Kepler Computing

AI memory and logic. Made in America

[Kepler Computing @keplercompute]

We are proud to announce @keplercompute. Our mission is unlock computing for everyone by pushing memory and logic to the limits of physics.

Our team co-led one of the industry's first 3D chip-stacking technologies, has led and scaled seven generations of DRAM and multiple logic designs into billions of chips. We built the world's first commercial physical synthesis tool and techniques at the heart of the logic design industry and solved long standing challenges in ferroelectrics, invented beyond CMOS logic devices. We would love to work with you to reinvent chip manufacturing here in America.

Memory is the biggest binding constraint on AI compute. Today we come out of stealth after a 7 year bet on this problem - introducing a new frontier of AI memories - that approach the bandwidth per watt of SRAM and go up to 10x beyond the capacity of SRAM and HBM.

We raised $468m, built a dedicated fab and our AI memories sample this year and ramp to production next year. We are allocated for 2027 and will be scaling in America by 2028.

We are open for business get in touch to work together. We are also growing the group of Keplerians and would love to work with you.

Learn More @ Kepler: https://t.co/lW0ZPLtrkx
Read our story in @WIRED: https://t.co/j6pvkMvmzR

[Debo Olaosebikan @dolaoseb]

Today, after 7 years in stealth, I, @emeskey and our co-founders are proud to announce @keplercompute.

The world is much better off when we give power & intelligence to the people. When everyone can become their highest selves by pairing their human creativity with the exponentially rising intelligence from our magnificent computers.

Our goal is to unlock the power of frontier intelligence for everyone by pushing memory and logic chip manufacturing to the limits of physics.

To achieve this, we will move the world from one of compute scarcity to abundance where we can make orders of magnitude more chips per dollar and can lower datacenter energies to the limits of physics. We will use physics to ensure we have enough chips and that we can power them on.

Why is compute scarce?
Today's dominant approach - shrinking transistors with EUV - has run into $20B-$40B fabs that take years to build. Sized against that risk, the industry (quite rationally!) grows capex much slower than AI demand that can grow 10x in a year.

In the current system, scarcity is built in.

A different way is possible.

We founded Kepler on the following beliefs:
1. It is possible to build leadership chips without a dependence on EUV
2. It is possible to achieve multiple orders of magnitude more intelligence per watt by evolving chips 2D Silicon to 3D Beyond silicon
3. It is possible to get much closer to the physical limits of computing than we are today while staying within mainstream digital computing

Memory is the biggest binding constraint on AI compute and so we start with a new frontier of AI memory- approaching the bandwidth per watt of SRAM, going up to 10x beyond the capacity of HBM. We use 3D and materials innovations that allow for leapfrogging leading nodes while requiring no EUV lithography and allowing us use fabs that already exist.

Our team co-led one of the industry's first 3D chip-stacking technologies, has led and scaled seven generations of DRAM and multiple logic designs into billions of chips. We built the world's first commercial physical synthesis tool and techniques at the heart of the logic design industry and solved long standing challenges in ferroelectrics, invented beyond CMOS logic devices. We would love to work with you to reinvent chip manufacturing here in America.

We have raised $468m, built our own fab and our AI memories sample this year and ramp to production next year. We are allocated for 2027 and will be scaling in America by 2028.

We are open for business, please get in touch to work together. We are also growing the group of Keplerians and would love to work with you.

Learn More @ Kepler: https://t.co/PiMnFSVXRk
Read our story in @WIRED: https://t.co/wCzmUrWJjd

[Neo @neo]

Cognition’s $2B raise, 100x cheaper code search, & more | Neo & Noteworthy

Check out our September recap of learnings and announcements by Neo portfolio companies and community members 💙

https://t.co/7S902TTUnX

[Neo @neo]

@keplercompute came out of stealth with a new memory architecture designed to ease AI’s memory bottleneck.

[Hudson River Trading @WeAreHRT]

Congratulations to the @keplercompute team on emerging from stealth and the raise!

We’re excited to support them in tackling one of AI compute’s biggest bottlenecks: memory.

[Kepler Computing @keplercompute]

Thanks for the support and belief! @srinivos

[Srini Ananth @srinivos]

1/ Kepler holds the record for the longest any of our portfolio companies has stayed in stealth: seven years.

2/ What has always been clear is the team's conviction in pursuing a foundational problem spanning materials, memory, and logic.

[Kepler Computing @keplercompute]

@KylieUncovered sorry about that. DMs open now!

[Kepler Computing @keplercompute]

Kepler ❤️ HRT

[Iain Dunning @iaindunning]

We've been working with the Kepler team for a while, excited to see them come out of stealth. The 3D era is coming in hot.

