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Firm & fund profile / Sourced portfolio

NVIDIA

Tracked participation in 47 Atlas companies, with 3 explicitly attributed leads.

Firm website ↗

47portfolio companies

73round participations

3lead positions

$2.1Bled round total

Conviction

Most recent leads

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

Mar 2026MarvellStrategic Equity (Preferred Stock)$2BSep 2025FactorySeries B$50Mat $300M valuation Jul 2023RecursionStrategic investment (private investment in public equity / PIPE)$50M

Capital activity

Portfolio

CompanyLatest valuationFirst → latestRoundsRoleAttributed partner

GGroq$3.5BAug 2026 → Aug 20261 roundParticipant—

SSSafe SuperintelligenceFrontierSafe Superintelligence Inc. (SSI) is an American AI research lab focused on building “safe superintelligence,”…$32Bvaluation$5BraisedRecent roundsStrategic partnership / investment (amount undisclosed) · Jul 2026NVIDIAAdditional funding round (reported) · Apr 2025$2B · led by Greenoaks Capital Partnersgrowth funding round · Apr 2025$2B · led by Greenoaks CapitalSafe Superintelligence$32BApr 2025 → Jul 20263 roundsParticipant—

FAFireworks AI$17.5BJul 2024 → Jul 20263 roundsParticipant—

TATogether AI$8.3BNov 2023 → Jul 20263 roundsParticipant—

DDecart$4BMay 2026 → May 20261 roundParticipant—

IIRENNeocloudsIREN Limited (Nasdaq: IREN) is an AI infrastructure “neocloud” company building and operating purpose-built,…$11.1BraisedRecent roundsInvestment-grade GPU financing facility (debt; customer-contract/cash-flow secured) · Jun 2026$3.7B · Goldman Sachs, J.P. MorganConvertible notes (private offering; 1.00% due 2033) · May 2026$3B · Qualified institutional buyers (not individually named)Strategic partnership / equity investment right (NVIDIA right to purchase shares) · May 2026$2.1B · NVIDIAIREN—May 2026 → May 20261 roundParticipant—

DDeepInfra—May 2026 → May 20261 roundParticipant—

SSkydio$4.4BFeb 2023 → Apr 20263 roundsParticipant—

MMarvell—Mar 2026 → Mar 20261 round1 led—

OOpenAIFrontierOpenAI is an AI research and deployment company focused on building safe and beneficial artificial general…$852Bvaluation$291.6BraisedRecent roundsIssuer tender / employee stock tender (secondary liquidity; self-funded buyback) · Aug 2026$7Bcommitted capital funding round (latest) · Mar 2026$122B · Altimeter, Amazon +26Primary funding round (committed capital) · Feb 2026$110B · Amazon, Microsoft +2OpenAI$852BFeb 2026 → Mar 20262 roundsParticipant—

NNebiusNeocloudsNebius (Nasdaq: NBIS) is an AI cloud infrastructure company that operates a full-stack platform for AI developers…$15.8BraisedRecent roundsSenior secured term loan facility · Jul 2026$775M · MUFG Bank, Ltd., London BranchConvertible senior notes private placement (closing) · Mar 2026$4.3BPrivate placement (pre-funded warrant; NVIDIA strategic investment) · Mar 2026$2B · NVIDIANebius—Dec 2024 → Mar 20262 roundsParticipant—

ALAMI Labs$3.5BMar 2026 → Mar 20261 roundParticipant—

NNscaleNeocloudsNscale is a London-headquartered “full-stack” AI cloud and sovereign compute infrastructure provider that designs,…$14.6Bvaluation$6.8BraisedRecent roundsDebt - Revolving Credit Facility · Jul 2026$900M · Bank of America, Crédit Agricole CIB +10Debt / financing commitment (Narvik data center expansion) · May 2026$790M · ABN AMRO, DNB +3Series C · Mar 2026$2B · led by 8090 Industries, Aker ASANscale$14.6BSep 2025 → Mar 20263 roundsParticipant—

WWayve$8.6BMay 2024 → Feb 20262 roundsParticipant—

WLWorld LabsWorld modelsWorld Labs is a spatial intelligence company building “frontier world models” intended to perceive, generate, reason…$1Bvaluation$1.4BraisedRecent roundsnew funding round (reported as $1B total) · Feb 2026$1B · AMD, Autodesk +4Autodesk strategic investment (part of the larger round) · Feb 2026$200M · AutodeskStrategic investment (undisclosed amount) · Nov 2025Cisco InvestmentsWorld Labs—Feb 2026 → Feb 20261 roundParticipant—

