Stack / Compute & physical / sub-layer 1
Semiconductors & AI chip startups
Indicators
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 |
|---|---|---|---|---|
| Q3 2026 | Form D filings | equity | $1.3B | reported |
| Q1 2026 | Form D filings | equity | $762M | reported |
| Q2 2025 | Form D filings | equity | $141M | reported |
| Q1 2025 | Form D filings | equity | $148M | reported |
| Q4 2024 | Form D filings | equity | $445M | reported |
| Q1 2024 | Form D filings | equity | $174M | reported |
| Q4 2023 | Form D filings | equity | $180M | reported |
| Q2 2023 | Form D filings | equity | $95.8M | reported |
Entities · 29
| Entity | Role | Since | Verified | Latest observation |
|---|---|---|---|---|
| Advanced Micro DevicesCIK 0000002488 | primary | — | ● yes | $2.9B · data_center.operating_income.q · 2026-09-26 |
| ASMLCIK 0000937966 Files a 20-F under IFRS, so the SEC connector reads no figures for it. | primary | — | ● yes | none |
| Axelera AI Market map: dallasvc_inference_map (dallas_inference: chips / edge inference silicon), read 28 Sep 2026 | primary | — | ○ not yet | none |
| Ayar Labs Market map: dallasvc_inference_map, read 28 Sep 2026 | primary | — | ○ not yet | none |
| BroadcomCIK 0001730168 | primary | — | ● yes | 4,887,000,000 shares · diluted_shares.q · 2026-08-02 |
| Celestial AICIK 0001822129 Acquired by Marvell, closed 2 Feb 2026 (Marvell newsroom; not fetched, robots disallow) | primary | — | ● yes | $153M · offering_amount_usd.pt · 2025-02-25 |
| Cerebras Market map: dallasvc_inference_map, read 28 Sep 2026 | primary | — | ○ not yet | $20.0B · contract_usd.pt · 2026-04-17 |
| d-Matrix Market map: dallasvc_inference_map, read 28 Sep 2026 | primary | — | ○ not yet | acquired Wallaroo.ai (Inference serving) · wallaroo_ai.pt · 2026-08-03 |
| Etched Market map: dallasvc_inference_map, read 28 Sep 2026 | primary | — | ○ not yet | none |
| Extropic | primary | — | ○ not yet | none |
| Fractile | primary | — | ○ not yet | none |
| FuriosaAI Market map: dallasvc_inference_map (dallas_inference: chips / edge inference silicon), read 28 Sep 2026 | primary | — | ○ not yet | none |
| Groq Market map: dallasvc_inference_map, read 28 Sep 2026 | primary | — | ○ not yet | $90.0M · revenue_usd.fy · 2024-12-31 |
| Hailo Market map: dallasvc_inference_map (dallas_inference: chips / edge inference silicon), read 28 Sep 2026; Acquired by Microchip Technology, closed 21 Sep 2026 (Microchip press release) | primary | — → 2026-09-21 | ○ not yet | none |
| Intel Market map: dallasvc_inference_map (dallas_inference: chips / GPU incumbents), read 28 Sep 2026 | primary | — | ○ not yet | none |
| LightmatterCIK 0001768622 Market map: dallasvc_inference_map, read 28 Sep 2026 | primary | — | ● yes | $400M · offering_amount_usd.pt · 2024-10-11 |
| MatXCIK 0002004726 Market map: dallasvc_inference_map, read 28 Sep 2026 | primary | — | ● yes | $528M · amount_sold_usd.pt · 2026-02-18 |
| Mythic Market map: dallasvc_inference_map (dallas_inference: chips / edge inference silicon), read 28 Sep 2026 | primary | — | ○ not yet | none |
| NVIDIA CorpCIK 0001045810 | primary | — | ● yes | $1.2B · contract_usd.pt · 2026-09-18 |
| PositronCIK 0002077932 Market map: dallasvc_inference_map, read 28 Sep 2026 | primary | — | ● yes | $234M · amount_sold_usd.pt · 2026-01-16 |
| Q.ANT Market map: dallasvc_inference_map (dallas_inference: chips / photonic & novel), read 28 Sep 2026 | primary | — | ○ not yet | none |
| Rain AI Market map: dallasvc_inference_map (dallas_inference: chips / transformer ASICs), read 28 Sep 2026; Reported defunct: effectively ceased operating in 2025, and OpenAI bought its patents (review, 28 Sep 2026; undated) | primary | — | ○ not yet | none |
| Rebellions Market map: dallasvc_inference_map (dallas_inference: chips / edge inference silicon), read 28 Sep 2026 | primary | — | ○ not yet | acquires SqueezeBits (AI inference optimisation); terms undisclosed · squeezebits.pt · 2026-06-30 |
| SambaNova Market map: dallasvc_inference_map, read 28 Sep 2026 | primary | — | ○ not yet | none |
| Sima.ai Market map: dallasvc_inference_map (dallas_inference: chips / edge inference silicon), read 28 Sep 2026 | primary | — | ○ not yet | none |
| TenstorrentCIK 0002031944 Market map: dallasvc_inference_map, read 28 Sep 2026 | primary | — | ● yes | $1.3B · amount_sold_usd.pt · 2026-08-26 |
| TSMCCIK 0001046179 | primary | — | ● yes | none |
| Unconventional AI Market map: neolabs_fyi (neolabs_fyi: Compute & chips), read 28 Sep 2026; neolabs.fyi research area: Compute & chips | primary | — | ○ not yet | $4.5B · post_money_usd.pt · 2026-09-28 |
| Samsung Electronics Files no SEC reports; its English business report is the profile's source. | secondary | — | ● yes | 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.