Eleven years ago we started @EclipseVentures and bet everything on atoms. Rockets, robots, chips, factories, power systems, defense. The things civilization actually runs on.
Today, we're announcing $1.3B in new capital to keep building.
The physical world is overdue for transformation. Transportation runs on systems designed decades ago. The energy grid cannot keep up with demand. Healthcare depends on manual procedures that don't scale. Defense development moves at a fraction of the speed threats evolve. These are not software problems. They are full stack engineering and operations problems, and they have been underinvested in for a generation.
But there has never been a better moment to solve them. The best engineers are leaving big tech to build in the physical world. AI is compressing timelines from years to quarters. Policy is aligned. And customers are not waiting — the DoD, the hyperscalers, hospitals, and the Fortune 500 are all desperate for technology that makes physical systems smarter, faster, and more resilient. Talent, capital, technology, policy, and demand are all converging at once.
This is our moment 🇺🇸
We built Eclipse for this exact moment and in doing so, we launched a movement. Today that movement is 100 companies strong (and growing!). These companies supply each other, share customers, and help solve each other's hardest problems. Propulsion systems powering orbital defense. Modern supply chain infrastructure moving the worlds goods. Autonomous vehicles on three continents. Surgical robots performing procedures that used to require the world's best hands. Cloud hardware powering the AI revolution built on American soil. That's not a fund. That's an economy — an Eclipse Economy.
The door is open to rebuild the physical infrastructure of the country. We intend to run through it.
We raised a $200M Series C, now we're putting it to work.
New compute sleds with the latest @AMDServer EPYC CPUs are coming and we're working with @XsightLabs on next-gen switch silicon with a fully open ISA.
@TheRegister has the details: https://t.co/OOWioIaSXt
Thrilled to be running Finance at @oxidecomputer! Thank you @sdtuck & @bcantrill for the opportunity. Oxide has 15 open positions right now with more on the way. Come build the future with us!
This AI experiment will take a long time to finish. The opportunity for increased productivity is simply too strong.
A consistent theme I've followed is that the market for creating foundational models is a fraction of the market for inference.
What does that mean for semis? I have no idea. That's more Dan's space.
What it means for enterprise IT is that your accelerated compute isn't going to look anything like the hyperscalers training foundational models or providing burst capabilities for fine tuning and inferencing. You'll need to think through command and control similar to how you operate other edge deployments.
Thank you SUSECON! Did you miss your chance for a hands-on demo? Sign up for access to your own slice of an Oxide Cloud Computer here: https://t.co/bXQy9eNDmJ
How long does your cloud provider take to create a Kubernetes cluster? Thanks to @oxidecomputer we were able to test on-prem scaling with Omni
https://t.co/psfUhzPmYd
⚾ 10x All-Star
⚾ All-time stolen base leader (1,406)
⚾ Single-season stolen base record (130 in ‘82)
⚾ Most runs scored (2,295)
⚾ 81 leadoff HRs
⚾ 1990 AL MVP
⚾ 1989 WS Champ
⚾ First-ballot Hall of Famer
New @oxidecomputer site (https://t.co/zUdCDwGlHq) detail that I spent way too much time on. Connecting lines between dynamic elements -> fixed point on an image that work across different window sizes.
.@Livermore_Lab looks to make #HPC a little cloudier with Oxide's rackscale compute platform
No cabling, nodes interconnected by backplane that provides power and 12.8Tbps of switching capacity
Quote by @tgamblin in the @TheRegister article
https://t.co/Yg7vSgWKep
#SC24
12x - improvement in cooling efficiency
2x - improvement in total compute density
55% - reduction in total power consumption
Learn more in our latest blog entry
https://t.co/0UwMcbcMTJ
Last week, AMD launched their Zen 5-based server CPU, Turin. Tomorrow on Oxide and Friends, @ahl and I will be joined by George Cozma of @ChipsandCheese9 to talk about Turin -- as well as the system we're building around it. Join us, 5p Pacific! https://t.co/w3oisPBhKD
Infrastructure as code is dead. Welcome to infrastructure as models!
I wrote about my experience using @thesysteminit to manage @oxidecomputer resources.
Link below. 👇🏽