RRunway$5.3BJun 2023 → Feb 20264 roundsParticipant—

OOpenEvidence$12BJan 2026 → Jan 20261 roundParticipant—

CCoreWeaveNeocloudsCoreWeave is a publicly traded AI-infrastructure provider built around large-scale GPU clusters and software that…$19Bvaluation$24.1BraisedRecent roundsSecured debt financing facility (DDTL 5.0 closing; first publicly syndicated HPC infrastructure-backed financing vehicle) · May 2026$3.1BEquity purchase (private placement; Jane Street) · Apr 2026$1B · led by Jane Street Global Trading LLCEquity (NVIDIA investment; strategic) · Jan 2026NvidiaCoreWeave—Jan 2026 → Jan 20261 roundParticipant—

SSpaceXAIFrontierxAI (trading as SpaceXAI on its current website) is an AI frontier-lab building and deploying Grok-family…$230Bvaluation$52.1BraisedRecent roundsSeries E · Jan 2026$20B · Baron Capital Group, Cisco Investments +6Equity financing (round details/label not specified in source) · Sep 2025$10B · Kingdom Holding Co., Prince Al Waleed bin Talal +2Debt + strategic equity (reported as completed; not labeled as a numbered Series in the source) · Jun 2025$10B · Morgan StanleySpaceXAI$230BDec 2024 → Jan 20262 roundsParticipant—

Ffal$4.5BDec 2025 → Dec 20251 roundParticipant—

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

CCrusoeNeocloudsCrusoe is a vertically integrated AI infrastructure provider built around energy-first compute. The company says it…$10Bvaluation$3.8BraisedRecent roundsSeries E · Oct 2025$1.4B · led by Mubadala Capital, Valor Equity PartnersDebt financing (credit facility) · Jun 2025$750M · led by Brookfield Asset ManagementDebt financing (credit facility) · Mar 2025$225M · led by Upper90 Capital ManagementCrusoe$10BDec 2024 → Oct 20252 roundsParticipant—

RAReflection AI$8BOct 2025 → Oct 20251 roundParticipant—

PLPeriodic Labs$1.3BSep 2025 → Sep 20251 roundParticipant—

FFactory$300MSep 2025 → Sep 20251 round1 led—

CCohereFrontierCohere is an enterprise-focused AI company building foundation models and an end-to-end enterprise AI platform…$7Bvaluation$1.5BraisedRecent roundsSeries D (second close / extension) · Sep 2025$100M · Business Development Bank of Canada (BDC), Inovia Capital +4Equity financing (Cohere describes it as a $500M raise; led oversubscribed round) · Aug 2025$500M · led by Inovia Capital, Radical VenturesSeries D · Jul 2024$500M · AMD, Cisco +5Cohere$7BJun 2023 → Sep 20254 roundsParticipant—

FAFigure AI$39BFeb 2024 → Sep 20252 roundsParticipant—

MAMistral AI$11.7BJun 2024 → Sep 20252 roundsParticipant—

TMThinking Machines Lab$12BJul 2025 → Jul 20251 roundParticipant—

ALAI21 LabsFrontierAI21 Labs (AI21) is an enterprise-focused AI lab building foundation models and “agentic” workflow tooling aimed at…$1.4Kvaluation$796MraisedRecent roundsSeries D · May 2025$300M · Ahren Innovation Capital, Alphabet Inc. +8Series C (oversubscribed completion) · Nov 2023$208M · Ahren Innovation Capital, Comcast Ventures +1Series C · Aug 2023$155M · Amnon Shashua, b2venture +6AI21 Labs$1.4BAug 2023 → May 20252 roundsParticipant—

SSandboxAQScienceSandboxAQ is an independent B2B company applying “Large Quantitative Models” (LQMs)—physics, chemistry, and…$5.3Bvaluation$2.1BraisedRecent roundsOther / 2024 round (company-described $300M+ funding) · Dec 2026$300M · Ava Investments, Breyer Capital +12Series F · Jun 2026Government award (CHIPS R&D award; non-dilutive stated by framing in release) · Jun 2026$500M · U.S. Department of Commerce (CHIPS Research and Development Office)SandboxAQ—Apr 2025 → Apr 20251 roundParticipant—

