Cerebras Systems, Groq, SambaNova Systems.
Together AI, Fireworks AI, Anyscale.
Lightmatter, Luminous Computing, Ayar Labs (optical interconnects), Celestial AI.
AWS Inferentia, Google TPU, Azure Maia.
Photonic interconnects operate on different physics than electrical data movement: speed-of-light transmission with near-zero heat generation. Multiple MIT degrees in EE and physics, plus NASA optical systems experience, represent a talent and IP moat. If the technology works at scale, the cost-per-inference advantage compounds at trillion-parameter model sizes.
Using photonic inference optimization for optical data movement, scalable inference orchestration, and automated model adaptation for photonic hardware.
Transformer-only ASIC and inference supercomputer stack positioned against Nvidia B200.
If transformers remain dominant, hardwiring the graph into silicon plus owning the pod and rack layer gives Etched a cost-per-token edge NVIDIA cannot match without abandoning generality.
Lets mechanical engineers design parts in seconds instead of hours with AI-native CAD.
SolidWorks has not been meaningfully challenged in 30 years. Aurorin built a parametric kernel from scratch with an AI chat interface, and a 3x SpaceX intern with GPU engineering experience is exactly the right person to do it.
Helps hardware engineers find components in seconds with AI search inside Slack and Teams.
Hardware engineers waste hours cross-referencing datasheets across distributor sites. BaseFrame embeds a parts copilot directly in Slack and Teams, which is where the buying conversations already happen.
Deploys 24/7 AI agents that automate sales, rental, and service for equipment dealers.
Industrial equipment dealers run sales, rental, and service across phone, email, and web chat with no automation. Chasi deploys 24/7 AI agents across all channels, and the founder led AI deployments at Cummins and Harley-Davidson, so he already has the Rolodex.