VC @intelcapital, father, fan of southern cooking, opinions are my own

SF Bay Area, CA
Joined April 2009
Today we're announcing our $445M Series D and announcing that we've reached profitability. Thanks to @EclipseVentures for leading the round, with participation from existing investors @USITfund, @JaneStreetGroup, Riot Ventures, @intelcapital, @friendsfamcap, and @counterpartvc.
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The best time to own your cloud was before the CPU supply crunch. The second best time is now.
One really "silent" trend that very, very few people talk about (because it only impacts Head of Infra type folks): a CPU shortage that's becoming more apparent for mid-sized and above companies. It's not dramatic, just harder to reserve the CPUs you want with cloud providers apparently as well
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Thrilled to share that we have closed our $200M Series C. Thank you to Thomas Tull's @USITfund for leading, along with @EclipseVentures, Riot Ventures, @JaneStreetGroup, @intelcapital, @counterpartvc, @friendsfamcap and all of our additional investors. buff.ly/ozCrZUE
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ICYMI when we invested in @oxidecomputer’s Series A, here is what we wrote at that time. Our conviction today is even higher with the new Series B raise.
Replying to @afligel
For more on how Oxide is bringing data centers into the future, check out my and @srinivos’s blog: bit.ly/3SeQ0Vd
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Andy Fligel retweeted
Mirantis is recognized as a Strong Performer in the market segment for AI-focused neo-platform-as-a-service (PaaS) providers in The Forrester Wave™: Multicloud Container Platforms, Q3 2025 🙌 2025 has been a defining year for Mirantis. As global demand for AI infrastructure surged, we made a strategic shift and evolved from a conventional cloud native platform vendor into a full-stack AI infrastructure provider, from Metal-to-Model™. Now, as a neoPaaS provider, Mirantis delivers advanced AI infrastructure for NVIDIA Cloud Partners, Neoclouds, and Enterprises: • Enabling NVIDIA Cloud Partners to accelerate time-to-market for next-gen AI services • Providing a GPU monetization engine for Neoclouds • Building internal AI factories that reduce time-to-value for enterprise AI initiatives In the report, Mirantis received the highest score possible, 5.00, in the Roadmap, Developer Experience, and Supporting Services and Offerings criteria. This recognition underscores for us the value of what we have been building: AI infrastructure that is composable, production-ready, and ready for what comes next. Read the blog to see our highlights from the Forrester report and learn how Mirantis is shaping the future of AI infrastructure: buff.ly/wFe6DqR
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🎉We raised $100M USD in our Series B financing. Thank you to USIT for leading this round, to our existing investors for their participation, and to our team, customers, and community for getting us to where we are today! oxide.computer/blog/our-100m…
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Customers are clear: they need compute infrastructure they can verify and audit. Not mystery code in proprietary firmware.When you can inspect every layer of your infrastructure, you're not just buying servers – you're running a cohesive platform you can trust AND verify.
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Congrats to @ScienceLogic on being named a Leader in The @forrester Wave™ for #AIOps Platforms 🥇The recognition underscores the company’s innovative approach to modernizing #ITOperations by driving intelligent automation and #observability at scale. Learn more below.
BREAKING: ScienceLogic named a Leader in The Forrester Wave™: AIOps Platforms, Q2 2025! With the top rating in the Strategy category, we’re building toward autonomous operations through agentic AI. Get the full report: bit.ly/43OAeq5 #ForresterWave #AIOps
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BREAKING: ScienceLogic named a Leader in The Forrester Wave™: AIOps Platforms, Q2 2025! With the top rating in the Strategy category, we’re building toward autonomous operations through agentic AI. Get the full report: bit.ly/43OAeq5 #ForresterWave #AIOps
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Congrats to our portfolio companies @Figure_robot, @huggingface, @SambaNovaAI, and @scale_AI on being honored in @Forbes’ 2025 #AI50 list, which recognizes the most-promising privately held #AI companies worldwide. 🏆 Check out this year’s winners: bit.ly/42s9N7c
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Congrats to the @moderneinc team on their Series B raise! Moderne works with the most complex code bases within the enterprise at a scale that is hard to comprehend sometimes (10K+ repos and billions of lines of code). And the team is just getting started!
