Matforge.

We invested in Matforge. The company is building AI scientists for semiconductor materials discovery.

The work starts from a specific customer problem and carries new technical capability into a product people can use.

What they are building

Matforge is building an agent-and-lab system that proposes, synthesizes, and tests new materials for chips and data centers.

The result is a shorter path from materials research to fabrication; the company now operates as Discovered Materials.

Why we backed the founders

The strongest frontier companies make difficult technology useful in the real world. That requires product judgment alongside technical ambition.

We backed the Matforge founders because they are building through that full system rather than stopping at the demo.