Biotechnology

OpenAI and Top Investors Back Valthos with US$30M to Advance AI-Driven Biodefense

Reimagining biodefense at the intersection of AI, biology and urgency.

Updated

November 27, 2025 3:26 PM

Through computational tools, Valthos analyzes biological data to design adaptive solutions against emerging threats. PHOTO: VALTHOS

Valthos has raised US$30 million in seed funding, led by the OpenAI Startup Fund, Lux Capital and Founders Fund, to advance its mission of building next-generation biodefense systems.

The company’s work comes at a time when biotechnology is evolving at an unprecedented pace. Biotechnology is moving at record speed. These new tools can lead to life-changing medical discoveries, but they also bring the risk of dangerous biological agents being developed faster than ever.  

“The issue at the core of biodefense is asymmetry”, said Kathleen McMahon, co-founder of Valthos. “It’s easier to make a pathogen than a cure. We’re building tools to help experts at the frontlines of biodefense move as fast as the threats they face”. The gap Valthos aims to close is between the rapid rise of biological threats and the slower pace of developing cures. Therefore, the company is developing AI systems that can rapidly analyze biological sequences and significantly shorten the time needed to design medical countermeasures.

“In this new world, the only way forward is to be faster. So we set out to build a new tech stack for biodefense”, said Tess van Stekelenburg, co-founder of Valthos. “This software infrastructure strengthens biodefense today and lays the groundwork for the adaptive, precision therapeutics of tomorrow”.

The company was founded by van Stekelenburg, a partner at Lux Capital and McMahon, the former head of Palantir’s Life Sciences division. Together, they’ve built a multidisciplinary team of experts from Palantir, DeepMind, Stanford’s Arc Institute and MIT’s Broad Institute, bringing together deep experience in software engineering, machine learning and biotechnology.

“Technology is moving fast. An industrial ecosystem of builders, companies and solutions further democratizes AI to provide broad resilience, and ensures the U.S. continues to lead as AI increasingly powers everything around us. As AI and biotech rapidly advance, biodefense is one of the new industry verticals that helps maximize the benefits and minimize the risks”, said Jason Kwon, OpenAI’s Chief Strategy Officer. “Valthos is pushing the frontier of protection and defense in one of the most strategic intersections of multiple world-changing technologies, and with the team to do it”.

Looking ahead, Valthos plans to expand its engineering team and scale its software infrastructure for both government and commercial partners — moving closer to its goal of enabling faster, smarter and more adaptive biodefense capabilities.

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AI

The Real Cost of Scaling AI: How Supermicro and NVIDIA Are Rebuilding Data Center Infrastructure

The hidden cost of scaling AI: infrastructure, energy, and the push for liquid cooling.

Updated

December 16, 2025 3:43 PM

The inside of a data centre, with rows of server racks. PHOTO: FREEPIK

As artificial intelligence models grow larger and more demanding, the quiet pressure point isn’t the algorithms themselves—it’s the AI infrastructure that has to run them. Training and deploying modern AI models now requires enormous amounts of computing power, which creates a different kind of challenge: heat, energy use and space inside data centers. This is the context in which Supermicro and NVIDIA’s collaboration on AI infrastructure begins to matter.

Supermicro designs and builds large-scale computing systems for data centers. It has now expanded its support for NVIDIA’s Blackwell generation of AI chips with new liquid-cooled server platforms built around the NVIDIA HGX B300. The announcement isn’t just about faster hardware. It reflects a broader effort to rethink how AI data center infrastructure is built as facilities strain under rising power and cooling demands.

At a basic level, the systems are designed to pack more AI chips into less space while using less energy to keep them running. Instead of relying mainly on air cooling—fans, chillers and large amounts of electricity, these liquid-cooled AI servers circulate liquid directly across critical components. That approach removes heat more efficiently, allowing servers to run denser AI workloads without overheating or wasting energy.

Why does that matter outside a data center? Because AI doesn’t scale in isolation. As models become more complex, the cost of running them rises quickly, not just in hardware budgets, but in electricity use, water consumption and physical footprint. Traditional air-cooling methods are increasingly becoming a bottleneck, limiting how far AI systems can grow before energy and infrastructure costs spiral.

This is where the Supermicro–NVIDIA partnership fits in. NVIDIA supplies the computing engines—the Blackwell-based GPUs designed to handle massive AI workloads. Supermicro focuses on how those chips are deployed in the real world: how many GPUs can fit in a rack, how they are cooled, how quickly systems can be assembled and how reliably they can operate at scale in modern data centers. Together, the goal is to make high-density AI computing more practical, not just more powerful.

The new liquid-cooled designs are aimed at hyperscale data centers and so-called AI factories—facilities built specifically to train and run large AI models continuously. By increasing GPU density per rack and removing most of the heat through liquid cooling, these systems aim to ease a growing tension in the AI boom: the need for more computers without an equally dramatic rise in energy waste.

Just as important is speed. Large organizations don’t want to spend months stitching together custom AI infrastructure. Supermicro’s approach packages compute, networking and cooling into pre-validated data center building blocks that can be deployed faster. In a world where AI capabilities are advancing rapidly, time to deployment can matter as much as raw performance.

Stepping back, this development says less about one product launch and more about a shift in priorities across the AI industry. The next phase of AI growth isn’t only about smarter models—it’s about whether the physical infrastructure powering AI can scale responsibly. Efficiency, power use and sustainability are becoming as critical as speed.