Compute & Semiconductors

18 companies

Compute is the new oil. These companies design the chips and architectures that power everything from AI training clusters to edge devices. Physics sets the frontier now, and the race has never been more strategic.

18 companies
Armada logo

Deploys mobile data centers fast.

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Series A
Founders
Jonathan Runyan, Dan Wright
HQ City
San Francisco, CA
Founded
2022
Socials
Total Raised
$226M
Employees
201-1,000
Last Round Date
Jul 2025
Atom Computing logo

Builds neutral-atom quantum computers.

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Series B
Founders
Benjamin Bloom, Jonathan King
HQ City
Berkeley, CA
Founded
2018
Socials
Total Raised
$90M
Employees
51-200
Last Round Date
Apr 2024
Atomic Semi logo

Builds fast, flexible chip fabs.

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Seed
Founders
Sam Zeloof, Jim Keller
HQ City
San Francisco, CA
Founded
2023
Socials
Total Raised
$15M
Employees
21-50
Last Round Date
Feb 2023
Cerebras Systems logo

Builds massive AI chips.

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Series D+
Founders
Sean Lie, Jean-Philippe Fricker, Andrew Feldman, Gary Lauterbach, Michael James
HQ City
Sunnyvale, CA
Founded
2015
Socials
Total Raised
$750M
Employees
201-1,000
Last Round Date
Oct 2025
Daylight logo

Builds paper-like display computers.

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Series A
Founders
Anjan Katta
HQ City
San Francisco, CA
Founded
2018
Socials
Total Raised
$12M
Employees
21-50
Last Round Date
Nov 2025
Etched logo

Builds silicon-based AI transformers.

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Series A
Founders
Gavin Uberti, Chris Zhu
HQ City
Cupertino, CA
Founded
2022
Socials
Total Raised
$245M
Employees
21-50
Last Round Date
Jul 2025
Extropic logo

Builds physics-based compute chips.

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Founders
Trevor McCourt, Guillaume Verdon
HQ City
Austin, TX
Founded
2022
Socials
Total Raised
$14.1M
Employees
21-50
Last Round Date
Jan 2025
Framework Computer logo

Builds modular personal computers.

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Series A
Founders
Nirav Patel
HQ City
San Francisco, CA
Founded
2019
Socials
Total Raised
$44M
Employees
51-200
Friend logo

Builds AI-powered wearables.

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Founders
Avi Schiffmann
HQ City
San Francisco, CA
Founded
2023
Groq logo

Delivers LPU-based AI compute.

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Series D+
Founders
Jonathan Ross
HQ City
Mountain View
Founded
2016
Socials
Total Raised
$2.2B
Employees
201-1,000
Last Round Date
Aug 2024
Looking Glass Factory logo

Displays holograms in 3D.

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Series B
Founders
Alex Hornstein, Shawn Frayne
HQ City
New York, NY
Founded
2014
Socials
Total Raised
$65.1M
Employees
21-50
Last Round Date
May 2025
Normal Computing logo

Deploys enterprise-grade generative AI.

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Founders
Matthias Tan, Faris Sbahi
HQ City
New York, NY
Founded
2022
Last Round Date
Apr 2024
Nvidia logo

Delivers AI compute solutions.

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Public
Founders
Jensen Huang, Chris Malachowsky, Curtis Priem
HQ City
Santa Clara, CA
Founded
1993
Socials
Employees
5,001+
Last Round Date
Jan 1999
PsiQuantum logo

Builds photonic quantum computers.

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Series D+
Founders
Mark Thompson, Jeremy O'Brien, Terry Rudolph, Peter Shadbolt
HQ City
Palo Alto, CA
Founded
2015
Socials
Total Raised
$1.4B
Employees
201-1,000
Last Round Date
Sep 2025
Sol Reader logo

Builds wearable digital readers.

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Founders
Ben Chelf, Trae Stephens
HQ City
San Francisco, CA
Founded
2021
Socials
Total Raised
$7.8M
Employees
1-20
Last Round Date
Sep 2023
Sphere Semi logo

Designs analog chips with AI.

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Seed
Founders
Steven Glinert
HQ City
San Francisco, CA
Founded
2024
Total Raised
$3M
Employees
1-20
Last Round Date
Sep 2025
Substrate logo

Builds next-gen chipmaking tools.

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Series A
Founders
James Proud, Oliver Proud
HQ City
San Francisco, CA
Founded
2022
Total Raised
$100M
Last Round Date
Oct 2025
Tenstorrent logo

Builds open AI hardware stacks.

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Series D+
HQ City
Toronto, Canada
Founded
2016
Total Raised
$1.1B
Employees
201-1,000
Last Round Date
Dec 2024

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