The opportunity

Sovereign decision silicon, at the inflection point.

Three forces are converging: machine learning is replacing rule-based systems, model compression has made edge inference viable, and power-efficient silicon has made deployment real. We are building for that moment.

01Market opportunity

$114B

Edge-AI accelerator market by 2034, compounding at 30.8% a year — with the AI-radar segment growing at 12%+ on its own.

$10B

2025

$38B

2030

$114B

2034

02Competitive landscape

Closest to Helsing in mission, Groq in compute philosophy, Shield AI in deployment — the only one combining all three with sovereign silicon at the edge.

Groq

$20B

Deterministic latency (LPU)

Cerebras

$22B

Wafer-scale compute

Helsing

$13.2B

AI for autonomous defence

Shield AI

$5.3B

GPS-denied autonomy

Tenstorrent

$2.7–3.2B

RISC-V dataflow

d-Matrix

$2.0B

Digital in-memory

Valuations as of 2026. In India, peers include Ola Krutrim ($1B+), Netrasemi ($74M), Agrani Labs (~$40–50M) and Mindgrove (~$26M).

03IP moat

12

Patents filed across four domains — on a roadmap to 100+ by December 2026.

5

Deterministic AI compute

5

AI-enabled radar systems

1

AI vision SoC · 500+ TOPS

1

Autonomous robotics & sensor fusion

04Partners & pipeline

A ~$15M pipeline before first silicon.

Around 30,000 chips across committed and prospective partners over the next 12–18 months, at roughly $500 average selling price.

Bharat Electronics (BEL)Navratna · primary partner · ~10,000 chips, next 6 months
Bharat Dynamics (BDL)Defence PSU · ~10,000 chips, following 6 months
Indian NavyAI-enabled radar capability proposal active
Raphe mPhibrDrone SLAM · 10,000+ chips on silicon readiness
Kaynes TechnologyManufacturing partner
IAI · Lockheed MartinExploratory engagements
05Development progress
Data acquisitionComplete
Dataset preparationComplete
Chip architectureComplete
FPGA validationComplete
AI model developmentIn progress
System integrationPlanned
Field validation (with BEL)Planned
06The ask

Why take a peep — or a plunge

Partner in orchestrating a futuristic, AI-propelled era — one that thrives on the edge.

The next wave of computing will not be won in the data center. It will be decided at the edge — where machines must perceive, reason and act in real time, without waiting on a cloud that may never be there.

Edge eats the cloud.

CemanticaAI is building the silicon layer for that shift — sovereign, deterministic, and purpose-built for autonomous decision-making. This is an invitation to co-orchestrate that transition: not merely to fund a chip, but to help define the infrastructure of an AI-propelled era that thrives where it matters most.

07Revenue projections

2028–29

$3–5M

~10,000 units / yr

2030–31

$15–25M

~50,000 units / yr

2032+

$30–60M+

100,000+ units / yr

08Recognition
Appreciation by the Honourable Raksha Mantri
Presentation to the Honourable IT Minister of India
Validation by BEL (Navratna)
Partnership with the Indian Navy
Strategic partnership with BDL
Exploratory engagement — IAI & Lockheed Martin