Srini Ananth

Intel Capital Verified account @intelcapital · Oct 15

Today, @MueonCorp announced $65M in Series A funding led by Maverick Silicon, with participation from Intel Capital. The company is moving its Cubelets 3D compute and memory architecture toward system validation and production, targeting up to 10X power and cost efficiency within the same rack footprint.

Read more from Phoebe Liu (@_pheebini) at @TheInformation:
theinformation.com/briefings/excl…

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Debo Olaosebikan Verified account @dolaoseb · Sep 9

Today, after 7 years in stealth, I, @emeskey and our co-founders are proud to announce @keplercompute.

The world is much better off when we give power & intelligence to the people. When everyone can become their highest selves by pairing their human creativity with the exponentially rising intelligence from our magnificent computers.

Our goal is to unlock the power of frontier intelligence for everyone by pushing memory and logic chip manufacturing to the limits of physics.

To achieve this, we will move the world from one of compute scarcity to abundance where we can make orders of magnitude more chips per dollar and can lower datacenter energies to the limits of physics. We will use physics to ensure we have enough chips and that we can power them on.

Why is compute scarce?
Today's dominant approach - shrinking transistors with EUV - has run into $20B-$40B fabs that take years to build. Sized against that risk, the industry (quite rationally!) grows capex much slower than AI demand that can grow 10x in a year.

In the current system, scarcity is built in.

A different way is possible.

We founded Kepler on the following beliefs:
1. It is possible to build leadership chips without a dependence on EUV
2. It is possible to achieve multiple orders of magnitude more intelligence per watt by evolving chips 2D Silicon to 3D Beyond silicon
3. It is possible to get much closer to the physical limits of computing than we are today while staying within mainstream digital computing

Memory is the biggest binding constraint on AI compute and so we start with a new frontier of AI memory- approaching the bandwidth per watt of SRAM, going up to 10x beyond the capacity of HBM. We use 3D and materials innovations that allow for leapfrogging leading nodes while requiring no EUV lithography and allowing us use fabs that already exist.

Our team co-led one of the industry's first 3D chip-stacking technologies, has led and scaled seven generations of DRAM and multiple logic designs into billions of chips. We built the world's first commercial physical synthesis tool and techniques at the heart of the logic design industry and solved long standing challenges in ferroelectrics, invented beyond CMOS logic devices. We would love to work with you to reinvent chip manufacturing here in America.

We have raised $468m, built our own fab and our AI memories sample this year and ramp to production next year. We are allocated for 2027 and will be scaling in America by 2028.

We are open for business, please get in touch to work together. We are also growing the group of Keplerians and would love to work with you.

Learn More @ Kepler: keplercompute.com
Read our story in @WIRED: wired.com/story/a-new-do…

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Shaun Maguire Verified account @shaunmmaguire · Jun 5

SpaceX just quietly amended its S-1 announcing another mega deal

$920M/month from Google from October 2026 through June 2029

With both parties being able to terminate the agreement with 90 days notice

Things are getting exciting 🚀

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Lip-Bu Tan Verified account @LipBuTan1 · Oct 1, 2025

Very proud that Rivos, a Walden Catalyst portfolio company we helped build from Day one has been acquired by @Meta.

In 2021, together with my longtime friend Amarjit Gill, we worked to bring together an outstanding founding team: Puneet Kumar, Mark Hayter, Belli Kuttanna, and Tse-yu Yeh to start the company. Walden Catalyst was the anchor founding investor and I served as Chairman to support the team.

The journey was far from easy. Rivos faced many challenges, including a lawsuit that created uncertainty in the early years, but the co-founders showed resilience and focus. At that critical period, I deeply appreciate the financial support from my dearest friend David Goel, founder and managing partner of Matrix Capital. Along the way, I encouraged a pivot to AI workloads and a closer partnership with Meta, which changed the company trajectory.

This outcome is also a reflection of the amazing Walden Catalyst team, including my partner and co-founder Young Sohn, and our partners Shankar Chandran, Francis Ho, Nicola Autret, Andy Kau and Roni Hefetz.

Congratulations to Puneet, Mark, Belli and Tse-Yu, and the entire Rivos team!

Full story: waldencatalyst.com/blog/from-idea…

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Intel Capital Verified account @intelcapital · Aug 20, 2025

Congrats to @fieldai_ on raising $400M+ in new #funding to continue advancing the “brains” in general-purpose #robotics 🤖 Learn more about how FieldAI’s physics-first #foundationmodels are designed for embodied intelligence: bit.ly/4oFNJAx

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