EnCharge AI is a Santa Clara semiconductor startup, spun out of Princeton University, building AI accelerator chips based on analog in-memory computing. Its charge-based architecture runs heavy AI workloads on laptops, workstations and edge devices at roughly 20x the energy efficiency of conventional GPUs. Its first product, the EN100 accelerator, delivers 200+ TOPS within an 8.25W power budget, aiming to move generative AI out of the data center and onto the devices people actually hold.
Numat is a Chicago-based advanced-materials company and the first to commercialize metal-organic frameworks (MOFs) at industrial scale. Its molecularly engineered, programmable 'sponges' capture, store, and separate hazardous chemicals for semiconductor, defense, and energy customers, reducing the impact of chemical products and processes on human health and the environment.
Metalenz is a Boston-based deep-tech company that replaces stacks of curved glass lenses with a single flat, nanostructured semiconductor chip called a metasurface. Spun out of Harvard's Capasso Lab, it is the first company to mass-produce meta-optics, shrinking cameras and sensors for smartphones, biometrics, and 3D sensing. Its flagship Polar ID brings polarization-based, payment-grade face authentication to devices at a fraction of the size and cost of existing systems.
Tom Molden is CIO of Global Executive Engagement at NinjaOne, a role that puts a 30-year IT practitioner in the room with the buyers he used to be. He learned automation in the car rental business, spent 14 years moving through the semiconductor industry across the US and Europe, then ran planning for a multi-billion-dollar IT transformation at General Motors before becoming Chief of Staff to GM's global CISO. Fluent in English and German, he trades in the language of boards: revenue, margin, and risk.
Rob Devlin is the co-founder and CEO of Metalenz, the first company to take metasurface optics out of the lab and into mass-market consumer devices. A Harvard-trained applied physicist who studied under Federico Capasso, he turned a Science cover paper into a fabless optical-semiconductor company that prints flat lenses in standard chip foundries. Under his leadership Metalenz shipped the world's first metasurfaces in consumer products with STMicroelectronics in 2022 and launched Polar ID, a polarization-based face authentication system. He keeps the first wafer of 10,000 metasurface lenses on his desk as a reminder of how a single fabrication shot eclipsed an entire PhD's worth of handmade devices.
Eximietas Design is a San Jose-headquartered engineering services firm that takes products from idea to silicon to intelligent ecosystem. Founded in 2023 by serial entrepreneur Jay Avula, its team covers the full stack of modern hardware and software - SoC and RTL-to-GDSII chip design, embedded firmware and board bring-up, and cloud, cybersecurity and AI/ML solutions. With roughly 600 engineers across the US and India and a leadership team that has collectively taped out more than 100 chips for the likes of Google, Cisco, Broadcom, Microsoft and Oracle, the company positions itself as a one-stop, full-cycle product development partner.
Gilad Shainer is Senior Vice President of Networking at NVIDIA, where he leads the strategy, marketing, and ecosystem development for the company's networking portfolio — including InfiniBand, Ethernet, DPUs, and interconnect technologies that power more than half the world's top 500 supercomputers. A Technion-trained electrical engineer who graduated Cum Laude at both B.Sc. and M.Sc. levels, Shainer spent nearly two decades at Mellanox Technologies before joining NVIDIA via the $6.9 billion acquisition in 2020. He founded the HPC-AI Advisory Council in 2008, which now spans 400+ organizations globally, co-founded the ISC Student Cluster Competition, holds two R&D 100 Awards (2015 and 2019), and has authored or co-authored dozens of papers across IEEE, ACM, and Springer venues. At a moment when AI factories are rewriting the rules of data center design, Shainer is the person making sure the wires — and the protocols running through them — are ready.
Jason Paul is Vice President of GeForce Platform Marketing at NVIDIA, where he has worked since 2003. Over more than two decades, he has led the marketing and launch of every major GeForce GPU generation, pioneered NVIDIA's SHIELD gaming ecosystem, championed GameWorks VR, and now spearheads the company's consumer AI push connecting RTX hardware to over 100 million Windows users. Educated at UCLA and Stanford (MBA), Paul sits at the crossroads of gaming hardware, software platforms, and the emerging era of on-device AI.
