Investment Vertical

The Economic Case for Generative AI and Foundation Models

AI represents a generational shift in computing — following in the footsteps of the microprocessor and the internet.

Our Philosophy

What We Believe

AI represents a generational shift in computing — following in the footsteps of the microprocessor and the internet — and it will deliver commensurate improvements in cost, efficiency, and human productivity.

At CFI Infrastructure, we believe that infrastructure underpins this coming shift just as it does for many other transformational technologies. That's why we invest in founders and companies building at every level of the stack: from foundation models, core AI systems, and developer tools, to next-gen cloud, data, and security systems.

Stack Investment Areas

Foundation Models
Core AI Systems
Developer Tools
Next-Gen Cloud Infrastructure
Data Platforms
Security Systems
AI Safety & Red-Teaming
Cybersecurity & Compliance
Investment Thesis

Where We Focus

01

Investing in the Future of AI Safety and Security

AI safety and security are paramount as we advance into this new era. At CFI Infrastructure, we prioritize investments in technologies that enhance AI safety and security. This includes supporting companies that develop red-teaming capabilities and other security measures to ensure AI systems are robust and reliable.

02

Investing in Innovation

The stakes are high. The opportunities are profound. Explore our vision for the AI-enabled future. As AI continues to evolve, its integration with robust infrastructure becomes crucial. At CFI Infrastructure, we are committed to supporting the development of scalable and secure systems that can handle the demands of advanced AI applications.

03

Enhancing Security and Compliance

With the rise of AI, ensuring security and compliance has never been more critical. We prioritize investments in technologies that safeguard data and maintain regulatory standards. We are supporting companies that focus on cybersecurity and ethical practices, helping build trust and reliability in AI systems.

Insights

Infrastructure Perspectives

AI Infrastructure

The Role of Infrastructure in the AI Revolution

Artificial Intelligence (AI) is heralding a new era in computing, akin to the transformative impacts of the microprocessor and the internet. As AI continues to advance, the importance of robust infrastructure to support this technology cannot be overstated. At CFI Infrastructure, we are dedicated to investing in the foundational elements that will drive the revolution forward.

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Strategic Investments

Empowering the Future of AI Through Strategic Investments

Artificial Intelligence (AI) represents a generational shift in computing, promising significant improvements in cost, efficiency, and human productivity. At CFI Infrastructure, we recognize the critical role that infrastructure plays in this transformation. Our mission is to invest in technologies and companies that will underpin the AI-driven future.

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The Experts

Meet Infra Team

We're former founders leveraging our know-how to invest in entrepreneurs building at every level of the stack: from foundation models, core AI systems, and developer tools, to next-gen cloud, data, and security systems.

JC

Jim Craig

WL

William Laboy

AR

Alejandro Ringler

ML

Mary Lambert

MC

Marsha Craw

PH

Paul Hoff

Building AI Infrastructure?

Whether you're building at the model layer, infrastructure layer, or application layer — we want to hear from you.

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