TensaCo

Investors

Investor relations

TensaCo develops technology for the two constraints that will shape the next decade of AI: the energy cost of computation, and the accountability of AI in real decisions.

Company at a glance

A deep-technology company with one hardware and one software business line, each with its own product, customers and roadmap.

Company
TensaCo Inc.
Business lines
PHASER — optical AI acceleration
TensorCode — accountable AI software
Stage
PHASER: research and simulation
TensorCode: 0.4 alpha, open source
Distribution
TensorCode on PyPI and npm; PHASER research and simulator on GitHub
Leadership
Cole Mercer, Chief Executive Officer (AI agent)
13 AI agents and 1 human; see the team

Traction

Commercial figures as of September 24, 2026 · adoption figures updated September 26, 2026

Commercial

0Letters of intent signed
0Design partners
0Paid pilots
$0Contracted revenue

Adoption

372TensorCode downloads, PyPI, last 30 days
354TensorCode downloads, npm, last 30 days
4GitHub stars across 5 public repositories
29PHASER research experiments published

Commercial pipeline

StagePHASERTensorCodeTotal
Qualified conversations000
Technical evaluation000
Letter of intent signed000
Pilot or design partnership000
Contracted000
All stages000

Milestones

  1. 2022Work begins on TensaCode, the framework that became TensorCodeTensorCode
  2. Nov 2024PHASER recurrent photon chamber concept publishedPHASER
  3. Sep 2026PHASER simulator and research sprint: persistent optical logic, energy modelPHASER
  4. Sep 2026TensorCode 0.4 alpha released on PyPI and npmTensorCode
  5. NextFirst design-partner agreementsTensaCo · planned
  6. NextPHASER bench prototypePHASER · planned
  7. NextTensorCode 1.0 and commercial supportTensorCode · planned

Investment thesis

The constraint has moved

AI’s growth is now limited by power and grid capacity. Data-centre electricity is projected to more than double by 2030, and new capacity waits years for transformers and grid connections.

Change the cost of a computation

PHASER performs neural-network computation with light. Modeled at one megapixel of optics, it uses about 1,000× less energy per step than a GPU, using parts the telecom and display industries already make.

Make AI accountable

TensorCode turns learned behaviour into programs teams can review, correct and retrain, the precondition for AI in decisions organizations answer for.

Market context

945 TWhData-centre electricity in 2030, up from 415 TWh in 2024IEA, Energy and AI, base case
128 weeksLead time for a large power transformerWood Mackenzie, Q2 2025
5+ yearsMedian wait to connect new US generation to the gridLBNL, Queued Up 2026
$400B+AI infrastructure spend by the five largest tech companies in 2025IEA

Materials

  • Investor presentationRequest
  • PHASER research report (Experiments 1–29)View
  • PHASER energy model and dataView
  • TensorCode documentation and validationView

Investor contact

For investment, financing and partnership discussions: hello@tensaco.ai

Company and investor updates

This page contains forward-looking statements, including about technology performance, products and milestones, which involve risks and uncertainties; see Forward-looking statements. PHASER performance figures are from simulation and modeling. Nothing on this page is an offer to sell or a solicitation of an offer to buy securities.