15 firms writing AI Infrastructure checks in Palo Alto, led by General Catalyst, Mayfield Fund.
AI Infrastructure in Palo Alto accounts for 20 tracked companies with verified cap-table data, 20 of which disclose round sizes totalling $8.4B. The median disclosed raise is $133M, and the largest is PsiQuantum at $1.7B, ahead of Inflection AI ($1.5B) and Lambda ($1.5B).
The names that recur most often on these ai infrastructure cap tables are NVIDIA (4 companies), Sequoia Capital (4 companies), GV (3 companies), Greycroft (3 companies), Khosla Ventures (2 companies), Geodesic Capital (2 companies). By latest disclosed round, the market skews Series A (5), Series B (5), Series E (3), Series C (2).
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