Compute
The infrastructure that lowers the cost of intelligence and makes it usable at scale.
We back the founders turning frontier research into the next generation of AI companies.
Explore our thinking01 / Our thesis
Intelligence.
Into impact.
AI’s next chapter is useful work. We back the compute, infrastructure and applications that turn research into everyday capability.
02 / Where we invest
From possibility
to productivity.
Agent infrastructure
The environments, tools and controls that let teams build, test and deploy capable agents.
Agent applications
Products that complete real tasks, fit into existing workflows and create measurable value for customers.
And AI hardware, where a physical device unlocks adoption.
03 / Selected portfolio
Already
in motion.
Compute
Hyperbolic
An open GPU marketplace connecting available capacity with AI builders.
Compute
Phala
Confidential AI inference secured by trusted hardware.
Compute
Moonmath
GPU kernels and compression for efficient world models.
Agent infrastructure
SmolMachine
Hardware-isolated microVM environments built for agents.
Agent infrastructure
MintMCP
An enterprise gateway governing how agents access tools.
04 / Alongside founders
Conviction
is only
the beginning.
Connect with customers
Warm introductions, business partnerships and practical support for enterprise sales.
Build with better resources
Connections to compute providers, model teams and technical partners across our network.
Learn alongside builders
Focused workshops and direct conversations with researchers and experienced founders.
Our people
Independent minds.
Shared conviction.
Jocy Lin
IOSG founding partner. Backing technical infrastructure founders since 2017.
Yiping Lu
Enterprise AI, open-source development and venture investing across AI and fintech infrastructure.
Research in the room.
Researchers and founders who test products and challenge our technical assumptions.
The G was Genesis.
The F is Frontier.
In 2017, the IOSG team began backing founders building open, programmable systems. IOSF carries that research discipline into the next frontier: intelligence itself.
Discover IOSGFOR FOUNDERS & RESEARCHERS