21
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Portfolio
17 investments · sorted by recency
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Investor
Apr 2026
Vulcan Elements is changing the way we power the next generation of aerospace, defense, and critical technologies, securing supply chains and enhancing resilience for partners across industries.
Investor
Feb 2026
A New Era for Industry ➡️ A World Made from Air™
Twelve is a next-generation industrial company reinventing how essential products are made from the molecule up.
AirPlant™ is our Power-to-X Platform that uses CO2, water, and electricity to produce essential fuels and chemicals that underpin the global economy. Built for distributed hydrocarbon production that harnesses onshore feedstocks, AirPlant creates a more resilient and flexible model for industrial manufacturing.
AirPlant™ One, located in Moses Lake, Washington, is more than a single plant. It is the first node in a distributed eManufacturing platform for fuel and chemical production.
We are on a mission to advance industry for the next century, and lead a new era of innovation where everyday products are made from air.
Investor
Jan 2026
Finding the materials of the future with AI and HI: KoBold Metals discovers the materials critical for the electric vehicle and renewable energy revolutions.
Investor
Nov 2025
Quantinuum is a leading quantum computing company offering a full-stack platform designed to make quantum computing deployable in real-world environments. The company has commercially deployed multiple generations of trapped-ion based quantum systems built on the well-established QCCD architecture, which it has implemented with novel designs and capabilities to achieve the industry’s highest accuracy levels based on average two-qubit gate fidelity. Quantinuum has active engagements with market leaders across pharmaceuticals, material science, financial services, and government and industrial markets, as well as academic and research institutions globally.
Investor
Jul 2025
xLight is building the world’s most powerful lasers.
We’re on a mission to commercialize particle accelerator driven Free Electron Lasers (FEL) for critical US economic and national security applications.
Investor
2024
A rocket company at the core, Relativity Space is on a mission to become the next great commercial launch company. With an ever-growing need for space infrastructure, demand for launch services is continuously outpacing supply. Our reusable rockets can meet this demand, offering customers the right size payload capacity at the right cost. Leveraging advances in additive manufacturing, we are strategically focused on reducing vehicle complexity, cost, and time to market. Our patented technologies enable innovative designs once thought impossible and unlock new value propositions in the booming space economy.
Investor
2024
TAE Technologies (pronounced T-A-E) was founded in 1998 to develop commercial fusion power with the cleanest environmental profile. The company’s pioneering work represents the fastest, most practical, and economically competitive solution to bring abundant clean energy to the grid.
With more than 2,300 patents filed globally and approximately 1,400 granted, more than $1.2 billion in private capital raised, five generations of National Laboratory-scale devices built along with two more in development, and an experienced team of over 600 employees, TAE is now on the cusp of delivering this transformational energy source capable of sustaining the planet for thousands of years. The company’s revolutionary technologies have produced a robust portfolio of commercial innovations in large adjacent markets such as power management, energy storage, electric mobility, fast charging, life sciences, and more. TAE is based in California, and maintains international offices in the UK, EU, and Switzerland. Multidisciplinary and mission-driven by nature, TAE is leveraging proprietary science and engineering to create a bright future.
Investor
2024
Cerebras Systems is the worlds fastest AI inference. We are powering the future of generative AI. We’re a team of pioneering computer architects, deep learning researchers, and engineers building a new class of AI supercomputers from the ground up.
Our flagship system, Cerebras CS-3, is powered by the Wafer Scale Engine 3—the world’s largest and fastest AI processor. CS-3s are effortlessly clustered to create the largest AI supercomputers on Earth, while abstracting away the complexity of traditional distributed computing.
From sub-second inference speeds to breakthrough training performance, Cerebras makes it easier to build and deploy state-of-the-art AI—from proprietary enterprise models to open-source projects downloaded millions of times.
Here’s what makes our platform different:
🔦 Sub-second reasoning – Instant intelligence and real-time responsiveness, even at massive scale
⚡ Blazing-fast inference – Up to 100x performance gains over traditional AI infrastructure
🧠 Agentic AI in action – Models that can plan, act, and adapt autonomously
🌍 Scalable infrastructure – Built to move from prototype to global deployment without friction
Cerebras solutions are available in the Cerebras Cloud or on-prem, serving leading enterprises, research labs, and government agencies worldwide.
