AI-Designed Materials to Cool and Decarbonize Data Centers with Orbital

Jonathan Godwin is co-founder and CEO of Orbital Materials, an AI-first materials-engineering start-up. The company open-sourced Orb, a state-of-the-art simulation model, and now designs bespoke porous materials—its first aimed at cooling data-centres while capturing CO₂ or water. Jonathan shares how his DeepMind background shaped Orbital’s “design-before-experiment” approach, why the team chose data-center sustainability as a beachhead market, and what it takes to build a vertically integrated, AI-native industrial company. The conversation explores the future of faster, cheaper R&D, the role of advanced materials in decarbonization, and the leap from software to physical products. In this episode, we cover: [02:12] Johnny’s path from DeepMind to materials start-up[04:02] Trial-and-error vs AI-driven design shift[06:40] University/industry dynamics in materials R&D[10:17] Generative agent plus simulation for rapid discovery[13:01] Mitigating hallucinations with virtual experiments[18:18] Choosing a “hero” product and vertical integration[25:43] Dual-use chiller for cooling and CO₂ or water capture[32:26] Partnering on manufacturing to stay asset-light[35:58] Building an AI-native industrial giant of the future[36:51]: Orbital’s investors Episode recorded on April 30, 2025 (Published on May 27, 2025) Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@mcj.vc. Connect with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter *Editing and post-production work for this episode was provided by The Podcast Consultant