LaSandra Brill is Vice President of Global Digital Marketing at NVIDIA, one of the most influential technology companies in the world. Leading a team of 185+ people, she oversees data strategy, CRM, media, corporate social, marketing automation, NVIDIA.com, analytics, and NVIDIA's own AI marketing strategy. With 20+ years in tech marketing across Cisco and Symantec, she has been recognized as a Top 50 Influential Digital Marketer and Top 25 Women Who Rock Social Media. Beyond her work at NVIDIA, she is a published children's book author - her 2017 book 'Let's Be Friends' promotes inclusion for children with Down syndrome - and serves on the boards of LuMind IDSC Foundation, Special Olympics, and Abilities United.
Daedalus is an AI-driven precision manufacturing company building software-defined factories that produce high-precision parts for defense, medtech, semiconductors and industrial customers. Founded by former OpenAI Robotics technical lead Jonas Schneider, the company pairs off-the-shelf CNC hardware with its proprietary Manufacturing AI Platform to automate the work that traditionally requires veteran machinists - quoting, process planning, machine control and quality inspection - and runs it all out of a 50,000-square-foot factory in Karlsruhe, Germany.
EUV Tech builds the at-wavelength metrology tools that let the world's chipmakers see what their extreme ultraviolet lithography lines are actually doing. Founded in 1997 and headquartered in Martinez, California, the company supplies reflectometers, pellicle measurement systems, phase-imaging tools and SuMMIT software to every major semiconductor foundry running EUV. In 2023 it raised a Series A led by Intel Capital.
Alon Webman is the co-founder and CEO of Chain Reaction, an Israeli semiconductor company building purpose-built chips for encrypted computation, Bitcoin mining, and privacy-preserving AI. Before Chain Reaction, he co-founded Mellanox Technologies in 1999 and spent nearly two decades there, rising to VP-level roles before NVIDIA acquired Mellanox for $7 billion in 2020. A Technion graduate, Webman is now betting his second act on making fully homomorphic encryption practical at scale - a technology that would let clouds compute on data they can never see.
Chin Beckmann is the Co-Founder and CEO of DSP Concepts, the Santa Clara-based global leader in embedded audio software and creator of Audio Weaver — a platform that powers the sound systems in tens of millions of devices from Tesla, Mercedes-Benz, BMW, and Samsung. A concert pianist who holds degrees in Computer Engineering from Boston University and an MBA from Northeastern University, Chin co-founded DSP Concepts with her husband and CTO Paul Beckmann, building it from an audio engineering consulting firm's secret weapon into a Series C-funded company with $56.4M raised and revenue growing more than 100% since 2019. She also serves on the Audio Board of the Consumer Technology Association.
Farhat Jahangir is the Founder, President & CEO of GS Microelectronics (GSME), a San Jose-based semiconductor solutions company he founded around 2021-2022. With 25+ years in semiconductor manufacturing, operations, and chip design, he previously served as VP & General Manager at ON Semiconductor and SVP of Manufacturing at Quantenna Communications, where he helped steer the company through its 2016 IPO and a $1.1B acquisition. GSME raised a $35M Series B in January 2026, backed by Maverick Silicon, and has since made two strategic acquisitions - Sinble Technology Vietnam and Muse Semiconductor - to build a vertically integrated semiconductor services platform spanning chip design, MPW services, and advanced process node capabilities.
Hao Zhong is the CEO and Co-Founder of ScaleFlux, a San Jose-based fabless semiconductor company that builds computational storage drives and CXL memory solutions for cloud, AI, and data center workloads. With 20+ years in flash storage and LDPC technology — including stints at LSI, SandForce, and Fusion-io — Zhong co-founded ScaleFlux in 2014 to rethink what a storage device can do: compress data in hardware, cut write amplification, and deliver 4x effective capacity at roughly half the price of standard NVMe SSDs. ScaleFlux has raised $288M in funding and posted record-breaking growth in 2024.
