Poolside AI

Challenger

Specialized coding LLMs for enterprises. $50M revenue (2025). Raised $2B+ including ~$1B from Nvidia. $12B valuation. Project Horizon 2GW data center. Founded 2023, SF.

AI Code Generation Models
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Updated April 2026

Company Overview

About Poolside AI

Poolside AI is a specialized AI coding company founded in April 2023 by Jason Warner (former GitHub CTO) and Eiso Kant, headquartered in San Francisco with a Paris presence. Builds LLMs specifically trained as AI software engineers deployed within enterprise environments, targeting companies with 5,000+ developers including banks and defense contractors.

Business Model & Competitive Advantage

$500M Series B (October 2024) at ~$3B. By October 2025, raising $2B at $12B valuation with $500M-$1B from Nvidia alone. Revenue grew from $250K (2023) to $30M (2024) to $50M (2025).

Competitive Landscape 2025–2026

October 2025: announced Project Horizon, a 2GW AI campus in West Texas with 40,000+ Nvidia GB300 NVL72 GPUs through CoreWeave, online from December 2025. Backed by Bain Capital, Nvidia, eBay Ventures, DST Global, SentinelOne's S Ventures.

Revenue
$50M
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Key Differentiators

Strong Challenger

Poolside AI is an established challenger with significant market presence and competitive offerings in AI Infrastructure.

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