference.

  11. Heron Power

    Solid-state transformers for the AI and clean-energy grid.

  12. Olix

    Frontier AI inference systems built from specialized chips and optical interconnects.

  13. Panthalassa

    Go where the energy is

  14. Positron

    Positron makes purpose-built hardware to accelerate generative AI.

  15. Substrate

    Substrate is building America

  16. Taalas

    We are creating a platform that makes it easy to turn any deep learning model into custom silicon quickly.

  17. Tenstorrent

    Programmable AI computing built around open software and RISC-V.

  18. xLight

    xLight builds powerful free-electron lasers for semiconductor manufacturing.

  19. Aalo Atomics

    Factory-built modular nuclear power plants designed for AI data centers at scale.

  20. Corintis SA

  21. fab2

    fab2 builds the hardware and software needed to make chips, fabs, tools, and components.

  22. General Matter

    Domestic uranium enrichment for America's conventional and advanced nuclear reactors.

  23. Ornn

    GPU compute capacity, market data and financial infrastructure.

  24. SF Compute

    The San Francisco Compute Company. Buy and resell large-scale, vetted GPU clusters from the terminal.

  25. Starcloud

    Data Centers in Space

  26. Stone Power

    America’s Turbine Company. Rebuilding the capacity to manufacture turbines at scale, here in America.

  27. TensorWave

    AMD-powered cloud infrastructure for large AI models.

  28. American Turbines

    Modular turbine clusters for on-site generation

  29. Amphiform

    Redefining the future of energy, one atom at a time.

  30. Architect

    The first U.S. derivatives exchange purpose-built for the artificial intelligence economy.

  31. Armada

    Armada’s platform combines connectivity, compute, and real-world AI to solve your toughest challenges right where your data is generated.

  32. Bastogne AI

    Transform ships into autonomous combat data centers.

  33. Boom Supersonic

    Building Overture, a faster and more efficient supersonic airliner.

  34. build.inc

    The AI-native operating partner for the built world.

  35. Commonwealth Fusion Systems

    Compact fusion plants built around powerful magnets, working toward abundant energy.

  36. Cosmic Labs

    Self-healing infrastructure for AI compute.

  37. Daytona

  38. Emerald AI

    Power for AI. Flexibility for the Grid.

  39. Extropic

  40. Ferveret

    Adaptive Phase Cooling for data centers.

  41. Frore Systems

  42. GoAbacus

    On-premises AI infrastructure for regulated industries: private, secure, and examiner-ready. Deploy in under 24 hours with zero data egress.

  43. GridCARE

    GridCARE is the essential one-stop power solution for AI data centers, delivering energy security and resilience at unprecedented speed.

  44. Internet Backyard

  45. Lamb Labs

    Lamb Labs is building MPUs (Model Processing Units) that hardcode entire AI models into silicon.

  46. Lambda

    AI supercomputers for training and inference, from on-demand GPUs to dedicated clusters.

  47. Lumilens

    Connectivity Platform for AI

  48. Mesh Optical Technologies

    Optical systems built with in-house factories and software tuned to the hardware.

  49. Midjourney

    Community-funded research and image and video tools that expand human imagination.

  50. Normal Computing

    A new paradigm of AI hardware to power human progress.

  51. Oak Lab

    Research at Oak Lab

  52. Oriole Networks

    Discover PRISM, the full photonic network from Oriole Networks. Improve AI performance, cut energy use and simplify data centre architecture

  53. Oxide Computer Company

    The cloud you own. Hardware, with the software baked in, for running infrastructure at scale.

  54. Phaidra

    AI agents for AI factories

  55. Project Omega

    • SS
  56. Radiant

    Portable one-megawatt nuclear generators designed to replace off-grid diesel power.

  57. RadixArk

  58. Ricursive Intelligence

    Frontier AI methods for chip design and self-improving systems.

  59. RunAnywhere

    Frontier-scale open models in hosted infrastructure, with RunAnywhere accelerators and SDKs for local inference.

  60. RunPod

    One GPU cloud from model experimentation to production inference.

  61. Runta

    The execution layer where AI agents get faster and safer.

  62. Sail Research

    Efficient inference and persistent computers for long-running AI agents.

  63. Silicon Box

    The Forefront of Semiconductor Integration

  64. Span

  65. Tendrils Compute

    Building the new default chip for computation.

  66. TerraPower

    Leading innovations in nuclear applications for reactor and storage technology, while advancing methods to transform the fight against the1?

  67. The Biological Computing Co.

    The Biological Computing Co. (TBC) turns discoveries from real neurons into software that makes AI faster and cheaper, without retraining.

  68. tiny corp

    A simple and powerful neural network framework

  69. Vast.ai

    Real-time GPU infrastructure with API-native provisioning and per-second billing.

  70. Verse

    The intelligence layer between your assets and the grid, built for the AI era.

  71. Volta

    The Utility of Compute.

    • RB
    • SG
  72. Vulcan Elements

    Manufactures rare earth magnets for electric vehicles, defense, and other advanced technologies.

  73. Watney

    Expand ambition in the physical world.

  74. Zettascale Computing

    AI silicon for recursive self-improvement and superintelligence.

Packy's Top Companies@packym · 36 companies
John's Paraform Talent Density Index@0xjohnkim+47Zach's Cool Roles at Top Consumer Companies@zachtdavidson+27Milan's Products I use daily@milstan+2Milan's Most likely to derive meaningful insight about life by journaling@milstanMilan's Most likely to inpsire a change in the world@milstan+1Antone's All Things in Moderation (Trust & Safety)@techlexica+2Dan's Best GTM teams@dangaronData-Driven Insights in Venture@sidelettercoOlivia's Top 50 Consumer AI Apps — 7th Edition@omooretweets+47Olivia's Top 50 Gen AI Consumer Mobile Apps — 7th Edition@omooretweets+47Olivia's Top 50 Gen AI Consumer Web Products — 7th Edition@omooretweets+47Olivia's Companies Behind the Top 50 Gen AI Consumer Web Products — 7th Edition@omooretweets+36Olivia's Companies Behind the Top 50 Gen AI Consumer Mobile Apps — 7th Edition@omooretweets+29Suraj's 20 Companies Hiring@suraj_sharma14+17John's Top Neuratech Startups@johnzettler+2Antone's Product leaders@techlexica+6Chris's Home Screen October 2026@chrisfralic+8Chris's Consumer AI Winners in 2027@chrisfralic+1Chris's RL Envs@chrisbarber+65Sharath's Cracked builders in SF@5harath

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