The problem
AI compute is bottlenecked by power, cooling and permitting for data centers on Earth
What they do
Builds satellites that run AI data centers in orbit on solar power
Traction Pre-revenue; first H100 satellite flew Nov 2025; valuation $1.1B to $2.3B in 5 months
Hiring trend
- Open roles
- 16
- Headcount
- ~30
<10 staff (Q2 2025) to ~30 (Harmonic, Oct 2026); 16 open roles, all Redmond WA
Hiring in
- Redmond
- Woodinville
Funding
- Last round
- $250M
- Stage
- Series A (extension)
- Date
- Aug 2026
Led by Manhattan West (ext.); Benchmark and EQT led $170M Series A (Mar 2026)
- Hiring+1.516 open roles on the live job board (10–29 roles = +1.5)
- Funding recency+2Series A (extension) · $250M, Aug 2026 (2 months ago): 6 months or less = +1.5, $100M+ round +0.5
- Traction+1.5Strong growth: Pre-revenue; first H100 satellite flew Nov 2025; valuation $1.1B to $2.3B in 5 months
- Red flags0Watch-outs noted below, none scored as a significant flag
- Total5.01.5 + 2 + 1.5 − 0 = 5.0 → Sprint (4.75 or more)
Distance (Unproven) is a separate read on how long the lead can last. It doesn't change the score.
Distance
Unproven
One test satellite so far; the plan rests on unbuilt chips and scarce rockets.
Watch-outs
Watch (not scored): business depends on unbuilt Nvidia space chip and scarce launch capacity (Falcon 9 ends 2028); astronomers urged FCC to deny 88,000-satellite filing
Sources: TechCrunch, Aug 2026 (launch constraints) ↗ · The Next Web, Aug 2026 ↗ · American Astronomical Society FCC comments, Apr 2026 ↗
Open ops roles
No ops roles open right now
Last checked Oct 13, 2026
