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Michael Stewart

Investor

Managing Partner at M12 (Microsoft's Venture Fund) · Managing Partner, M12 at Microsoft ScaleUp

San Francisco Bay Area

Writes $2M – $10M checks · typically $6M

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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.

Contact· self-published, not guessed

Invests in

AI & Machine LearningDeep TechGamingRoboticsSemiconductors

Experience

  1. M12, Microsoft's Venture FundManaging Partnercurrent2024 — presentSan Francisco, California, United States
  2. M12, Microsoft's Venture FundPartner2021 — 2024San Francisco Bay Area
  3. NeurophosBoard Observercurrent2025 — presentAustin, TX
  4. CloudforceBoard Observercurrent2025 — presentNational Harbor, MD
  5. etalyticsBoard Observercurrent2025 — present
  6. Lace LithographyBoard Observercurrent2025 — presentBergen
  7. nEye.aiBoard Observercurrent2025 — present
  8. Arcee AIBoard Observercurrent2025 — present
  9. Upscale AIBoard Observercurrent2025 — present
  10. ArmadaBoard Observercurrent2024 — presentSan Francisco Bay Area
  11. FastinoBoard Observercurrent2024 — present
  12. d-MatrixDirectorcurrent2021 — presentSanta Clara, California, United States
  13. PsiQuantumBoard Observercurrent2023 — presentPalo Alto, California, United States
  14. VolleyDirectorcurrent2024 — presentSan Francisco, California, United States
  15. SynthLabsDirectorcurrent2024 — presentSan Francisco Bay Area
  16. FoundryInvestorcurrent2023 — present
  17. TypefaceInvestorcurrent2023 — presentSan Francisco, California, United States
  18. Inworld AIBoard Observercurrent2022 — presentMountain View, California, United States
  19. Syntiant CorpBoard Observercurrent2022 — presentIrvine, CA
  20. Artificial, Inc.Board Observer2023 — 2024Palo Alto, California, United States
  21. 1910 GeneticsBoard Observer2023 — 2024Boston, Massachusetts, United States
  22. iDEAL SemiconductorBoard Observer2021Bethlehem, Pennsylvania, United States
  23. Rockley Photonics Inc.Board Observer2020 — 2021Pasadena, California, United States
  24. Syntiant Corp.Director2020 — 2021Irvine, California, United States
  25. Applied Ventures LLCInvestment Director2019 — 2021San Francisco Bay Area
  26. Applied Ventures LLCPrincipal2015 — 2018San Francisco Bay Area
  27. AntaiosBoard Observer2019 — 2021Grenoble Area, France
  28. Spin MemoryBoard Observer2018 — 2021San Francisco Bay Area
  29. InpriaBoard Observer2018 — 2021Corvallis, Oregon Area
  30. BT Imaging Pty LtdBoard Observer2018 — 2021Sydney, New South Wales, Australia
  31. Electroninks IncorporatedBoard Observer2016 — 2021Austin, Texas Area
  32. Halation Photonics Co., LtdBoard Observer2017 — 2021Suzhou, Jiangsu, China
  33. Leading Edge Equipment TechnologiesBoard Observer2018 — 2021Wilmington, Massachusetts, United States
  34. Digital Specialty ChemicalsBoard Observer2018 — 2019Toronto, Canada Area
  35. Persimmon Technologies CorporationBoard Observer2016 — 2017Wakefield, MA
  36. JUSECo-founder2014 — 2015San Francisco Bay Area
  37. Applied MaterialsTechnology Lead - Senior Manager2009 — 2015Santa Clara, California
  38. Applied MaterialsSenior Process Engineer2005 — 2009San Francisco Bay Area
  39. Berkeley Innovative SolutionsProject Manager: Chrysalix EVC Deep Dive2014Berkeley, CA
  40. Earth, Air, & Space Educational FoundationDirector of Solar Development2012 — 2014Mountain View, California

Skills & more

Investments15Semiconductor Fabrication10Board of Directors11Venture Capital12Corporate Venture Capital9Business Development6Materials Science49Thin Films36Solar Energy26Chemistry21Alternative Energy13Chemical Engineering9
+6 moreBiotechnologySemiconductorsMachine LearningArtificial Intelligence (AI)Due DiligenceFinancial Analysis

Languages English · French · Portuguese

From Michael's professional profile.

Investments

Board seats

Arcee AIArmada AId-MatrixFastinoInworld AInEYE SystemsPsiQuantumSyntiantVolley

Sources: the firm's website · curated public sources.

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 “Tony” 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)

Network4

Brian Zhao
Investment Team at M12 (Microsoft's Venture Fund)
Carli Stein
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 — 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 – $10M.
What boards does Michael Stewart sit on?
Michael Stewart holds tracked board seats at Arcee AI, Armada AI, d-Matrix, Fastino, Inworld AI, nEYE Systems, PsiQuantum, Syntiant, Volley.
What companies has Michael Stewart invested in?
Investments tracked here include Antaios, Armada AI, Cloudforce, d-Matrix, etalytics, Fastino, Ideal Semiconductor Devices, Inworld AI, Neurophos, SynthLabs, Syntiant, Upscale, and 1 more.
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

Shared employers