Rocket One Inc.

RKTO

$0.68

-1.26%

N/A-$0.01

기술

소프트웨어 - 인프라

NASDAQ

활발히 거래 중

Rocket One Inc.는 AI 반도체 인프라를 개발하고 상용화하는 데 주력합니다. 또한 차세대 나노자기 AI 칩 기술을 포함해, 궤도 및 고방사선 환경을 위해 ...

상류

Virginia Commonwealth University (VCU)

Nuvisan GmbH

Worldwide Clinical Trials

Regis Clinical Research

Virginia Commonwealth University (VCU)

Exclusive IP Licensor - Nanomagnetic matrix multiplier & spintronic memory platform technologies

Advanced Micro Devices, Inc.

NASDAQ:AMD

Technology Partner - AMD AI Developer Program providing cloud compute, AI development resources, and chip simulation/ modeling infrastructure for nanomagnetic accelerator architecture

Nuvisan GmbH

CDMO - Manufactured clinical batches of HT-001 topical gel for legacy biotech pipeline

ICON plc

NASDAQ:ICLR

CRO - Contract Research Organization for European expansion of HT-001 Phase 2a clinical trial (CLEER-001)

Worldwide Clinical Trials

CRO - Contract Research Organization for HT-001 Phase 2a clinical trial protocol development and study management (legacy biotech)

하류

생산물을 소화하는 고객, 유통사, OEM 및 판매 채널.

하류

U.S. Department of Defense (DoD) / U.S. Space Force

NASA

Satellite / Orbital Infrastructure Operators (General)

U.S. Department of Defense (DoD) / U.S. Space Force

Target end-market customer for radiation-tolerant computing and AI chip technology for defense and space applications; no announced contracts as of June 2026

NASA

Target end-market customer for space-grade radiation-tolerant computing; no announced contracts as of June 2026

Satellite / Orbital Infrastructure Operators (General)

Target end-market for onboard AI processing in satellites and orbital data centers; no specific named customers

대체 기업

분석에서 대표로 사용하는 상장 비교 기업 및 모니터링 종목.

대체 기업

Rocket Lab USA, Inc.

Advanced Micro Devices, Inc.

NASDAQ:AMD

Direct technology partner (AMD AI Developer Program). AMD's AI accelerator and GPU ecosystem provides the closest public-company proxy for the compute infrastructure Rocket One uses for chip modeling. Also a relevant peer in the AI semiconductor space.

NVIDIA Corporation

NASDAQ:NVDA

Dominant AI chip company representing the end-market competitor/comparable for AI accelerators. Rocket One's nanomagnetic technology targets similar AI inference workloads but with radiation tolerance for space.

SkyWater Technology, Inc.

NASDAQ:SKYT

US-based pure-play semiconductor foundry. Represents the type of domestic foundry partner Rocket One would likely need to engage for US-government/defense-related chip fabrication given ITAR/export control requirements.

Rocket Lab USA, Inc.

NASDAQ:RKLB

Space technology company that also manufactures radiation-hardened semiconductors. Serves as an end-market comparable for the space/defense computing segment Rocket One is targeting. RKLB's CHIPS Act award for semiconductor production highlights the addressable market.

지역

공급망을 왜곡할 수 있는 지역별 노출.

지역

United States

Germany / European Union

Virginia Commonwealth University (VCU)

U.S. Department of Defense

Advanced Micro Devices, Inc.

Nuvisan GmbH

ICON plc

United States

IP sourcing and target market concentration

Virginia Commonwealth University (VCU)Exclusive IP licensor based in Richmond, Virginia

U.S. Department of DefensePrimary target customer for defense/aerospace applications

Advanced Micro Devices, Inc.NASDAQ:AMDTechnology partner headquartered in Santa Clara, California; cloud resources used for chip simulation

Germany / European Union

Legacy biotech CDMO/CRO operations

Nuvisan GmbHCDMO for HT-001 clinical batch manufacturing; headquartered in Neu-Ulm, Germany

ICON plcNASDAQ:ICLRCRO for European HT-001 clinical trial expansion; headquartered in Dublin, Ireland

집중도

공급망을 왜곡할 수 있는 고객, 공급업체 또는 파트너 집중 노출.

Other

Critical

Zero revenue dependency risk - Company has no product revenue from either the new space/AI chip business or the legacy biotech pipeline. Entirely pre-revenue with no near-term commercialization visibility.

Other

Critical

IP concentration - The entire new business rests on two exclusive license agreements with Virginia Commonwealth University for nanomagnetic/spintronic technologies. Any IP challenge, termination, or failure to perform would render the business valueless.

Foundry

Critical

No fabrication or manufacturing partner identified for chip production. No disclosed foundry relationship, tape-out timeline, or design-for-manufacturing partner. The technology exists only in simulation and academic research.

Other

Critical

Cash runway risk - $4.0M cash (Q1 2026) against ~$3.1M quarterly operating cash burn. Without new financing, the company has approximately 4-5 months of runway. Relies entirely on at-the-market equity sales via H.C. Wainwright & Co.

Other

High

Technology readiness risk - Nanomagnetic/spintronic computing is an emerging academic field with no commercially proven large-scale AI accelerator products. Transition from lab-scale demonstrations to manufacturable chips carries significant technical risk.

매출 구성

대상 기업의 매출 구성이 공급망 영향력과 의존도로 이어지는 방식.

Nanomagnetic AI Chip & Spintronic Computing (New Business)

0.0%

$0.0B

Pre-revenue, development stage. No fabrication partner, no foundry agreement, no tape-out announced. Chip architecture is being simulated via AMD AI Developer Program cloud resources. Supply chain is currently limited to IP licensing (VCU) and EDA/cloud compute partnerships.

Legacy Biopharmaceuticals (Subsidiary - Hoth Therapeutics assets)

0.0%

$0.0B

Clinical-stage pipeline (BioLexa - atopic dermatitis, HT-001 - cancer skin toxicities, Alzheimer's, oncology). No FDA-approved products. Supply chain limited to CROs (ICON, Worldwide Clinical Trials, Regis Clinical Research) and CDMO (Nuvisan) for clinical trial material manufacturing.

회사 소개개인정보 처리방침서비스 약관면책 조항종목 디렉터리ETF지수13F 보유 종목목표주가무료 도구기술 지도Slack 참여하기

Plutux는 투자자문업자가 아닙니다. 시장 데이터와 AI가 생성한 분석은 정보 제공 및 교육 목적일 뿐 투자 자문이 아닙니다. 면책 조항

Rocket One Inc.

RKTO 공급망

상류

Virginia Commonwealth University (VCU)

Advanced Micro Devices, Inc.

Nuvisan GmbH

ICON plc

Worldwide Clinical Trials

Regis Clinical Research

하류

U.S. Department of Defense (DoD) / U.S. Space Force

NASA

Satellite / Orbital Infrastructure Operators (General)

대체 기업

Advanced Micro Devices, Inc.

NVIDIA Corporation

SkyWater Technology, Inc.

Rocket Lab USA, Inc.

지역

United States

Germany / European Union

RKTO 공급망

상류

Virginia Commonwealth University (VCU)

Advanced Micro Devices, Inc.

Nuvisan GmbH

ICON plc

Worldwide Clinical Trials

Regis Clinical Research

하류

U.S. Department of Defense (DoD) / U.S. Space Force

NASA

Satellite / Orbital Infrastructure Operators (General)

대체 기업

Advanced Micro Devices, Inc.

NVIDIA Corporation

SkyWater Technology, Inc.

Rocket Lab USA, Inc.

지역

United States

Germany / European Union