ai-data-centers
(10)
Riot Platforms, Inc.
Riot spent years turning cheap electricity into Bitcoin. Now the same land, substations and cooling know-how are being repackaged for AI - a pivot that could make the power connection more valuable than the mine.
Digital Power Optimization, Inc.
Digital Power Optimization (DPO) is a New York-based energy services company that builds and operates 'power-first' flexible data centers at renewable power plants. Its on-site data centers - running bitcoin mining and AI workloads - consume electricity only when it is curtailed, wasted, or undervalued, then curtail during peak demand so power can be sold back to the grid. The model lets hydro, wind, and other generators capture over $100/MWh from otherwise stranded power while helping stabilize the grid.
NetBox Labs
NetBox Labs is the commercial company behind NetBox, the widely used open source network source of truth that engineering teams rely on to document, model, and automate their networks and infrastructure. Founded in 2023 by CEO Kris Beevers, the New York-based company builds commercial products - NetBox Cloud, NetBox Enterprise, NetBox Discovery, and NetBox Assurance - on top of the open source project, helping Fortune 500 enterprises, hyperscalers, AI data center operators, and government agencies replace spreadsheets and manual processes with an automation-ready model of their infrastructure.
Lumotive
Lumotive is a Redmond, Washington optical-semiconductor company that turns beam steering into a chip. Its patented Light Control Metasurface (LCM) technology uses thousands of tunable liquid-crystal optical resonators etched into a CMOS die to steer light electronically - no moving parts - powering solid-state LiDAR, 3D sensing, and, soon, optical switching for AI data centers. Spun out of Intellectual Ventures and Bill Gates-backed metamaterials research, the company sells programmable beamforming chips like the LM10 to sensor and systems makers rather than building full LiDAR units itself.
OpenLight
OpenLight is a Goleta, California silicon photonics company building the world's first open silicon photonics platform with integrated lasers. Spun out of Juniper Networks in 2022, it licenses a validated process design kit (PDK) and designs custom PASICs - photonic application-specific integrated circuits - that combine lasers, modulators, amplifiers and detectors on a single chip for AI data centers, datacom, telecom, LiDAR and quantum computing.
Thintronics
Thintronics is a San Francisco-based advanced materials company reinventing the humble insulator - the dielectric films that sit between the copper layers of every chip and circuit board. Founded in 2019 by chemist Stefan Pastine, the company designs new insulating materials from the molecular level up, aiming to deliver faster, lower-loss, lower-power interconnects for AI data centers, high-speed networking, and RF/millimeter-wave systems. Its pitch is pointed: challenge the Japanese incumbent Ajinomoto, which has held more than 90% of the dielectric build-up film market for three decades, with a US-made alternative built for the terabit age.
AheadComputing
AheadComputing is a Beaverton, Oregon semiconductor startup founded in 2024 by four former Intel CPU architects who left to build high-performance 64-bit RISC-V processor cores from a clean slate. Betting that the future bottleneck in AI and data-center computing is the CPU rather than the GPU, the company is designing a 'Big Core' out-of-order engine that maximizes per-core performance without the legacy baggage of x86. Backed by roughly $53M in seed funding from Eclipse, Toyota Ventures, Cambium and legendary chip designer Jim Keller, AheadComputing wants to prove that an open instruction set can deliver top-tier performance.
Build Block
Build Block is a Korea-founded real estate company that gives Korean investors and companies a single, end-to-end path into the U.S. property market. What began as a cross-border investment platform lowering the barrier for individual Asian investors has grown into a full-stack operator: brokerage, architectural design and permitting, construction management as a general contractor, and post-investment asset and facility management. Today it also builds the physical backbone of the AI economy - data centers and EPC plants for semiconductor, battery, and advanced manufacturing - for Korean firms reshoring to the United States.
SCINTIL Photonics
SCINTIL Photonics is a Grenoble-based, fabless silicon photonics company building the world's first single-chip, DWDM-native laser source for AI data centers. Spun out of CEA-Leti and founded by Sylvie Menezo, its proprietary SHIP (Scintil Heterogeneous Integrated Photonics) process integrates lasers, modulators and detectors onto one manufacturable chip - powering its LEAF Light light engine for co-packaged optics that promises roughly one-sixth the power consumption of conventional pluggable optics. The company raised a $58M Series B in September 2025 with participation from NVIDIA.
Ferric, Inc.
Ferric, Inc. is a New York semiconductor company that builds integrated voltage regulators (IVRs) - complete DC-DC power converters with thin-film magnetic inductors built directly into the chip. By shrinking power conversion down to silicon that can sit inside a processor package, Ferric cuts board space and bill-of-materials while improving energy efficiency, targeting the punishing power demands of AI accelerators, high-performance computing, and hyperscale data centers.