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The Venture Codex

NVIDIA

2788 San Tomas Expy, Santa Clara, CA, 95051, United States

Overview

NVIDIA is a computing platform company, innovating at the intersection of graphics, HPC, and AI. The company specializes in the manufacture of graphics-processor technologies for workstations, desktop computers, and mobile devices. The company is a major supplier of integrated circuits used for personal computer motherboard chipsets, graphics processing units (GPUs), and game consoles.

Total investments
185
Lead investments
18
Investments · 12mo
70
Active investors
12

Sector focus

  • Artificial Intelligence (AI)
  • GPU
  • Hardware
  • Software
  • Virtual Reality
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Investment portfolio

  • Starcloud (Lumen Orbit)

    Participated · Series A · Aug 2026

    Starcloud is building a network of data centers in space, starting at kilowatts and scaling to gigawatt capacity. Falling launch costs allow us to take advantage of the abundant energy, radiative cooling techniques, and ability to rapidly scale in space. Join our team, push the boundaries of the space economy, and be part of this pioneering effort to redefine the future of energy.

  • Groq

    Participated · Series A · Aug 2026

    Groq has repositioned itself from a semiconductor maker into a provider of AI inference compute infrastructure following the sale of most of its chip assets to Nvidia in late 2025. After that transaction Groq's previous leadership and a majority of its engineering team moved to Nvidia. The company currently operates a network of 13 data centers and plans to expand total capacity to roughly 200 megawatts by the end of 2027. Groq raised $650 million in the most recent financing led by Disruptive and Infinitum to fund that expansion. In September 2025 it previously raised $750 million at a $6.9 billion valuation with investors that included Samsung, Cisco and BlackRock. Groq is positioning itself to address growing demand for reliable, cost-efficient inference services for deployed AI models.

  • CodeRabbit

    Participated · Series C · Aug 2026

    CodeRabbit offers an automated platform that uses AI agents to review freshly generated code in real time, catching syntax errors, logic bugs and security vulnerabilities as code is created. The company has expanded its offering with Agentic Change Management, which includes CodeRabbit Triage for scoring and routing pull requests, Change Stack for visualizing a change's impact on system behavior and dependencies, and CodeRabbit Security for full-repository scanning and continuous monitoring after code ships. Its tools validate incoming pull requests using repository-wide context and sandboxed test environments, and can generate recommended fixes that re-enter the pull request workflow. CodeRabbit has positioned the product to help teams prioritize and govern a rising volume of code changes originating from developers, nontechnical staff and automated agents. The company announced a $143 million Series C to accelerate these product capabilities and scale adoption. Prior investors such as CRV, Scale Venture Partners, Flex Capital and Pelion Venture Partners participated in the latest round.

  • River AI

    Participated · Series A · Aug 2026

    River AI is a full-stack AI company based in Palo Alto, California, led by CEO Igor Babuschkin. Its platform delivers LoRA fine-tuning and reinforcement learning capabilities for frontier open-weight models via an API, enabling developers and enterprises to train, tune, deploy, and serve custom models. The company targets use cases where customers lack dedicated infrastructure teams or access to expensive hardware. River AI touts continuous improvement of personal AI through its platform features. Financially, the company completed a $1.1 billion funding round in August 2026, which it intends to use to expand operations and accelerate development. The article does not disclose revenue, user metrics, or prior funding details.

  • Firmus Technologies

    Participated · Equity · Aug 2026

    Firmus Technologies is described as a neocloud that is preparing for an initial public offering and ASX listing later this year. The company’s latest financing effort values its equity at about US$15.5 billion pre-IPO. As part of that process it is issuing preference shares that will convert into ordinary equity at the IPO. Nvidia has committed roughly US$500 million to the preference-share placement. The fundraising is being conducted as a large pre-IPO equity raise of US$2.0 billion (A$2.9 billion). The articles do not provide details on revenue, users or prior funding rounds.

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