Skip to content
Defdex

Supply-chain input · Component

Edge AI compute modules

Embedded processors (GPU/NPU modules) that run perception and autonomy software on board.

HighComponent
Producers
0
0 consumers tracked
Upstream
0
0 downstream
Trade controls
0
None recorded

Constraint

Why supply is constrained

High

Leading-edge chips are made almost entirely in Taiwan: TSMC produces around 90% of leading-edge semiconductors. A Taiwan disruption would hit the GPU/NPU modules used for onboard autonomy.

Who needs it10

Products· 5

Alpha

Smack Technologies

Edge decision platform pairing Smack's models with proprietary hardware for frontline units and autonomous platforms in DDIL conditions; hardware funded by the 2026 Series B.

Alpha runs Smack's models on proprietary edge hardware without persistent cloud connectivity; compute vendor not disclosed.

Development

Grove

Valthos

Model-agnostic platform that turns sequencing data into biological threat assessments, running in the cloud or on edge hardware; benchmarked on DoW-provided and Los Alamos National Laboratory datasets.

Grove runs on deployable edge compute; benchmarked on NVIDIA Jetson AGX Thor.

Prototype

Micro VPS (Micro Visual Positioning System)

Theseus

Pod-mounted visual positioning system that compares camera imagery with onboard satellite maps to give drones position without GPS; flown 564 km over Florida in March 2026.

Runs on a Raspberry Pi 5-class single-board computer.

Prototype

Rift Alpha

Askari Defense

Hand-, tube- or box-launched autonomous, computer-vision-guided hit-to-kill interceptor for Group 1-2 drones; about 2 km range.

Onboard AI implies embedded compute; module not disclosed.

Limited fielding

Sources1

  1. 1

    Council on Foreign Relations · Jul 6, 2023 · Supports Input

    “Taiwan Semiconductor Manufacturing Company (TSMC) is the world’s largest contract chipmaker and produces around 90 percent of the world’s leading-edge semiconductors”

Each fact on this page is attached to the sources that support it. Archived copies are linked when we keep one.