Periodic Labs

What Periodic Labs does

Periodic Labs is a San Francisco-based AI and robotics company founded in 2025 by Liam Fedus (formerly OpenAI's VP of Research and co-creator of ChatGPT) and Ekin Dogus Cubuk (formerly a Google DeepMind scientist and contributor to GNoME and MatterGen). The company builds "AI scientists" — systems that combine large language models, reinforcement learning, and high-fidelity simulation with autonomous robotic laboratories to conjecture theories, design experiments, and iteratively learn from physical results. Its strategic thesis is that internet-scale text data has been exhausted and that the next frontier of scientific AI requires proprietary, physically generated experimental data, including negative results that are rarely published. The company is initially focused on materials discovery in the physical sciences — high-temperature superconductors, next-generation transportation materials, power grids, and applications relevant to semiconductor manufacturing such as chip heat dissipation.

The company's core offering is an integrated platform pairing AI research agents with autonomous laboratories capable of running thousands of physics and chemistry experiments, with each experiment producing gigabytes of proprietary data. Periodic Labs is deploying custom AI agents directly with enterprise customers, including a named semiconductor manufacturer tackling heat-dissipation challenges on its chips. The company operates two locations — its San Francisco headquarters and AI-powered robotics labs in Menlo Park — and is supported by a Scientific Advisory Board drawn from Stanford and Northwestern, with a five-person team of named academic advisors in chemistry, physics, and materials science. The company emerged from stealth in October 2025 alongside a $300 million seed round at a $1.3 billion valuation, one of the largest seed rounds on record, led by Andreessen Horowitz and Felicis with participation from NVIDIA's NVentures, Jeff Bezos, Eric Schmidt, DST Global, and Accel.

Periodic Labs operates a direct enterprise field-sales motion targeting semiconductors, space, and defense, with revenue beginning to accrue from initial semiconductor customers in 2026. A reported $500 million funding round at a $7.5 billion valuation was in advanced talks as of May 2026, representing a 5.7x valuation increase from the seed round within roughly eight months. The company had approximately 40 employees as of March 2026 and had recruited more than 20 senior researchers from Meta, OpenAI, and DeepMind. Beyond direct enterprise deployment, Periodic Labs runs an Academic Grant Program to support external pioneering research and joined the AMP Coalition in 2026 to procure shared compute resources alongside other AI labs.

Name

Periodic Labs

Website

https://periodic.com

Company type

Private

Founded year

2025

Operating status

Operating

Headcount range

11–50 employees

Short description

Periodic Labs builds AI scientists and autonomous robotic laboratories that conduct physical-science experiments to accelerate materials discovery, initially serving semiconductor, space, and defense enterprise customers with custom AI agents and proprietary experimental data.

Ownership category

akta.pro rank

Product category

AI-driven materials discovery platform

NAICS

Analytical Laboratory Instrument Manufacturing (334516), Research and Development in Nanotechnology (541713)

SIC

Laboratory Analytical Instruments (3826), Services-Testing Laboratories (8734), Services-Commercial Physical & Biological Research (8731)

akta.pro primary industry

Simulation-Based Learning & Virtual Labs (EDAGAEAG)

Keywords

• AI materials discovery
• Autonomous science labs
• Physical sciences research
• Robotic laboratory automation
• Materials science AI

Headquarters

HQ city

Menlo Park

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Infrastructure, Operations

Revenue model

1. Enterprise AI Solutions: Providing AI-powered scientific research solutions and custom AI agents to enterprise customers in semiconductor, materials science, and other industries.已经开始产生收入并获得半导体行业初始客户。

Go-to-market motion2 records

Distribution channels1 record

Marketing channels3 records

Core offering

Periodic Labs builds AI scientists paired with autonomous robotic laboratories that conduct physical science experiments and generate proprietary experimental data to discover new materials. The platform combines large language models, reinforcement learning, high-fidelity physics simulation, and robotic automation in a closed-loop system to autonomously conjecture theories, design experiments, and iterate on materials discovery, with initial focus on high-temperature superconductors and semiconductor heat-dissipation materials.

