MIPS is a San Jose-based semiconductor IP company with a 40-year heritage in RISC computing. After abandoning its own legacy architecture, MIPS reinvented itself around the open RISC-V instruction set and now builds compute subsystems for autonomous platforms across automotive, industrial, robotics, and edge AI markets. Its Atlas portfolio - spanning Sense, Think, Act, and Communicate building blocks - targets the low-latency, safety-critical demands of what the company calls Physical AI. In July 2025, GlobalFoundries announced a deal to acquire MIPS.
Lightmatter is building a photonic supercomputer. The Mountain View company uses light, not electrons, to move data between AI chips - tackling the bandwidth and energy wall that's about to crash into the next generation of data centers. Its Passage interconnect and Envise processor aim to connect millions of chips at the speed of light.
Itzik Gilboa is the CEO of minds.ai, a Santa Cruz-based AI company applying multi-agent reinforcement learning to semiconductor fabrication. With aerospace and materials science degrees from the Technion and decades of experience at Cypress, SanDisk, and Western Digital, he bridges the gap between chip-floor pragmatism and cutting-edge AI research. Under his leadership, minds.ai secured a multi-year partnership with GlobalFoundries to deploy its Maestro(R) platform across global fab operations, aiming to reduce cycle times, improve on-time delivery, and help fabs run at peak efficiency in a world where every nanosecond of lost throughput costs millions.