Orbital Industries
AI-first industrial company designing and manufacturing advanced materials and hardware for AI infrastructure.
- Business Profile
- Founders & Team5 sources scanned
- Market Size6 sources scanned
- Competitor Research5 sources scanned
- Funding5 sources scanned
- Momentum5 sources scanned
- Customer Sentimentpublic record checked
- AI Visibility
- Risks & Red Flagspublic record checked
Summary
Worth a closer lookOrbital Industries productizes AI‑designed materials into deployed data‑centre hardware — most notably a PFAS‑free GPU coolant — positioning itself between materials‑discovery platforms (CuspAI, Periodic Labs) and vertically integrated manufacturers (Prometheus). Momentum-looking signals are real: a multi‑year AWS partnership announced December 2024 and a $50M Series B led by Plural on May 28, 2026 (PitchBook lists total raise ≈$61M) suggest hyperscaler validation and investor conviction. The company’s wedge is execution: turning AI discovery into manufactured, sellable cooling systems rather than remaining a simulation stack. The single biggest tension is scale and team depth — manufacturing, supply chain and commercialisation are capital‑ and operationally‑intensive but public disclosures list only CEO Jonathan Godwin. For a first meeting, focus tightly on commercial deployments, unit economics and manufacturing roadmap.
Bull case
- Completed a $50M Series B led by Plural on May 28, 2026 with participation from Nventures/NVentures, Radical Ventures, Compound and Fly Ventures — fresh growth capital and high‑signal backers.
- Announced a multi‑year partnership with AWS in December 2024, providing a hyperscaler validation pathway and potential commercial integration channel.
- Has a differentiated, productized offering — a PFAS‑free GPU coolant — that converts AI‑designed materials into deployable data‑centre hardware, distinguishing it from discovery/simulation rivals like CuspAI and Periodic Labs.
- PitchBook lists ~USD 61M total raised, implying earlier investor support beyond the disclosed Series B and potentially more runway than public materials alone show.
Watch-outs
- Public team disclosure is minimal (only CEO Jonathan Godwin named); unclear whether there is experienced leadership across manufacturing, operations, and enterprise sales.
- No disclosed pricing, ACV, ARR or customer list — SAM/SOM and unit economics are unquantified and critical for capital‑intensive hardware scaling.
- Manufacturing and supply‑chain scale for cooling hardware are capital and execution heavy; it is unclear whether the Series B sufficiently derisks scale‑up or if significant follow‑on capital will be required.
- TAM definitions vary widely (reported 2024 values range ~USD 27.9B–86.8B) and Orbital’s addressable share is unquantified; external visibility of the company is limited (assistant did not surface Orbital unprompted in some AI hardware lists).
Questions for the founder
- 1Current ARR, revenue run rate, and number of commercial GPU coolant deployments (with customer references and contract terms)?
- 2Average contract value (ACV) per deployment, gross margins on coolant vs modular hardware, and typical sales cycle length?
- 3Detailed manufacturing footprint and capacity today; are products manufactured in‑house or via contract manufacturers, and how will Series B proceeds be allocated to scale?
- 4What patents or trade secrets protect the AI‑designed materials and the process of converting them into manufactured cooling hardware?
- 5Specify the AWS partnership scope: pilot vs production, commercial commitments or revenue guarantees, and any joint go‑to‑market obligations?
Company profile
Customers on site
Pricing
Not publicly disclosed. The company website does not list its pricing on any of the 6 pages we read.
Target segments
Product suite
- Nova Array Modular Data Center
Containerized, liquid-cooled modular system for GPU compute; integrates racks, cooling, UPS, batteries, switchgear and distribution — supports up to 1 MW per rack.
- Direct-to-Chip Liquid Cooling System
Two-phase direct-to-chip liquid cooling engineered for next-generation GPUs for high-density deployments — supports up to 600 kW per rack.
Stats they publish
Testimonials
“I want AI to do my laundry and dishes so I have more time for art and writing, not for AI to do art and writing so I have more time for laundry and dishes.”
Joanna Maciejewska“"I want AI to do my laundry and dishes so I have more time for art and writing, not for AI to do art and writing so I have more time for laundry and dishes."”
