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Firm & fund profile / Sourced portfolio

NVIDIA

Tracked participation in 52 Atlas companies, with 2 explicitly attributed leads.

Firm website ↗

52portfolio companies

88round participations

2lead positions

$2.1Bled round total

Conviction

Most recent leads

The latest rounds this investor is sourced as leading, newest first.

Oct 2025Reflection AISeries B$2Bat $8B valuation Sep 2025FactorySeries B$50Mat $300M valuation

Capital activity

Portfolio

CompanyLatest valuationFirst → latestRoundsRoleAttributed partner

OOpenAIFrontierOpenAI is a frontier AI research and deployment organization structured around a nonprofit mission and a for-profit…$730Bvaluation$399.6BraisedRecent roundsFunding round (new investment + valuation) · Sep 2026$110B · Amazon, NVIDIA +1Funding round (committed capital at close) · Mar 2026$122B · Altimeter, Amazon +37Equity financing (new investment) · Feb 2026$110B · Amazon, NVIDIA +1OpenAI$730BFeb 2026 → Sep 20263 roundsParticipant—

CCognition$48BSep 2026 → Sep 20261 roundParticipant—

MAMistral AI$21BJun 2024 → Sep 20263 roundsParticipant—

PPoolside$13BOct 2024 → Aug 20262 roundsParticipant—

GGroq$3.5BAug 2026 → Aug 20261 roundParticipant—

LLawZero—Jul 2026 → Jul 20262 roundsParticipant—

SSSafe SuperintelligenceNeo-labsSafe Superintelligence Inc. (SSI) is a U.S.-based AI safety research lab whose stated sole focus is “building safe…$32Bvaluation$10BraisedRecent roundsStrategic compute partnership (reported investment size) · Jul 2026$5B · NVIDIA, Safe Superintelligence Inc. (SSI)Strategic partnership (additional investment; amount not disclosed in NVIDIA release) · Jul 2026Andreessen Horowitz, DST Global +3Growth / follow-on round (reported) · Apr 2025$2B · led by Greenoaks Capital Partners LLCSafe Superintelligence$32BApr 2025 → Jul 20264 roundsParticipant—

FAFireworks AI$17.5BJul 2024 → Jul 20263 roundsParticipant—

TATogether AI$8.3BNov 2023 → Jul 20263 roundsParticipant—

AAbridgeApplicationsAbridge is a private, enterprise-grade healthcare AI company focused on “clinical conversation intelligence”:…$757.5MraisedRecent roundsStrategic / corporate minority investment (undisclosed amount) · Jun 2026Eli Lilly and Company, NVIDIASeries E · Jun 2025$300M · led by Andreessen HorowitzSeries D · Feb 2025$250M · Bessemer Venture Partners, California Health Care Foundation +10Abridge—Jun 2026 → Jun 20261 roundParticipant—

DDecart$4BMay 2026 → May 20261 roundParticipant—

DDeepInfra—May 2026 → May 20261 roundParticipant—

NNebius—Dec 2024 → Mar 20262 roundsParticipant—

ALAMI Labs$3BMar 2026 → Mar 20261 roundParticipant—

TMThinking Machines LabFrontierThinking Machines Lab is an AI research and product company focused on building customizable frontier systems and…$12Bvaluation$4BraisedRecent roundsStrategic corporate investment / corporate participation (announced alongside strategic partnership) · Mar 2026NVIDIAStrategic investment (corporate minority; amount undisclosed) · Mar 2026NvidiaSeed · Jul 2025$2B · led by Andreessen HorowitzThinking Machines Lab$12BJul 2025 → Mar 20264 roundsParticipant—

NNscaleNeocloudsNscale is a privately held AI infrastructure company building and operating “full-stack” neocloud capacity—covering…$14.6Bvaluation$9.8BraisedRecent roundsDebt (Delayed Draw Term Loans; senior secured) · Aug 2026$3B · Goldman Sachs, J.P. MorganRevolving credit facility (debt) · Jul 2026$900M · Bank of America, Crédit Agricole CIB +11Financing for Narvik expansion (debt/structured financing) · May 2026$790M · ABN AMRO, DNB +3Nscale$14.6BSep 2025 → Mar 20263 roundsParticipant—

