The Venture Codex

Participated · Equity · Dec 2025

ARC Clean Energy (also referred to as ARC Clean Technology) is a U.S.–based clean-energy firm with additional offices in Canada that is engineering the ARC-100, an advanced sodium-cooled fast reactor designed to generate 100 MWe of reliable, zero-emission electricity. The modular reactor targets applications ranging from electric grids to heavy industrial facilities and hyperscale AI data centers. ARC participates in the U.S. Department of Energy’s Advanced Reactor Demonstration Program, which aims to accelerate small modular reactor deployment, and it has a global distribution agreement with Korea Hydro & Nuclear Power (KHNP). Strategic engineering partner Hatch has worked with ARC since 2022 to advance Canadian project development. Proceeds from the company’s latest funding will support commercialization of the ARC-100, expansion into international markets, and continued collaboration with the DOE. No revenue or user metrics were disclosed, but the firm positions its technology as a cost-effective, scalable infrastructure solution for growing clean-energy demand.

Participated · Series A · Oct 2024

GMI Cloud is a San Jose-based startup that provides GPU cloud infrastructure for AI workloads. Launched in 2022, the company shifted from Bitcoin computing node services to focus on AI cloud infrastructure and now serves dozens of clients in healthcare, research, and telecom. Its offerings include customized private cloud services, built-in support for Nvidia NIM, end-to-end GPU hardware-to-application solutions, and professional AI consulting for model training, fine-tuning, and scaling. GMI emphasizes a supply-chain advantage by sourcing directly from manufacturers, holds 33 AI patents, and says its team has over 20 years of AI and HPC experience with backgrounds at GoogleX, Alibaba Cloud, and Supermicro. The startup operates data centers in Taiwan, Thailand, and Malaysia, and employs 35 staff in Asia and 18 in the U.S. It plans to build a new data center in Colorado to expand North American capacity and aims to grow headcount to 60–70 by year end.