signal/raiseTrack rounds

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SemiAnalysis Capital

Focus: AI

SemiAnalysis Capital took part in 2 of the startup funding rounds we tracked in 2026, leading or co-leading 1 worth $875m. By money raised, its biggest sector was AI. The largest was Crusoe's $3.9bn Series D+ round.

Deployed as lead$875m

Rounds led1

Rounds joined2

Largest round$3.9bn

Rounds led (1)

PositronSeries C · AI · Reno · 10 Sep$875m

Also invested (1)

CrusoeSeries D+ · AI · Denver · 17 Sep$3.9bn

By sector

By stage

Series C$875m Series D+$3.9bn

Co-investors

Atreides Management2 rounds Valor Equity Partners2 rounds Qatar Investment Authority2 rounds Mubadala Capital1 round Founders Fund1 round GIC1 round NVIDIA1 round Radical Ventures1 round TPG1 round 1789 Capital1 round