Deep33 | Activity | F4

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Deep33 Activity

Every public signal F4 has attached to this firm, with sources and cross-entity links.

Types

Time range

New Fund

Deep33 closed its debut deep-tech fund at $200M, roughly a third above its $150M target, to back AI infrastructure, advanced energy, quantum computing, communication components, and robotics. The fund is US-headquartered with ~70% of capital earmarked for Israeli-founded companies and ~30% for US startups. LPs include overseas investors and Israeli institutional investors.

Deep33 closes $200M debut fund

fundmomentum.vcJUN 25, 2026

JUN 25, 2026

Essay

Ori Amsalem published a deep technical essay arguing that NVIDIA's next-gen megawatt racks force the industry to migrate from 48V to 800V DC power delivery, and that solid-state transformers using SiC and GaN semiconductors will be key enablers of AI data center infrastructure.

Deep33 — "48 to 800: Why the move to 800V is NVIDIA's roadmap"

deep33.substack.comJUN 23, 2026

JUN 23, 2026

Investment

Participated in Q-Factor's $24M seed round for neutral-atom quantum computing.

Q-Factor

Q-Factor Deep33

thequantuminsider.comAPR 6, 2026

APR 6, 2026

Press

Prosor discussed Deep33 check sizes, co-lead behavior, founder criteria, and the U.S.-Israel physical infrastructure thesis.

Lior Prosor on Infinite Frontiers

infinitefrontiers.ioFEB 17, 2026

FEB 17, 2026

Podcast

Deep33 Quantum Partner Joab Rosenberg appeared on QuEra's podcast to discuss the fund's investment thesis across quantum computing, AI infrastructure, and energy, and why he expects near-term commercial quantum applications by 2027.

Joab Rosenberg on QuEra's "The Superposition Guy's Podcast"

quantumcomputingreport.comFEB 16, 2026

FEB 16, 2026

Essay

Ori Amsalem published Deep33's Advanced Energy thesis, arguing that power availability — not silicon — is the rate limiter of the AI supercycle, and that the market is shifting from cheap electricity to "time-to-power" as the scarce resource, with hyperscalers forced to "Bring Your Own Power" (BYOP).

Deep33 — "The Invisible Wall Behind AI: Power"

deep33.substack.comFEB 12, 2026

FEB 12, 2026

Milestone

DualBird announced a $25M raise to scale its analytics and AI data infrastructure platform.

DualBird

DualBird Deep33

dualbird.ioFEB 5, 2026

FEB 5, 2026

Essay

Yael Barsheshet published Deep33's AI Infrastructure investment thesis, arguing that durable value is shifting from the model layer to infrastructure solving three bottlenecks: economic efficiency (lowest cost per reliable token), physical constraints (power, cooling, data movement), and system reliability (orchestration and agent control planes).

Deep33 — "The era of 'AI-at-any-cost' is ending soon"

deep33.substack.comJAN 29, 2026

JAN 29, 2026

Essay

Deep33 launched its Substack with a foundational essay by Lior Prosor and Michael Broukhim outlining the firm's thesis: the AI supercycle is constrained by physical infrastructure (compute, energy, manpower), and Deep33 backs deep tech companies building the "atoms" that generate "alpha" across quantum, AI infrastructure, advanced energy, and robotics/autonomous manufacturing.

Deep33 — "From Atoms to Alpha: Why the Next Trillion Dollars Belongs to Deep Tech"

deep33.substack.comJAN 27, 2026

JAN 27, 2026

3 investments· JAN 2026Show all

Investment

Deep33 confirmed Particle Labs, described as focused on energy-efficient particle accelerator technology, among its initial investments.

Particle Labs

Particle Labs Deep33

quantumcomputingreport.comJAN 24, 2026

calcalistech.com

quantumcomputingreport.com

JAN 24, 2026

Investment

Deep33 confirmed CyberRidge, a post-quantum optical security platform, among its initial investments.

CyberRidge

CyberRidge Deep33

quantumcomputingreport.comJAN 24, 2026

calcalistech.com

quantumcomputingreport.com

Investment

Deep33 confirmed QuamCore, a superconducting quantum computing architecture company, among its initial investments.

QuamCore

QuamCore Deep33

quantumcomputingreport.comJAN 24, 2026

calcalistech.com

quantumcomputingreport.com

Team Change

Lior Susan, founder of Eclipse Ventures, joined Deep33 as chairman.

Lior Susan named chairman

jewishinsider.comJAN 21, 2026

JAN 21, 2026

Essay

Lior Prosor published Deep33-aligned thesis commentary arguing that venture advantage is shifting from generalist software investing to deep infrastructure expertise.

From generalist to deep: Why venture is being forced to specialize

jpost.comJAN 21, 2026

JAN 21, 2026

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cyber-ridge.com

JAN 24, 2026

quamcore.com

JAN 24, 2026