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.
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.
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.
Programmable AI computing built around open software and RISC-V.
xLight builds powerful free-electron lasers for semiconductor manufacturing.
Factory-built modular nuclear power plants designed for AI data centers at scale.
The San Francisco Compute Company. Buy and resell large-scale, vetted GPU clusters from the terminal.
America’s Turbine Company. Rebuilding the capacity to manufacture turbines at scale, here in America.
Redefining the future of energy, one atom at a time.
Armada’s platform combines connectivity, compute, and real-world AI to solve your toughest challenges right where your data is generated.
Compact fusion plants built around powerful magnets, working toward abundant energy.
Adaptive Phase Cooling for data centers.
On-premises AI infrastructure for regulated industries: private, secure, and examiner-ready. Deploy in under 24 hours with zero data egress.
GridCARE is the essential one-stop power solution for AI data centers, delivering energy security and resilience at unprecedented speed.
Lamb Labs is building MPUs (Model Processing Units) that hardcode entire AI models into silicon.
Connectivity Platform for AI
Optical systems built with in-house factories and software tuned to the hardware.
A new paradigm of AI hardware to power human progress.
Discover PRISM, the full photonic network from Oriole Networks. Improve AI performance, cut energy use and simplify data centre architecture
The cloud you own. Hardware, with the software baked in, for running infrastructure at scale.
AI agents for AI factories
Frontier-scale open models in hosted infrastructure, with RunAnywhere accelerators and SDKs for local inference.
Leading innovations in nuclear applications for reactor and storage technology, while advancing methods to transform the fight against the1?
The Biological Computing Co. (TBC) turns discoveries from real neurons into software that makes AI faster and cheaper, without retraining.
A simple and powerful neural network framework
Real-time GPU infrastructure with API-native provisioning and per-second billing.
The intelligence layer between your assets and the grid, built for the AI era.
Manufactures rare earth magnets for electric vehicles, defense, and other advanced technologies.
Expand ambition in the physical world.


































