CCoreWeaveNeocloudsCoreWeave, Inc. is a GPU-focused “AI-native” cloud infrastructure provider delivering compute, storage, and…$32.8BraisedRecent roundsDebt financing (delayed draw term loan facility / DDTL 5.5) · Aug 2026$2.6B · Not specified in the sourced text excerptDebt financing (loan facility) · 2026-04-??$8.5B · Not specified in the sourced text excerptPIPE / secondary primary common stock investment (equity) · 2026-03-??$2B · NVIDIACoreWeave—Apr 2023 → 2026-03-??2 roundsParticipant—

WWayvePhysical AIWayve is a private, London-headquartered embodied-AI company building an end-to-end “AI Driver” for autonomous…$8.5Bvaluation$2.7BraisedRecent roundsEmployee tender offer / secondary liquidity · Jul 2026$85M · Existing and new investors (tender participants)Employee tender / secondary liquidity · Jun 2026$85MSeries D extension · Apr 2026$60M · Advanced Micro Devices (AMD), AMD +2Wayve$8.6BMay 2024 → Feb 20262 roundsParticipant—

WLWorld Labs—Feb 2026 → Feb 20261 roundParticipant—

AAnthropic$380BFeb 2026 → Feb 20261 roundParticipant—

RRunway—Jun 2023 → Feb 20263 roundsParticipant—

BBaseten$5BFeb 2026 → Feb 20261 roundParticipant—

SSpaceXAI—Dec 2024 → Jan 20262 roundsParticipant—

Ffal$4.5BDec 2025 → Dec 20251 roundParticipant—

BFBlack Forest Labs$3.3BAug 2024 → Dec 20254 roundsParticipant—

AAnysphere (Cursor)$29.3BNov 2025 → Nov 20251 roundParticipant—

CCrusoeNeocloudsCrusoe is an energy-first AI infrastructure company that builds and operates AI data center “factory” capacity and…$10Bvaluation$3.8BraisedRecent roundsSeries E (initial closing) · Oct 2025$1.4B · led by Mubadala Capital, Valor Equity PartnersCredit facility (debt) · Aug 2025$175M · led by Victory Park CapitalCredit facility (debt) · Jun 2025$750M · led by Brookfield Asset Management (infrastructure debt platform)Crusoe$10BDec 2024 → Oct 20252 roundsParticipant—

RAReflection AI$8BOct 2025 → Oct 20251 round1 led—

PLPeriodic Labs—Sep 2025 → Sep 20251 roundParticipant—

FFactory$300MSep 2025 → Sep 20251 round1 led—

CCohereInferenceCohere is a Toronto-founded enterprise AI company building large language models and supporting products for secure,…$7Bvaluation$1.5BraisedRecent roundsSecond close / additional tranche (extension) · Sep 2025$100M · Business Development Bank of Canada (BDC), Inovia Capital +4Series D (extension / oversubscribed) · Aug 2025$500M · led by Inovia Capital, Radical VenturesSeries D · Jul 2024$500M · led by PSP InvestmentsCohere$7BJun 2023 → Sep 20253 roundsParticipant—

FAFigure AI$39BFeb 2024 → Sep 20252 roundsParticipant—

IIntelChipsIntel Corporation (NASDAQ: INTC) is a U.S.-headquartered semiconductor company focused on designing and…$44.3BraisedRecent roundsFollow-on equity offering (registered public offering; upsized) · Aug 2026$20B · Public market investors (underwritten offering)Private placement equity (strategic) · Sep 2025$5B · NVIDIA, SoftBank GroupStrategic equity financing (CHIPS Act-related share issuance) · Aug 2025$5.7B · U.S. Department of CommerceIntel—Sep 2025 → Sep 20251 roundParticipant—

AIAllen Institute for AIResearch orgsAllen Institute for AI (Ai2) is a Seattle-based nonprofit AI research institute founded in 2014 by the late Paul…$337MraisedRecent roundsNSF + NVIDIA public-private infrastructure award (NSF OMAI) · Aug 2025$152M · led by Allen Institute for AI (Ai2)partnership investment commitment (grant/donation-style joint investment) · Apr 2025$20M · Ai2, Google Cloudincubator fund (investment capital) · May 2023$30M · led by Madrona Venture GroupAllen Institute for AI—Aug 2025 → Aug 20251 roundParticipantNational Science Foundation (NSF)

SSandboxAQScienceSandboxAQ is an enterprise AI company that positions itself at the intersection of AI and quantum techniques, using…$13.9Bvaluation$1.8BraisedRecent roundsCHIPS Research & Development Office award (U.S. government R&D agreement) · Jun 2026$500M · U.S. Department of Commerce (CHIPS Research and Development Office)Series F (disclosed amount/valuation reported; investors not disclosed in source) · May 2026$500MSeries E · Apr 2025$450M · Alger, BNP Paribas +16SandboxAQ—Apr 2025 → Apr 20251 roundParticipant—

