Atreides Management

Activity from announced rounds

Activity in this selectionUnited States · Oct 19, 2026 · Jul 22, 2026

Atreides Management invests in technology and consumer companies through a crossover strategy spanning private and public markets.

The firm is led by managing partner and chief investment officer Gavin Baker. Its team combines public-equity leadership with partners in Atreides Ventures, including investment professionals holding roles across both parts of the platform.

Sources
Rounds participated in
10
Confirmed lead rounds
4
4 roles undisclosed
New companies
8
First participation on record · 2 follow-on
Funding in participating rounds
$5.7B
7 disclosed · full round size, not this investor’s share

By stage

Series C+6
Growth1
Series A1
Series B1
Undisclosed1

By primary sector

Hardware6
AI3
Climate tech1

By country

United States10

Rounds

10 in this selection
CScale

CScale develops optical interconnects that keep large AI computing systems communicating reliably.

$145MSeries C
Lead
General Intuition

Develops multimodal action models trained on gameplay video and player-input telemetry.

$220MUndisclosed
Role not disclosed
Crusoe

AI infrastructure combining GPU cloud services, managed AI tools, large-scale data centers and modular AI factories for model developers and enterprises.

$3.9BSeries F (initial close; anticipated total)
Lead
Positron AI

Positron AI develops memory-focused hardware and software for large-language-model inference.

≤$875MSeries C and Series C-1 financing package
Lead
Celero Communications

Celero develops coherent digital signal processors and analog technology for optical links that connect AI accelerators and data centers. Its validated 2nm silicon architecture is designed to move more data across scale-up, scale-out and data-center links with lower power and a path from 1.6T to next-generation 3.2T connectivity.

$275MSeries C
Lead
Lyte

Lyte develops perception systems for robots and autonomous machines used in inspection, logistics and manufacturing.

$165MSeries C
Participant
Deep Cogito

Post-training research lab building reinforcement learning and self-improving AI models

$43MSeries A
Role not disclosed
Lumilens

Lumilens develops optical interconnects for connecting GPUs in AI data centers.

>$700MSeries C
Role not disclosed
Valar Atomics

Valar Atomics develops modular nuclear reactors and energy campuses for industrial heat and electricity.

$1BSeries B
Participant
Xsight Labs

Fabless semiconductor company building connectivity chips for hyperscale, edge, and AI data centers

>$300MGrowth
Role not disclosed