🚀 [B]ig News! We're thrilled to announce that Moderne just secured $30M in Series B funding to revolutionize enterprise code modernization! 🎉 With our new funding, we’re expanding our focus on AI, AppSec, and amazing customer experiences—pushing the boundaries even further.🙌 Read the announcement: hubs.ly/Q0363Y8Q0
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Congrats to @moderneinc for raising $30M in Series B funding to accelerate large-scale code modernization & tech debt remediation -- helping enterprises save billions in software maintenance costs 🎉Read more from @psawers in @TechCrunch here: bit.ly/40S6qpy
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Excited for the next chapter of Intel Capital
Today, @Intel announced Intel Capital will become an independent venture fund, aligning our corporate structure with other leading firms and unlocking significant new opportunities for our portfolio. Intel will remain an anchor investor, continuing our long-term strategic partnership.
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Great article on our work with Lawrence Livermore National Laboratory and how they'll use their new Cloud Computer okt.to/y8UlFs
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Accelerate real-time troubleshooting with Skylar Automated #RCA for application and environment logs. Quickly identify incident details, deliver plain language summaries, and recommended actions, freeing up your IT staff. 🦋Learn more: scilo.co/Gob5L9
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Andy Fligel retweeted
.@Livermore_Lab looks to make #HPC a little cloudier with Oxide's rackscale compute platform No cabling, nodes interconnected by backplane that provides power and 12.8Tbps of switching capacity Quote by @tgamblin in the @TheRegister article theregister.com/2024/11/18/l… #SC24
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To bring on-premises #cloudcomputing capabilities to the Livermore #Computing #HPC center, @oxidecomputer is improving @Livermore_Lab’s workload efficiency and providing users in the NNSA with capabilities for secure, virtualized services. More below.
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Andy Fligel retweeted
🎉 Get ready for the future of Kubernetes with Mirantis Kubernetes Engine (MKE) 4! We're thrilled to give you an exclusive first look at the next generation of enterprise-grade Kubernetes, launching officially on November 20, 2024. Built on open-source k0s, a flexible and scalable CNCF-certified Kubernetes, MKE 4 empowers platform engineers to tailor solutions for nearly any use case, leveraging Mirantis-validated components from across the CNCF ecosystem. Key features include: ✔️ Centralized Kubernetes management with declarative automation ✔️ Unified container and VM management under one framework (MKE Virtualization with KubeVirt) ✔️ Cost-performance optimization with Mirantis FinOps ✔️ Robust security policy enforcement (Open Policy Agent) ✔️ Rollback-enabled declarative management for non-disruptive updates Get a sneak peek at #KubeCon + #CloudNativeCon North America 2024, and stay tuned for the official release! Learn more: bit.ly/3O68QuA
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Today, @Minio announced the launch of AIStor, designed to improve #objectstorage for #AI & #ML workloads with several new features. Read more about how the release is helping vendors deliver better object #storage in CTO @ugurtigli’s blog post below.
Introducing AIStor— the most powerful version of MinIO to date. It represents our singular focus on building the world’s best object store for AI/ML workloads. It also reflects real-world learning from EiB+ deployments. At this scale, problems emerge that most storage vendors will never see, because they can’t operate at that scale. The AIStor release extends the industry’s most feature-complete object store with new capabilities including S3 over RDMA, promptObject, AIHub and a completely updated Global Console. It is time to rethink what is possible. It is time for AIStor. #aistor #ai blog.min.io/introducing-aist…
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12x - improvement in cooling efficiency 2x - improvement in total compute density 55% - reduction in total power consumption Learn more in our latest blog entry okt.to/wGCKxB
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