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At a glance
Atreides Management appears in 14 funding rounds tracked by ValueAddVC since 2025, leading 9. Its most frequent sectors in these rounds are AI & Infrastructure and Semiconductors & Hardware, and its most recent tracked deal was Oxide Computer's $445M Series D round (Oct 9, 2026). It co-invests most often with Valor Equity Partners, Nvidia and Riot Ventures.
Strategy
Recent changes
- Oct 9, 2026Oct 9, 2026Invested in Oxide Computer (Series D, $445M) PR Newswire
- Sep 30, 2026Sep 30, 2026Invested in Flow Engineering (Series B, $50M) TechCrunch
- Sep 30, 2026Sep 30, 2026Invested in CScale (Series C, $145M) SiliconANGLE
- Sep 29, 2026Sep 29, 2026Invested in General Intuition ($220M) SiliconANGLE
- Sep 17, 2026Sep 17, 2026Follow-on: Invested in Crusoe (Series F, $3.9B) TechCrunch
Earlier changes (10)
- Sep 10, 2026Sep 10, 2026Invested in Positron AI (Series C, $875M) PR Newswire (company announcement)
- Sep 8, 2026Sep 8, 2026Invested in Celero Communications (Series C, $275M) citybiz
- Sep 5, 2026Sep 5, 2026Sectors updated: Technology, Consumer atreidesmgmt.com
- Aug 6, 2026Aug 6, 2026Invested in Lumilens (Series C, $700M) SiliconANGLE
- Aug 3, 2026Aug 3, 2026Invested in Valar Atomics ($1B) TechCrunch
- Jul 21, 2026Jul 21, 2026Invested in Sila (Growth, $300M) Sila
- Jul 16, 2026Jul 16, 2026Invested in Fireworks AI (Series D, $1.505B) SiliconANGLE
- Jun 13, 2026Jun 13, 2026Invested in SiFive (Series G, $400M) Crunchbase News
- Apr 28, 2026Apr 28, 2026Invested in True Anomaly (Series D, $650M) Tech Funding News
- Oct 24, 2025Oct 24, 2025Invested in Crusoe (Series E, $1.375B) Crusoe
Portfolio
15 totalRecent Investment Activity
14Track record: led 9 and participated in 5 of 14 tracked venture rounds · 14 in the last 12 months · led 4 Series C, 1 Series B, 1 Series F, 1 Growth
Sector / Stage Activity
Co-Investors
12Similar Firms
overlapping sector, stage or regionValue Add Research
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- Market & Trends · Oct 14, 2026AI Startup Funding, Oct 2026: OpenAI's $122B Leads
- Market & Trends · Oct 14, 2026Most Active VC Firms September 2026: Valor Leads 8 Rounds
- Market & Trends · Oct 13, 2026September 2026's Biggest Startup Funding Rounds: $30.3B
- AI & Technology · Oct 4, 2026Flow Engineering Valuation 2026: $750M After $50M Series B
- AI & Technology · Oct 3, 2026General Intuition Valuation 2026: $6.2B, $220M Round
Latest Pulse
- Oct 9, 2026Crunchbase Data Shows Investors Didn't Slow Down In Q3Crunchbase's investor-level breakdown of Q3 2026 shows most active investors increased deal counts even as total venture dollars fell, with Insight Partners, Andreessen Horowitz and Sequoia Capital all leading more rounds than the prior quarter.→
- Oct 9, 2026Oxide Computer Raises $445M To Scale Its Own CloudOxide Computer raised a $445 million Series D led by Eclipse, with new backing from AMD Ventures and Atreides Management, to expand manufacturing of its on-premises cloud hardware.→
- Oct 2, 2026CScale Exits Stealth With $145M For AI Data CentersCScale exited stealth with a $145 million Series C from Atreides Management, Valor Equity Partners, and Premji Invest to build optical interconnects for AI data centers, bringing its total funding to $188 million, the company said.→
- Oct 1, 2026Flow Engineering Raises $50M Series B At $750MFlow Engineering raised a $50 million Series B at a $750 million valuation to build agentic AI tools for hardware design, led by Valor Equity Partners and Atreides Management.→
- Oct 1, 2026Volantis Raises $88M To Build Photonic AI ChipsVolantis raised an $88 million Series A led by angel investor Lachy Groom and Abstract Ventures to commercialize a photonic chip architecture aimed at AI inference memory and bandwidth bottlenecks.→
- Sep 30, 2026General Intuition's New Round Lifts It To $6.2BGeneral Intuition raised $220 million in new funding at a $6.2 billion valuation, up from the $2.3 billion mark Pulse covered in June, as investor interest in AI world-model startups keeps compounding.→
- Sep 30, 2026CScale Exits Stealth With $145M for AI Optical LinksCScale emerged from stealth with $145 million in Series C funding -- $188 million raised in total, including backing from Nvidia and Intel Capital -- to build optical interconnects for gigawatt-scale AI data centers.→
- Sep 30, 2026Flow Engineering Hits $750M ValuationFlow Engineering raised a $50 million Series B at a $750 million valuation, co-led by Valor Equity Partners and Atreides Management, to speed up hardware design iteration with AI agents.→
- Sep 30, 2026General Intuition Closes $220M At $6.2BGeneral Intuition closed a $220 million round at a $6.2 billion valuation, confirming the mark Pulse reported the company approaching earlier this month.→
- Sep 26, 2026Fireworks AI Eyes $30B Valuation, Fal Seeks $20BFireworks AI and Fal are both in talks for new funding rounds that could value the AI-inference startups at up to $30 billion and $20 billion respectively, as enterprise demand for managed inference outside the hyperscalers surges.→
Atreides Management FAQ
What companies has Atreides Management invested in?
Atreides Management's portfolio includes Oxide Computer, CScale, Flow Engineering, Oura, General Intuition, Crusoe, and 9 more tracked companies.
Who does Atreides Management co-invest with most?
In the rounds Value Add tracks, Atreides Management most often invests alongside Valor Equity Partners (8 shared deals), Nvidia (3 shared deals), Riot Ventures (3 shared deals), Sequoia Capital (3 shared deals), Bain Capital Ventures (2 shared deals).
Sources & methodologyshow
- Crusoeprimary source1 fact
- PR Newswireprimary source1 fact
- PR Newswire (company announcement)primary source1 fact
- Silaprimary source1 fact
- SiliconANGLEmajor outlet1 fact
- SiliconANGLEmajor outlet1 fact
- SiliconANGLEmajor outlet1 fact
- SiliconANGLEmajor outlet1 fact
Figures are labelled Reported (a source states it), Estimated, Derived (computed from other facts) or Rumored (in talks / unconfirmed). Rumors never replace a confirmed figure. Each figure keeps its own as-of date; history is preserved rather than overwritten.