State of AI Infrastructure in San Francisco, CA 2026

20 funded AI Infrastructure companies in San Francisco, CA, backed most often by Andreessen Horowitz, Kleiner Perkins.

AI Infrastructure in San Francisco, CA accounts for 78 tracked companies with verified cap-table data, 78 of which disclose round sizes totalling $159B. The median disclosed raise is $155M, and the largest is OpenAI at $117B, ahead of xAI ($12B) and Databricks ($3.6B).

The names that recur most often on these ai infrastructure cap tables are Andreessen Horowitz (12 companies), General Catalyst (8 companies), NVIDIA (8 companies), Y Combinator (7 companies), Sequoia Capital (7 companies), Lightspeed Venture Partners (7 companies). By latest disclosed round, the market skews Series B (19), Series A (16), Series C (14), Seed (11).

Best funded AI Infrastructure in San Francisco, CA companies

  1. OpenAI — $117B (latest: Growth)
  2. xAI — $12B (latest: Series C)
  3. Databricks — $3.6B (latest: Series H)
  4. Groq — $3B (latest: Growth)
  5. Thinking Machines Lab — $2B (latest: Seed)
  6. Applied Intuition — $1.5B (latest: Series F)
  7. Baseten — $1.5B (latest: Seed)
  8. Scale AI — $1.3B (latest: Series F)
  9. Astranis — $1.2B (latest: Series E)
  10. Harvey — $1.2B (latest: Series F)
  11. DataRobot — $1.1B (latest: Series G)
  12. Advanced Machine Intelligence — $1B (latest: Seed)
  13. Sierra — $950M (latest: Series C)
  14. Perplexity AI — $665M (latest: Series E)
  15. You.com — $650M (latest: Series C)

Sector × city funding reports (20)

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