What Orbital Industries does

Orbital Industries is a privately held, London-headquartered AI-first industrial company founded in 2022 that designs, manufactures, and ships physical products using frontier AI technology. The company operates an integrated platform in which a proprietary foundation model (LINUS) and the open-source Orb family of AI interatomic potentials (Orb, Orb-v3, OrbMol, OrbMol-v2) drive materials discovery, hardware design, and manufacturing, and are paired with robotic labs and physical engineering sites under what Orbital calls an "agentic operating system."

The company's commercial output spans advanced materials and physical hardware. Materials outputs include a PFAS-free dielectric two-phase cooling fluid discovered via AI screening and a data-center-integrated carbon-removal sorbent. Hardware outputs are sold under the Orbital IT sub-brand and center on the Nova Array rapid-deploy modular data center (2.5 MW self-contained modules, 180-day purchase-order-to-delivery, up to 250 kW/rack single-phase direct-to-chip cooling in production) and single-phase direct-to-chip cooling deployed today with two-phase direct-to-chip cooling engineered for 2,000 W+ TDP silicon by Q4 2027. Orbital IT is embedded in NVIDIA's DSX AI Factory reference architecture and is co-designed for NVIDIA Vera Rubin platforms.

Orbital generates revenue through hardware sales of Nova Array data center modules, co-development and sale of cooling systems (notably a multi-year partnership with AWS on carbon removal and hyperscale cooling), commercial licensing of the Orb AI model family (free for non-commercial and startup use under a permissive / Apache 2.0 license), and bespoke engineering and deployment services tied to each customer site. Customers span neoclouds, colocation operators, sovereign AI programs, hyperscalers, and frontier AI labs, with named logos including AWS, NVIDIA, Civo, and Substrate AI. The company employs 50 people across London and San Francisco, was rebranded from Orbital Materials to Orbital Industries alongside the launch of Orbital IT, and is venture-backed by Plural, NVentures (NVIDIA's venture arm), Radical Ventures, Compound, and Fly Ventures, having closed a $50M Series B in May 2026.

Name

Orbital Industries

Legal name

Orbital Materials, Inc.

Website

https://orbitalindustries.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

11–50 employees

Short description

Orbital Industries is a London-headquartered, AI-first industrial company founded in 2022 that designs, manufactures, and ships physical products, selling the Nova Array modular data center, PFAS-free dielectric cooling fluids, and licensing the open-source Orb AI model family to neoclouds, colocation operators, sovereign AI programs, hyperscalers, and frontier AI labs.

Ownership category

akta.pro rank

Product category

AI-Accelerated Industrial Manufacturing

NAICS

Navigational, Measuring, Electromedical, and Control Instruments Manufacturing (33451), Search, Detection, Navigation, Guidance, Aeronautical, and Nautical System and Instrument Manufacturing (334511)

SIC

Industrial Instruments For Measurement, Display, And Control (3823), Special Industry Machinery, Nec (3559)

akta.pro primary industry

Space Structures, Mechanisms & Thermal Control (IMABACAF)

akta.pro secondary industry

Instrumentation, Controls & Automation Engineering Consulting (BPAHAIAM)

Keywords

• AI materials discovery
• Modular data centers
• Liquid cooling systems
• AI industrial platform
• Dielectric cooling fluids

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices4 records

Markets served

GTM type

B2B

Offering type

Hardware or Manufacturing

Cost components

Personnel, Supply Chain, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Hardware Sales (Data Center Modules): Sale of prefabricated Nova Array data center modules at 2.5 MW per module, deployed in 180 days from purchase order. Each module is a self-contained building block; deployed incrementally to scale with demand. Customers include neoclouds, colocation operators, sovereign AI programs, hyperscalers, and frontier AI labs.
2. Cooling System Sales & Co-Development: Sale and co-development of dielectric cooling fluid and refrigeration systems for next-generation GPUs. Multi-year partnership with AWS on cooling and efficiency technologies; deployment at hyperscale data centers. PFAS-free dielectric enables regulatory compliance.
3. AI Model Licensing (Orb Family): Free for non-commercial uses and startups under permissive open-source license (Apache 2.0 for OrbMol). Commercial licensing available via [email protected] contact for commercial and licensing inquiries.
4. Custom Engineering / Deployment Services: Bespoke engineering services tied to each deployment: site survey and load modeling, AI-assisted CFD validation, factory build and acceptance testing, on-site commissioning. Engineering team works alongside customer from first scoping conversation.

Pricing tiers

Go-to-market motion1 record

Distribution channels5 records

Marketing channels8 records

Core offering

Orbital Industries is an AI-first industrial company that designs, engineers, and manufactures physical products using frontier AI. Its core offerings include AI-accelerated materials discovery (Orb/OrbMol open-source interatomic potential models), a PFAS-free dielectric two-phase cooling fluid, and the Nova Array rapid-deploy liquid-cooled modular data center system (2.5 MW modules, 180-day delivery) sold under the Orbital IT sub-brand. The company integrates materials science, hardware design, and manufacturing into a single AI-driven pipeline.

