AMD Ventures — 2026 Investments

Electronic Arts (EA) develops and publishes video games, content, and online services for consoles, mobile devices, and PCs, with franchises such as EA SPORTS FC, Battlefield, Apex Legends, and The Sims.

ConsumerGamingMedia & EntertainmentRedwood City, US

THTrip Hawkins(Founder)inJade Raymond(Founder)inJeff Braun(Founder)Will Wright(Founder)

Co-investorsBABaseline VenturesKLKleiner PerkinsSESequoia CapitalSISilver Lake PartnersSKSkycatcher FundTCTCV+9 more

Warner Music Group is a global music company that supports artists, songwriters, and producers with recording, publishing, and related services.

Media & EntertainmentNew York, US

Carianne Marshall(Executive Officer)GMGuy Moot(Executive Officer)JSJames Steven(Executive Officer)inByran Castellani(Executive Officer)MOMaria Osherova(Executive Officer)inCHCarletta Higginson(Executive Officer)in

Co-investorsSTStardomCOCoatue ManagementGRGreycroftKAKadmos CapitalPAPacific Alliance Ventures LlcUNUniversal Music Group

Ayar Labs develops co-packaged optics (CPO) technology for AI infrastructure, enabling optical connectivity between thousands of GPUs across data center racks.

AI & Machine LearningDeep TechHardwareSemiconductorsSan Jose, US

MWMark Wade(Founder)inAWAlex Wright-Gladstein(Founder)inChen Sun(Founder)Milos Popovic(Founder)Rajeev Ram(Founder)Vladimir Stojanovic(Founder)

Co-investorsNVNVIDIAALAlumni VenturesAXAxevil CapitalBABasecamp FundBEBerkeley FrontierBLBlue Bear Ventures+27 more

Catalyst was a customer growth solutions platform for CS and sales teams that merged with Totango to develop enhanced customer success and sales enablement tools.

Enterprise SoftwareSaaSSales Tech

Co-investorsCACaesar VenturesCOCompoundOPOperator StackWOWork-BenchDADatabricks VenturesGEGeneral Catalyst+4 more

Runway helps founders understand financial data and spreadsheets.

AI & Machine LearningEnterprise SoftwareFintechSaaS

AGAnastasis Germanidis(Founder)inCVCristóbal Valenzuela(Founder)inSCSiqi Chenin

BoardDylan FieldHenry Ward

Co-investors50500 GlobalANAndreessen HorowitzCHChamaeleonCRCrosscourt VenturesDRDreamers VCINInitialized Capital+9 more

CuspAI develops AI models for materials science and discovery, and leads the AI Materials Foundry initiative that combines accelerated computing infrastructure with chemistry data and materials expertise.

AI & Machine LearningDeep TechNew MaterialsCambridge, GB

MWMax Welling(CTO and Co-Founder)inCEChad Edwards(CEO and Co-Founder)inChad Edwards Max Welling(Founder)

Co-investorsBABasis Set VenturesHOHoxton VenturesKLKleiner PerkinsLILightspeed Venture PartnersNENew Enterprise Associates (NEA)NONorthzone+24 more

Raanana

Ido Susan(Founder)inHillel Kobrinsky(Founder)

Co-investors1010DBEBessemer Venture PartnersC4C4 VenturesPIPitangoRERed Dot Capital Partners

Featherless.ai provides a single API for accessing over 40,000 open-source AI models, including DeepSeek, Kimi, and GLM, without requiring setup or self-hosting.

AI & Machine LearningCloud ComputingDeveloper ToolsSan Francisco, US

ECEugene Cheah(Founder)inHarrison Vanderbyl(Founder)Wesley George(Founder)Harrison Vandevelle(Founder)

Co-investorsBMBMW i VenturesFJFjor FoundersGAGaingelsHAHack VCKIKickstart VenturesOAOakseed Ventures+5 more

Sequen offers an API-first platform that powers search, recommendations, and chat using a shared model that learns across customers without exposing their data.

