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OLIX on Pulse

Semiconductors

The full thread of our OLIX coverage — a running record of every development we've tracked, with the VC take on each.

2
Stories
1
With a headline figure
Aug 3, 2026
Since

Coverage Timeline

newest first
  1. Aug 4, 2026IPOThe Nuclear-Chip IPO Pipeline Nobody's Pricing In→
  2. Aug 3, 2026FUNDINGOLIX's $312M Bet Against Nvidia's Chip Shortage$312M Series B→

All Coverage

IPO· Aug 4, 2026

The Nuclear-Chip IPO Pipeline Nobody's Pricing In

Illustration for: The Nuclear-Chip IPO Pipeline Nobody's Pricing In
IPO

The Nuclear-Chip IPO Pipeline Nobody's Pricing In

Valar Atomics at a $6B private valuation and OLIX at $3.3B are both explicitly infrastructure bets, not software -- and neither has a clear public comp set yet, which means whoever lists first effectively prices the entire category.

Aug 4, 2026
FUNDING· Aug 3, 2026

OLIX's $312M Bet Against Nvidia's Chip Shortage

Illustration for: OLIX's $312M Bet Against Nvidia's Chip Shortage
FUNDING$312M Series B

OLIX's $312M Bet Against Nvidia's Chip Shortage

OLIX raised $312M to build a photonic inference chip that skips the HBM shortage bottlenecking Nvidia -- backed by Arm, Hudson River Trading and Reed Hastings, and a real signal that the AI chip market is finally getting a credible non-GPU challenger.

Aug 3, 2026
@Trace_Cohen·t@nyvp.com