Joanna Maciejewska
Social accounts
Compliance & certifications
Corporate identity & contact
- Trade name
- Orbital Industries
- Trade registry no
- Company Number 14332843
- Registered address
- 360 N Sepulveda Blvd #2000, El Segundo, CA 90245, USA; 10 John Street, London, United Kingdom, WC1N 2EB
- [email protected]
- Address
- UK: 10 John Street, London, WC1N 2EB, United Kingdom · US/California: 360 N Sepulveda Blvd #2000, El Segundo, CA 90245, USA
Founders & Team
1- Jonathan GodwinFounderCEO and co-founder of Orbital Materials
Orbital Industries' public materials name a single internal leader: Jonathan Godwin, who is identified as CEO and co‑founder of Orbital Materials (an Orbital business). The company website does not publish a broader team or founder list.
- The company site and press releases explicitly identify Jonathan Godwin as CEO and co‑founder of 'Orbital Materials' — Orbital Industries appears to operate multiple business units, so titles may refer to a subsidiary rather than a single corporate entity.
- No comprehensive team or founders page was available on orbitalindustries.com; other named individuals appearing in external snippets could belong to different 'Orbital' companies and were not included due to ambiguity.
- Backgrounds and LinkedIn URLs were not provided on the cited company press release, so prior experience claims could not be confirmed from the company's own sources.
Market Size
A defensible top-line TAM for orbitalindustries is the global AI hardware market; Grand View Research reports USD 86.79B (2024). Published estimates vary widely by publisher and definition (reported 2024 values in public reports range ~USD 27.9B–86.8B), so TAM depends on which hardware scope is used. No grounded SAM or SOM can be produced because orbitalindustries does not publish pricing/ACV (bottom-up SAM requires customer counts × ACV).
- Grand View Research ↗USD 86.79 billion (2024) · Global · 25.1% CAGR
- Global Market Insights ↗USD 59.3 billion (2024) · Global · 18% CAGR
- Precedence Research ↗USD 27.91 billion (2024) · Global · 22.43% CAGR
- Coherent Market Insights ↗USD 76.00 billion (2026 estimate) · Global · 16.4% CAGR
- Company pricing / ACVNot published — no annual contract value (ACV) or standard pricing was captured for orbitalindustries.orbitalindustries corporate materials / public traction (no pricing found)
- TAM selection rationaleSelected Grand View Research global AI hardware figure as the primary TAM because it explicitly reports a vendor/hardware market value for AI hardware (closest published match to orbitalindustries' product set).Grand View Research (see sources)
- Target-customer scope (for any future bottom-up)Enterprises building/deploying AI infrastructure worldwide: chip manufacturers, hyperscalers / cloud providers, data-centre operators, and large enterprise R&D organisations.Target company description / go-to-market segments
- Market estimates differ materially by publisher and by how 'AI hardware' is defined (processors-only vs full AI infrastructure vs vendor revenue), which explains the wide range in 2024 figures (USD ~27.9B to 86.8B).
- TAM presented is global; orbitalindustries operates in North America and Europe but a published local-slice matching the vendor/hardware revenue definition was not available.
- SAM is null because the company has not published standard pricing/ACV; a bottom-up SAM requires (a) count of addressable customers by segment and (b) orbitalindustries' ACV — neither is publicly available in sourced materials.
- SOM is null because SOM must be expressed as a share of a grounded SAM; without a bottom-up SAM and explicit ACV the obtainable-share scenario would be speculative.
- Some cited reports use different base years, forecast horizons and category scopes (processor-only, AI-enabled servers, end-to-end hardware), so direct comparison requires reconciling definitions before building a precise TAM→SAM→SOM model.
Competitors
Top 3Small set of AI-materials and vertically integrated manufacturers; Orbital uniquely productizes AI-designed materials into deployed data-center hardware (PFAS-free GPU coolant), positioned between discovery platforms and large-scale vertical manufacturers.
- CuspAIcusp.ai ↗AI-driven materials-discovery platform accelerating novel compounds; Orbital focuses on AI-designed, manufactured hardware (PFAS-free GPU coolant), winning on productization and go-to-market.
- Periodic Labsperiodic.com ↗AI simulation platform predicting material properties; Orbital converts materials insights into manufactured infrastructure, offering immediately deployed cooling hardware versus Periodic's simulation-first approach.
