2025 Year in Review
A snapshot of key milestones across the WCV portfolio
2025 in Review: A Year of Progress Across the Walden Catalyst Portfolio
As 2025 comes to a close, we want to thank our Limited Partners for their continued trust and partnership.
This year reaffirmed our conviction that we are at the beginning of a profound technology inflection point, where AI, compute, and energy converge, and where new technologies are reshaping foundational industries.
Across the Walden Catalyst portfolio, we saw meaningful progress: companies moving from technical breakthroughs toward commercial traction, and first-of-kind systems entering production.
Below is a month-by-month snapshot of publicly announced highlights from across the portfolio.
January — Rivos
Rivos advanced its RISC-V compute platform through publicly disclosed roadmap milestones, reinforcing momentum behind open, high-performance processor architectures designed for next-generation AI workloads.
Read more here
February — ATI Motors
ATI Motors raised $20 million in Series B financing to expand global deployment of its AI-powered autonomous mobile robot workforce, accelerating adoption in logistics, warehousing, and industrial automation.
Read more here
March — AI21 Labs
AI21 Labs released Jamba 1.6, its latest open foundation model family optimized for enterprise use, delivering long-context reasoning with significantly improved efficiency and performance for large-scale AI applications.
Read more here
April — Virtue AI
Virtue AI announced a $30 million Seed and Series A financing, backing its mission to close the growing security, safety, and governance gap as enterprises deploy large-scale and agentic AI systems.
Read more here
May — Opaque Systems
Opaque Systems enabled enterprise deployments of confidential AI, allowing organizations to run analytics and machine learning workloads on sensitive data using hardware-based trusted execution environments.
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June — 3DGS
3D Glass Solutions (3DGS) engaged leading semiconductor companies through customer deployments and collaborations, advancing adoption of its glass-based 3D integration technology across advanced semiconductor applications.
July — Nearfield Instruments
Nearfield Instruments engaged leading semiconductor manufacturers with its advanced-node metrology solutions, supporting process control and yield optimization at the most advanced technology nodes.
Read more here
July — Galileo
Galileo expanded the availability of its AI reliability and evaluation platform through integrations with AWS and Hugging Face, making it easier for enterprises and developers to deploy, evaluate, and govern AI systems at scale.
Read more here and here
August — Speedata
Speedata showcased its analytics acceleration technology, designed to dramatically improve performance and energy efficiency for data-intensive and AI-driven workloads.
Read more here
September — Empower Semiconductor
Empower Semiconductor closed over $140 million in Series D financing, supporting the scale-up of its integrated voltage regulation technology to address power density and efficiency challenges in AI and data-center infrastructure.
Read more here
September — ANYbotics
ANYbotics raised $127 million to accelerate global deployment of its ANYmal autonomous inspection robots, supporting industrial customers across energy, chemicals, and heavy infrastructure with scalable, AI-driven robotic inspection.
Read more here
October — Rivos
Rivos announced its acquisition by Meta, highlighting growing industry demand for high-performance, open compute architectures.
Read more here
November — Amperesand
Amperesand announced its $80 million Series A financing, backing its effort to reinvent power delivery infrastructure for AI-scale data centers as energy efficiency becomes a defining constraint of AI deployment.
Read more here
November — Extreme Tech Challenge
WCV sponsored the Extreme Tech Challenge AI Summit, convening founders, investors, and industry leaders to explore breakthroughs in AI, energy, and next-generation infrastructure.
Read more more
November — Artera
Artera presented new data at SABCS 2025 demonstrating the prognostic and predictive utility of its multimodal AI model in breast cancer, and published independent validation in the Journal of Clinical Oncology, reinforcing clinical credibility across diverse patient populations.
Read more here and here
As the year comes to a close, the Walden Catalyst team wishes you happy holidays and thanks you for your continued trust and partnership.
Looking Ahead
We enter 2026 with continued conviction in the long-term opportunity across AI infrastructure, compute, energy, robotics, and deep technology more broadly. We are grateful to our founders, partners, and LPs for their continued collaboration, and we look forward to the year ahead.
