State of AI Infrastructure in Palo Alto, CA 2026

9 funded AI Infrastructure companies in Palo Alto, CA, backed most often by Ventioneers, Khosla Ventures.

AI Infrastructure in Palo Alto, CA accounts for 20 tracked companies with verified cap-table data, 20 of which disclose round sizes totalling $8.4B. The median disclosed raise is $133M, and the largest is PsiQuantum at $1.7B, ahead of Inflection AI ($1.5B) and Lambda ($1.5B).

The names that recur most often on these ai infrastructure cap tables are NVIDIA (4 companies), Sequoia Capital (4 companies), GV (3 companies), Greycroft (3 companies), Khosla Ventures (2 companies), Geodesic Capital (2 companies). By latest disclosed round, the market skews Series A (5), Series B (5), Series E (3), Series C (2).

Best funded AI Infrastructure in Palo Alto, CA companies

  1. PsiQuantum — $1.7B (latest: Series E)
  2. Inflection AI — $1.5B (latest: Series A)
  3. Lambda — $1.5B (latest: Series E)
  4. SambaNova Systems — $1.4B (latest: Series E)
  5. Decart — $453M (latest: Series C)
  6. Axiom Math AI — $264M (latest: Series A)
  7. Glean — $260M (latest: Series F)
  8. Modular — $250M (latest: Series C)
  9. Parallel — $230M (latest: Series B)
  10. Deep Infra — $133M (latest: Series B)
  11. Orbital Insight — $131M (latest: Series D)
  12. Sanas — $100M (latest: Series B)
  13. Prophecy.io — $69M
  14. Astrocade — $68M (latest: Series B)
  15. Sycamore — $65M (latest: Seed)

Sector × city funding reports (20)

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