👉 Learn more: www.cerebras.ai
Join us: https://cerebras.net/careers/
Investor
2024
Tenstorrent is a next-generation computing company that builds computers for AI.
Headquartered in the U.S. with offices in Austin, Texas, and Silicon Valley, and global offices in Toronto, Belgrade, Seoul, Tokyo, and Bangalore, Tenstorrent brings together experts in the field of computer architecture, ASIC design, RISC-V technology, advanced systems, and neural network compilers. Tenstorrent is backed by Eclipse Ventures and Real Ventures, Archerman Capital, Samsung Catalyst Fund, and Hyundai Motor Group among others.
Join us: www.tenstorrent.com/careers.
Investor
2024
The heart of SiFive is RISC-V! SiFive creates the building blocks of RISC-V-based IP that are the inevitable innovative reimagining of every computing platform.
Investor
2024
Welcome to SambaNova: Revolutionizing AI Capacity
At SambaNova, were empowering developers, enterprises, governments, and data centers to unlock their full AI potential. Our full-stack infrastructure, from chips to models, enables lightning-fast performance, low power consumption, and high-efficiency computing.
Our Mission
To give every developer, enterprise, government and data center absolute sovereignty over their own data, models and AI infrastructure – to future-proof the AI workloads that will power and scale tomorrow.
Our Technology
We give our customers the optionality to experience SambaNova through the cloud or on-premise.
Samba Cloud delivers the fastest inferences on the largest open source models like Llama 4 and DeepSeek. Developers can get started building in minutes with our OpenAI compatible APIs. All customers start on the developer tier and when they need more capacity can scale into our enterprise tier.
SambaStack is our on-premise offering which includes the system, the platform, and foundation models. These components combine into a powerful technology stack that delivers unparalleled performance, ease of use, accuracy, data privacy, and the ability to power every use case across the worlds largest organizations.
SambaManaged is a modular and ready-to-deploy AI cloud designed to deliver unmatched efficiency for data centers and cloud service providers. This solution allows organizations to quickly deploy advanced AI inference services—without the need for costly infrastructure upgrades or specialized expertise—in as little as 90 days.
At the heart of SambaNova innovation is the Reconfigurable Dataflow Unit (RDU). Purpose built for AI workloads, the RDU takes advantage of a dataflow architecture and a three-tiered memory design. The three tiers of memory enable the platform to run hundreds of models on a single node and to switch between them in microseconds. In 2023, SambaNova released its 4th generation RDU chip, the SN40L.
Investor
2024
We are building the engine that will power discoveries, drive progress, and redefine what computers—and human beings—are capable of.
Investor
2024
Sakuu® is a leading provider of commercial-scale printing equipment and technologies to the battery industry. Its Kavian® Platform —the worlds first manufacturing platform for dry printing battery electrodes— was named one of Fast Companys World Changing Ideas 2025 and TIME’s Best Inventions of 2024, for enabling rapid manufacturing innovation while reducing waste and avoiding toxins.
Headquartered in Silicon Valley, the Sakuu team is transforming manufacturing to power a more sustainable future. As a result, Sakuu was crowned FII8 Innovator 2024 at the Future Investment Initiative Conference in Riyadh.
Investor
2024
Quantum computing will be a world-changing technology with the potential to unlock powerful advances in medicine, energy, finance and beyond. At PsiQuantum, we’re focused on building the world’s first useful quantum computer.
A useful quantum computer requires at least 1,000,000 qubits and error correction. We believe photonics is the only path to building a useful quantum computer.
Our team at PsiQuantum is a mix of quantum physicists, semiconductor, systems, and software engineers, system architects and more. Error correction is at the centre of everything we do; and we focus on solving real-world problems.
If you’re interested in joining our team, we are always open to hearing from exceptional people interested in working on one of the defining technologies of our lifetime.
Investor
2024
Redwood Materials is building the U.S. stockpile of critical materials and deploying large-scale energy storage. Founded by JB Straubel, the company produces lithium, nickel, cobalt, copper, and cathode active material at scale in the U.S., manufactures key components for advanced batteries, and deploys energy storage systems that power data centers and the nation’s grid. Redwood is expanding domestic capacity for next-generation energy storage and strengthening U.S. energy dominance.
