// SECTOR INVESTOR DOSSIER
Investors in AI Infrastructure
18 investors with active positions in AI Infrastructure unicorns — combined exposure across this sector $45B in paper valuation.
Note: combined paper valuation reflects overlapping investor positions — individual investors hold stakes in the same companies.
Salesforce Ventures
CORPORATE1 company in sector · $3.3B
↑ 16% PORTFOLIO STRENGTH↓ 16% PORTFOLIO RISKKleiner Perkins
VC FUND1 company in sector · $3.3B
↑ 14% PORTFOLIO STRENGTH↓ 40% PORTFOLIO RISKNvidia
CORPORATE1 company in sector · $3.3B
↑ 7.1% PORTFOLIO STRENGTH↓ 7.1% PORTFOLIO RISKLux Capital
VC FUND1 company in sector · $3.3B
↑ 16.7% PORTFOLIO STRENGTH↓ 8.3% PORTFOLIO RISKEmergence Capital
VC FUND1 company in sector · $3.3B
↑ 40% PORTFOLIO STRENGTH↓ 40% PORTFOLIO RISKFounders Fund
VC FUND1 company in sector · $2.8B
↑ 15% PORTFOLIO STRENGTH↓ 28% PORTFOLIO RISKValor Equity Partners
VC FUND1 company in sector · $2.8B
↑ 28.6% PORTFOLIO STRENGTH↓ 14.3% PORTFOLIO RISKBain Capital Ventures
VC FUND1 company in sector · $2.8B
↑ 0% PORTFOLIO STRENGTH↓ 29% PORTFOLIO RISKCoinbase Ventures
VC FUND1 company in sector · $2.8B
↑ 22.2% PORTFOLIO STRENGTH↓ 44.4% PORTFOLIO RISKGreat Oaks Venture Capital
VC FUND1 company in sector · $2.8B
G2 Venture Partners
VC FUND1 company in sector · $2.8B
↑ 0% PORTFOLIO STRENGTH↓ 0% PORTFOLIO RISKKR1
VC FUND1 company in sector · $2.8B
Lowercarbon Capital
VC FUND1 company in sector · $2.8B
Upper90
VC FUND1 company in sector · $2.8B
Menlo Ventures
VC FUND1 company in sector · $0.8B
↑ 14.3% PORTFOLIO STRENGTH↓ 14.3% PORTFOLIO RISKAndreessen Horowitz
VC FUND1 company in sector · $0.8B
↑ 19% PORTFOLIO STRENGTH↓ 28% PORTFOLIO RISKWing Venture Capital
VC FUND1 company in sector · $0.8B
↑ 25% PORTFOLIO STRENGTH↓ 25% PORTFOLIO RISKICONIQ Growth
VC FUND1 company in sector · $0.8B
↑ 15.4% PORTFOLIO STRENGTH↓ 0% PORTFOLIO RISK