Chris Barber(@chrisbarber):I asked people: "which AI supply chain startups (compute, power, chips, datacenters) valued at $10b or less are most interesting?" 10 votes: MatX 8: American Terawatt 6 each: Lightmatter, Modal, Prime Intellect 4 each: Valar Atomics, Wafer 3 each: Ayar Labs, d-Matrix, Gimlet Labs, Heron Power, Olix, Panthalassa, Positron, Substrate, Taalas, Tenstorrent, xLight 2 each: Aalo Atomics, Corintis, Fab2, General Matter, Ornn, SF Compute, Starcloud, Stone Power, TensorWave 1 each: 49 more startups, see image and below People also voted for Base Power, Crusoe, Etched, and Fluidstack but those are over the valuation limit. Disclosure: I'm a small angel in American Terawatt and Wafer. I didn't vote.

2026.08.20 15:45

I asked people: "which AI supply chain startups (compute, power, chips, datacenters) valued at $10b or less are most interesting?" 10 votes: MatX 8: American Terawatt 6 each: Lightmatter, Modal, Prime Intellect 4 each: Valar Atomics, Wafer 3 each: Ayar Labs, d-Matrix, Gimlet Labs, Heron Power, Olix, Panthalassa, Positron, Substrate, Taalas, Tenstorrent, xLight 2 each: Aalo Atomics, Corintis, Fab2, General Matter, Ornn, SF Compute, Starcloud, Stone Power, TensorWave 1 each: 49 more startups, see image and below People also voted for Base Power, Crusoe, Etched, and Fluidstack but those are over the valuation limit. Disclosure: I'm a small angel in American Terawatt and Wafer. I didn't vote.