A force multiplier for early stage startups - inspiring and investing in the future of compute.
Santa Clara, CA
Joined March 2009
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35 years of Intel Capital investing in compute and the next wave of transformative technology 🚀
Since 1991, we’ve deployed over $20B into 1,800+ startups, supporting founders whose innovations have shaped industries and set global standards. From landmark exits like @AsteraLabs, @jobyaviation, @VMware, and @RedHat to recent investments in @anyscalecompute, @fieldai_, @Figure_robot, @Minio, @runpod, and many more, we continue shaping the future of compute.
Our focus remains on #AI, #deeptech, cloud-native infrastructure, advanced manufacturing, and the broader foundry ecosystem. Programs like the Embedded Expert Program (ExP) and global portfolio events provide founders with the expertise, resources, and networks to scale faster and smarter.
The journey continues, supporting founders and technologies that will define the future of compute. More on our journey and vision in Anthony Lin's blog: intelcapital.com/intel-capit…
Co-founder of @OxideComputer Bryan Cantrill (@bcantrill) spoke with @TBPN about venture capital's relationship with untraditional bets. His observation: investors say they want contrarian ideas, but few commit when the bet could plausibly return nothing.
"Everybody loves contrarian. But no one actually wants a zero."
Watch the full clip below:
Oxide co-founder @bcantrill believes every VC wants to be contrarian, but most get cold feet when an actual contrarian bet is staring them in the face.
"Everybody loves contrarian. But no one actually wants a zero."
Today, @MueonCorp announced $65M in Series A funding led by Maverick Silicon, with participation from Intel Capital. The company is moving its Cubelets 3D compute and memory architecture toward system validation and production, targeting up to 10X power and cost efficiency within the same rack footprint.
Read more from Phoebe Liu (@_pheebini) at @TheInformation:
theinformation.com/briefings…
ICYMI, @Inworld has acquired Ultravox (formerly Fixie), the Seattle-based voice agent platform. Ultravox's technology for managing turn-taking and interruptions in real-time voice conversations will be folded into Inworld's stack, and Ultravox customers will move to Inworld's Realtime TTS-2. The deal extends Inworld's end-to-end approach to #voiceAI.
Read more from @GeekWire:
We recently announced our acquisition of Ultravox. GeekWire covered the news, with some background on the company and its journey from Fixie to Ultravox.
If you missed the announcement, read the story here: tinyurl.com/UVInworld
Today, @SalienceLabs announced the close of its $125M Series B. The company's all-optical, fully integrated #siliconphotonics switch is built to connect thousands of GPUs across racks, and follows a live 64-port demo at #ECOC2026. @DellOroGroup projects AI back-end switch spending will approach $1T over the next five years.
Read more below:
intelcapital.com/scaling-ai-…
Professor Amir Yacoby has been appointed the inaugural Ray Dolby Professor of Theoretical and Experimental Physics at the @Cambridge_Uni Cavendish Laboratory. Yacoby, who joined the Scientific Advisory Board of #QuantumMachines (@QuantumQM) in 2020, builds experimental probes that reveal how electrons behave in quantum materials, work that connects fundamental physics to #quantumsensing and #quantuminformation.
Read more below.
phy.cam.ac.uk/news/professor…
Vishal Chandrasekar, Director of Product Management at @AyarLabs, joined @NextGenInfra_io at #AIInfraSummit to walk through what it takes to bring #CPO to market. He covers the optical engine built on TSMC's silicon photonics platform, ASIC design service providers, external laser sources, and multi-source fiber connectivity.
Watch the full video below:
At #AIInfraSummit, our Director of Product Management walks through what it takes to bring CPO to market, including TSMC’s advanced process nodes, ASIC design service providers, external laser sources, and fiber connectivity.
From NextGenInfra:
bit.ly/4AVhYt9
oday, @oxidecomputer announced $445M in Series D funding led by @EclipseVentures, alongside news that the company has reached profitability. The round brings in @AtreidesMgmt, @Liquid2V, and @AMD Ventures as new investors, with Intel Capital participating as an existing investor.
