Ipnops · the stack for physical intelligence
AI for the
physical world.
Ipnops is the company behind a stack of three companies building where AI meets the real world. A sovereign edge runtime. An environmental intelligence platform. An operational intelligence layer for regulated systems. Independent. Composable. Built for the places software has watched from a distance for thirty years.
- 01
Furcate
Substrate
- 02
Naturecode
Intelligence
- 03
Praecise
Operations
01 · Mandate
For thirty years, software watched the physical world from a distance. For ten years, AI happened on a screen.
In 2026, AI moves into the world itself.
SCADA in plant rooms. GIS in environment offices. BMS in commercial buildings. Dashboards in operations centres. The world generated signals; software displayed them. Humans decided what to do.
That loop is now closing. AI watches the signals, predicts what comes next, simulates intervention outcomes, and — when authorised — acts. At the customer’s perimeter, under the customer’s key, with provenance for every decision.
NVIDIA Cosmos opened physical AI. World Labs raised $1B for spatial intelligence. The EU AI Act is fully applicable in August 2026. Vertical AI funding is up 70% year-on-year. Six convergent forces define the moment.
Ipnops is the company assembling the stack for it. Three operating companies, three layers — Furcate at the substrate, Naturecode at the intelligence layer, Praecise at operations. Independent products, one thesis, sovereign by design.
02 · Companies
Three companies. One stack.
Each company is independent, with its own customers, roadmap, and go-to-market. Read together they describe the substrate, the intelligence, and the operations of physical AI — the three layers an operator needs to run real infrastructure sovereignly, end-to-end.
Furcate
Substrate · runtime, mesh, on-device
Sovereign edge AI platform. Networking, sensing, intelligence, privacy, and sovereignty composed into one stack that runs from a microcontroller to a server-grade gateway. Hardware-agnostic across NVIDIA Jetson, Raspberry Pi, ESP32, STM32, Coral, Hailo, Qualcomm, Linux and Android. Data stays on-site by default; devices coordinate and act without leaving the trust boundary.
- Energy utilities
- Manufacturing
- Agriculture & fleets
- Cities & critical infrastructure
- Defence
Naturecode
Intelligence · multimodal models, agents, grounded outputs
Environmental intelligence platform. Datasets, sensor streams, satellite feeds and geospatial inputs run through multimodal models and agents that forecast, classify, score anomalies, and chain into decisions. Outputs are grounded — linked to source data, not fabricated. Accessible from a no-code console, TypeScript and Python SDKs, or HTTP APIs.
- Climate & ocean
- Biodiversity & land
- Geospatial teams
- Research & academia
- Public sector
Praecise
Operations · monitoring, prediction, agentic infra
AI software for monitoring, analytics, predictive decision-support, and verifiable agentic infrastructure in regulated operational environments. Sits on top of SCADA, OT, ERP and sensor systems where reliability, accuracy and accountability decide outcomes. Built so every agent decision is auditable end-to-end.
- Industrial operations
- Energy & utilities
- Transport & infrastructure
- Environmental operations
- Regulated enterprise
03 · Context
Six forces converging at the same time.
Each one alone would have justified assembling this stack. Together they make it inevitable.
Physical AI
NVIDIA Cosmos World Foundation Models, CES 2026. Production partnerships with Bosch, ThunderSoft, MediaTek. Models that perceive and act on the physical world.
NVIDIA · CES 2026
Spatial intelligence
World Labs $1B Series, February 2026. NVIDIA, AMD, Autodesk on the cap table. Marble launched as the first commercially available world model.
World Labs · Feb 2026
Sovereign-AI mandate
EU AI Act fully applicable August 2, 2026. Gartner: 20 percent IaaS workload shift to local providers — geopatriation. Microsoft Sovereign Private Cloud at thousands of nodes.
European Commission · Gartner · Microsoft
Vertical AI
Vertical AI startup funding +70 percent year-on-year. Investor consensus: domain expertise beats general capability. 78 percent of vertical Series A under $1.2M ARR.
Greylock · NEA · 2026
Agentic in production
Gartner: 40 percent of enterprise applications embed AI agents by end of 2026. MCP on 10,000+ enterprise servers. A2A in production at 150+ organisations.
Gartner · Anthropic · Google
Energy as constraint
OECD: energy supply now the primary bottleneck for data centre deployment. Global clean-energy investment exceeds $2T in 2026. Edge inference becomes structural.
OECD · Calvert · 2026
04 · Customers
Built for the operators of the physical world.
Defence & intelligence
Sovereign deployments. Air-gapped operation. Coalition-network federation under explicit policy.
Public sector & sovereign
Governments stewarding coastlines, cities running their own grids, national labs running federated AI.
Energy & utilities
Distribution-system operators. VPP aggregators. Critical infrastructure. FERC 2222 markets. NERC CIP regimes.
Industrial operators
Plant operations, gigafactories, semiconductor fabs, mines, ports, refineries. Pharma 4.0 batch under GMP.
Heavy machinery & agriculture
Mining haul fleets. Construction. Forestry. Row-crop, livestock, and dairy operations at scale.
Logistics & warehousing
Fulfillment, distribution, intralogistics. AGV/AMR fleets. Picking robots. Outbound vision QC.
Real estate & buildings
CRE portfolios under disclosure mandates. BEMS at scale. Multi-unit residential. Tenant submetering.
OEMs & integrators
Hardware manufacturers embedding sovereign AI. Reference designs. Branded firmware. Long-term support.
Research & academia
Federated learning across sensor networks. On-device fine-tuning. Reproducible deployment pipelines.
05 · Principles
Six commitments the companies share.
Sovereign by design
Inference at the customer's perimeter. EU residency, on-premise, or air-gapped — the customer chooses. GDPR, HIPAA, FIPS, NIST, CMMC, IEC 62443, NIS2 compliant. Data leaves the trust boundary only with explicit, logged consent.
Open foundations
TimesFM, Chronos, Moirai, OpenVLA, Qwen3-VL, Pixtral, PANNs, GraphCast, Gemini, NVIDIA FLARE, Flower, KubeEdge, WasmEdge, Wasmtime, Dapr, EdgeX. Cited end-to-end. The stack orchestrates; it does not gatekeep.
Multimodal end-to-end
PLC, SCADA, MES, ERP, OPC UA, MQTT, vision, vibration, acoustic, weather, market signals, batch records, work orders. Every signal the physical world emits is addressable; every prediction is traceable to its inputs.
Vertical, deeply
Horizontal AI is not the product. Furcate knows the substrate — Jetsons, ESP32s, mesh, sovereignty. Naturecode knows environmental data — geospatial, sensor, satellite. Praecise knows operations — SCADA, OT, regulated workflows.
Auditable autonomy
Every agent decision logged with the input window, the model that produced it, the simulation that validated it, the policy that approved it. Cryptographic chaining. Built for the day a regulator asks why.
Ship in production, not pilots
Surrogate models so every adapter functions without external infrastructure. Documented production deployments at every layer of the stack. Pilots are time-boxed; the bar is volume operation under audit.
Closing
AI moves into the physical world. We move with it.
Three companies, one stack. Sovereign by design. Open at every layer. Acting where it matters: in the physical world, on your hardware, under your key.