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Announcement · September 2026

Breaking physical bottlenecks in the era of Super Intelligence

COMPASS is building companies on technology from the national laboratories. Our first cohort is taking on the physical limits that will decide how far Super Intelligence can scale, from the chips it runs on to the power it needs, on Earth and in orbit.

Our thesis

Demand for Super Intelligence computing and space infrastructure is growing faster than the hardware and supply chains behind it. Advanced chipmaking is out of reach for all but a few companies, power limits how much Super Intelligence can run and where, space solar is in short supply, and wiring limits how large quantum computers and other cryogenic systems can grow.

Where we play in the value chain

Bottlenecks in orange.

  1. Lower-cost chip patterning

    Cost of advanced patterning

    Data-center photonics

  2. Lower-power inference chip

    Energy spent moving data

    Data-center inference

  3. Robots, drones, and sensors

  4. Space-solar manufacturing

    Space-solar production capacity

    Space-grade solar

  5. Cryogenic data links

    Wiring and heat

    Quantum and cryogenic systems

  1. Lower-cost chip patterning

    Cost of advanced patterning

    Manufacturing tools · First market: Data-center photonics

  2. Lower-power inference chip

    Energy spent moving data

    Compute architecture · First market: Data-center inference

  3. On-device Super Intelligence architecture

    Energy per inference

    Compute architecture · First market: Robots, drones, and sensors

  4. Space-solar manufacturing

    Space-solar production capacity

    Materials manufacturing · First market: Space-grade solar

  5. Cryogenic data links

    Wiring and heat

    Connections · First market: Quantum and cryogenic systems

Our first cohort

Aerial view at sunrise of a large semiconductor fab campus under construction

Bringing advanced chipmaking to everyone

Lower-cost advanced patterning

Lithography is the most expensive step in making a chip, and chipmakers spend more than $20 billion a year on lithography equipment. Only a handful of companies can afford to manufacture at the frontier.

This venture is building a patterning tool that reaches advanced feature sizes on far simpler, less expensive equipment, and the approach has been demonstrated in hardware. The company enters through data-center photonics, where the computing behind Super Intelligence is driving demand, and builds toward leading-edge logic and memory, putting advanced manufacturing within reach of many more chipmakers.

Looking for photonics manufacturers and semiconductor-equipment operators.

A data-center campus beside a high-voltage substation in the desert at twilight

Scaling high‑performance inference

Lower-power data-center inference

Inference is on track to become the largest computing workload behind Super Intelligence, and power is now the limit on how fast data centers can add capacity for it. Much of a chip’s energy goes to moving model data rather than computing with it.

This venture is building an inference chip that spends far less energy moving data and is designed for high-volume manufacturing. Its first chips already match the accuracy of conventional digital hardware, and the next generation is designed to run a full frontier model on a single module. It sells first to the largest inference buyers.

Looking for chip manufacturing partners, inference buyers, and accelerator go-to-market leaders.

A legged inspection robot walking a refinery catwalk at golden hour

Integrating leading‑edge inference into everything

Low-power on-device Super Intelligence

Super Intelligence is moving out of the data center and into robots, drones, wearables, vehicles, and sensors. Today’s chips use too much energy to run capable models on these devices, so they settle for small models or depend on the cloud.

This venture is building a new computing architecture designed to run machine-learning models at a fraction of the energy of conventional chips. Device makers will license it and build it into their own chips, so capable models can run on the device itself.

A train of satellites crossing the Milky Way above a desert valley

Powering the space economy

Space-grade solar at volume

Thousands of satellites now launch every year, and defense and in-space infrastructure programs are adding more. All of them run on solar power, and the high-performance cells the most demanding missions need are in short supply.

This venture is building a domestic manufacturer of space-grade solar cells around a much faster production process. The process runs on production-scale equipment and has produced independently certified cells comparable to space-qualified product. Space is the first market, and the same process can make other high-performance semiconductors that have been too expensive to produce in volume.

How COMPASS is building these companies

COMPASS is led by the technology transfer offices of participating national laboratories, giving the program direct access to the research teams, technologies, and commercialization pathways behind each opportunity. That allows the venture-building process to start early and bring together the elements a company built on national-lab science needs, including licensing, lab collaboration, and pathways to non-dilutive federal funding.

Selection combines technical and commercial diligence with external market input. More than 40 venture firms reviewed the 30 opportunities from across the national laboratories and met directly with research teams at Waypoints, COMPASS's investor summit at SLAC in July. That feedback helped shape the five opportunities selected for the cohort and will continue to inform the work ahead as COMPASS pressure-tests customer demand, product definition, key risks, and the path from laboratory technology to a fundable company.

Build with us

We are looking for founders who have built or run companies in these industries, and for advisors with reach into these markets.

  1. Founding CEO, On-Device Super IntelligenceSan Francisco Bay Area
  2. Founding CEO, Space-Grade Solar ManufacturingFlexible (U.S.)
  3. Co-Founder, Cryogenic Data LinksSan Francisco Bay Area