AI infrastructure
The silicon, optics and interconnect behind AI inference at scale.
We back category leaders. Growth capital for AI infrastructure, quantum, physical AI, space, security and sensing, and health.
The next generation of category leaders is being built across AI infrastructure, quantum, physical AI, space and health. We back them at the point where proven technology becomes a scaled business.
Finding differentiated innovation at its source, and building the bridge to worldwide adoption.
Compute, data, energy and intelligence are being re-engineered at every layer of the stack, from the chip to the application. The companies that define a layer become the category leaders of the next decade.
The silicon, optics and interconnect behind AI inference at scale.
Novel computing architectures and AI inference optimisation on the path to quantum advantage.
Cybersecurity against dark agentic AI, sensing and connectivity.
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