Santa Clara CA. ARM-based 5G base station chip with integrated AI. Threshold Ventures portfolio (Mo Islam board). Targeting Open RAN infrastructure — combines connectivity and compute on a single chip. Raised $75M+ Series B. Relevant to defense/DoD 5G private network buildout.

Mountain View CA. AI inference chip company. Language Processing Unit (LPU) — purpose-built for ultra-fast LLM inference. IQT portfolio (George Hoyem board). Deployed in IC/DOD inference infrastructure. $640M raised, $2.8B valuation (2024). GCC/Middle East inference campus deployments noted by Hoyem as energy-AI nexus.

Geospatial AI and spatial computing company. Spun off from Niantic May 2025 after sale of games division (Pokémon GO) to Scopely. Initially capitalized $250M. Developing world foundation model for geospatial/AR/AI understanding. Rob Painter is Strategy/GTM.

San Francisco CA. AI for national security — automated analysis of text, audio, and video at scale for IC/DOD. IQT portfolio (George Hoyem board). Used by intelligence analysts to process large document corpora. Series C $110M 2021. Key customers: DoD, IC agencies. Founders: Sean Gourley (Oxford physicist, Quid founder).

AI data labeling and training platform. San Francisco CA. Accel + Tiger Global. Meta acquired 49% 2025 for $14B+. CEO: Alexandr Wang. Critical infrastructure for LLM training.

San Mateo CA. Hybrid cloud data warehouse for analytics at scale. Threshold Ventures portfolio (Mo Islam board). Focus on enterprises with large, complex analytical workloads including financial services and government. Raised $200M+.