Lightspeed Venture Partners AI Infrastructure Portfolio 2026

4 AI Infrastructure companies backed by Lightspeed Venture Partners, including Nexthop AI, Periodic Labs, Eve — with the co-investors on each cap table.

Lightspeed Venture Partners — AI Infrastructure accounts for 18 tracked companies with verified cap-table data, 18 of which disclose round sizes totalling $5.4B. The median disclosed raise is $195M, and the largest is Mistral AI at $1.1B, ahead of Suno ($775M) and Nexthop AI ($610M).

The names that recur most often on these portfolio cap tables are Lightspeed Venture Partners (18 companies), Andreessen Horowitz (5 companies), Sequoia Capital (4 companies), General Catalyst (3 companies), Menlo Ventures (3 companies), Coatue (3 companies). By latest disclosed round, the market skews Series B (7), Series D (3), Seed (3), Series A (3).

Best funded Lightspeed Venture Partners — AI Infrastructure companies

  1. Mistral AI — $1.1B (latest: Series B)
  2. Suno — $775M (latest: Series D)
  3. Nexthop AI — $610M (latest: Series B)
  4. Eon — $500M (latest: Series D)
  5. Unconventional AI — $475M (latest: Seed)
  6. Fireworks AI — $327M (latest: Series D)
  7. Glean — $260M (latest: Series F)
  8. Goodfire — $207M (latest: Series B)
  9. Distyl AI — $195M (latest: Series B)
  10. Resolve.ai — $190M (latest: Series A)
  11. Eve — $150M (latest: Series B)
  12. Pika — $135M (latest: Series B)
  13. Stability AI — $101M (latest: Series A)
  14. LMArena — $100M (latest: Seed)
  15. Tessell — $94M (latest: Series B)

Lightspeed Venture Partners — related firms and companies (56)

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•By Alejandro Cremades