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Chips running AI workloads are too hot: That\u2019s one reason why data centers consume so much electricity and require cooling systems. And, inevitably, entrepreneurs are turning to AI to solve the problem it created.<\/p>\n
Discovered Materials is the latest, with plans to use swarms of AI agents to find new materials that can be used to build more efficient integrated circuits. The startup said it recently closed a $9 million seed round from Lightspeed India Partners after emerging from from Y Combinator, with investment from Peak XV Partners and angel investors Paul Graham, Gokul Rajaram, and Thariq Shihipar.<\/p>\n
Founders Advaith Sridhar and Akash Ramdas teamed up to launch the company, drawing on Ramdas\u2019 experience earning a doctorate in materials science from Stanford, and Sridhar\u2019s work on agents at Persona AI and Luma Labs. <\/p>\n
The two have created a software pipeline that uses Anthropic models in a custom harness to generate material leads, and then turns to foundational physics models they\u2019ve trained to run simulations that verify if the candidate materials are actually of interest.<\/p>\n
\u201c[Ramdas] was doing maybe 20 guesses a day during his PhD,\u201d Sridhar told TechCrunch. \u201cWe\u2019re able to do thousands of guesses a day now by having these agents run 24\/7 on the cloud, exploring research directions that he gives them.\u201d<\/p>\n
Discovered Materials released examples of hundreds of new materials today, as well as their \u201cMaterial Discovery Bench\u201d today, which is designed to track how frontier models take on this challenge. <\/p>\n
Companies like MatNex, SandboxAQ, and CuspAI have all launched similar efforts, but Discovered Materials is betting that a laser-focus on the thermal problems of semiconductor materials is the path to success. The startup says it has already discovered several materials that match the properties of existing materials used by major chipmakers, but can\u2019t share more details about them. <\/p>\n
One challenge is the engineering trade-space: If they find a material that might reduce heat generation or improve dissipation, it might be too difficult to actually manufacture a chip out of it, or its electrical properties are compromised. <\/p>\n
\u201cIt\u2019s a bit of playing whack-a-mole with atomic structures,\u201d Hemant Mohapatra, the Lightspeed partner who led this round, told TechCrunch. \u201cA material is only useful in the real world if all of them converge at once, which is what makes this a really interesting search problem.\u201d<\/p>\n
Mohapatra expects that the business of predicting novel substances will be commoditized as models continue to improve. The difference with Discovered Materials is Ramdas\u2019 deep experience in the field, and the ability to run a lab that can rapidly experiment and validate the candidates \u2014 something he says the two founders have already done with several new materials.<\/p>\n
When they find valuable candidates, Sridhar says the company will attempt to patent the use of the materials in GPUs, or the process by which chips can be made out of the substance, licensing them out to chipmakers. He hopes that they will have new materials worth patenting in the next year. <\/p>\n
However, for all the excitement, we still haven\u2019t seen any drugs or materials discovered by AI actually make a commercial impact. The closest is perhaps Insilico Medicine\u2019s Renterosib, the first drug discovered with generative AI to make it into a Phase II clinical trial. On the materials side, promising candidates have been found, like MatNex\u2019s rare-earth free permanent magnets or new semiconductor materials worked out by Panasonic and Citrine Informatics. But these haven\u2019t been commercially deployed at scale yet. <\/p>\n
These techniques may be coming into their own now as AI continues to improve, but it\u2019s one reason why Mohapatra says that he doesn\u2019t believe finding more candidates is the hold-up for AI materials science; instead, \u201cfiltering them correctly and synthesizing them is the bottleneck.\u201d<\/p>\n
While Sridhar believes that Discovered Materials\u2019 unique data and expertise will help the startup compete with deep-pocketed frontier labs, he acknowledged that the reality is that \u201ca lot of this will involve actually going into wet labs and like making things as well. And this is the process that cannot be sped up.\u201d<\/p>\n<\/div>\n
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