AI workloads generate unprecedented heat, forcing new architecture of data center thermal systems
Every GW of new compute brings massive incremental cooling demand
Karman built the HPU to solve exactly this. Proud to have backed team from day zero
https://t.co/7A1UoV0QdZ
Big day for Karman introducing the Heat Processing Unit (HPU): a new category of thermal infrastructure for giga-scale AI. As data centers push toward scale, heat has become the real bottleneck. The HPU is designed to reduce footprint, cut energy use & run with zero water.
@Andercot Actually almost all options is legacy technology not developed specifically for AI factories and thus are not great solutions for hundreds of MW to GW sized sites. But stayed tuned for an announcement from us in a few weeks 🤫
Reminder: I am actively investing $1M in founders raising their first round across:
⚡️energy generation & storage
🤖robotics & physical AI
🛰️defense & space tech
📶next-gen comms infrastructure
🏭manufacturing & industrials
DM if you're starting a company & raising soon 🙌
Is venture broken today? No.
But early-stage VCs need more courage.
In deep tech, the “weird,” the non-obvious, the misunderstood…those are the companies that break out.
Think:
– Desalination before @VitalLyfe
– Fishing automation before @ShinkeiSystems (@IanRountree)
– Industrial thermal energy before @7earse started Karman
As @caitlinbolnick1 says, it’s about “the weird & wonderful.”
Enough VC group-think chasing only AI & defense trends. It feels safer for IC memos & LP calls, but it’s worse for returns.
Go where others won’t. Back the founders building in overlooked markets. Build durable companies.
After popular demand, we broke down 'The Current State of Global Chip Supply, Power Constraints, & Competition'
Special thank you to Dylan Patel Founder of SemiAnalysis, Talal Al Kaissi, Group Chief Global Affairs of G42, Packy McCormick of Not Boring, and Gil Verdon of Extropic, for input, editing, & research.
Full piece linked below
@dylan522p@SemiAnalysis_@TalalAlKaissi@packyM@beffjezos
Congrats to @7earse & Karman Industries team on successfully building & testing Thermal01 in less than nine months
A new thermal energy prime is arriving 🔥
Congrats to Karman + @7earse on raising $7.5M Seed Round! 👏
This team launched & closed their Pre-Seed only 4 months ago. Momentum since then has been 🔥
Energy industry sorely needs new industrial heat pumps, Karman is delivering on that promise.
Stay tuned for Thermal01 👀
Very excited to announce @TheSpaceVC’s latest investment into Karman Industries⚡️🔥
The manufacturing world relies on high-temperature heat, historically using natural gas boilers
Those days are numbered.
Factories are switching to renewables & need a low-cost, efficient & mass-manufactured industrial heat pump 🏭
Couldn’t be more excited to partner with David & CJ and our friends at Riot Ventures
https://t.co/kEcWUwyAqC
We are thrilled to announce our partnership with @AirMethodsCorp to deliver FlightOS technology into more than 400 single-engine helicopters and fixed-wing aircraft. Learn more about our partnership in our latest release:
https://t.co/iNUPFNDn9V
#FlightOS#safety#AeroSpace
We’re committed to flying more people with more safety, and FlightOS is making that possible. As part of this mission, we’re thrilled to bring on Michael Huerta, former head of @FAAnews and Chris Hart, former chairman of @NTSB as advisors to guide our FAA certification process.