Spark Capital AI Infrastructure Portfolio 2026

Spark Capital — AI Infrastructure accounts for 8 tracked companies with verified cap-table data, 8 of which disclose round sizes totalling $2.1B. The median disclosed raise is $230M, and the largest is SiFive at $586M, ahead of MatX ($500M) and Sesame ($308M).

The names that recur most often on these portfolio cap tables are Spark Capital (8 companies), Atreides Management (2 companies), Sutter Hill Ventures (2 companies), Sequoia Capital (2 companies), Greycroft (2 companies), NVIDIA (1 company). By latest disclosed round, the market skews Series B (3), Series D (2), Series G (1), Series A (1).

• Companies tracked: 8
• Disclosed funding total: $2.1B across 8 companies
• Median disclosed raise: $230M
• Largest raise: SiFive — $586M
• Stage mix: Series B 3 · Series D 2 · Series G 1 · Series A 1
• Most recent dated round: 2026-04-09

Best funded Spark Capital — AI Infrastructure companies

1. SiFive — $586M (latest: Series G)
2. MatX — $500M (latest: Series B)
3. Sesame — $308M (latest: Series A)
4. Enfabrica — $230M (latest: Series C)
5. Retym — $180M (latest: Series D)
6. Pika — $135M (latest: Series B)
7. Orbital Insight — $131M (latest: Series D)
8. Qdrant — $50M (latest: Series B)

Spark Capital — related firms and companies (56)

• MessageBird
• Talkspace
• Affirm
• Carta
• Rapyd
• Cyera
• eToro
• SiFive
• Andela
• Freight Farms
• Orbital Insight
• Founders backed by Spark Capital
• Shepherd
• Ada
• NIL Technology ApS
• Latent
• Sesame
• Nuvo
• Medallion
• Marqeta
• X1
• Retym
• Unleash
• MIRROR
• 9fin
• Snappr
• Dooly
• Foursquare
• AllStripes
• Pika
• Companies backed by Spark Capital
• Edison Scientific
• Cardless
• Capella Space
• Clyde
• Instabase
• Cosuno
• Particle
• MatX
• Superblocks
• Zeller
• reMarkable
• Lumafield
• TravelPerk
• Reggora
• tray.io
• Grammarly
• Blackbird
• Cambridge Aerospace
• Investors like Spark Capital
• xdof
• Overtime
• LOLA
• Wenheyou
• Clarify Health Solutions
• Badi

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