GV AI Infrastructure Portfolio 2026

GV — AI Infrastructure accounts for 7 tracked companies with verified cap-table data, 7 of which disclose round sizes totalling $3.8B. The median disclosed raise is $250M, and the largest is SambaNova Systems at $1.4B, ahead of Harvey ($1.2B) and You.com ($650M).

The names that recur most often on these portfolio cap tables are GV (7 companies), Sequoia Capital (2 companies), Greycroft (2 companies), Craft Ventures (2 companies), Lux Capital (2 companies), Vista Equity Partners (1 company). By latest disclosed round, the market skews Series C (2), Series B (2), Series E (1), Series F (1).

• Companies tracked: 7
• Disclosed funding total: $3.8B across 7 companies
• Median disclosed raise: $250M
• Largest raise: SambaNova Systems — $1.4B
• Stage mix: Series C 2 · Series B 2 · Series E 1 · Series F 1
• Most recent dated round: 2026-03-01

Best funded GV — AI Infrastructure companies

1. SambaNova Systems — $1.4B (latest: Series E)
2. Harvey — $1.2B (latest: Series F)
3. You.com — $650M (latest: Series C)
4. Modular — $250M (latest: Series C)
5. Orbital Insight — $131M (latest: Series D)
6. Roboflow — $62M (latest: Series B)
7. Osmo — $60M (latest: Series B)

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