Overview
Innovative computing platform specializing in graphics and AI technologies.
Deals ยท 12mo
65
Stage focus
Geographic focus
Sector focus
Investment portfolio
| NAME | DATE | SIZE | |
|---|---|---|---|
Nous Research | Oct 2026Participated | $90 MSeries B | |
Mecka AI | Oct 2026Participated | $60 MSeries B | |
CScale | Sep 2026Participated | $145 MSeries C | |
GMI Cloud | Sep 2026Participated | $663 MDebt | |
Nscale | Sep 2026Participated | $3.4 BOther Equity | |
OpenEvidence | Sep 2026Participated | $250 MOther Equity | |
Basecamp Research | Sep 2026Participated | $140 MSeries C | |
Nuance | Sep 2026Participated | $50 MSeries A | |
Cognition | Sep 2026Participated | $2.0 BSeries E | |
iPronics | Sep 2026Participated | $125 MSeries B | |
Emerald AI | Aug 2026Participated | $150 MSeries A | |
Starcloud (Lumen Orbit) | Aug 2026Participated | $250 MSeries A | |
Nous Research | Oct 2026Participated | $90 MSeries B | |
Mecka AI | Oct 2026Participated | $60 MSeries B | |
CScale | Sep 2026Participated | $145 MSeries C | |
GMI Cloud | Sep 2026Participated | $663 MDebt | |
Nscale | Sep 2026Participated | $3.4 BOther Equity | |
OpenEvidence | Sep 2026Participated | $250 MOther Equity | |
Basecamp Research | Sep 2026Participated | $140 MSeries C | |
Nuance | Sep 2026Participated | $50 MSeries A | |
Cognition | Sep 2026Participated | $2.0 BSeries E | |
iPronics | Sep 2026Participated | $125 MSeries B | |
Emerald AI | Aug 2026Participated | $150 MSeries A | |
Starcloud (Lumen Orbit) | Aug 2026Participated | $250 MSeries A |
Insights
Time horizon
View by
Deal Distribution
| Round type | Led deals | Participated deals |
|---|---|---|
| Seed | 1 | 17 |
| Series A | 2 | 26 |
| Series B | 3 | 38 |
| Series C+ | 2 | 68 |
| Other Equity | 10 | 27 |
| Debt | 0 | 1 |
Monthly Deal Activity
| Month | Deals |
|---|---|
| May '11 | 1 |
| Jun '11 | 0 |
| Jul '11 | 0 |
| Aug '11 | 0 |
| Sep '11 | 0 |
| Oct '11 | 0 |
| Nov '11 | 0 |
| Dec '11 | 0 |
| Jan '12 | 0 |
| Feb '12 | 0 |
| Mar '12 | 0 |
| Apr '12 | 0 |
| May '12 | 0 |
| Jun '12 | 0 |
| Jul '12 | 0 |
| Aug '12 | 0 |
| Sep '12 | 0 |
| Oct '12 | 0 |
| Nov '12 | 0 |
| Dec '12 | 0 |
| Jan '13 | 0 |
| Feb '13 | 0 |
| Mar '13 | 0 |
| Apr '13 | 0 |
| May '13 | 1 |
| Jun '13 | 0 |
| Jul '13 | 0 |
| Aug '13 | 0 |
| Sep '13 | 0 |
| Oct '13 | 1 |
| Nov '13 | 0 |
| Dec '13 | 0 |
| Jan '14 | 0 |
| Feb '14 | 0 |
| Mar '14 | 0 |
| Apr '14 | 0 |
| May '14 | 0 |
| Jun '14 | 0 |
| Jul '14 | 0 |
| Aug '14 | 0 |
| Sep '14 | 0 |
| Oct '14 | 1 |
| Nov '14 | 0 |
| Dec '14 | 0 |
| Jan '15 | 0 |
| Feb '15 | 0 |
| Mar '15 | 0 |
| Apr '15 | 0 |
| May '15 | 0 |
| Jun '15 | 0 |
| Jul '15 | 0 |
| Aug '15 | 0 |
| Sep '15 | 0 |
| Oct '15 | 0 |
| Nov '15 | 0 |
| Dec '15 | 0 |
| Jan '16 | 0 |
| Feb '16 | 0 |
| Mar '16 | 2 |
| Apr '16 | 0 |
| May '16 | 0 |
| Jun '16 | 0 |
| Jul '16 | 0 |
| Aug '16 | 0 |
| Sep '16 | 0 |
| Oct '16 | 2 |
| Nov '16 | 0 |
| Dec '16 | 0 |
| Jan '17 | 1 |
| Feb '17 | 0 |
| Mar '17 | 2 |
| Apr '17 | 0 |
| May '17 | 1 |
| Jun '17 | 1 |
| Jul '17 | 1 |
| Aug '17 | 1 |
| Sep '17 | 1 |
| Oct '17 | 0 |
| Nov '17 | 1 |
| Dec '17 | 1 |
| Jan '18 | 0 |
| Feb '18 | 1 |
| Mar '18 | 2 |
| Apr '18 | 0 |
| May '18 | 0 |
| Jun '18 | 1 |
| Jul '18 | 0 |
| Aug '18 | 0 |
| Sep '18 | 0 |
| Oct '18 | 1 |
| Nov '18 | 0 |
| Dec '18 | 0 |
| Jan '19 | 0 |
| Feb '19 | 0 |
| Mar '19 | 0 |
| Apr '19 | 0 |
| May '19 | 1 |
| Jun '19 | 0 |
| Jul '19 | 0 |
| Aug '19 | 1 |
| Sep '19 | 0 |
| Oct '19 | 0 |
| Nov '19 | 0 |
| Dec '19 | 0 |
| Jan '20 | 0 |
| Feb '20 | 1 |
| Mar '20 | 1 |
| Apr '20 | 0 |
| May '20 | 0 |
| Jun '20 | 0 |
| Jul '20 | 0 |
| Aug '20 | 0 |
