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▶ 6:55 · $NVDA · Cusp AI founders cite Nvidia AI factories as critical compute infrastructure for materials foundries
episode briefing
Kleiner Perkins

CuspAI: A Search Engine for Materials That Don’t Exist Yet

2026-07-20 · 2 company · 4 thematic
sentiment
2 bull0 bear0 neu
speakers
chad

Co-founder of Cusp AI who grew up in a Welsh farming village and was the first in his family to attend university; previously worked in quantum computing before partnering with Max Welling to build an AI-driven materials discovery platform.

quote
“And then the fourth thing you need of course is compute, and so we're using local computing infrastructure and these AI factories that Nvidia have been busy building. And these foundries are underpinned both by Meta and Nvidia who are kind…”
—chad
now playing · $NVDA
$CUSP-AIbullish· high· poschad
Cusp AI founders unveil AI search engine for materials discovery with Meta and Nvidia backing
Cusp AI uses generative AI agents to search and generate novel materials in months instead of decades, with a proprietary dataset and foundry ecosystem backed by Meta and Nvidia t…
$NVDA···bullish· mediumchad
Cusp AI founders cite Nvidia AI factories as critical compute infrastructure for materials foundries
Nvidia's AI factory infrastructure provides the essential compute layer for Cusp AI's materials foundries, positioning Nvidia as a foundational enabler of AI-driven materials disc…