AI supply chain startups: Frontier List

Votes	Company	Founders		Team size	HQ
10	MatX		Reiner Pope, Mike Gunter	51-100	Mountain View
8	American Terawatt		Anton Troynikov, 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	51-100	SF
4	Valar Atomics		Isaiah Taylor	101-250	El Segundo
4	Wafer		Emilio Andere, Steven Arellano	1-10	SF
3	Ayar Labs	MP	Mark 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	BM	Garth Sheldon-Coulson, Brian Moffat	51-100	Portland
3	Positron		Edward Kmett, Thomas Sohmers	51-100	Reno
3	Substrate	OP	James Proud, Oliver Proud	51-100	SF
3	Taalas	LBDILB	Ljubisa 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	DDLR	Scott Nolan, Lee Robinson	51-100	SF
2	Ornn		Kush Bavaria, Wayne Nelms	11-25	NYC
2	SF Compute		Evan Conrad, Eric Park, Ethan Anderson, Eric Menees, Alex Gajewski	51-100	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	101-250	Las Vegas