Crusoe Energy (flare gas-powered), Lancium (behind-the-meter renewable), EdgePresence (modular edge).
Heliogen, Safari Energy.
Equinix, Digital Realty, QTS (utility-dependent).
Stem Inc., AutoGrid, Enchanted Rock.
Off-grid, solar-powered data centers deployed in months versus 3-5 year grid interconnection timelines. DC-native power distribution claiming 26% energy savings over AC conversion. Three ex-Tesla manufacturing engineers who scaled hardware production at Tesla's most critical moments. The deployment speed advantage compounds as AI compute demand outpaces grid capacity.
Using predictive equipment failure detection, real-time energy optimization, geospatial site optimization, battery degradation forecasting, and adaptive thermal management.
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.