Product overview

Periodic Labs offers a unified AI-powered scientific research platform that combines autonomous robotics, high-fidelity simulation, and LLM-based research assistants to accelerate experimental discovery in the physical sciences. The platform integrates AI scientists with autonomous laboratories capable of conducting physical experiments and generating scientific data. The company is initially focused on discovering high-temperature superconducting materials for the semiconductor industry, including applications in heat dissipation and advanced chip architectures.

Differentiator

Problem solved

Functional benefit

Products and services

• AI-Powered Scientific Research Platform Unified platform that combines autonomous robotics, high-fidelity simulation, and LLM-based research assistants to autonomously conduct physical experiments and accelerate materials discovery in the physical sciences, targeted at enterprise R&D teams in semiconductors, space, and defense.
• Custom AI Agents for Enterprise R&D Custom-trained AI agents deployed to enterprise engineering and research teams to make sense of their experimental data and iterate faster on materials discovery, currently being deployed to a semiconductor manufacturer for chip heat-dissipation challenges.

Quantifiable outcome

• Successfully raised $300M seed round at $1.3B valuation
• +2 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability8 records

Feature4 records

Partnerships

Three partnerships are on record, tiered minor and core.

• AMP CoalitionminorStrategic or Co-development Partner · 23 May 2026Computing power coalition led by Amp (Menlo Park startup). Periodic Labs joined alongside Eleven Labs to negotiate collective deals with data center operators for shared computing resources.
• Semiconductor Industry PartnerscoreStrategic or Co-development Partner · 6 March 2026Working with semiconductor manufacturer on heat dissipation challenges, training custom agents for engineers and researchers.
• Scientific Advisory Board (Bertozzi, Kanatzidis, Kivelson, Shen, Wolverton)coreStrategic or Co-development PartnerPrestigious academic advisors from Stanford and Northwestern Universities providing scientific oversight and credibility in chemistry, physics, and materials science.

Scale indicators8 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Citrine Informatics: AI-powered materials informatics platform serving enterprise chemicals, materials, and manufacturing customers. Directly comparable to Periodic Labs in applying AI/ML to accelerate materials discovery for industrial verticals.
• SandboxAQ: Enterprise AI and quantum company targeting materials, chemistry, and biopharma with AI-driven simulation and discovery. Closely comparable B2B enterprise AI-for-science model and customer base.
• Kebotix: Combines AI and self-driving robotic labs to discover new chemicals and materials. Operates autonomous laboratories with AI-driven discovery, matching Periodic Labs' core architectural thesis.
• Radical AI: Generative AI platform for materials science and chemistry with autonomous experimentation capabilities. Direct competitor in applying foundation models to materials R&D.

Broad incumbents

• Schrödinger: Public computational chemistry and materials discovery company with broad life-sciences and industrial-materials footprint. Larger, established player with overlapping AI-driven materials and chemistry capabilities.
• Google DeepMind: Originated GNoME, a foundational AI system for materials discovery, and employs co-founder Cubuk's former colleagues. Largest incumbent with similar AI-for-science mandate and far greater resources.
• Microsoft Research AI for Science: Microsoft's initiative applying foundation models and AI agents to scientific discovery, including materials. Broader incumbent with overlapping AI-for-science ambitions and substantially greater compute and distribution.
• IBM Research (AI for Science / Materials): Long-running corporate research effort applying AI to chemistry and materials discovery, including open models like IBM RXN. Established incumbent with adjacent capabilities but broader enterprise mandate.

Emerging players

• Insilico Medicine: AI-driven drug discovery company applying generative AI and autonomous labs to pharmaceutical R&D. Comparable methodology (generative AI + closed-loop experimentation) but focused on life sciences rather than physical materials.
• CuspAI: Early-stage generative AI company focused on materials design at the atomic scale, founded by DeepMind alumni. Closely comparable AI-for-materials thesis and emerging-venture stage.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/periodiclabs
• LinkedInlinkedin.com/company/periodic-labs

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds1 record

Investors24 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Periodic Labs