The Department of Energy selected four companies to provide enrichment services to help establish a U.S. supply of high-assay low-enriched uranium (HALEU). The selected companies are Louisiana Energy Services (which operates the Urenco USA enrichment plant in Eunice, NM), Orano Federal Services (a subsidiary of Orano USA), General Matter (appears to be a recently formed company), and Centrus (operator of the American Centrifuge Plant in Piketon, OH).

According to DoE, "the contracts will allow the companies to bid on work for enrichment services, a key piece of the high-assay low-enriched uranium (HALEU) supply chain." These contracts are part of the program to establish domestic enrichment capacity in the United States.

UPDATE: World Nuclear News reports that

According to publicly available information, General Matter Inc is a company that was registered in California earlier this year, with Scott Nolan named as its CEO. Nolan, a former SpaceX employee, is a partner at venture capital firm Founders Fund which was co-founded by billionaire investor Peter Thiel.