AI for Critical Minerals & Mining Tech

13 Companies 1 Categories One-Off Research

Thesis: AI is becoming a new intelligence layer for the critical minerals industry, helping companies discover, analyze and operate mineral assets more efficiently. Especially when metals, ores and rare earths are becoming strategic resources for electrification, electronics and geopolitical resilience.

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Startups

13 companies

MinersAI

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minersai.com

MinersAI builds AI software that structures and analyzes geoscience data to help mineral exploration and mining teams make better decisions.

2023 United States Pre Seed

KoBold Metals

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koboldmetals.com

KoBold Metals is an AI-driven mineral exploration company that uses machine learning, scientific computing, and geoscience to discover and develop critical battery-metal resources such as copper, lithium, nickel, and cobalt. ([koboldmetals.com](https://koboldmetals.com/about-us/?utm_source=openai))

2018 United States Series C

Earth AI

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earth-ai.com

Earth AI is a predictive mineral exploration company that uses AI and proprietary drilling technology to discover and validate critical mineral deposits.

2017 Australia Series B

VerAI Discoveries

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ver-ai.com

AI-driven mineral asset company that uses proprietary machine-learning to identify concealed mineral deposits and build a portfolio of high-probability mining projects.

2020 United States Series B

GeologicAI

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geologicai.com

GeologicAI provides AI-powered core scanning, geological data capture, and resource modeling tools that help mining companies make faster, higher-confidence decisions across exploration and production.

2013 Canada Series B

Plotlogic

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plotlogic.com

Plotlogic is a mining technology company that uses sensors, AI, and ore-body intelligence to help mine operators identify rock properties in real time and improve ore recovery and sustainability.

2018 Australia Series B

Veracio

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veracio.com

Veracio provides mining and exploration teams with core scanning, borehole logging, downhole data tools, and cloud/software platforms that turn geological data into faster, higher-confidence decisions.

2023 United States

MINEURAL Inc.

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mineural.ca

MINEURAL is a Canadian AI company that provides a mineral-exploration targeting service using its proprietary IRIS platform to help mining companies identify and prioritize prospective areas faster and with less environmental impact.

2023 Canada

Fleet Space Technologies

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fleetspace.com

Fleet Space Technologies builds space-enabled geoscience and AI products, including ExoSphere, a satellite-assisted mineral exploration platform that delivers 3D subsurface insights for mining and critical minerals discovery.

2015 Australia Series D+

Geolinks Services

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geolinks-services.com

Geolinks Services is a French geophysical monitoring/deeptech company that develops subsurface sensing software (FlowTerra) for industrial operators across mining, CO2 storage, underground gas/hydrogen storage, geothermal energy, and water-resource management.

2020 France Pre Seed

Lithosquare

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lithosquare.com

Lithosquare is an AI-powered mineral exploration company that uses geology-first models and field data to identify and accelerate the discovery of critical metal deposits.

2024 France Seed

M4Mining

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m4mining.eu

An EU-funded mining technology initiative developing hyperspectral UAV and satellite monitoring tools to improve mineral characterization, mine-site mapping, and environmental monitoring across active and legacy mines.

2023 Norway Seed

Mantle8

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mantle8.com

Mantle8 develops geoscience and multiphysics imaging technology to locate and evaluate naturally occurring subsurface hydrogen reservoirs, with the goal of making natural hydrogen commercially viable.

2022 France Series A

Investors

Top-tier and active investors

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Other investors

Funding timeline

May 2026

Mantle8

Series A

EUR 31M • Investors: Sandwater, Breakthrough Energy Ventures, Bpifrance Ecotechnologies 2, IP Group, Wind Capital, Calderion

Le Dauphiné Libéré

Lithosquare

Seed

EUR 22M • Investors: World Fund, Kindred Capital, Daphni, Omnes Capital, Ovni Capital

Maddyness
Mar 2026

Mantle8

Grant

EUR 2.1M • Investors: European Union Just Transition Fund, Région Auvergne-Rhône-Alpes

Mantle8
Feb 2026

Geolinks Services

Seed

EUR 6M • Investors: Calderion, French Tech Seed Fund (Bpifrance), BRGM Invest, InnoEnergy

Bpifrance Presse
Jul 2025

GeologicAI

Series B

$44M • Investors: Blue Earth Capital, BHP, Rio Tinto, Breakthrough Energy Ventures

GeologicAI
Mar 2025

Mantle8

Seed

EUR 3.4M • Investors: Kiko Ventures, Breakthrough Energy Ventures Europe, Prominent angel investors

