Participated · Series A · Jul 2026

Founded in 2024 and headquartered in Santa Clara, ChipAgents develops an AI-native platform that applies domain-specific autonomous agents to semiconductor design and verification. Its agents transform specifications and code into production-ready RTL and verification assets and perform automated root-cause analysis, claiming to reduce design cycles by over 50% and compress tasks that once took months into days or hours. The company reported rapid commercial adoption, with deployments at more than 120 semiconductor companies including MediaTek and Micron and 6x ARR growth in the first half of 2026. ChipAgents positions its technology as moving beyond AI copilots to agents that can independently plan and execute multi-step engineering workflows. The company plans to use recent funding to scale customer deployments, expand engineering and go-to-market headcount, and accelerate product development to meet rising global demand.

Participated · Series D · Jul 2026

Spectro Cloud offers PaletteAI, a platform designed to help organizations deploy and operate production AI infrastructure across GPU clusters, Kubernetes, VMs, edge locations, regulated systems and air-gapped facilities. PaletteAI combines full-stack lifecycle management, multi-silicon and multi-model support, and governance features intended to improve utilization, control token costs and enforce policies. The company launched PaletteAI in October 2025 and has customers that include T-Mobile, Airbus, the U.S. Air Force and Yum! Brands, as well as neocloud and sovereign cloud operators. Spectro Cloud participates in NVIDIA-validated AI factory architectures and the NVIDIA IGX and Jetson ecosystems, and it works with chipmakers, hardware vendors, systems integrators and distributors. The company plans to expand international sales and customer support, particularly across EMEA and APAC, and to deepen partnerships across the AI infrastructure stack. With the Series D, Spectro Cloud has now raised a total of $260 million in disclosed capital.

Participated · Seed · Mar 2026

Standard Kernel builds an AI-driven platform that automatically produces instruction-level, hardware-specialized GPU kernels, replacing static libraries with code precisely tuned to each workload and accelerator. In partner tests on NVIDIA H100 GPUs, the software has delivered 80 % to 4× end-to-end performance gains, occasionally surpassing NVIDIA’s own cuDNN. By operating deep in the systems stack, the company aims to provide day-one peak efficiency for every new chip without months of manual tuning. The Palo Alto–based team includes alumni from MIT, Stanford, UIUC, and SJTU, and has created open-source projects such as KernelBench and Kernel Tree Search. Newly raised capital will fund continued R&D, expansion of deployments with AI-native and enterprise customers, and progress toward adaptive systems software that evolves alongside emerging models and hardware. The company is actively hiring engineers and researchers to advance its kernel generation technology.

Participated · Equity · Nov 2025

Fabric8Labs, founded in 2015 and headquartered in San Diego, has created a patented Electrochemical Additive Manufacturing (ECAM) platform that builds metal parts atom-by-atom at room temperature, eliminating costly post-processing while achieving exceptional feature resolution and surface finish. The technology enables production of next-generation components such as direct-to-chip cooling structures, 3D antennas printed on PCBs, and high-current interconnects for electric vehicles. With ECAM, customers can move seamlessly from prototyping to high-volume output on a single manufacturing line. Backed by an ISO9001-certified, ITAR-registered U.S. facility, Fabric8Labs plans to expand production capacity from 5 million to 22 million components annually. The company is hiring across manufacturing, design, quality, and process engineering to meet demand from AI/HPC, wireless communications, and power electronics sectors. Its U.S. manufacturing presence also addresses supply-chain resiliency requirements for advanced electronics customers.

Participated · Series A · Oct 2025

Founded in 2020, Launchpad builds proprietary AI-driven robotics platforms that automate complex assembly tasks and aim to cut the time and cost of deploying automation by roughly 50%. Its systems help small- and mid-sized manufacturers overcome labor shortages by orchestrating optimal human-robot collaboration on the factory floor. The company operates from offices in Los Angeles and Edinburgh, where it recently opened an R&D center to deepen its technology stack. Launchpad’s solutions are already installed in factories across the United States and Europe, and management plans to accelerate rollout to additional customers in those regions. Fresh capital will be directed toward product development and scaling customer support to meet rising demand. Including its new equity financing and prior grant support, Launchpad has secured $13.5 million in total external funding to date, giving it a solid balance sheet for its next phase of growth.