Otto Marroquin is the Founder of Celera Corporation (operating as Celera Incorporated / Celera Semiconductor), an AI-powered analog semiconductor company headquartered in Alameda, California. Celera has built a patented platform - Nestos - that uses digital twins and behavioral modeling to automate analog IC design, cutting development cycles by up to 10x compared to traditional workflows. Backed by $23 million in funding including a $20 million Series A from Maverick Silicon in August 2025, Marroquin's venture targets the $70 billion analog semiconductor market with a platform that delivers custom analog ICs at a pace the industry has never seen before.
Patrick Naulleau is the CEO of EUV Tech Inc., a Martinez, California-based company leading the development of at-wavelength extreme ultraviolet (EUV) metrology tools for semiconductor manufacturing. With over 25 years of pioneering work in EUV lithography — including helping build the world's first EUV scanner at Lawrence Berkeley National Laboratory and co-developing the SHARP EUV mask microscope — Naulleau transitioned from world-class researcher to industry CEO in 2022. He holds a PhD in Electrical Engineering from the University of Michigan, is a Fellow of both Optica and SPIE, and has authored over 400 publications. EUV Tech raised a $36M Series A led by Intel Capital in 2023.
Reiner Pope is the co-founder and CEO of MatX, an AI chip startup based in Mountain View, California, designing purpose-built silicon for large language models. A former Google Senior Staff Software Engineer who led AI software development for Google's TPUs and served as Efficiency Lead for PaLM, Pope left Google one week before ChatGPT launched to build what he calls 'the best chips for LLMs that physics allows.' MatX has raised approximately $604M to date, including a $500M Series B led by Jane Street and Situational Awareness LP, and is building a hybrid SRAM-HBM chip architecture targeting the world's leading AI labs.
ScaleFlux designs computational storage drives and CXL memory devices that push compute into the storage layer itself. Founded in 2014 by chip and flash veterans Hao Zhong, Tong Zhang and Yang Liu, the Milpitas company sells NVMe SSDs whose on-drive ASICs handle compression, encryption and data services that used to burn host CPU cycles - giving enterprises more usable capacity, longer flash endurance, and faster database and AI workloads.
Gauss Labs is a Palo Alto-based industrial AI company building software that reads the firehose of data coming off semiconductor fabs and predicts what's about to go wrong. Spun out with $55M in seed capital from SK hynix in 2020, its Panoptes Virtual Metrology and Image Metrology products are deployed inside SK hynix's high-volume memory fabs, where they have measured tens of millions of wafers and cut process variability by double digits.
Daisy Cai is a General Partner at B Capital, the multi-stage venture firm co-founded by Eduardo Saverin. With nearly two decades of investment experience spanning Silicon Valley, Hong Kong, and global markets, she heads B Capital's China expansion and leads investments in deep tech, AI, robotics, autonomous systems, clean energy, and space technology. Before B Capital, she was a Partner at SoftBank Vision Fund and Managing Partner of Baidu Capital and Baidu Ventures. She holds a B.S. from Tsinghua University, an M.S. in Electrical Engineering from USC, and an MBA from Columbia Business School - and has six U.S. patents in semiconductor chip design.
Eileen Tanghal is the Founder and General Partner of Black Opal Ventures, a women-led early-stage venture capital firm based in New York investing at the intersection of healthcare and frontier technology. With over 20 years of VC experience spanning corporate venture (Applied Ventures, ARM Holdings), national security investing (In-Q-Tel), and European VC (Amadeus Capital, Kennet Partners), she co-founded Black Opal in 2021 alongside Dr. Tara Bishop - a friend of 30 years from their days as MIT engineering students. The firm raised a $58M debut fund with backing from Eli Lilly, Bank of America, and J.P. Morgan, and invests in companies using AI, bioengineering, and advanced computing to reshape how healthcare is delivered and who can access it.
Omni Design Technologies builds high-performance, ultra-low-power semiconductor IP - the data converters and mixed-signal blocks that move information between the analog and digital worlds. Its Swift family of ADCs, DACs and analog front-ends sits inside SoCs for AI infrastructure, 5G/6G, Wi-Fi 7, automotive lidar/radar, satellite links, and quantum control, fabricated on processes from 28nm down to advanced FinFET nodes.
