Michael Stewart
InvestorPartner 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.
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
Education
- University of California, Berkeley, Haas School of BusinessMBA, Venture Capital and Private Equity
- Purdue UniversityPhD, Chemistry
- Purdue University Daniels School of BusinessAMP, Applied Management Principles
- Louisiana State UniversityBS, Biochemistry
- Louisiana School for Math, Science, and the ArtsDiploma
Skills & more
+6 more
BiotechnologySemiconductorsMachine LearningArtificial Intelligence (AI)Due DiligenceFinancial AnalysisLanguages English Β· French Β· Portuguese
From Michael's professional profile.
Same school
Also attended University of California, Berkeley, Haas School of Business511
+ 505 more
Also attended Purdue University151
+ 145 more
Also attended Purdue University Daniels School of Business29
+ 23 more
Also attended Louisiana State University31
+ 25 more
Shared employers
Also worked at Upscale AI2
Also worked at Fastino2
Also worked at SynthLabs1
Also worked at Foundry2
Investments
Per the firm's website.
Colleagues at M12 (Microsoft's Venture Fund)
Network3
Investors connected to Michael in public investor directories β a warm-intro map.









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