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SemiAnalysis Capital

A closer look at the companies associated with this firm. Verified team members can update the portfolio after signing in.

Portfolio

SemiAnalysis Capital portfolio

This is the portfolio currently shown on the public firm page.

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FluidStackListed
fluidstack.ioenterprise_software

Fluidstack is a leading AI cloud platform providing infrastructure for high-performance GPU clusters, enabling researchers and teams to focus on model development without infrastr…

Thinking MachinesListed
thinkingmachines.aienterprise_software

Thinking Machines Lab is an artificial intelligence research and product company focused on making AI systems more understandable, customizable, and capable for a wide range of ap…

EnfabricaListed
enfabrica.netsemiconductors_hardware

Enfabrica specializes in AI infrastructure solutions, providing high throughput AI networking and memory fabric systems designed for performance and fault tolerance.

Positron AIListed
positron.aisemiconductors_hardware

Positron is an AI inference hardware company focused on building advanced machine learning accelerators that are efficient in performance and energy consumption, aiming to reduce…

Prime IntellectListed
primeintellect.aienterprise_software

Prime Intellect is building the infrastructure for decentralized AI development at scale. We aggregate global compute and enable researchers to collaboratively train state-of-the-…

ZeroRISCListed
No domain yetsecurity_cyber

ZeroRISC is the first commercial cloud security service for silicon that delivers transparency and trustworthiness for data centers and ICS/OT, IoT and edge devices. The platform…