storage
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The Postgres Company That Let AI Write the Signups
It started as the open-source answer to Firebase. Then AI coding agents adopted it as their default backend, and Supabase doubled its valuation to $10.5 billion in eight months.
Marvell Technology
Marvell Technology is a Santa Clara-based fabless semiconductor company that designs the chips underpinning modern data infrastructure. Founded in 1995, it has pivoted under CEO Matt Murphy from consumer and mobile silicon into custom AI accelerators (XPUs), electro-optics, high-speed Ethernet switching, DSPs and storage controllers. Its parts move data inside and between the hyperscale data centers run by companies like Amazon, Microsoft and Alphabet, making it one of the key merchant and custom silicon suppliers powering the AI buildout.
Cohesity
Cohesity is a Santa Clara-based data security and management company that helps enterprises back up, protect, secure, and recover their data across on-premises, cloud, and SaaS environments. Founded in 2013 by Mohit Aron, it built a hyperscale platform to consolidate fragmented secondary data, and after merging with Veritas' enterprise data protection business in December 2024 it became the world's largest data protection software provider, serving roughly 13,000 organizations including most of the Fortune 500.
MinIO
MinIO is a high-performance, S3-compatible object storage company building the data layer for AI. Its software-defined storage runs on commodity hardware in private clouds, on-prem, and at the edge, and is used by more than half of the Fortune 500 to power analytics, ML training, and exascale AI workloads.