- Prometheusprometheus.com ↗Vertically integrated AI manufacturing startup; Orbital is product-focused on PFAS-free cooling fluids, whereas Prometheus positions itself as a large-scale vertical manufacturer.
Funding
- Series B$50 millionMay 28, 2026Plural leadNventuresRadical VenturesCompoundFly VenturesFortune ↗
Orbital Industries disclosed a $50 million Series B led by Plural on May 28, 2026; multiple outlets confirm participation from Nventures/NVentures, Radical Ventures, Compound and Fly Ventures. PitchBook lists a higher total raised ($61M), implying one or more earlier rounds or undisclosed financings beyond the documented Series B.
- Itemized rounds in this extract include only the $50M Series B (May 28, 2026). PitchBook reports a total raised of $61M, indicating earlier rounds or amounts not detailed in the news coverage above.
- Investor name variants appear in sources (e.g., "Nventures" vs "NVentures"); investor list is the deduped union of names as written in the provided texts.
- No pre-Series-B amounts or dates were explicitly stated in the provided articles; earlier rounds (seed, pre-seed, etc.) may be undisclosed.
- Total_raised_display uses PitchBook's reported figure because it exceeds the sum of itemized, dated rounds and likely reflects additional undisclosed financings.
Momentum
- FundingMay 28, 2026Orbital Industries raised $50 million in a Series B led by Plural.Fortune ↗
- PartnershipDecember 2024Orbital formed a multi-year strategic partnership with Amazon Web Services (AWS) announced in December 2024.Fortune ↗
Orbital Industries completed a $50M Series B on May 28, 2026 and has an earlier multi-year partnership with AWS announced in December 2024, indicating momentum toward commercialising AI-designed cooling and modular data‑centre products.
- Public coverage is dominated by the May 2026 Series B announcement; few dated, independent commercial milestones (customers, revenues, contracts) are disclosed.
- Many reports restate the same company statements; product timelines mentioned in press coverage are largely forward‑looking (e.g., 2027 shipping targets) rather than confirmed deliveries.
- No dated hires, awards or signed customer contracts with timestamps were present in the provided text.
Customer Sentiment
Not enough public customer reviews to judge sentiment for this company.
AI Visibility
We ask ChatGPT WITH web search about the company and show its answers plus the sources it cited — the real AI-search experience. The key signal is share of voice: does the company come up when AI is asked about its space, not just when asked by name.
Models asked ChatGPT · web search
Accuracy of what AI said: Accurate — The direct answer correctly identifies Orbital Industries as an AI-first industrial firm working on materials and data-center hardware and cites founders, an 'Orb' model, and a recent Series B consistent with public press and the company site.
Orbital Industries is an AI-first industrial company that leverages frontier AI to design, manufacture, and deploy physical products, with an initial focus on enhancing AI data centers. (orbitalindustries.com)
Founders and Team Size: Founded in late 2022 by Jonathan Godwin, James Gin-Pollock, and Daniel Miodovnik, the company has grown to a team of approximately 50 employees. (thebaehq.com)
Stage and Funding: In May 2026, Orbital Industries secured a $50 million Series B funding round led by Plural, with participation from NVentures (NVIDIA's venture arm), Radical Ventures, Compound, and Fly Ventures. (fortune.com)
Notable Facts:
- AI Engine 'Orb': The company developed 'Orb,' an AI model capable of simulating the quantum-mechanical behavior of atoms, which can model 100,000 atoms on a single GPU. (orbitalindustries.com)
- Data Center Innovations: Orbital Industries has introduced a PFAS-free dielectric cooling fluid and a modular data center system designed to reduce deployment timelines from years to months. (thebaehq.com)
- Open-Source Contribution: In September 2024, the company open-sourced 'Orb' to accelerate the development of advanced materials globally. (orbitalindustries.com)
Orbital Industries continues to push the boundaries of AI-driven industrial innovation, aiming to lead an industrial renaissance and secure the planet for future generations. (orbitalindustries.com)
Here is a concise list of notable companies and products in the AI hardware manufacturing space:
- NVIDIA: Dominates the AI training market with GPUs like the H100 and B100. (101aiworld.com)
- AMD: Challenges NVIDIA with AI accelerators such as the Instinct MI300X and MI325X. (101aiworld.com)
- Intel: Develops AI-focused hardware, including the Gaudi series of AI accelerators. (techtarget.com)
- Alphabet (Google): Produces Tensor Processing Units (TPUs) like the Ironwood TPU for AI workloads. (techtarget.com)
- Microsoft: Invests in custom AI hardware to enhance its cloud and AI services. (techtarget.com)
- Taiwan Semiconductor Manufacturing Company (TSMC): Manufactures cutting-edge AI chips for global tech companies. (startus-insights.com)
- Qualcomm: Develops AI processors for mobile and edge devices. (techtarget.com)
- IBM: Offers AI hardware solutions like the IBM Power Systems for enterprise AI applications. (techtarget.com)
- Apple: Integrates AI capabilities into its devices with custom silicon like the M-series chips. (techtarget.com)
- Amazon: Develops custom AI chips, such as the AWS Inferentia, to power its cloud services. (techtarget.com)
These companies are at the forefront of AI hardware development, driving advancements in artificial intelligence across various sectors.
