Michael Stewart
InvestorManaging Partner at M12 (Microsoft's Venture Fund)
San Francisco Bay Area
Writes $2M β $10M checks Β· typically $6M
About
Michael Stewart is a Managing Partner at M12, Microsoft's Venture Fund, where he leads thesis areas in generative AI, gaming, and systems, with interests spanning AI scaling infrastructure, video gaming experiences, and energy, semiconductor, and photonics technology for hyperscale compute. He previously invested at Applied Ventures, focusing on AI/ML hardware and software, silicon photonics, robotics, and printed electronics, and spent 15 years in semiconductor technology development at Applied Materials and Intel Research. He co-founded the startup JUSE, holds a Ph.D. in Chemistry from Purdue University and an MBA from Haas School of Business, and is named on more than 40 patents.
ContactΒ· self-published, not guessed
Invests in
AI & Machine LearningDeep TechGamingRoboticsSemiconductors
Experience
- M12, Microsoft's Venture FundManaging Partnercurrent2024 β presentSan Francisco, California, United States
- M12, Microsoft's Venture FundPartner2021 β 2024San Francisco Bay Area
- NeurophosBoard Observercurrent2025 β presentAustin, TX
- CloudforceBoard Observercurrent2025 β presentNational Harbor, MD
- etalyticsBoard Observercurrent2025 β present
- Lace LithographyBoard Observercurrent2025 β presentBergen
- nEye.aiBoard Observercurrent2025 β present
- Arcee AIBoard Observercurrent2025 β present
- Upscale AIBoard Observercurrent2025 β present
- ArmadaBoard Observercurrent2024 β presentSan Francisco Bay Area
- FastinoBoard Observercurrent2024 β present
- d-MatrixDirectorcurrent2021 β presentSanta Clara, California, United States
- PsiQuantumBoard Observercurrent2023 β presentPalo Alto, California, United States
- VolleyDirectorcurrent2024 β presentSan Francisco, California, United States
- SynthLabsDirectorcurrent2024 β presentSan Francisco Bay Area
- FoundryInvestorcurrent2023 β present
- TypefaceInvestorcurrent2023 β presentSan Francisco, California, United States
- Inworld AIBoard Observercurrent2022 β presentMountain View, California, United States
- Syntiant CorpBoard Observercurrent2022 β presentIrvine, CA
- Artificial, Inc.Board Observer2023 β 2024Palo Alto, California, United States
- 1910 GeneticsBoard Observer2023 β 2024Boston, Massachusetts, United States
- iDEAL SemiconductorBoard Observer2021Bethlehem, Pennsylvania, United States
- Rockley Photonics Inc.Board Observer2020 β 2021Pasadena, California, United States
- Syntiant Corp.Director2020 β 2021Irvine, California, United States
- Applied Ventures LLCInvestment Director2019 β 2021San Francisco Bay Area
- Applied Ventures LLCPrincipal2015 β 2018San Francisco Bay Area
- AntaiosBoard Observer2019 β 2021Grenoble Area, France
- Spin MemoryBoard Observer2018 β 2021San Francisco Bay Area
- InpriaBoard Observer2018 β 2021Corvallis, Oregon Area
- BT Imaging Pty LtdBoard Observer2018 β 2021Sydney, New South Wales, Australia
- Electroninks IncorporatedBoard Observer2016 β 2021Austin, Texas Area
- Halation Photonics Co., LtdBoard Observer2017 β 2021Suzhou, Jiangsu, China
- Leading Edge Equipment TechnologiesBoard Observer2018 β 2021Wilmington, Massachusetts, United States
- Digital Specialty ChemicalsBoard Observer2018 β 2019Toronto, Canada Area
- Persimmon Technologies CorporationBoard Observer2016 β 2017Wakefield, MA
- JUSECo-founder2014 β 2015San Francisco Bay Area
- Applied MaterialsTechnology Lead - Senior Manager2009 β 2015Santa Clara, California
- Applied MaterialsSenior Process Engineer2005 β 2009San Francisco Bay Area
- Berkeley Innovative SolutionsProject Manager: Chrysalix EVC Deep Dive2014Berkeley, CA
- Earth, Air, & Space Educational FoundationDirector of Solar Development2012 β 2014Mountain View, California
Skills & more
Investments15Semiconductor Fabrication10Board of Directors11Venture Capital12Corporate Venture Capital9Business Development6Materials Science49Thin Films36Solar Energy26Chemistry21Alternative Energy13Chemical Engineering9
+6 more
BiotechnologySemiconductorsMachine LearningArtificial Intelligence (AI)Due DiligenceFinancial AnalysisLanguages English Β· French Β· Portuguese
From Michael's professional profile.
