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Orbital Industries
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Orbital Industries

London AI-materials company making PFAS-free GPU cooling and modular datacentres using atomic-simulation AI.

Orbital Industries is a London AI-materials company making PFAS-free GPU cooling and modular datacentres; its $50m Series B closed on 28 May 2026 with a European lead and no UK investor at all.

Last refreshed: 22 July 2026 · Appears in 1 active topic

Key Question

Can a UK deeptech company fix the AI datacentre cooling crisis without UK capital?

Timeline for Orbital Industries

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Background

Orbital Industries, founded in 2022 by former Google DeepMind researcher Jonathan Godwin, uses a proprietary atomic-simulation engine to screen material candidates for AI-datacentre hardware. Its flagship product is a PFAS-free dielectric cooling fluid for immersion-cooling GPU racks, alongside modular datacentres it can deploy within six months, positioning it at the intersection of soaring AI compute thermal loads and the push to eliminate PFAS chemicals from industrial processes.

The company closed a $50m Series B on 28 May 2026, led by European fund Plural with Nvidia's venture Arm NVentures joining for the first time, alongside a multi-year AWS product partnership; no UK-domiciled investor took part.

Orbital's round became the first in a run of UK deeptech mega-rounds, PhysicsX and CuspAI among them, to close without domestic capital, exposing a structural gap in Britain's late-stage funding for the AI-materials companies its own research base produces.

Common Questions
What does Orbital Industries make and who backed their $50m round?
Orbital Industries makes PFAS-free dielectric cooling fluid and modular datacentres using an AI atomic-simulation engine. Its $50m Series B was led by Plural, with Nvidia's NVentures and an AWS multi-year partnership.Source: Fortune
Why did Orbital Industries raise $50m with no UK investor leading the round?
No UK-domiciled fund or sovereign vehicle contributed to the Series B. European firm Plural led, with US investors NVentures, Radical Ventures and Compound co-investing, reflecting a shortage of UK late-stage deeptech capital.Source: Fortune
What is PFAS-free GPU cooling and why does it matter for datacentres?
PFAS (per- and polyfluoroalkyl substances) are persistent environmental contaminants used in traditional immersion cooling fluids. Orbital's PFAS-free alternative meets tightening EU and US regulations while handling the extreme heat of modern GPU racks.Source: Fortune
Who founded Orbital Industries and what was their background at DeepMind?
Jonathan Godwin (CEO) spent five years at Google DeepMind working on AI for materials Science. He co-founded Orbital in 2022 with James Gin-Pollock (CTO) and Daniel Miodovnik (COO).Source: Sifted / Fortune
How does Orbital Industries' atomic-simulation engine work?
Orbital's engine models 100,000 atoms on a single GPU at ten times the speed of the nearest alternative, enabling rapid screening of material candidates for properties like heat transfer and chemical stability.Source: Fortune
Source Material