Atreides Management

Activity from announced rounds

Activity in this selectionOct 6, 2026 · AI · Sep 7, 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
5
Confirmed lead rounds
4
1 roles undisclosed
New companies
4
First participation on record · 1 follow-on
Funding in participating rounds
$4.5B
4 disclosed · full round size, not this investor’s share

By stage

Series C+4
Undisclosed1

By primary sector

Hardware3
AI2

By country

United States5

Rounds

5 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