Investments
Board seats
Arcee AIArmadad-MatrixFastinoInworld AInEYE SystemsPsiQuantumSyntiantVolley
Per the firm's website.
Colleagues at M12 (Microsoft's Venture Fund)
Alan Du
Partner at M12 (Microsoft's Venture Fund)
Alessandro Levi
Partner at M12 (Microsoft's Venture Fund)
Andrew Smyth
Managing Partner at M12 (Microsoft's Venture Fund)
Ann Johnson
Investor at M12 (Microsoft's Venture Fund)
Anthony βTonyβ Sims
Business Administrator at M12 (Microsoft's Venture Fund)
Brian Zhao
Investment Team at M12 (Microsoft's Venture Fund)
Cat Knoerr
Portfolio Development at M12 (Microsoft's Venture Fund)
Cheryl Cheng
Managing Partner at M12 (Microsoft's Venture Fund)
Network3
Brian Zhao
Investment Team at M12 (Microsoft's Venture Fund)
Chris Alliegro
Managing Partner at MetaVC Partners
Jason McBride
Partner at AIX Ventures
Investors connected to Michael in public investor directories β a warm-intro map.
Frequently asked questions
- Who is Michael Stewart?
- Michael Stewart is a Managing Partner at M12, Microsoft's Venture Fund, where he leads thesis areas in generative AI, gaming, and systems, with interests spanning AI scaling infrastructure, video gaming experiences, and energy, semiconductor, and photonics technology for hyperscale compute. He previously invested at Applied Ventures, focusing on AI/ML hardware and software, silicon photonics, robotics, and printed electronics, and spent 15 years in semiconductor technology development at Applied Materials and Intel Research. He co-founded the startup JUSE, holds a Ph.D. in Chemistry from Purdue University and an MBA from Haas School of Business, and is named on more than 40 patents.
- Where does Michael Stewart work?
- Michael Stewart is Managing Partner at M12 (Microsoft's Venture Fund).
- What does Michael Stewart invest in?
- Michael Stewart invests in AI & Machine Learning, Deep Tech, Gaming, Robotics, Semiconductors.
- What check size does Michael Stewart write?
- Michael Stewart typically writes checks of $2M β $10M.
- What boards does Michael Stewart sit on?
- Michael Stewart holds tracked board seats at Arcee AI, Armada, d-Matrix, Fastino, Inworld AI, nEYE Systems, PsiQuantum, Syntiant, Volley.
- Where did Michael Stewart go to school?
- Michael Stewart studied at University of California, Berkeley, Haas School of Business (MBA, Venture Capital and Private Equity); Purdue University (PhD, Chemistry); Purdue University Daniels School of Business (AMP, Applied Management Principles).
Same school
Also attended University of California, Berkeley, Haas School of Business661
Rishi ModiInvestor at GV (Google Ventures)Yibo NianInvestment Director at Intel CapitalZhenyu TangInvestment Director at Intel CapitalDennisDirector of Trading at Pantera CapitalJohnny HooperAssociate at March Capital PartnersSaket SrivastavaInvestor at Foundation Capital
+ 655 more
Also attended Purdue University239
Mamoon HamidPartner at Kleiner PerkinsKenneth Morand, Ph.D.Life Sciences Partner at CincyTechJane CommerfordOperations at 8VCSven StrohbandInvestor at Khosla VenturesJeff PetersPartner at Ibex InvestorsKenneth MorandLife Sciences Partner at CincyTech
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+ 233 more
Also attended Purdue University Daniels School of Business33
Daisuke Minamideζ΅·ε€ζθ³θ²¬δ»»θ
γ»γ’γ‘γͺγ«γͺγγ£γΉδ»£θ‘¨ (Head of International Investment / US Office Representative) at CyberAgent CapitalMichael ShewmakeStrategic Advisor at Springdale VenturesJohn EngFunding Ecosystem Partner at RSCMNick BarbknechtSenior Vice President at Advantage Capital PartnersKyle NelsonInvestor at Madison Dearborn PartnersEric TerhorstSenior Vice President at First Analysis
+ 27 more
Also attended Louisiana State University49
William P. CrowellInvestor at Alsop Louie PartnersMarkInvestor at Yu GalaxyJohn CaseyCEO, Ormoni & Venture Partner at Pillar VCQiang XuPartner at Decheng CapitalSara KangaspeskaInvestment Director, Innovestor Life Science at Innovestor VenturesTalmadge SingerManaging Director at Advantage Capital Partners
+ 43 more
