Tech-enabled urgent and primary care. San Francisco CA. General Catalyst + DCVC. 100+ clinic locations.

Nuclear energy company backed by 8VC; seeking $156M US IPO (May 2026)

Pressure exchangers for desalination and industrial water reuse. If water scarcity becomes binding constraint on data center site selection, desalination exposure becomes highly material.

Mountain View CA. AI inference chip company. Language Processing Unit (LPU) — purpose-built for ultra-fast LLM inference. IQT portfolio (George Hoyem board). Deployed in IC/DOD inference infrastructure. $640M raised, $2.8B valuation (2024). GCC/Middle East inference campus deployments noted by Hoyem as energy-AI nexus.

KETOS — water-quality intelligence company. Product: KETOS SHIELD, continuous water-quality monitoring with AI-driven predictive analytics. Public deployment example (2026): a platinum-group-metals mine in Montana used KETOS SHIELD for real-time nitrate monitoring at process-control and effluent points to maintain DEQ/EPA compliance. HQ San Jose / Sunnyvale CA. CEO: Meena Sankaran.

Smart electrical panel and home energy management platform. San Francisco CA. Founded by Arch Rao (fmr Tesla Energy product lead). $100M+ raised — $10M seed + $90M Series B (2022) led by Fifth Wall Climate Tech and Wellington Management. Also: Angeleno Group, FootPrint Coalition. Enables EV charging, solar, battery integration via intelligent panel. Clean energy infrastructure for the electrified home.