Founders Fund AI Infrastructure Portfolio 2026

6 AI Infrastructure companies backed by Founders Fund, including OpenAI, ElevenLabs, David AI — with the co-investors on each cap table.

Founders Fund — AI Infrastructure accounts for 11 tracked companies with verified cap-table data, 11 of which disclose round sizes totalling $5.6B. The median disclosed raise is $155M, and the largest is Crusoe Energy Systems at $3.9B, ahead of Oxide Computer Company ($344M) and Varda ($329M).

The names that recur most often on these portfolio cap tables are Founders Fund (11 companies), General Catalyst (4 companies), Valor Equity Partners (2 companies), 8VC (2 companies), Lux Capital (2 companies), Peter Thiel (2 companies). By latest disclosed round, the market skews Series B (3), Series C (2), Series A (2), Seed (2).

Best funded Founders Fund — AI Infrastructure companies

  1. Crusoe Energy Systems — $3.9B (latest: Series E)
  2. Oxide Computer Company — $344M (latest: Series C)
  3. Varda — $329M (latest: Series C)
  4. Imbue — $220M (latest: Series B)
  5. Armada — $200M (latest: Series A)
  6. Hive — $155M (latest: Series D)
  7. Sentient — $127M (latest: Seed)
  8. Northwood Space — $106M (latest: Series B)
  9. Hydra Host — $100M (latest: Series A)
  10. Substrate — $100M (latest: Seed)
  11. Arena — $62M (latest: Series B)

Founders Fund — related firms and companies (56)

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•By Alejandro Cremades