The world is moving to embrace AI and the ability to support this influx of computational demand represents a pressing challenge. In parallel, the GenAI era is moving computations to the edge by processing data directly on devices instead of relying on remote, cloud infrastructure.

As a VC with unbeaten expertise in the semiconductor space, we know this problem needs to be solved on the hardware level. It is clear to us that power efficiency is undoubtedly one of the next frontiers of computing and is the path to always-on applications.

The next generation of always-on edge devices, which include wearables, sensors, vehicles, and infrastructure, will need the ability to run powerful AI models continuously, in real time, and with energy efficiency. This is as much a performance challenge as it is a condition for the next wave of intelligent devices.

Enter Blumind.

Niraj Mathur and his team are rising to this challenge by pioneering ultra-low-power analog AI chips for edge computing. They are leading the charge to revolutionize edge compute while solving for the energy demand of AI adoption. The company's mission is to usher in a new era of always-on sensing, optimizing energy consumption in embedded systems through innovative chip designs and analog computing techniques.

Two Small Fish is proud to share our continued support in Blumind’s journey. We are thrilled to announce our follow-on investment in Blumind’s $20M CAD Series A round, alongside BDC Capital, Cycle Capital, Fusion Fund, and Real Ventures.

Blumind's flagship AMPL technology is a triumph in neuromorphic chip design, an approach to designing computer chips in a way that mimics the human brain. They are combining neuromorphic compute, precision analog processing, and in-memory compute to create this new approach. Blumind is proving that analog techniques in chip design are the logical next step for machine learning applications. The result? Technology that is capable of exceptionally low power consumption down to micro-watts, making it perfect for scenarios where power availability is a constraint without sacrificing performance, reliability, cost or scale.

We have said it before and we’ll say it again: semiconductors are the backbone of the GenAI revolution and the next advancements to come.

Blumind’s breakthrough analog AI chips don’t just reduce energy demand, they unlock AI for everyone, everywhere. We’re proud to continue supporting Blumind in their journey and to be part of a future where intelligent, low-power devices can exist at the edge of every industry.