CompaniesSilicon Valley
3 recordsDefense, Intelligence & Government
Cowboy Space
● San Francisco, CA
Orbital AI data centers. San Francisco CA. Raised $275M from NEA, Andreessen Horowitz, Construct Capital, Breakthrough Energy Ventures, SAIC, Interlagos, Baiju Bhatt. Signal source: Google Alert — nea venture investment, May 12 2026.
Energy & Climate / Environment
Energy Recovery Inc
● San Leandro, CA
Pressure exchangers for desalination and industrial water reuse. If water scarcity becomes binding constraint on data center site selection, desalination exposure becomes highly material.
Defense, Intelligence & Government
Starcloud
● San Francisco, CA
San Francisco CA. Data centers in space. IQT investment 2025. Orbital compute and storage infrastructure. Addresses latency and data sovereignty needs for space-based operations. Emerging category: in-orbit processing rather than downlink-process-uplink.