The AI hardware manufacturing sector is dynamic, with several key players driving innovation and performance. Here are some notable companies and their contributions:
NVIDIA Corporation (NVDA): A leader in AI hardware, NVIDIA's GPUs are widely used for AI training and inference tasks. Their CUDA software ecosystem is integral to AI development. (101aiworld.com)
Advanced Micro Devices (AMD): AMD offers competitive AI hardware solutions, including the Instinct MI300 Series GPUs, designed to rival NVIDIA's offerings. (techtarget.com)
Intel Corporation (INTC): Intel is investing heavily in AI hardware, developing processors and accelerators tailored for AI workloads. (techtarget.com)
Alphabet Inc. (GOOGL): Through its subsidiary Google, Alphabet has developed Tensor Processing Units (TPUs) to enhance AI processing capabilities. (techtarget.com)
Taiwan Semiconductor Manufacturing Company (TSMC): As a leading semiconductor foundry, TSMC manufactures cutting-edge AI chips for various tech giants. (startus-insights.com)
Groq: Specializing in AI accelerators, Groq develops Language Processing Units (LPUs) optimized for large language models and other AI workloads. (en.wikipedia.org)
BrainChip Holdings Ltd.: An Australian company focusing on neuromorphic computing, BrainChip develops hardware that mimics the human brain's neural networks for AI applications. (en.wikipedia.org)
These companies are at the forefront of AI hardware development, each contributing unique technologies and solutions to advance the field.
## Highlights:
- TikTok owner ByteDance is reportedly developing its own custom AI CPUs - company looks to ease China's dependence on US chipmakers, Published on Friday, May 29
- Dell raises annual forecasts as AI boom continues to reward hardware vendors, Published on Friday, May 29
- China adds homegrown AI chips to 'secure and reliable' procurement list for the first time - nine options added as move away from Nvidia continues, Published on Wednesday, May 27
The assistant describes Orbital Industries accurately when asked by name but did not surface the company unprompted in category or recommendation lists for AI hardware manufacturers. The direct description aligns with cited public sources, though recent funding and team details should be independently verified.
- AI/web results can vary between runs; the absence from category lists may reflect lists biased toward larger, chip-focused incumbents rather than niche materials/hardware firms.
- Some details (team size, funding amount/date) are drawn from press coverage and the company's own site — verify with primary sources (press releases, SEC/registry filings) where possible.
- Younger or specialized industrial AI companies are often underrepresented in broad 'AI hardware' summaries, so lack of unprompted mention is common and not definitive of market position.
Risks & Red Flags
No material public risk signals found. An absence of public concerns isn’t a clean bill of health — early or private companies may simply not generate coverage.
No independent third-party sources alleging legal, regulatory, security, financial, or reputational problems with Orbital Industries were identified in public records.
An absence of public reports does not guarantee the company has no issues; private disputes, recent developments, or limited press coverage for early-stage or privately-held firms can leave risks unreported. Conduct targeted diligence (litigation/regulatory database searches, reference checks, and on-site verification) before investment.
Compiled by AlgoTurk from public web sources · . Not investment advice.