Benchmark AI Infrastructure Portfolio 2026

Benchmark — AI Infrastructure accounts for 9 tracked companies with verified cap-table data, 9 of which disclose round sizes totalling $2.4B. The median disclosed raise is $108M, and the largest is Sierra at $950M, ahead of Decart ($453M) and Fireworks AI ($327M).

The names that recur most often on these portfolio cap tables are Benchmark (9 companies), Sequoia Capital (4 companies), NVIDIA (4 companies), Thrive Capital (2 companies), Tiger Global (1 company), Google (GV) (1 company). By latest disclosed round, the market skews Series B (3), Series C (2), Series A (2), Series D (1).

• Companies tracked: 9
• Disclosed funding total: $2.4B across 9 companies
• Median disclosed raise: $108M
• Largest raise: Sierra — $950M
• Stage mix: Series B 3 · Series C 2 · Series A 2 · Series D 1
• Most recent dated round: 2026-05-04

Best funded Benchmark — AI Infrastructure companies

1. Sierra — $950M (latest: Series C)
2. Decart — $453M (latest: Series C)
3. Fireworks AI — $327M (latest: Series D)
4. LangChain — $260M (latest: Series B)
5. Reducto — $108M (latest: Series B)
6. MindsDB — $77M
7. Manus AI — $75M (latest: Series B)
8. HeyGen — $74M (latest: Series A)
9. Sema4.ai — $56M (latest: Series A)

Benchmark Capital — related firms and companies (54)

• ClickHouse
• Good Eggs
• Manticore Games
• CTERA Networks
• Revinate
• Wix
• Hound Labs
• Zuora
• Minerva Project
• Benchmark Capital portfolio companies 2026
• Benchmark Capital co-investors 2026
• Investors like Benchmark Capital
• Companies backed by Benchmark Capital
• Founders backed by Benchmark Capital
• Investors like Recursive Ventures
• Investors like Thrive Capital
• Investors like IVP
• Investors like True Ventures
• Investors like Thirdbase Capital
• Investors like Bling Capital
• Investors like Franklin Templeton
• Investors like Tiger Global Management
• Investors like SV Angel
• Investors like SoftBank Vision Fund
• Investors like Contour Venture Partners
• Firms like GV
• Investors like Bain Capital Ventures
• Investors like Bienville Capital
• Investors like StepStone Group
• Investors like Western Technology Investment
• Investors like Goldman Sachs
• Investors like Redpoint
• Investors like Bond
• Investors like Peak XV Partners
• Investors like Eniac Ventures
• Investors like Correlation Ventures
• Investors like Sequoia Capital
• Investors like Lightbank
• Investors like Foundry Group
• Investors like Sapphire Ventures
• Investors like Felicis
• Investors like GIC
• Investors like Soma Capital
• Investors like Service Provider Capital
• Investors like Upfront Ventures
• Investors like Plug and Play
• Investors like Ridge Ventures
• Investors like Fika Ventures
• Investors like Venrock
• Investors like Draper Associates
• Investors like White Star Capital
• Investors like CAVU Consumer Partners
• Investors like Accomplice
• Investors like Wellington Management

Benchmark Capital profile · All research reports