Stack / Compute & physical / sub-layer 4
Memory/HBM
Indicators
No indicator addresses this sub-layer yet; its entities carry whatever filings and dataset rows attach to them.
Venture flow
Form D filings
Primary-round equity per calendar quarter: Form D amount sold where the entity files, Epoch's press-compiled rounds where the entity has no filing in the same quarter or within 45 days. Amendments replace their originals; SPVs and secondaries are excluded; Form D debt is listed in the table, not drawn.
Derived (venture_dollars_by_source) from: SEC EDGAR Form D (private offerings). SEC EDGAR Form D data sets.
The numbers
| quarter | source | kind | dollars | record |
|---|---|---|---|---|
| Q2 2023 | Form D filings | equity | $110M | reported |
Entities · 25
| Entity | Role | Since | Verified | Latest observation |
|---|---|---|---|---|
| Astera LabsCIK 0001736297 | primary | — | ● yes | $5.1M · da.q · 2026-09-30 |
| Corintis Market map: bvp_ai_datacenter_stack (bvp_dc: Cooling Technologies), read 28 Sep 2026 | primary | — | ○ not yet | none |
| DDN Own site ddn.com, read 5 Oct 2026: Sells parallel file-system storage hardware and software for AI and supercomputing clusters. Found in the Part 39 search for the map's empty parts and kept by the staff review; searched for acquisitions under the ledger's rule on 5 Oct 2026. | primary | — | ○ not yet | none |
| DriveNets Market map: bvp_ai_datacenter_stack (bvp_dc: IT & Networking), read 28 Sep 2026 | primary | — | ○ not yet | none |
| EnfabricaCIK 0001985332 | primary | — | ● yes | $117M · offering_amount_usd.pt · 2023-06-23 |
| Eridu Market map: bvp_ai_datacenter_stack (bvp_dc: IT & Networking), read 28 Sep 2026 | primary | — | ○ not yet | none |
| Frore Systems Market map: bvp_ai_datacenter_stack (bvp_dc: Cooling Technologies), read 28 Sep 2026 | primary | — | ○ not yet | none |
| Geolocked Market map: bvp_ai_datacenter_stack (bvp_dc: Cooling Technologies), read 28 Sep 2026 | primary | — | ○ not yet | none |
| JetCoolCIK 0001803353 Acquired by Flex, 14 Nov 2024 (Flex investor release) | primary | — → 2024-11-14 | ● yes | $10.0M · offering_amount_usd.pt · 2022-10-04 |
| Kandou.ai Market map: bvp_ai_datacenter_stack (bvp_dc: IT & Networking), read 28 Sep 2026 | primary | — | ○ not yet | none |
| LiquidStack Acquired by Trane Technologies, closed 3 Mar 2026 (LiquidStack news) | primary | — → 2026-03-03 | ○ not yet | none |
| Lucend Market map: bvp_ai_datacenter_stack (bvp_dc: Cooling Technologies), read 28 Sep 2026 | primary | — | ○ not yet | none |
| MicronCIK 0000723125 | primary | — | ● yes | $9.5B · da.fy · 2026-09-03 |
| Nexthop AI Market map: bvp_ai_datacenter_stack (bvp_dc: IT & Networking), read 28 Sep 2026 | primary | — | ○ not yet | none |
| Niv-AI Market map: bvp_ai_datacenter_stack (bvp_dc: Cooling Technologies), read 28 Sep 2026; renamed from Nivai on review (28 Sep 2026) | primary | — | ○ not yet | none |
| NovoLINC Market map: bvp_ai_datacenter_stack (bvp_dc: Cooling Technologies), read 28 Sep 2026 | primary | — | ○ not yet | none |
| Phaidra Market map: bvp_ai_datacenter_stack (bvp_dc: Cooling Technologies), read 28 Sep 2026 | primary | — | ○ not yet | none |
| Reliability Engine Market map: bvp_ai_datacenter_stack (bvp_dc: Cooling Technologies), read 28 Sep 2026 | primary | — | ○ not yet | none |
| Samsung Electronics Files no SEC reports; its English business report is the profile's source. | primary | — | ● yes | none |
| SK Hynix | primary | — | ○ not yet | none |
| Submer | primary | — | ○ not yet | none |
| Upscale AI Market map: bvp_ai_datacenter_stack (bvp_dc: IT & Networking), read 28 Sep 2026 | primary | — | ○ not yet | none |
| VAST Data Own site vastdata.com, read 5 Oct 2026: Sells a data platform that combines file and object storage with a database and compute layer for AI workloads. Found in the Part 39 search for the map's empty parts and kept by the staff review; searched for acquisitions under the ledger's rule on 5 Oct 2026. | primary | — | ○ not yet | none |
| WEKA Own site weka.io, read 5 Oct 2026: Sells high-performance storage software and appliances built for AI training and inference. Found in the Part 39 search for the map's empty parts and kept by the staff review; searched for acquisitions under the ledger's rule on 5 Oct 2026. | primary | — | ○ not yet | none |
| Xscape Photonics Market map: bvp_ai_datacenter_stack (bvp_dc: IT & Networking), read 28 Sep 2026 | primary | — | ○ not yet | none |
Seed lists come from the capture brief and are verified against filings one by one. A name here is not a claim about size or funding until an observation attaches.