The pace of innovation doesn't slow down, and neither do we. Explore this quarter's most impactful investments and frontier technology insights below and discover how IQT is shaping what's ahead for national security and global innovation.

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Welcome to the IQT Portfolio

• ‍Fonontech develops Impulse Printing technology for assembling 3D microelectronics at micron-scale resolution with reduced complexity and environmental impact.‍
• Prometheus Hyperscale builds liquid-cooled, clean energy-powered hyperscale data centers for AI, big data, and cloud computing workloads.‍
• Sedai is an autonomous cloud management platform using patented AI to optimize compute, storage, and data across multi-cloud environments.‍
• Noble Gas Systems manufactures lightweight, high-pressure conformable storage and delivery systems for compressed gases across defense, aviation, and energy applications.‍
• Bifrost AI provides a generative 3D synthetic data platform for training AI and robotics models across aerospace, defense, and autonomous systems applications.‍
• SkySafe delivers a cloud-based drone detection platform enabling organizations to identify, track, and attribute unauthorized drone activity in real time.‍
• TRL11 designs full-motion video hardware and software for spacecraft, supporting mission confirmation, space domain awareness, and proximity operations.‍
• Cylake provides a complete, AI-native cybersecurity platform built on a single data foundation, designed for organizations that require full operational sovereignty without relying on public cloud infrastructure.‍
• Glimpse Engineering provides AI-powered X-ray CT scanning software for battery quality inspection across electric vehicle and aerospace applications.‍
• Eridu is building a clean-sheet AI networking platform using custom silicon to eliminate data center bottlenecks limiting large-scale AI deployment.‍
• Sygaldry develops quantum-accelerated AI servers integrating multiple qubit modalities to deliver exponential compute speedups for AI training and inference workloads.‍
• Armadin is an AI-native cybersecurity company deploying autonomous red teaming agents to continuously identify and prioritize exploitable vulnerabilities.‍
• Firestorm develops modular, additively manufactured unmanned aerial systems enabling affordable, rapid drone production at the point of need.‍
• Inertia is commercializing laser inertial fusion energy, building toward utility-scale power plants producing clean, limitless electricity from abundant fuels.‍
• Factorial develops solid-state batteries delivering higher energy density, improved safety, and compatibility with existing lithium-ion manufacturing lines.‍
• EdgeCortix builds energy-efficient AI processors optimized for high-performance edge inference, supporting autonomous systems and real-time analytics.

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IQT Blogs & Podcasts

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📖 IQT Quarterly Recap: Fall 2025: As we step into a new year, let's celebrate the progress we made in IQT's fall quarter of 2025. From bold investments to cutting-edge technical insights that set the stage, discover how IQT is creating impact and shaping what's ahead. (January 28, 2026)

📖 What Is Physical AI? A Definition and Framework: Physical AI is not about making machines better at a single job. It is about creating intelligence that can operate in the physical world across many jobs. IQT lays out a clear definition and framework for understanding this rapidly evolving field and what it means for national security. (February 4, 2026)

🎙️ IQT Explains: How Robotics Are Transforming Military Construction ft. ICON: What if military infrastructure could be built faster, smarter, and better, using robotics instead of legacy construction methods? IQT experts and portfolio company ICON explore how large-scale robotic 3D printing is redefining what is possible when construction meets autonomy and design innovation. (February 17, 2026)

📖 What's Next: World Models and Their Importance in Physical AI: World models shift AI from reacting to perceiving, and from perceiving to anticipating. This post explores why they are becoming the foundational layer connecting sensors to intelligent action in physical AI systems. (February 25, 2026)

📖 IQT's Look at the Year Ahead: What 2026 Could Have in Store for Strategic Technologies: IQT is continuously looking ahead to identify what trends and developments are on the horizon. In this post, our technology experts and investors share what they think 2026 has in store across AI, quantum, cyber, biotechnology, and space. (March 11, 2026)

IQT Around the World

• ‍AI Ambition vs. Workforce Readiness with Julianne Sobral: IQT's Chief of Staff Julianne Sobral joined the Kissinger Group podcast to discuss what real AI fluency looks like, why fear still shapes so much of the AI conversation, and how IQT is building workforce readiness through segmented learning tracks and hands-on practice.‍
• Moody's Risk Reframed Podcast: Dr. Anderson also joined the Risk Reframed Podcast to discuss how IQT navigates innovation as "the art of the possible," tracing the evolution of IQT's strategy over nearly 30 years and how it is helping accelerate America's technological edge in an increasingly competitive geopolitical landscape.‍
• Commission on U.S. Quantum Primacy (CUSP): Lastly, Dr. Anderson was appointed as one of fourteen commissioners on SCSP's Commission on U.S. Quantum Primacy, a high-level bipartisan body developing a national strategy to ensure long-term U.S. leadership in quantum technologies.

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