AI & Machine LearningClimate TechDeep TechE-commerceEnterprise SoftwareMarketplacesRoboticsSaaSSector Agnostic

ISIan Sigalow(Founder)inGLGrant LaFontaine(CEO & Co-Founder)LHLogan Head(Co-Founder)Alexandre LeBrun(CEO & Co-founder)YLYann LeCunSaining Xie(Chief Science Officer)

Co-investorsRERenaissance Venture CapitalANAndreessen HorowitzCRCRV (Charles River Ventures)DCDCVC (Data Collective)EMEmergence Capital PartnersGEGeneral Catalyst+11 more

Brings connected, intelligent solutions to the built environment to drive building automation and energy efficiency

Johnston, US

Dwight Stewart(Chief Technology Officer)Steven L'Heureux(Chief Executive Officer)

BoardSHScott Hoekman(Director)inSean McMurray(Director)Jim Fogt(Director)Dustin Thomas(Director)

Co-investorsEVEvergreen Climate InnovationsNENext Level VenturesGEGeneral CatalystNVNVIDIATETemasekY Y Combinator

Kepler is a consulting firm with offices across three continents that provides solutions to complex client problems.

Enterprise SoftwareSector AgnosticDetroit, FR

LMLionel MullerPierre RougierFCFlorian ChauvininBernard Ouriouin

Co-investorsANAndera PartnersBABaillie GiffordBLBlue Ashva CapitalGLGLOBALFOUNDRIESINIntel Capital

Luma Labs builds AI agents that generate, understand, and operate in the physical world, enabling creative teams to rapidly produce video, image, audio, and text content with unified general intelligence driving creative workflows.

AI & Machine LearningCreator EconomyMedia & EntertainmentPalo Alto, US

AJAmit Jain(Founder)Sixian Yu(Executive Officer, Director, Promoter)AJAmit Jain at CVPR(Founder)Alberto Taiuti(Founder)Alex Yu(Founder)

BoardDBDavid Beyer(Director)in

Co-investorsAMAmplify PartnersANAndreessen HorowitzCRCRV (Charles River Ventures)FAFactorial FundsGEGeneral CatalystMAMatrix+4 more

Odyssey is an AI lab developing general world models trained on multimodal observations of the physical world.

AI & Machine LearningDeep TechRoboticsPalo Alto, US

JHJeff Hawke(CTO)inOCOliver Cameron(Founder)in

Co-investorsCOCoho DeeptechEVEvolution VC PartnersINIn-Q-TelLILigo Partners LLCMVMVP VenturesNVNVIDIA+8 more

Odyssey unlocks capital for the distributed energy sector in growth markets, enabling clean energy projects to be developed and financed faster.

CleantechClimate TechEnergyFintechBoulder, US

EEmilyinPPiyushinElissainPMPiyush Mathur(Executive Officer, Director)inEMEmily McAteer(Executive Officer, Director)inCatherine Zoi(Director)

Co-investorsABAbstract VenturesBRBroadscaleEQEqual VenturesEQEquatorFJFJ LabsFMFMO+2 more

Odyssey provides an automated school choice platform that helps families access educational funding programs and resources aligned with individual student needs.

EdTech

JCJoseph Connor(Founder)in

Co-investorsANAndreessen HorowitzAVAvalanche VCAVAvid VenturesBLBling CapitalCUCubit CapitalVIVillage Global+1 more

Recursive develops self-improving superintelligence systems designed to automate knowledge discovery.

AI & Machine LearningDeep TechLondon, GB

CXCaiming Xiong(Founder)inYTYuandong Tian(Founder)inTim Rocktäschel(Founder)in

Co-investorsAIAIX VenturesALAlumni VenturesARARA NEA Ventures (Brand: Dmz.Xyz)COConexo VenturesDCDCVC (Data Collective)GLGlasswing Ventures+14 more

Portfolio company; co-founded by Raechel Lambert (also associated with DNNR).