Oxide is betting on rising demand for on-premises #cloud compute built on integrated hardware and software.
Read more below:
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.
This week, @FastCompany announced its 2026 Next Big Things in Tech, and portfolio companies @FieldAI_ and @SkyloTech are among the honorees.
FieldAI was recognized in robotics for its Field Foundation Model, which pairs data-driven AI with uncertainty quantification so robots can operate in conditions too unpredictable for conventional systems. Skylo was recognized in Telecommunications for its standards-based approach to bringing #satellite connectivity to existing cellular devices.
See the full list below:
fastcompany.com/next-big-thi…
ICYMI: Investor Assaf Araki (@BigData_ML) argues #AI services are having a "Business Intelligence boom." MIT research shows 95% of GenAI pilots fail to deliver returns, close to the 60-80% failure rate of 1990s BI projects. His piece looks at what the 5% who succeed do differently.
Read more below:
intelcapital.com/biack-to-th…
Zenity (@zenitysec) was named a Market Shaper in @Gartner's inaugural Emerging Market Quadrant for #AI Application Security, Startup Vendors. The recognition follows Gartner naming Zenity the Company to Beat in #AI agent governance in April. Gartner cited its intent-aware runtime defense, lifecycle observability across SaaS, cloud, and endpoint, and shadow AI discovery.
Read more below:
Another Gartner® recognition for the Zenity team. 🎉
We've been named a Market Shaper in the September 2026 Emerging Market Quadrant for AI Application Security, along with our position as the Company to Beat in AI Agent Governance earlier this year.
We believe, these two reports cover the most critical dimensions of the emerging AI security market.
Take a look at the full list of what we've been named for and why. 👇
👉 eu1.hubs.ly/H0yCnXV0
#AI #AISecurity #AgenticAI #Cybersecurity
CTO of @OxideComputer, Bryan Cantrill (@bcantrill), spoke to @MTSLive about why economics, more than technology, determines which sci-fi futures actually arrive. Using the Concorde as an example, he argues that a technology can solve one problem while creating others society isn't willing to accept, and that efficiency and cost drive outcomes more than people tend to credit.
Watch the full clip below:
Oxide CTO @bcantrill says the future is full of things we can build but still won’t, because economics kills more sci-fi dreams than technology does:
"What does powerful even mean? We've already accelerated ourselves into science fiction as far as I'm concerned. This is science fiction. Let's call it what it is."
"I'm a bullseye Gen X-er. I've got my space Lego set. We were gonna have moon colonization. We were gonna have flying cars. We were gonna have jet packs. We were gonna have supersonic travel everywhere. None of that has come to fruition."
"My grandfather flew in a Concorde exactly once. He said it was very uncomfortable. It solves one problem, but it creates a bunch of other problems that we as a society are not that interested in. We don't want sonic booms all the time."
"Efficiency matters. The cost matters. The economics matter. People get divorced from the actual economics of these things, and economics is the driver of everything. Sometimes people chalk up to politics what is actually economics."
@oxidecomputer
Lightbits SDS, @LightbitsLabs’ storage platform, is certified with Red Hat OpenStack Services on OpenShift, giving organizations a validated path to migrate existing OpenStack environments and consolidate VMs and containers on one orchestration layer. The company says its NVMe/TCP storage layer scales over standard Ethernet, with no proprietary networking required.
Read the full details below:
lightbitslabs.com/press-rele…
Today, @Inworld its acquisition of @Ultravox_dot_ai, the platform developers use to build real-time #voice agents. Ultravox contributes speech understanding, reasoning, and turn-taking and interruption handling; Inworld contributes its Realtime TTS-2 and STT-1 models and real-time inference infrastructure. Built-in Inworld voices on Ultravox now run on TTS-2 with no code changes required.
Read more below:
We’re excited to announce that @ultravox_dot_ai is now part of Inworld.
