The artificial intelligence (AI) boom has sparked a gold rush in hardware innovation—particularly in the world of AI chips. As traditional GPUs struggle to keep up with the exponential demands of large language models (LLMs), edge computing, and real-time inference, a new generation of chip startups has emerged, often backed by the world’s top venture capital (VC) firms.
If you’re an investor or tech enthusiast wondering how to gain exposure to this explosive sector before these companies go public, you’re not alone. Here’s a guide on how to navigate the landscape of VC-backed AI chip companies—and what you can do to participate in the upside.
Why AI Chips Are the New Frontier
AI workloads are becoming increasingly specialized. General-purpose chips, like those from Nvidia or AMD, are no longer the only game in town. Startups are designing Application-Specific Integrated Circuits (ASICs), neuromorphic chips, and edge-optimized accelerators tailored to tasks like natural language processing, computer vision, or robotics.
These innovations are often capital-intensive, making VC support crucial. In fact, some of the most exciting chipmakers—like Cerebras, Groq, SambaNova, and Mythic—have raised hundreds of millions in VC funding to develop purpose-built solutions that promise massive gains in performance and efficiency.
Key VC-Backed AI Chip Companies to Watch
While many of these startups are private, a few names are worth tracking:
- Cerebras Systems – Known for its wafer-scale engine, Cerebras is pushing boundaries in training LLMs at unprecedented speed. Backed by Benchmark and Intel Capital.
- SambaNova Systems – Specializes in AI systems and hardware built for enterprise-grade AI. Backed by SoftBank and BlackRock.
- Groq – Focused on high-speed inference performance. Its deterministic architecture is gaining attention in real-time applications.
- Mythic – Uses analog compute-in-memory to deliver low-power, high-efficiency edge AI processing.
- Tenstorrent – A brainchild of chip architect Jim Keller, this Canadian firm is blending high-performance AI and RISC-V computing.
How to Gain Exposure as an Investor
Since these companies are private, you can’t buy their stock on public exchanges—yet. But there are still a few pathways to gain exposure:
1. Invest in VCs or Funds With Exposure
Some public venture funds or tech-focused ETFs (like ARKQ, IPOS, or KPCB’s SPACs) may indirectly hold positions in AI chip startups or related tech infrastructure. While this is not a direct play, it’s a start.
2. Look at Corporate Backers
Companies like Intel, AMD, and even Samsung have invested in multiple AI chip startups. Investing in these corporate giants could give you indirect exposure to the next big thing in chip design.
3. Secondary Markets
Platforms like Forge Global, EquityZen, or SharesPost offer accredited investors a way to buy shares in pre-IPO companies. Keep an eye out for AI chip startups as they become available.
4. Wait for the IPO Wave
Many of these companies are scaling rapidly and may go public in the next 2–3 years. Keeping tabs on pre-IPO rumors, funding rounds, and M&A activity will help you jump in early when the IPO window opens.
Risks and Realities
Not every chip startup will survive the AI arms race. The sector is capital-heavy, extremely competitive, and often delayed by supply chain or manufacturing hurdles. It’s important to diversify and avoid over-concentration in one niche or startup.
Moreover, the dominance of Nvidia in the AI hardware space is still a powerful market force. Any new entrant must either outperform or find a specialized niche to succeed.
Final Thoughts
The AI chip revolution is underway, and while many of the best opportunities are still private, that doesn’t mean they’re out of reach. By keeping a close eye on VC trends, investing in backers or partners, and exploring secondary markets, savvy investors can gain early exposure to the companies powering the next wave of AI innovation.
NOTE: Obtain further insights by visiting the company’s official website, where you can access the latest and most up-to-date information:A.I. Chip Fund | StartEngine Disclaimer: This is not financial advice, and we are not financial advisors. Please consult a certified professional for any financial decisions.
The AI future is being built from the silicon up—now’s your chance to get in on the ground floor.