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Most interesting AI supply chain startups

I asked people which AI supply chain startups (compute, power, chips, datacenters) they think are the most interesting, at a $10b valuation or less.

Votes	Company	Founders	Team size	HQ
10	MatX	Reiner Pope, Mike Gunter	51-100	Mountain View
8	American Terawatt	Anton Troynikov, Ricky Moezinia, Robert Parker, Ron Bhattacharyay	11-25	SF
6	Lightmatter	Nick Harris, Darius Bunandar, Thomas Graham	101-250	Mountain View
6	Modal	Erik Bernhardsson, Akshat Bubna	101-250	NYC
6	Prime Intellect	Vincent Weisser, Johannes Hagemann	26-50	SF
4	Valar Atomics	Isaiah Taylor	51-100	El Segundo
4	Wafer	Emilio Andere, Steven Arellano	1-10	SF
3	Ayar Labs	MPMark Wade, Chen Sun, Miloš Popović, Vladimir Stojanovic	101-250	Santa Clara
3	d-Matrix	Sid Sheth, Sudeep Bhoja	101-250	Santa Clara
3	Gimlet Labs	JB Zain Asgar, James Bartlett, Michelle Nguyen, Natalie Serrino, Omid Azizi	26-50	SF
3	Heron Power	Drew Baglino	51-100	Scotts Valley
3	Olix	James Dacombe	51-100	London
3	Panthalassa	BMGarth Sheldon-Coulson, Brian Moffat	51-100	Portland
3	Positron	Edward Kmett, Thomas Sohmers	51-100	Reno
3	Substrate	OPJames Proud, Oliver Proud	51-100	SF
3	Taalas	LBDILBLjubisa Bajic, Drago Ignjatovic, Lejla Bajic	51-100	Toronto
3	Tenstorrent	Ivan Hamer, Milos Trajkovic	250+	Toronto
3	xLight	Will Schumaker, Nicholas Kelez	26-50	Palo Alto
2	Aalo Atomics	Matt Loszak, Yasir Arafat	101-250	Austin
2	Corintis	Remco van Erp, Sam Harrison	51-100	Lausanne
2	Fab2	Sam Zeloof, Jim Keller	51-100	Austin
2	General Matter	DDLRScott Nolan, Drew DeWalt, Lee Robinson	26-50	SF
2	Ornn	Kush Bavaria, Wayne Nelms	11-25	NYC
2	SF Compute	Evan Conrad, Alex Gajewski	26-50	SF
2	Starcloud	Philip Johnston, Adi Oltean, Ezra Feilden	51-100	Redmond
2	Stone Power	Dylan Morris	11-25	Hawthorne
2	TensorWave	Darrick Horton, Jeff Tatarchuk, Piotr Tomasik	51-100	Las Vegas