GAGeneralist AI$440MMar 2025 → Mar 20252 roundsParticipant—

LLambda—Feb 2025 → Feb 20251 roundParticipant—

PPoolside—Oct 2024 → Oct 20241 roundParticipant—

ADApplied DigitalNeocloudsApplied Digital Corporation (Nasdaq: APLD) is a U.S. designer, developer, and operator of high-performance,…$12.6BraisedRecent roundsRevolving credit facility — incremental amendment / commitment increase · Jun 2026$430MRevolving credit facility (secured) · May 2026$550M · Banco Santander, First National Bank of Omaha +4Revolving credit facility (secured) — closing · May 2026$350M · Goldman SachsApplied Digital—Sep 2024 → Sep 20241 roundParticipant—

SASakana AIFrontierSakana AI is a Tokyo-based Frontier AI R&D company founded in 2023 that focuses on “nature-inspired” approaches to…$2.7Bvaluation$430MraisedRecent roundsCorporate Minority - II (strategic investment; amount not disclosed) · Mar 2026Mitsubishi Electric CorporationSeries B · Nov 2025$200M · CCI Group, Citi +19Series A · Sep 2024$200M · led by Khosla Ventures, Lux Capital +1Sakana AI—Sep 2024 → Sep 20241 roundParticipant—

WWaabiPhysical AIWaabi is a Toronto-based AI company focused on “Physical AI” for autonomous trucking and, more recently, robotaxis.…$1.4BraisedRecent roundsSeries C · Jan 2026$750M · led by G2 Venture Partners, Khosla VenturesStrategic milestone-based future investment (Uber; robotaxis partnership) · Jan 2026$250M · UberSeries B · Jun 2024$200M · BDC Capital’s Thrive Venture Fund, Export Development Canada (EDC) +11Waabi—Jun 2024 → Jun 20241 roundParticipant—

LALuma AI$200MJan 2024 → Jan 20241 roundParticipant—

PPerplexity$520MJan 2024 → Jan 20241 roundParticipantNVIDIA

SSynthesia—Oct 2023 → Oct 20231 roundParticipant—

ITIambic TherapeuticsScienceIambic Therapeutics (formerly Entos) is a clinical-stage life science and technology company developing…$8.4Mvaluation$476MraisedRecent roundsOversubscribed financing round (company described as >$100M) · Nov 2025$100M · Abingworth, Alexandria Venture Investments +15Series B extension (oversubscribed) · Jun 2024$50M · led by Exor Ventures, Mubadala CapitalSeries B (oversubscribed) · Oct 2023$100M · led by Abingworth, Ascenta CapitalIambic Therapeutics—Oct 2021 → Oct 20232 roundsParticipant—

DDatabricks$43BSep 2023 → Sep 20231 roundParticipant—

SRServe RoboticsPhysical AIServe Robotics (Nasdaq: SERV) develops and operates autonomous “physical AI” robots for sidewalk last‑mile delivery…$488.1MraisedRecent roundsEquity offering under shelf / registered public offering (common stock) · May 2026$150M · Public investors (not separately identified in prospectus excerpt)Registered direct offering (common stock) · Oct 2025$100M · Certain institutional investors (unnamed), Northland Capital MarketsRegistered direct offering (common stock) · Jan 2025$80M · Certain institutional investor(s) (unnamed)Serve Robotics—Aug 2023 → Aug 20231 roundParticipant—

RRecursionScienceRecursion is a clinical-stage TechBio company building an industrialized, AI-native drug discovery and development…$938.3MraisedRecent roundsPublic offering (underwritten) · Jun 2024$200M · Public shareholders (offering investors)Strategic investment (private investment in public equity / PIPE) · Jul 2023$50M · led by NVIDIAInitial Public Offering (IPO) / Public offering (pricing) · Apr 2021$436.4M · Baillie Gifford & Co. (clients incl. Scottish Mortgage Investment Trust plc), Mubadala Investment Company (entities affiliated) +1Recursion—Jul 2023 → Jul 20231 round1 led—

CClarifaiInferenceClarifai is an enterprise AI infrastructure platform focused on deploying and running foundation models and custom…$101.3MraisedRecent roundsReverse acqui-hire / IP licensing integration (reported in investor materials; not presented as a disclosed cash valuation round by Clarifai) · May 2026Nebius (integration/licensing counterparty)Series C · Oct 2021$60M · led by NEASeries B · Oct 2016$30M · led by Menlo VenturesClarifai—Apr 2015 → Apr 20151 roundParticipant—

BBaseten$5B— → —1 roundParticipant—

SASkild AI$4.7B— → —1 roundParticipant—

DateCompanyRoundRaisedValuationRoleEvidence

Aug 17, 2026GGroqSeries A$350M$3.5BParticipant