Product overview

Orbital Industries operates as a single integrated AI-Industrial platform that combines a proprietary frontier-AI engine with in-house materials, hardware, and manufacturing teams, rather than as a portfolio of unrelated SaaS products. At the core of the platform sits the LINUS foundation model and the open-source Orb family of AI interatomic-potential models (Orb, Orb-v3, OrbMol, OrbMol-v2), which generate and predict advanced materials and molecular behaviour. That AI engine feeds the company's physical products: the data-center-integrated carbon-removal technology, the PFAS-free dielectric cooling fluid, and the Orbital IT line of single-phase (in production) and two-phase (Q4 2027) direct-to-chip liquid cooling systems. Orbital IT is the dedicated commercial sub-brand for AI data-center infrastructure, headlined by Nova Array — a liquid-cooled, rapid-deploy modular data center (2.5 MW modules, 180-day deployment, up to 250 kW/rack today) that unites Nova Array, single-phase Direct-to-Chip cooling, and the forthcoming two-phase Direct-to-Chip cooling under one product family. The portfolio is therefore best understood as: core AI platform (Orb/Orb-v3/OrbMol/OrbMol-v2, LINUS) → advanced-material outputs (dielectric fluid, carbon-removal sorbent) → Orbital IT hardware products (Nova Array + Direct-to-Chip cooling).

Differentiator

Problem solved

Functional benefit

Brands

• Orbital IT: AI data center infrastructure brand of Orbital Industries, delivering modular data centers and direct-to-chip liquid cooling products, including the Nova Array rapid-deploy data center system and a dielectric two-phase cooling fluid for next-generation GPUs.

Products and services

• Nova Array Modular Data Center Liquid-cooled rapid-deploy modular data center for AI workloads. Compute, cooling, and power infrastructure delivered as one integrated set of 2.5 MW self-contained modules, factory-tested and deployed in 180 days from purchase order (vs. 18-24 months for traditional builds). Supports up to 250 kW per rack today with single-phase direct-to-chip cooling. Built for neoclouds, colocation operators, sovereign AI programs, hyperscalers, and frontier AI labs.
• Two-Phase Direct-to-Chip Liquid Cooling System Two-phase direct-to-chip cooling system using a novel PFAS-free dielectric refrigerant in a pumped, closed-loop architecture. Designed for next-generation 2,000 W+ TDP silicon including NVIDIA Rubin Ultra, Feynman, and next-gen AMD chips. Absorbs 20-50x more heat energy than single-phase per equivalent fluid mass via latent heat of vaporization. Engineered for -20°C to +55°C ambient with approximately 1.0 PUE cooling overhead.
• Single-Phase Direct-to-Chip Liquid Cooling Production-grade single-phase direct-to-chip liquid cooling deployed at approximately 130 kW per rack. Supports current-generation NVIDIA GB200/GB300/Vera Rubin and AMD MI400-class accelerators. The architecture is mature; densities are climbing faster than single-phase can follow, motivating migration to two-phase.
• Data-Center-Integrated Carbon Removal Technology AI-designed, sponge-like carbon-removal material tailored to the unique operating conditions of data-center waste heat. Designed to reduce operating and capital costs of deploying direct air capture. Pilot system expected to deploy and test at end of 2025; developed under the AWS strategic partnership. 10x performance improvement in carbon removal materials achieved in the first year of in-house lab operations.
• PFAS-free Dielectric Cooling Fluid Novel dielectric refrigerant discovered via Orbital's agentic operating system. Ultra-low GWP, non-PFAS, designed for 2,000 W+ TDP class chips (NVIDIA Rubin Ultra, Feynman, next-gen AMD). Two-phase cooling via latent heat of vaporization. Enables compliance with EU REACH and US state PFAS regulations.
• Orb AI Model Open-source AI model for advanced materials simulation, a fine-tuned version of Orbital's proprietary LINUS foundation model. Most accurate AI-based universal interatomic potential on the market, approximately 5x faster than the leading alternative for large-scale simulations. State-of-the-art on Matbench Discovery; 7x smaller than MatterSim, 3x throughput and 5x more scalable than MACE. Released under permissive Apache 2 license; free for non-commercial use and startups; commercial licensing available.
• Orb-v3 AI Model Latest generation of the Orb atomistic simulation model family. Extends AI simulation to the mesoscale; the only model able to simulate 100,000 atoms on a single GPU and runs approximately 10x faster than the nearest alternatives from Microsoft, Meta, and leading academic labs. Powers downstream models such as OrbMol.
• OrbMol AI Model Extension of Orb to molecular systems, built on the Orb-v3 architecture. Trained on the Open Molecules 2025 (OMol25) dataset of over 100 million high-accuracy DFT calculations at ωB97M-V/def2-TZVPD. Accurately models metal complexes, biomolecules, and electrolytes; conditions on total charge and spin multiplicity. At least 2x faster and more memory-efficient than prior state of the art (eSEN and UMA). Released under Apache 2.0 license.
• OrbMol-v2 AI Model Updated OrbMol model — a neural network that outperforms the most-cited method in chemistry. Released on June 2, 2026 as the latest version in the Orb family.

