Deep33 Secures $100M – But Why?

A new venture capital fund just emerged from stealth in January 2026, and it’s not your typical startup investor. Deep33 Ventures closed its first $100 million and is eyeing another $50 million to hit $150 million total by Q1 2026. But here’s what matters-this fund isn’t betting on the next social media app or fintech startup. They’re betting on the hard stuff: quantum computers, AI infrastructure, advanced energy, and robotics. Let’s break down what’s really happening.

Why It Raised $100M – Main Reason

Here are the core reasons:

• The AI Supercycle Needs Physical Infrastructure: Tech giants like Amazon, Microsoft, Apple, and Google committed over $1 trillion to AI, with $315 billion spent in 2025 alone. But here’s the problem-AI software is constrained by physical reality. You can’t run advanced AI without massive compute power and energy. Deep33 spotted this bottleneck and said: “This is where the money needs to go.”

• U.S.-Israel Geopolitical Alignment: The fund bridges Israeli engineering talent with U.S. government and industrial demand. With America and Israel aligning on defense and tech, this partnership creates unique opportunities in critical infrastructure.

• Hardware Constraints Are Real: While software advances quickly, power, compute efficiency, and deployment infrastructure are the actual limiting factors for AI in the next decade. Deep33 identified this gap and positioned itself as the specialist.

• First-Rate Leadership: The fund is led by Lior Prosor (investor in DigitalOcean, Lemonade, Via Transportation) and Michael Broukhim (early investor in SpaceX, Stripe, Groq). Lior Susan, founder of Eclipse Ventures, serves as chairman. These aren’t random names-they have proven deep-tech track records.

• Five Investments Already: By launch, Deep33 had already made five investments-Quamcore (superconducting quantum), CyberRidge (post-quantum encryption), Particle Labs (energy-efficient particle accelerators), plus two stealth companies in oil-free chemical production and AI infrastructure optimization.

Where Will Deep33 Use the Fund ?

Deep33 deployed the $100 million strategically across four core verticals:

• Quantum Computing: Backing companies building superconducting quantum architectures and quantum encryption technologies. Quantum is the next computing layer-whoever cracks this wins the next 20 years of computation.

• AI Infrastructure: Investing in companies solving GPU utilization problems, energy efficiency, and compute capacity. The global AI cycle can’t scale without better infrastructure.

• Advanced Energy: Funding next-generation power solutions, oil-free chemical production, and particle accelerator technology. AI requires absurd amounts of energy-so does quantum. New energy is critical.

• Autonomous Robotics: Backing robotics companies for industrial automation. The fund has advisory from Elram Goren, former CEO of Fabric (which raised $300M+). Robotics automates manufacturing- another infrastructure layer AI needs.

The strategy is clear: Deep33 isn’t building consumer products. They’re building the physical foundations that make the AI supercycle actually work. Without quantum, without efficient compute, without energy, AI stalls. With these? The game changes.

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