[Alex Asseily @aasseily]

Moore's Law has guided chip evolution for 60 years. So it's very unusual for a fundamental technology leap to appear. @keplercompute may well break that trend with a new 3D memory architecture that has a 10x more bandwidth than HBM and may deliver ~100x better power efficiency for memory-hungry AI tasks. The paradigm could also extend beyond memory...

Thx to @apartovi and @avidl we had the fortune of meeting @dolaoseb + @keplercompute in the middle of 2020's Covid lockdown. So impressed with the vision & talent then. Even more so with how they've delivered against it today - in the face of Odyssean headaches along the way.

Excited for what's to come - for the impact it will have on computing and, notably for our thesis @zgroup_ltd, how it could significantly reduce the ravenous energy needs of this AI revolution.

https://t.co/ITQ98z6IoR

[Intel Capital @intelcapital]

Today, Kepler Computing (@keplercompute) emerged from stealth after over 7 years in development. Their new #memorychip architecture boosts HBM and SRAM density without relying on costly #EUV lithography, addressing a real bottleneck in the memory supply chain.

Read more from @WIRED's @LaurenGoode below:
https://t.co/6ayHt74ooY

[Sophia Deng @sophdeng]

Excited to see the launch of Kepler Compute! 🚀 ❤️

Congrats to Debo-- my ex-boss and forever mentor. You taught me that the only barrier between the impossible becoming possible is our limiting beliefs.

[Paul Triolo @pstAsiatech]

A Stealth Startup Thinks It Just Hacked the Memory Shortage
Kepler Computing claims a new approach to chip design—and a proprietary material—can help end the supply bottlenecks that have sent memory prices surging.
https://t.co/505q00nae0

[Morgan Lai | Ares.pro @morganlai]

congrats to @keplercompute and Debo on coming out of stealth after 7 years, introducing a new frontier of AI memory: bandwidth per watt approaching SRAM, with up to 10x the capacity of SRAM and HBM.

Kepler was one of the first companies I backed out of @itsformulate when I started the fund. back then it was academic materials and a very big vision. Debo believed he could supercharge the performance of every semiconductor in the industry.

proud to have been part of the journey this early, and excited to see this push the AI industry forward.

[Dmitry Lyalin @LyalinDotCom]

TLDR;

"After 7 years in stealth, Debo Olaosebikan, Sasi Manipatruni, and co-founders launched Kepler Compute, a chip startup aiming to end AI compute scarcity with new 3D / materials-based memory that doesn’t depend on EUV lithography"

& they want to do it here in 🇺🇸

❤️‍🔥❤️‍🔥❤️‍🔥

[sam lessin 🏴‍☠️ @lessin]

Very excited that Kepler is out of stealth … when we participated in the seed years ago we knew what they were working on was important … but man, no one had any idea AI would so dramatically up the stakes! 🤯

[Ola Okelola @ola]

Excited about this! @keplercompute coming out of stealth after 7 years of building. Such focus by @dolaoseb and the rest of the Kepler team! Very timely!

[Rohan Nuttall @rohancalum]

@dolaoseb @emeskey @keplercompute congrats on the launch, Debo!!

[Hadi Partovi @hadip]

The @neo-funded rocket ship of the day. 🚀

[Lauren Goode @LaurenGoode]

Exclusive: I've been talking to the team at Kepler Computing for a few months now, as they've been getting ready to come out of stealth after *7+ years* of development. Their approach is super interesting—3D stacking and a proprietary material composite—which they think can help with HBM and SRAM bottlenecks. But, as with all things chipmaking, scale will be one of the biggest challenges https://t.co/NKJLJHg6iM

[Kepler Computing @keplercompute]

Thanks for dreaming with us @apartovi !! Excited to push memory and all of computing to the limits of physics.

[Ali Partovi @apartovi]

I'm proud that we at @Neo wrote the first investment into Kepler seven years ago.

Their announcement today is just a beginning: it marks the start of the beyond-silicon era.

It will begin with memory chips and eventually extend to all computing.

[Ali Partovi @apartovi]

I'm proud that we at @Neo wrote the first investment into Kepler seven years ago.

Their announcement today is just a beginning: it marks the start of the beyond-silicon era.

It will begin with memory chips and eventually extend to all computing.

[Kepler Computing @keplercompute]

Thank you @traestephens !

We appreciate being able to have a real and balanced conversation about the future of computing @LaurenGoode @WIRED

[Trae Stephens @traestephens]

Wired just published a story about a legit tech company coming out of stealth that was optimistically framed about the positive impact it could have on the world. Yes, I said @WIRED.

Credit where credit is due! Good work, @LaurenGoode!

And congrats to @keplercompute.