Archimede builds hardware and software to bring internet and power to places without traditional infrastructure. Using solar energy and satellite networks, the company enables real-time monitoring and automation for logistics, agriculture, and industrial clients. Backed by the European Space Agency and already working with partners like GLS and Moak, Archimede is launching its full platform in 2025.

Saronic is a U.S.-based defense technology company focused on autonomous surface vessels (ASVs) for maritime defense. Founded in 2022, it matters because it fills a critical operational and industrial gap in U.S. shipbuilding capacity. As the Pentagon shifts toward a hybrid fleet of manned and unmanned systems, Saronic’s scalable, AI-integrated platforms are positioned to become foundational assets for the next generation of naval operations.

OpenAI’s mission is to ensure that artificial general intelligence (AGI)—by which we mean highly autonomous systems that outperform humans at the most economically valuable work—benefits all of humanity. The company trained a model called ChatGPT which interacts in a conversational way. The dialogue format makes it possible for ChatGPT to answer follow-up questions, admit its mistakes, challenge incorrect premises, and reject inappropriate requests.

Shield AI has raised $1.3 billion to date, most recently closing a $240 million Series F round in March 2025 at a $5.3 billion valuation. Led by Hanwha Asset Management with backing from L3Harris and Andreessen Horowitz, the funding supports the expansion of Hivemind across military and commercial platforms.

Skydio is the leading U.S. manufacturer of autonomous drones, combining advanced AI with rugged hardware to support mission-critical operations in defense, public safety, and infrastructure. Backed by top-tier investors and trusted by the U.S. government, Skydio is redefining how drones are used in the real world—autonomously, intelligently, and at scale.

Developer of artificial intelligence-based hardware and software technology designed to solve critical challenges in the national security sector. The company's technology leverages virtual and augmented reality algorithms, computer vision, sensor fusion, optics, and automation to monitor threats and improve surveillance, enabling clients to transform defense capabilities and radically solve complex national security challenges.

PsiQuantum has raised over $2 billion from top venture funds and government partners to build the world’s first utility-scale quantum computer. Backed by investors like BlackRock and major national programs, the company is positioned to lead the shift from quantum research to real-world deployment.

Lightmatter pioneers photonic computing, integrating light-based processors with advanced optics to revolutionize AI infrastructure. Their flagship products—Envise™, Passage™, and Idiom®—deliver unprecedented performance, scalability, and energy efficiency, positioning Lightmatter at the forefront of next-generation data center solutions. With over $850M in funding and a $4.4B valuation, Lightmatter is redefining the future of computing.

Armada AI’s goal is to deploy a “one box” turnkey solution that brings together multiple software and AI computing services plus connectivity hardware and data storage for industrial scale operations at the edge.We’re bullish on edge computing, and Armada is well positioned to lead the industry.

Firefly fits right at the heart of our America 2030 thesis—critical infrastructure, national capability, and private companies doing what used to be government-only. They’re building real hardware for defense and space, moving fast, and working with the right partners. We’re bullish on U.S. space, and Firefly is one of the few with the team, traction, and timing to lead it.

Groq is gaining momentum through major global partnerships and large-scale deployments, signaling growing market demand for its AI infrastructure solutions and hinting at a possible path toward a future IPO.

Crusoe builds and operates data centers powered by stranded and renewable energy, offering low-emission infrastructure for AI and high-performance computing. Its platform combines energy innovation with cloud services, providing a sustainable and cost-efficient solution for running large-scale AI models.

Developer of hypersonic weapons systems designed to deliver long-range, high-speed precision strikes against ground targets. The company's systems integrate solid rocket motors, advanced guidance, and targeting sensors, built for compatibility with existing military platforms. Castelion focuses on rapid development cycles, frequent flight testing, and scalable manufacturing to provide the U.S. military and its allies with affordable, next-generation strike capabilities designed to operate in contested environments.

Developer of a supersonic airliner designed to revolutionize high-speed air travel. The company's platform specializes in the development of sustainable, economically viable supersonic aircraft, offering dramatically reduced travel times and enhanced passenger experiences. By integrating advanced aerodynamics, sustainable aviation fuels, and cutting-edge propulsion systems, the platform aims to provide airlines and travelers with a new era of efficient and rapid global connectivity, enabling unprecedented speed and access while minimizing environmental impact.

Figure AI, founded in 2022 by entrepreneur Brett Adcock, is a robotics company developing general-purpose humanoid robots designed to address labor shortages across industries such as manufacturing, logistics, and retail. The company’s advanced AI-driven robotics integrate computer vision, machine learning, and autonomous mobility to perform structured and repetitive tasks traditionally handled by human workers. With a focus on scalable automation and real-world deployment, Figure AI aims to redefine workforce productivity through intelligent robotic solutions.

Developer of a wealth management platform designed to aggregate portfolio, market, and client data all in one place. The company's platform specializes in data aggregation, analytics, and performance reporting for complex investment portfolios to provide real-time portfolio reporting and insights required to make and implement investment decisions, enabling asset owners and advisors to have a clearer financial picture at every level to make informed, and timely decisions.

Huntress, established in 2015 by former NSA operators Kyle Hanslovan, Chris Bisnett, and John Ferrell, has emerged as a prominent provider of cybersecurity solutions tailored for small to medium-sized businesses (SMBs). The company’s managed security platform offers services such as Endpoint Detection and Response (EDR), Identity Threat Detection and Response (ITDR), and Security Awareness Training, specifically designed to meet the unique needs and budgets of SMBs.

Natilus is building the next generation air cargo freighter with organically designed and manufactured large capacity long distance Unmanned Aerial Vehicles (UAVs). Developing a family of blended-wing-body aircraft from cargo haulers to passenger aircraft that leverage improved aerodynamics, capacity and efficiency

xAI is actively operational and engaged in creating AI technologies with the intent to revolutionize human understanding of the universe. xAI operates within the artificial intelligence industry, focusing on advanced technologies to enhance scientific discovery. xAI is dedicated to advancing AI to help understand the universe. It focuses on creating innovative AI solutions that could dramatically improve scientific discovery

Redwood Materials + IPO CLUB: Pioneering Sustainable Battery Recycling. Redwood Materials is revolutionizing the battery recycling industry with its closed-loop supply chain solutions. Founded in 2017 by JB Straubel, the company focuses on recycling lithium-ion batteries to recover critical materials like lithium, nickel, and cobalt. With strategic partnerships with major automakers and a growing presence in North America, Redwood is at the forefront of sustainable battery production. Its innovative approach supports a circular economy, reducing reliance on newly mined resources and environmental impact. As the demand for electric vehicles and renewable energy solutions continues to rise, Redwood Materials is poised to play a crucial role in shaping the future of sustainable energy storage.