Picarro builds laser-based gas analyzers that detect molecules at parts-per-billion (and better) using its patented Cavity Ring-Down Spectroscopy (CRDS). Its instruments are deployed by utilities, semiconductor fabs, biopharma cleanrooms, and climate scientists across roughly 90 countries to find methane leaks, measure greenhouse gases, monitor hazardous air pollutants, and track water isotopes.
Jeff Karras is a General Partner at America's Frontier Fund and co-founder of Alter Venture Partners, bringing over 20 years of venture capital experience to the intersection of deep tech, national security, and U.S. strategic competitiveness. With more than 40 investments and 23 exits - including 6 IPOs - he has backed companies spanning semiconductors, advanced manufacturing, synthetic biology, and AI. Before pivoting to frontier tech, he helped build SingTel Innov8's North American and Israeli operations and spent nearly a decade at Levensohn Venture Partners. A licensed pilot based in San Francisco, he is among a small cohort of investors who believe the most important technology companies of the next decade will emerge from the overlap of commercial innovation and government-scale problems.
Yatin Mundkur is a General Partner at Artiman Ventures, a Palo Alto-based early-stage venture fund with over $1 billion under management. With 25+ years spanning semiconductor design, founding a company, and two decades of VC investing, he holds 14 patents and has backed companies through 14 IPOs and 38 acquisitions. He also serves as CEO of Cellworks Group, applying his engineering roots to precision medicine.
James Hardiman is a General Partner at DCVC (Data Collective Venture Capital), a deep tech-focused VC firm based in Palo Alto. A physicist by training with a BS in Engineering Physics from UC Berkeley and an MBA from University of Chicago Booth, he has been investing at DCVC since 2013 - backing companies at the intersection of hard science and transformative industry applications. His portfolio spans AI-native biotech, quantum computing, industrial robotics, and advanced materials, with board seats at companies including Lumafield, Q-CTRL, NOETIK, and Slip Robotics. Promoted to General Partner in July 2023, Hardiman brings a rare combination of hands-on technical experience (Lam Research, semiconductor processing) and strategic consulting chops (ZS Associates in healthcare/biotech, Blackstone in M&A) to his work as a deep tech investor.
James Wang is the General Partner of Creative Ventures, a San Francisco-based deep tech venture capital firm managing a $50M fund focused on AI, robotics, hardware, industrial automation, healthcare, agriculture, energy, and climate. With a background spanning Bridgewater Associates, Google X (Makani), co-founding the femtech startup Lioness Health, and a career in West African microfinance, Wang brings a rare combination of finance, engineering, and social-impact instincts to early-stage investing. He is also the author of 'What You Need to Know About AI' (2025) and publishes the 'Weighty Thoughts' Substack to over 3,000 subscribers.
Peter Barrett is the Founder and General Partner of Playground Global, a Palo Alto-based deep tech venture firm managing over $1.2 billion across three funds. An Australian-born engineer turned investor, Barrett holds 100+ patents, gave Elon Musk one of his first jobs in the 1990s, and built the world's most popular IPTV platform at Microsoft before pivoting to backing founders working on problems that sit 'somewhere between improbable and impossible.' Playground Global's portfolio spans quantum computing, robotics, synthetic biology, and energy transition — representing Barrett's conviction that the computing and industrial revolutions are still ahead of us.
Frank Ferrante is the CEO of ForwardEdge ASIC, a Lockheed Martin subsidiary dedicated to advancing U.S. domestic semiconductor chip design. A 30-year veteran of the semiconductor industry, Ferrante has held leadership roles at Intel (Senior Director of Military, Aerospace and Government), Wolfspeed (VP of Worldwide Automotive Sales and Marketing), and Altera. He is a vocal advocate for U.S. advanced manufacturing policy, having advised policymakers on the CHIPS Act, SHIP, and RAMP-C initiatives. Under his leadership, ForwardEdge ASIC achieved U.S. Government Trusted IC Vendor Status in February 2026 and selected the MIPS S8200 for mission-critical autonomous platform ASICs.