A force multiplier for early stage startups - inspiring and investing in the future of compute.
Santa Clara, CA
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35 years of Intel Capital investing in compute and the next wave of transformative technology 🚀
Since 1991, we’ve deployed over $20B into 1,800+ startups, supporting founders whose innovations have shaped industries and set global standards. From landmark exits like @AsteraLabs, @jobyaviation, @VMware, and @RedHat to recent investments in @anyscalecompute, @fieldai_, @Figure_robot, @Minio, @runpod, and many more, we continue shaping the future of compute.
Our focus remains on #AI, #deeptech, cloud-native infrastructure, advanced manufacturing, and the broader foundry ecosystem. Programs like the Embedded Expert Program (ExP) and global portfolio events provide founders with the expertise, resources, and networks to scale faster and smarter.
The journey continues, supporting founders and technologies that will define the future of compute. More on our journey and vision in Anthony Lin's blog: intelcapital.com/intel-capit…
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CEO of @SambaNovaAI @RodrigoLiang sat down with @Furrier on @NYSEWired and discussed the evolution of the economy of #AI, how #Inference has become most important and what that means for users. Watch the full conversation at the link below:
As the economic center of AI shifts from training to inference, the industry's focus is moving toward sustainable deployment and achieving real financial payback for customers.
Watch @RodrigoLiang's full conversation with @furrier on @NYSEWired: bit.ly/4AryLnh
@GemmaAllenSays | @bjbaumann2014
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An incredible milestone for @Higgsfield as they reach 30 million users just 18 months after launching. The team is on track to hit over $1B ARR. Higgsfield’s #AI video technology and creative suite are already integrated in half of Fortune 500 companies. Read more below.
bloomberg.com/news/articles/…
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This week's AI Infra Summit in Santa Clara brought the full #AI #infrastructure stack under one roof. Seven portfolio companies had a presence: @AyarLabs, @MinIO, @Fortanix, @LightbitsLabs, @SambaNovaAI, @CornelisHPC, and @BayaSystems, spanning compute, interconnect, storage, and security.
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New commentary from Lee Koepping, VP of Global Sales Engineering at @ScienceLogic, in @FederalNewsNet: as agencies move from #AI that recommends actions to AI that executes them, they need the equivalent of a flight recorder for #autonomous decisions, paired with a control plane that governs what #agents are permitted to do.
Read more below:
In a new article for Federal News Network, ScienceLogic Vice President of Global Sales Engineering Lee Koepping explores why accountability and governance need to evolve alongside increasingly autonomous AI systems.
🔗 Read more: bit.ly/4hdeIAu
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Congratulations to the @RealSenseai team on the announcement of their upcoming #acquisition by @Cognex_Corp. RealSense has become an important player in #robotics perception since its founding in 2015, and this acquisition will help them continue to scale.
Read more on the news below:
prnewswire.com/news-releases…
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ICYMI, Investment Director Avi Bharadwaj (@AviBharadwaj) wrote his thoughts on #LLMs. He believes LLM reliability issues don't come from model choice; they come from treating #context as an unlimited buffer. His C³ framework classifies context as Cold, Warm, or Hot based on volatility and authority, and shows why more context often makes models perform worse, not better.
Read his full framework below:
intelcapital.com/the-c%c2%b3…
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CEO and co-founder of @SambaNovaAI Rodrigo Liang, a semiconductor engineer for 30 years, joined @CNBC's Squawk on the Street to discuss the company's entry into the #AIinference chip race. He details how leveraging existing data centers reduces buildout costs and drives a six-month speed to payback.
Watch the full interview below:
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Today, @beepAVsolutions completed its merger with @RideFreebee, combining Freebee's on-demand microtransit network with Beep's #autonomous mobility platform, AutonomOS. The combined company now serves 60+ communities, has carried over 10M riders to date, and gives customers a single partner for human-driven, autonomous, or blended transit.
Read more below:
🚨 Big news! Beep and @Freebee have officially merged — creating the essential transit partner for modern mobility, serving 60+ communities and 10M+ riders. 🚐💙
🔗 ridebeep.com/press-releases/…
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On Friday, @AyarLabs announced it has extended its Series E by $150M, bringing total funding this year to $650M. The round backs Ayar's development of co-packaged optics, technology that links #AI chips via fiber-optic cables rather than copper, avoiding the overheating that comes with scaling interconnect bandwidth.
Read more below:
Ayar Labs has extended its Series E by $150 million, bringing 2026 funding to $650 million.
@WiwynnCorp joins a growing group of strategic backers that includes @AMD, @AlchipTECH, @intel, @MediaTek, and @nvidia, pointing to the need for optical scale-up solutions.
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Today, @Buildots announced $130M in new funding, bringing total funding to $297M. As global #construction shifts from one-off projects to portfolio-wide, multi-year commitments, Buildots is using the raise to expand across Europe, North America, and the Middle East, and to cover more of the construction lifecycle from bidding through handover.
Read more below:
Announcing our Series E funding – $130M to bring AI to the $16T construction industry and power the AI buildout.
Thank you to our investors and, of course, our customers for being there on the journey.
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Today, @LightbitsLabs unveiled Inferra, an intelligent KV cache orchestration engine, at the AI Infra Summit. By virtualizing #GPU memory across memory and storage tiers, Inferra extends KV cache beyond limited GPU memory, enabling up to 16x more concurrent inference sessions on existing hardware, no new GPUs required.