| Sep '20 | 0 |
| Oct '20 | 0 |
| Nov '20 | 0 |
| Dec '20 | 0 |
| Jan '21 | 0 |
| Feb '21 | 3 |
| Mar '21 | 0 |
| Apr '21 | 0 |
| May '21 | 1 |
| Jun '21 | 0 |
| Jul '21 | 0 |
| Aug '21 | 0 |
| Sep '21 | 1 |
| Oct '21 | 1 |
| Nov '21 | 1 |
| Dec '21 | 0 |
| Jan '22 | 1 |
| Feb '22 | 2 |
| Mar '22 | 1 |
| Apr '22 | 1 |
| May '22 | 0 |
| Jun '22 | 0 |
| Jul '22 | 0 |
| Aug '22 | 0 |
| Sep '22 | 0 |
| Oct '22 | 0 |
| Nov '22 | 2 |
| Dec '22 | 0 |
| Jan '23 | 1 |
| Feb '23 | 1 |
| Mar '23 | 1 |
| Apr '23 | 1 |
| May '23 | 1 |
| Jun '23 | 4 |
| Jul '23 | 2 |
| Aug '23 | 4 |
| Sep '23 | 3 |
| Oct '23 | 3 |
| Nov '23 | 1 |
| Dec '23 | 6 |
| Jan '24 | 3 |
| Feb '24 | 2 |
| Mar '24 | 1 |
| Apr '24 | 2 |
| May '24 | 4 |
| Jun '24 | 4 |
| Jul '24 | 3 |
| Aug '24 | 0 |
| Sep '24 | 3 |
| Oct '24 | 4 |
| Nov '24 | 2 |
| Dec '24 | 4 |
| Jan '25 | 1 |
| Feb '25 | 2 |
| Mar '25 | 1 |
| Apr '25 | 5 |
| May '25 | 0 |
| Jun '25 | 0 |
| Jul '25 | 2 |
| Aug '25 | 4 |
| Sep '25 | 10 |
| Oct '25 | 6 |
| Nov '25 | 3 |
| Dec '25 | 2 |
| Jan '26 | 6 |
| Feb '26 | 6 |
| Mar '26 | 7 |
| Apr '26 | 4 |
| May '26 | 6 |
| Jun '26 | 7 |
| Jul '26 | 4 |
| Aug '26 | 8 |
| Sep '26 | 8 |
| Oct '26 | 2 |
Sector Breakdown
A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.
| Sector | Deals |
|---|---|
| AI & Machine Learning | 162 |
| Enterprise Software | 74 |
| Data, Analytics & IT | 53 |
| Hardware & Robotics | 45 |
| Networks, Cloud & Communication | 37 |
| Space & Frontier Tech | 31 |
| Transportation & Logistics | 15 |
| Developer Tools | 14 |
| Health & Life Sciences | 13 |
| Media & Entertainment | 12 |
| Manufacturing | 11 |
| Clean Energy & Sustainability | 9 |
| Fintech | 8 |
| Social & Community Platforms | 7 |
| Cybersecurity & Privacy | 6 |
| Crypto & Blockchain | 6 |
| E-Commerce & Retail | 4 |
| Government & Defense | 3 |
| AR/VR | 3 |
| Consumer & Lifestyle | 3 |
| Professional Services | 3 |
| Gaming & eSports | 2 |
| Marketing & Advertising | 1 |
Deal Size Distribution
Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.
| Round size band (USD) | Deals |
|---|---|
| <$5M | 10 |
| $5M-$10M | 4 |
| $10M-$25M | 8 |
| $25M-$50M | 26 |
| $50M-$100M | 35 |
| $100M-$250M | 43 |
| $250M-$500M | 24 |
| $500M-$1B | 16 |
| $1B+ | 29 |
Deals By Geography
Top 10 of 12 regions; European countries are grouped as Europe.
| Region | Deals |
|---|---|
| United States | 138 |
| Europe | 26 |
| Canada | 10 |
| Israel | 7 |
| Australia | 4 |
| Taiwan | 2 |
| Maldives | 2 |
| India | 2 |
| 94104 | 1 |
| Japan | 1 |
Co-Investors
Bubble size = shared deals
Click a bubble to open that fund in a new tab.
Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.
| Co-investor | Shared deals |
|---|---|
| New Enterprise Associates | 15 |
| Andreessen Horowitz | 14 |
| Sequoia Capital | 14 |
| AMD Ventures | 13 |
| Microsoft | 13 |
| Lightspeed Venture Partners | 12 |
| Salesforce Ventures | 12 |
| General Catalyst | 11 |
| 11 | |
| Atreides Management | 10 |
| Fidelity Management & Research Company | 10 |
| Intel Capital | 10 |
| Kleiner Perkins | 10 |
| Tiger Global | 10 |
| Coatue | 9 |
| DST Global | 9 |
| Hitachi Ventures | 9 |
| SoftBank | 9 |
| Accel | 8 |
| Google Ventures | 8 |
Investment Strategy
| Category | Deals (count) | Share (%) |
|---|---|---|
| Led | 18 | 9% |
| Participating | 177 | 91% |
| Category | Deals (count) | Share (%) |
|---|---|---|
| Single-lead | 8 | 44% |
| Co-led | 10 | 56% |
Team
Vice President, GPU Computing Software Platforms
Co-Founder, SVP
EVP & CFO
EVP, CAO & Secretary
EVP, Operations
CEO and Founder
Executive Vice President, General Counsel and Secretary
