Mstack has launched Chemstack AI, a new platform it says can cut chemical synthesis and commercialisation timelines from around 18 months to just days. The company announced the launch alongside news of a tenfold increase in revenue as global supply chain pressures drive demand for alternative chemical manufacturing.

The San Francisco-based specialty chemical company has scaled rapidly in 2025, growing to more than 100 enterprise customers across North America, India, China and the Middle East. Mstack employs more than 100 staff spanning data science, AI, research, operations and sales, and has established R&D laboratories in Hyderabad. The company says customers include large agrochemical firms that are shifting procurement away from Chinese suppliers in response to tariffs and supply chain disruption.

Mstack’s new Chemstack AI platform is designed to address what it calls a bottleneck in process chemistry knowledge. The system integrates three components: LiteratureIQ, which converts vast datasets of chemical literature into knowledge graphs; RetroRank, which generates and ranks potential synthesis routes; and Experimentation Assist, which applies Bayesian optimisation to test reaction configurations. The closed-loop design links AI insights with laboratory results to create a continuous feedback process.

According to the company, this approach distinguishes Chemstack AI from other point solutions, and allows synthetic route development to be accelerated without compromising accuracy. The platform achieved a 98.6 percent exact match recall and 72.6 percent top-1 accuracy in internal benchmarking.

Mstack’s expansion comes against a backdrop of tariffs of 10–50 percent on chemical intermediates imported into the US, alongside what industry observers describe as decades of stagnation in innovation. Traditional players rely on legacy synthesis routes that take years to adapt or replace, limiting their ability to respond quickly to geopolitical and economic shifts.

Shreyans Chopra, founder of Mstack, said: “We’re not just another chemical company—we’re fundamentally redefining what’s possible when AI becomes the world’s smartest chemist. Our 10x growth trajectory demonstrates that the market desperately needs innovation-driven supply diversification, and traditional players simply can’t innovate synthesis routes at the speed and scale necessary to create viable alternatives.”

Mstack says its asset-light model, combined with Chemstack AI, has enabled it to deliver predictable supply and competitive pricing. The company has also announced plans to develop a broader Chemistry World Model to democratise access to complex molecular discovery, which it says could extend innovation capacity to smaller organisations and expand the range of commercially viable molecules.