Read more below:
lightbitslabs.com/press-rele…
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Jessica Herrala, VP of North America at @Buildots, joined host Carrie Charles on Let's Get Digital to talk about #datacenter construction's rapid evolution. They covered why capacity and resource constraints are driving up project risk, how AI is starting to shift jobsite culture, and how construction workers and #AI can work together.
Watch their full conversation below:
podcasts.apple.com/gb/podcas…
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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:
wired.com/story/a-new-dollar…
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A new blog from Investor Assaf Araki (@BigData_ML) states #AI services are having a "Business Intelligence moment." OpenAI and Anthropic just launched multi-billion dollar services arms, but MIT research shows 95% of GenAI pilots fail to deliver returns, a statistic that is eerily similar to the 60-80% failure rate of 1990s BI projects.
Read more of his take on what the 5% who succeed do differently below:
intelcapital.com/biack-to-th…
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The CEO of @inworld, @KylanGibbs joined @jelares from @AGIhouse_org to discuss what it takes to build the end-to-end stack at Inworld, rather than stitching providers together. They get into Kylan's history at #DeepMind, the future of Inworld, the new #TTS model, and more. Watch the full episode below:
A month ago, AGI House builders got early‑access hands‑on with Inworld’s latest TTS model. It’s now officially GA! Hear all the details in our new podcast episode ↓
@KylanGibbs is the CEO and co-founder of @inworld , and previously worked as a product manager on early LLM and text-to-speech efforts at Google and DeepMind. After watching that technology land almost exclusively in enterprise use cases, he set out to build the infrastructure that would let consumer-facing AI actually reach everyone.
In this conversation with @jelares (CTO of AGI House), Kylan breaks down why voice is quickly becoming the default interface for AI, what it actually takes to serve that experience to millions of users, and why Inworld chose to build an end-to-end stack rather than stitching together providers.
Timestamps
00:00 Intro
00:34 Kylan's Background & Founding Inworld
02:10 Inworld's Focus
03:41 Why Voice Is the Most Natural Interface
04:53 Overview of Inworld's New TTS Model
06:15 Natural Language Steering for Voice
08:04 Voice Cloning & Voice Design
08:38 Scaling Voice to Millions of Users
09:35 Personalizing Voice by Use Case
10:53 Cost & Latency at Scale
12:32 Why Latency Feels Like Meaning to Users
12:47 End-to-End vs. Piecing Together Providers
15:52 Performance Benefits of a Unified Stack
17:35 Inworld's Research & Inference Teams
20:20 Build vs. Buy: The Case for Using Inworld
23:33 Why Voice Adoption Is Reaching an Inflection Point
30:11 What Consumer AI Apps Look Like in 2029
36:04 Closing Thoughts
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Last week, @nscale committed $3.5B worth of #AI cloud computing capacity to @Figure_robot, plus a separate equity investment in the company. Nscale will use Nvidia chips, deploying up to 100,000 GPUs in Texas starting in 2027. The deal is the largest dedicated #compute commitment ever made to a humanoid robotics company. Read more below: bloomberg.com/news/articles/…
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Intel Capital retweeted
Realtime TTS-2 is GA today, now the #1 model on Artificial Analysis and fastest TTS in the world of its class.
The research preview got far more usage than expected. That experience went back into research and today's GA model represents the biggest leap in Inworld's history.
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Today, @FieldAI_ announced its collaboration with @CaterpillarINC, bringing #physicalAI and #autonomy to job sites and factories. Caterpillar will use FieldAI's Field Foundation Models, which combine data-driven AI with physics-based reasoning, to turn real-time site observations into safer, faster decisions for machines and workers.
Read the full release below:
Big news and another major step in scaling physical AI and the future of heavy industry: today, FieldAI is announcing its strategic collaboration with @Caterpillarinc, backed by a major commercial agreement.
FieldAI is bringing its general-purpose robots together with Caterpillar’s industry expertise and operational data to accelerate the deployment of physical AI, autonomy, and robotics across industrial operations.
Caterpillar selected FieldAI following extensive real-world validation of FieldAI’s ability to deploy robots across Caterpillar’s complex, dynamic jobsites. FieldAI’s general-purpose, robot-agnostic Field Foundation Models™ (FFM) are built for exactly these conditions, enabling robots to turn real-time observations from jobsites and industrial environments into actionable intelligence that can improve safety, productivity, and operational efficiency at scale.
Caterpillar has spent more than a century shaping how work gets done across jobsites and manufacturing environments. With a growing global footprint of FieldAI deployments across three continents, this collaboration creates an exciting opportunity to bring robots and AI-enabled machines to industrial operations at significantly greater scale and help shape the next century of heavy industry.
This collaboration is part of a broader expansion of FieldAI’s commercial deployments across industries, with more to come soon.
Read the full announcement: caterpillar.com/en/news/corp…
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Congratulations to @Synack and @NetSPI on their merger announcement, forming one of the industry’s leading offensive #cybersecurity platforms. The combined company is nearing $300M in revenue, serves top #cloud providers, MAMAA companies, and U.S. federal agencies, and brings together nearly 40 years of combined operating history and 13M+ hours of real-world offensive testing.
Read more about the announcement in @axios:
axios.com/pro/enterprise-sof…
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