Ultravox is the platform developers use to build real-time voice agents. We've worked with the team for a while through our TTS partnership, and today members of the team that built it are joining Inworld to keep developing it.
Co-CEO of @MinIO, Garima Kapoor, joined @BloombergRadio to discuss what it takes to build #AI at scale, claiming that as AI moves from models to production, the data foundation underneath matters more than ever. She covers the infrastructure behind enterprise and #sovereignAI, and what it takes to build for what comes next.
Watch more below:
What does it take to build AI at scale? Start with data.
As AI moves from models to production, the underlying infrastructure matters more than ever.
More from co-CEO Garima Kapoor on the data foundation powering enterprise and sovereign AI—and what it takes to build for what comes next. bit.ly/4iWRfGf
Congratulations to CScale on emerging from stealth with $145M in Series C funding to build optical interconnect for #AI scale-up. As gigawatt-class data centers link thousands of accelerators across dozens of racks, CScale's architecture is designed to contain optical failures without interrupting compute.
Intel Capital is proud to be part of this round.
Read more below:
cscale.ai/press/cscale-exits…
Congratulations to the @TheWorldLabs team, who announced they will join @AMD. Founded in 2024 by Dr. Fei-Fei Li, World Labs builds spatial intelligence models, or #worldmodels, to solve problems in the physical world. The two teams began a technical partnership last year on training and inference optimization on AMD GPUs.
Read more about the acquisition here:
We are excited to announce that World Labs is joining @AMD.
The research and technical breakthroughs we have achieved since our founding in 2024 have given us a clear vision for AI’s potential to solve problems in the spatial and physical world.
Accelerating the future of spatial and physical intelligence requires scaling our efforts, scaling our reach, and getting closer to the hardware.
Recently @Variety featured Overwolf Ads and its In-Game Audience Map launch. The new features include a free planning tool that lets brands enter audience segments like "parents of young children" and see which of 5,000+ PC games they play. It's built on Gamer Grid first-party data across 113M+ monthly players.
Read the full story here:
Overwolf Ads Launches 'In-Game Audience Map' Product for Brands to Identify What Their Customers Play Across More Than 5,000 Games (EXCLUSIVE) variety.com/2026/gaming/news…
A new @Inworld model, TTS-2, lets developers direct voice delivery in natural language, including pauses, laughs, and sighs, and clone voices from 5-15 seconds of authorized audio. A companion model, Realtime TTS-2 Flash, reports 25ms time to first byte for latency-sensitive use cases.
Read more in @Entrepreneur:
Last week, Entrepreneur covered the launch of Inworld Realtime TTS-2.
The article looks at how developers can direct voice delivery in natural language, from tone and pacing to pauses and nonverbal sounds like a laugh or a sigh, so the same line can be performed differently depending on the scene. It also covers voice design from a text description, cloning from 5 to 15 seconds of authorized audio, and carrying a voice across languages.
On the model side, it walks through when to use TTS-2 for the highest voice quality versus Realtime TTS-2 Flash for high-volume, latency-sensitive applications, with a 25ms time to first byte independently verified by Coval.
It also includes results from Talkpal's four-week A/B test and perspectives from LiveKit and ARX Media on what responsiveness and believability mean in live interactions.
Read the full article: entrepreneur.com/business-ne…
CEO of @SambaNovaAI @RodrigoLiang sat down with @Furrier on @NYSEWired and discussed the evolution of the economy of #AI, how #Inference has become most important and what that means for users. Watch the full conversation at the link below:
As the economic center of AI shifts from training to inference, the industry's focus is moving toward sustainable deployment and achieving real financial payback for customers.
Watch @RodrigoLiang's full conversation with @furrier on @NYSEWired: bit.ly/4AryLnh
@GemmaAllenSays | @bjbaumann2014
An incredible milestone for @Higgsfield as they reach 30 million users just 18 months after launching. The team is on track to hit over $1B ARR. Higgsfield’s #AI video technology and creative suite are already integrated in half of Fortune 500 companies. Read more below.
bloomberg.com/news/articles/…
