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Michael McNamara Bet the AI Boom Would Run Into a Power Problem
Before AI made electricity the technology industry's favorite constraint, Michael McNamara was working on a stranger idea: data centers that behave less like stubborn factories and more like courteous guests of the grid.
Lancium Bet on Bitcoin’s Power Problem. AI Made the Grid Its Product
Lancium started by teaching Bitcoin mines when to switch off. A delayed rollout and the AI power crunch turned that clever software idea into something much bigger: the land, wires and energy system beneath gigawatt-scale computing.
Hammerhead AI
Hammerhead AI is a Redwood City data center infrastructure startup that uses reinforcement learning agents to turn stranded power into usable AI compute. Its ORCA platform (Orchestrated RL Control Agents) coordinates power, cooling, and GPU workloads in real time so operators can raise token throughput by up to 30% within their existing power envelope - without waiting for new grid capacity. Founded in 2024 by former AutoGrid executives Rahul Kar and Rajeev Singh, the company emerged from stealth in November 2025 with a $10M seed round led by Buoyant Ventures.