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Experience · 24 entries
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Investments (21)
Founder (1)
Board (1)
2026
Investor
Aug 2026
Formlabs builds the tools that make it possible for anyone to bring their ideas to life. Headquartered in Somerville, Massachusetts with offices in Germany, Japan, China, Singapore, and Hungary, Formlabs is the professional 3D printer of choice for engineers, designers, manufacturers, healthcare providers, and decision makers around the globe. Formlabs products include the Form Series SLA printers, Fuse Series SLS printers, Form Wash and Form Cure post-processing solutions.
Investor
Jun 2026
Lyten is the Supermaterial Applications Company building the critical infrastructure that powers the next era of energy, AI data centers, and defense.
The energy transition, data centers, and advanced manufacturing is reshaping global demand for power. Lyten is focused on delivering the energy infrastructure these industries need; manufactured domestically, engineered for resilience, and designed to be cleaner.
We recently announced Lyten Industrial Hubs, which collocate gigawatt scale battery manufacturing with data center sites. Our Voltpack Mobile System (VMS), part of our integrated power management platform, powers industrial, commercial, and defense operations as well as the AI buildout itself.
Advanced batteries and integrated power systems sit at the center of the energy transition. Our lithium-sulfur chemistry eliminates 90% of the mined minerals required by conventional batteries, localizes supply chains, and uses an abundant industrial byproduct to deliver high energy density cells across a wide range of applications. Weve also recently acquired the advanced lithium-ion battery technology developed by Northvolt, formerly Europes largest battery manufacturer, which now powers our BESS and other battery products.
Beyond energy, our Lyten 3D Graphene™ supermaterial platform also solves specific problems across essential industries and infrastructure; including concrete admixtures for stronger, lower-carbon construction, structural adhesives and 3D printer filaments for advanced manufacturing, and gas-vapor and bio-sensors transforming health, safety, and logistics.
Founded in 2015 and headquartered in San Jose, CA, Lyten is backed by more than $625M in equity investment and holds 1,000+ patents granted or pending. Weve been named to Fast Companys Most Innovative Companies, TIMEs Americas Top GreenTech Companies (2024, 2025, & 2026), and the Silicon Valley Defense Journals Top 100 National Security Companies three years running.
Investor
May 2026
We are Sila—a next generation battery materials company dedicated to accelerating energy transformation for a more sustainable future.
Our next-gen anode material is the first significant chemistry improvement to lithium-ion batteries to reach the market in 30 years. Our silicon anode material is a simple drop-in replacement to graphite and significantly boosts the energy density of lithium-ion batteries without compromising performance.
Today, Sila science powers innovative consumer electronics. Tomorrow, it will fuel our EV future and the electrification of everything.
We work directly with leading consumer electronics and automotive OEMs to help accelerate product roadmaps, and partners with battery manufacturers commercial cell production. Our partners include BMW, Daimler, and ATL.
Sila Nano’s first products significantly increase the energy density of state-of-the-art lithium-ion batteries. Our materials are manufacturable economically at scale and are drop-in replacements to existing battery manufacturing processes.
Investor
Apr 2026
Vulcan Elements is changing the way we power the next generation of aerospace, defense, and critical technologies, securing supply chains and enhancing resilience for partners across industries.
Investor
Feb 2026
A New Era for Industry ➡️ A World Made from Air™
Twelve is a next-generation industrial company reinventing how essential products are made from the molecule up.
AirPlant™ is our Power-to-X Platform that uses CO2, water, and electricity to produce essential fuels and chemicals that underpin the global economy. Built for distributed hydrocarbon production that harnesses onshore feedstocks, AirPlant creates a more resilient and flexible model for industrial manufacturing.
AirPlant™ One, located in Moses Lake, Washington, is more than a single plant. It is the first node in a distributed eManufacturing platform for fuel and chemical production.
We are on a mission to advance industry for the next century, and lead a new era of innovation where everyday products are made from air.
Show all 24 entries ↓
Investment activity
2024–2026 · 21 investments
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