LLambda—Feb 2025 → Feb 20251 roundParticipant—

SSkydio$2.2BFeb 2018 → Nov 20243 roundsParticipant—

ADApplied DigitalNeocloudsApplied Digital Corporation (Nasdaq: APLD) develops, owns, and operates purpose-built, high-performance data center…$7.2BraisedRecent roundsSenior secured notes (7.000% Senior Secured Notes due 2031) · Jun 2026$1.6B · Goldman Sachs & Co. LLC (Representative of initial purchasers)Debt (senior secured notes offering) · Jun 2026$1.6BDebt (revolving credit facility) · May 2026$550M · led by Goldman SachsApplied Digital—Sep 2024 → Sep 20241 roundParticipant—

SASakana AI$1.5BSep 2024 → Sep 20241 roundParticipant—

EEvolutionaryScale—Jun 2024 → Jun 20241 roundParticipant—

WWaabi—Jun 2024 → Jun 20241 roundParticipant—

GAGeneralist AI—Mar 2024 → Mar 20241 roundParticipant—

PPerplexity—Jan 2024 → Jan 20241 roundParticipant—

SSynthesia—Oct 2023 → Oct 20231 roundParticipant—

DDatabricks$43BSep 2023 → Sep 20231 roundParticipant—

ALAI21 LabsApplicationsAI21 Labs is an enterprise-focused generative AI company building foundation-model and “AI system” layers intended…$1.4Bvaluation$436.5MraisedRecent roundsSeries C (extension / oversubscribed completion) · Nov 2023$208M · Ahren Innovation Capital, Comcast Ventures +1Series C · Aug 2023$155M · Amnon Shashua, b2venture +7Series B · Jul 2022$64M · led by Ahren, Ahren Innovation CapitalAI21 Labs$1.4BAug 2023 → Aug 20231 roundParticipant—

HFHugging Face$4.5BAug 2023 → Aug 20231 roundParticipant—

SRServe Robotics$4Jan 2022 → Jul 20232 roundsParticipant—

RRecursionScienceRecursion (NASDAQ: RXRX) is a clinical-stage TechBio company developing an end-to-end, AI-native drug discovery and…$1.2BraisedRecent roundsPublic Offering (equity) · Jun 2024$200M · Public market investors (follow-on offering)PIPE / strategic investment (NVIDIA investment) · Jul 2023$50M · NVIDIADebt financing (credit facility / term loan) · Jan 2023$11.9M · led by Midcap Financial Trust (Midcap)Recursion—Jul 2023 → Jul 20231 roundParticipant—

LALuma AI—Mar 2023 → Mar 20232 roundsParticipant—

VIVector InstituteScience policyVector Institute is an independent, not-for-profit AI research and adoption organization based in Toronto that aims…$215.5MraisedRecent roundsFederal government investment (FedDev Ontario / HealthSpark) · Jun 2025$3.5M · Government of Canada (FedDev Ontario)Provincial grant / Critical Technology Initiatives award · Jun 2023$27M · Government of OntarioInitial funding commitments (launch financing) · Mar 2017$135M · Accenture, Air Canada +32Vector Institute—Mar 2017 → Mar 20172 roundsParticipant—

ITIambic TherapeuticsScienceIambic Therapeutics develops AI-native small-molecule medicines by combining (1) physics-informed neural models for…$8.4Mvaluation$258.5MraisedRecent roundsOversubscribed financing (round size disclosed as “over $100 million”) · Nov 2025$100M · Abingworth, Alexandria Venture Investments +16Series A · Jul 2021$53M · led by Catalio Capital Management, CoatueSeries Seed · Apr 2020$2.5M · Freeflow Ventures, Nexus Venture PartnersIambic Therapeutics—— → —1 roundParticipant—

DateCompanyRoundRaisedValuationRoleEvidence

Sep 13, 2026OOpenAIFrontierOpenAI is a frontier AI research and deployment organization structured around a nonprofit mission and a for-profit…$730Bvaluation$399.6BraisedRecent roundsFunding round (new investment + valuation) · Sep 2026$110B · Amazon, NVIDIA +1Funding round (committed capital at close) · Mar 2026$122B · Altimeter, Amazon +37Equity financing (new investment) · Feb 2026$110B · Amazon, NVIDIA +1OpenAIFunding round (new investment + valuation)$110B$730BParticipant