Quantifiable outcome

• Data center deployment in 180 days from purchase order (vs 18-24 months for traditional builds)
• +8 more outcomes

Named customers4 records

Segments7 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability11 records

Feature7 records

Partnerships

Five partnerships are on record, tiered flagship and core.

• NVIDIAflagshipStrategic or Co-development Partner · 8 June 2026Strategic co-development partnership announced at London Tech Week (June 8, 2026). Orbital Industries is working with NVIDIA to implement DSX AI Factory-compliant AI infrastructure at scale through its Orbital IT division, co-designed for NVIDIA Vera Rubin platforms. Orbital IT modules can be deployed in 24 weeks from order vs 24-36 months traditional. Embedded in NVIDIA Omniverse DSX Blueprint reference architecture. Also an investor via NVentures.
• NVIDIA DSX AI Factory Ecosystem Partners (energy, infrastructure, software)coreStrategic or Co-development Partner · 8 June 2026Orbital IT works alongside NVIDIA DSX ecosystem partners in energy, infrastructure, and software layers. Orbital fuses wattage, cooling, compute architecture, and control systems with these partners to deliver seamless hardware-software integration for agentic AI, physical AI, and high-performance compute.
• Substrate AIcoreStrategic or Co-development Partner · 14 April 2025Partnership to develop Substrate AI's first sustainable (net-negative carbon) data center in Europe in Talavera de la Reina, using Orbital Materials' cooling technologies. Demonstrates commercial deployment of Orbital's AI-designed materials into a net-negative-carbon AI infrastructure build.
• CivocoreStrategic or Co-development Partner · 9 April 2025Strategic partnership to pilot data center-integrated carbon removal technology. Civo is featured on the Orbital IT partner logos list alongside AWS and NVIDIA, indicating deployment-level collaboration on sustainable AI infrastructure.
• Amazon Web Services (AWS)flagshipStrategic or Co-development Partner · 1 December 2024Multi-year strategic partnership to develop and pilot technologies for data center decarbonization and efficiency. AWS is co-developing carbon removal, cooling, and efficiency technologies with Orbital. Plans include deployment and testing of first carbon removal system integrated with a data center at the end of 2025.

Scale indicators10 records

Recent moves7 records

Expansion highlights7 records

Direct peers

• Compass Datacenters: Modular, prefabricated data center provider for hyperscale and enterprise customers with a build-to-order model; comparable to Nova Array's factory-built, rapid-deploy approach.
• Iceotope Technologies: Precision liquid cooling company for high-density AI and HPC data centers, competing directly with Orbital IT's single-phase and two-phase direct-to-chip cooling products for hyperscaler and edge deployments.
• ZutaCore: Developer of two-phase direct liquid cooling for high-power GPUs and data centers; directly comparable to Orbital's forthcoming two-phase dielectric cooling for next-generation AI silicon.
• Green Revolution Cooling: Single-phase immersion and direct-to-chip cooling provider for AI/hyperscale data centers; competes with Orbital IT in liquid cooling for high-density GPU racks.
• Asperitas: Immersion cooling technology provider for high-density data centers and AI workloads; adjacent competitor in the liquid cooling category where Orbital IT is positioning its dielectric refrigerants.
• Crusoe Energy: Operates modular, rapid-deploy AI data centers (including stranded-flare-powered sites) and is a direct competitor to Orbital IT's Nova Array in serving neoclouds and frontier AI labs with fast time-to-power deployments.
• Citrine Informatics: AI platform for materials and chemicals R&D targeting industrial customers; comparable to Orbital's LINUS/Orb AI engine for accelerating advanced materials discovery.
• Substrate AI: Building sustainable AI data centers in Europe using advanced cooling and carbon-removal technologies; existing Orbital customer and partner, but represents a peer in the integrated sustainable data center category Orbital is targeting.

Broad incumbents

• Schrödinger: Established physics-based and AI-augmented molecular simulation platform serving pharma and materials science; competes broadly with Orbital's Orb/OrbMol models in atomistic and molecular property prediction.
• 3M (Electronics Materials / Novec): Major incumbent supplier of dielectric and fluorinated cooling fluids for data centers; comparable to Orbital's PFAS-free dielectric refrigerant as a competing supplier into hyperscale cooling systems.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat7 records

Key risks6 records

Key highlights7 records

Customer concentration

• GitHubgithub.com/orbital-materials/orb-models
• LinkedInlinkedin.com/company/orbitalindustries

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries1 record

Funding overview

Funding rounds5 records

Investors10 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 Orbital Industries