Andreessen Horowitz AI Infrastructure Portfolio 2026

9 AI Infrastructure companies backed by Andreessen Horowitz, including Anthropic, Cerebras Systems, OpenAI — with the co-investors on each cap table.

Andreessen Horowitz — AI Infrastructure accounts for 31 tracked companies with verified cap-table data, 31 of which disclose round sizes totalling $18B. The median disclosed raise is $250M, and the largest is Databricks at $3.6B, ahead of Thinking Machines Lab ($2B) and Applied Intuition ($1.5B).

The names that recur most often on these portfolio cap tables are Andreessen Horowitz (31 companies), Kleiner Perkins (6 companies), Sequoia Capital (5 companies), Lightspeed Venture Partners (5 companies), BlackRock (3 companies), Elad Gil (3 companies). By latest disclosed round, the market skews Series B (11), Seed (5), Series A (4), Series D (4).

Best funded Andreessen Horowitz — AI Infrastructure companies

  1. Databricks — $3.6B (latest: Series H)
  2. Thinking Machines Lab — $2B (latest: Seed)
  3. Applied Intuition — $1.5B (latest: Series F)
  4. Harvey — $1.2B (latest: Series F)
  5. Astranis — $1.2B (latest: Series E)
  6. Mistral AI — $1.1B (latest: Series B)
  7. Safe Superintelligence — $1B (latest: Series A)
  8. Improbable — $902M (latest: Other Equity)
  9. Luma AI — $900M (latest: Series C)
  10. ElevenLabs — $781M (latest: Series D)
  11. Nexthop AI — $610M (latest: Series B)
  12. Unconventional AI — $475M (latest: Seed)
  13. Black Forest Labs — $450M (latest: Series B)
  14. Cowboy Space — $365M (latest: Series B)
  15. Periodic Labs — $300M (latest: Seed)

Andreessen Horowitz — related firms and companies (56)

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