Portsmouth, US

Ryan Lambert(Founder)

Co-investorsBLBlockchain Founders CapitalBLBlockwallBLBlue Wire CapitalCLClaypond CapitalELElev8 Venture PartnersGEGeneral Catalyst+3 more

Runway builds AI models that simulate the world by merging art and science, pioneering general-purpose multimodal simulators focused on applications in robotics, scientific discovery, and disease modeling.

AI & Machine LearningCreator EconomyDeep TechMedia & EntertainmentNew York, US

CVCristóbal Valenzuela(Founder)inAGAnastasis Germanidis(Founder)inAnastasios Germanidis(Director)Alejandro Matamala-Ortiz(Founder)Arya Asemanfar(Founder)Cristobal Valenzuela(Founder)

Co-investorsAMAmplify PartnersAVavraCOCoatue ManagementCOCompoundDRDreamers VCFEFelicis Ventures+21 more

Runway provides a platform for managing and orchestrating mobile app releases.

Cloud ComputingDeveloper ToolsEnterprise SoftwareSaaSNew York City, US

GSGabriel Savit(Founder)inMVMatt Varghese(Founder)inDFDavid Filion(Founder)inIsabel BarreraRiley Maguire(Head of Growth)Felicity Richards(CPO)

Co-investorsARArray Ventures Management LlcBRBreakpoint CapitalCHChapter OneOPOpen Opportunity FundY Y CombinatorADAdjacent Ventures Llc+11 more

Serverless provides the Serverless Framework, an open-source tool for developing, deploying, and monitoring APIs, scheduled tasks, workflows, and event-driven applications on AWS Lambda.

Cloud ComputingDeveloper ToolsSaaS

ACAusten Collins(Founder)in

Co-investorsHEHeavybitLILightspeed Venture PartnersTRTrinity VenturesACAccelAIAirbus VenturesBMBMW Capital+10 more

Spectro Cloud provides a platform called Palette that simplifies Kubernetes deployment and management for enterprise operations and development teams across cloud and edge environments.

AI & Machine LearningCloud ComputingDeveloper ToolsEnterprise SoftwareSan Jose, US

TFTenry Fu(Founder)inSMSaad Malik(Founder)in

Co-investorsBOboldstart venturesCECerity Partners VenturesLELeonis CapitalLGLG Technology VenturesQUQualcomm VenturesSISierra Ventures+6 more

Stability AI develops generative AI products for creating audio, image, video, and 3D content.

AI & Machine LearningCreator EconomyEnterprise SoftwareLondon

Mohammad Emad Mostaque(Executive Officer, Director)PAPrem Akkaraju(CEO)inSPSean Parker(Executive Chairman)inCyrus Hodes(Founder)Emad Mostaque(Founder)in

BoardDana Settlein

Co-investorsGRGreycroftLILightspeed Venture PartnersA.A.Capital VenturesBEBetaworksCOCoatue ManagementLELEA Partners+15 more

Tensormesh provides model-level caching infrastructure for AI teams to reduce redundant processing and lower inference costs on context-heavy workloads.

AI & Machine LearningCloud ComputingData & InfrastructureDeveloper ToolsEnterprise Software

Junchen Jiang(Founder)inKuntai Du(Founder)inYihua Cheng(Founder)in

Co-investorsALAlumni VenturesNVNVIDIACOCoreWeaveLALaude VenturesVAValley Capital Partners

World Labs builds foundational world models that perceive, generate, reason and interact with the 3D world using spatial intelligence.

AI & Machine LearningDeep TechSan Francisco, US

FLFei-Fei Li(Founder)inJustin Johnson(Founder)inCLChristoph Lassner(Founder)inBMBen Mildenhall(Founder)in

Co-investorsALAlpha Square GroupANAndreessen HorowitzCICisco InvestmentsFOFoundersXFOFoundersX VenturesGRGreycroft+17 more