Mantle8
Feb 2025

VerAI Discoveries

Series B

$24M • Investors: Insight Partners, Blumberg Capital, Chrysalix Venture Capital, Orion Industrial Ventures

PR Newswire / VerAI Discoveries
Jan 2025

Earth AI

Series B

$20M • Investors: Tamarack Global, Cantos Ventures, Overmatch Ventures, Alpaca VC, Sparkwave Capital, Y Combinator, Scrum Ventures

PR Newswire

KoBold Metals

Series C

$537M • Investors: Durable Capital Partners, T. Rowe Price, Andreessen Horowitz, BOND, Breakthrough Energy Ventures, Earthshot VC, Equinor, July Fund, Mitsubishi, Standard Investments, StepStone, WCM Investment Management

TechCrunch
Dec 2024

Fleet Space Technologies

Growth

AUD 150M • Investors: Teachers’ Venture Growth, Blackbird Ventures, Hostplus, Horizons Ventures, Artesian Venture Partners, Alumni Ventures

Fleet Space Technologies
Apr 2024

Geolinks Services

Pre-Seed

EUR 1.5M • Investors: EIT InnoEnergy

EIT InnoEnergy
Feb 2024
Sep 2023

GeologicAI

Series A extension

$10M • Investors: Export Development Canada

GeologicAI
Jul 2023

Plotlogic

Series B

$28M • Investors: Galvanize Climate Solutions, SE Ventures, Innovation Endeavors, DCVC, Bentley iTwin Ventures, GRIDS Capital, Main Sequence Ventures

DCVC
Jun 2023

GeologicAI

Series A

$20M • Investors: Breakthrough Energy Ventures

GeologicAI

KoBold Metals

Series C

$195M • Investors: T. Rowe Price, Andreessen Horowitz, Breakthrough Energy Ventures, BOND, Standard Investments, Equinor Ventures, BHP Ventures, Mitsubishi Corporation, Earthshot Ventures, July Fund

Latham & Watkins
May 2023

Fleet Space Technologies

Series C

AUD 50M • Investors: Blackbird, Grok Ventures, Alumni Ventures, Hostplus, TelstraSuper, Bondi Partners / The 1941 Fund, Pavilion Capital

Fleet Space Technologies
Mar 2023

VerAI Discoveries

Series A

$12M • Investors: T. Rowe Price Associates, Inc., Orion Resource Partners, Chrysalix Venture Capital, Blumberg Capital

VerAI Discoveries
Nov 2022
Mar 2022

Plotlogic

Series A

$18M • Investors: Innovation Endeavors, DCVC, Baidu Ventures, GRIDS Capital, Bentley iTwin Ventures

PR Newswire
Feb 2022

KoBold Metals

Series B

$192.5M • Investors: T. Rowe Price, Canada Pension Plan Investment Board, Standard Investments, BHP Ventures, Mitsubishi, Apollo Projects, Cleo Capital, Breakthrough Energy Ventures, Andreessen Horowitz, Equinor Ventures

Latham & Watkins
Nov 2021

Fleet Space Technologies

Series B

$26.4M • Investors: Artesian Venture Partners, Blackbird Ventures, Grok Ventures, Horizons Ventures, Alumni Ventures, Hostplus, South Australian Venture Capital Fund, In-Q-Tel

Fleet Space Technologies
Aug 2021

Earth AI

Seed

$5.5M • Investors: Promus Ventures, DCVC, Gagarin Capital Partners, Cantos Ventures, Kyle Vogt, Duro Ventures, MetaPlanet, Arnoud Balhuizen

Dealroom.co
Jun 2021
Apr 2021
Mar 2020

Earth AI

Seed

$5.5M • Investors: Asymmetry Ventures

Dealroom.co
Sep 2019

Fleet Space Technologies

Series A

$7.4M • Investors: Momenta Ventures, Horizons Ventures, Kennards Hire, Grok Ventures, Blackbird Ventures

Momenta Ventures
Aug 2019
Jun 2019
Mar 2019
Sep 2018

Earth AI

Seed

$1.1M • Investors: Blackbird Ventures

Dealroom.co
Jan 2018

Earth AI

Seed

$1.7M • Investors: Blackbird Ventures, AirTree Ventures

Dealroom.co
Sep 2017

Earth AI

Seed

$600K • Investors: Blackbird Ventures, AirTree Ventures

Dealroom.co
Apr 2017

Fleet Space Technologies

Series A

AUD 5M • Investors: Blackbird Ventures, Earth Space Robotics, Horizon Partners, Mike Cannon-Brookes

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