Building the Next Industrial Revolution

[Mission]

Investment firm at the frontier of industrial innovation, partnering with founders in mission-critical industries through capital and commercial support.

Backing Industrial Innovation on a
Global Scale

From energy systems to advanced manufacturing and defense technology, 8090 works with companies building the infrastructure of the future. We combine long-term capital with a global industrial network.

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    Industrial partners worldwide

    40+

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    Portfolio companies

    50+

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    Assets Under Management*

    $1B+

The New Industrial Stack

[ADVANCED MANUFACTURING] [SUPPLY CHAIN]
[Robotics] [CHIPS & COMPONENTS] [COMPUTE INFRASTRUCTURE] [AUTONOMOUS SYSTEMS]
[Robotics] [CHIPS & COMPONENTS] [COMPUTE INFRASTRUCTURE] [AUTONOMOUS SYSTEMS]
[Robotics] [CHIPS & COMPONENTS] [COMPUTE INFRASTRUCTURE] [AUTONOMOUS SYSTEMS]

Building the Future

  • [AI Infrastructure]

    Nscale

    Full-stack AI hyperscaler providing data centers, energy, infrastructure, and cloud capabilities.

  • [Modular Nuclear Energy]

    Armada

    Modular data centers paired with an edge-computing and satellite-connectivity platform that brings AI and compute to remote locations.

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  • [Modular Nuclear Energy]

    Oklo

    Next-generation fission powerhouses producing abundant, cost-effective, clean energy.

*The assets under management (“AUM”) presented on this page included both primary discretionary advisory assets and discretionary sub-advised assets under management of 8090. As of August 2026, 8090 manages $1.382 billion in total AUM, comprised of $775 million in primary discretionary advisory assets and $607 million in discretionary sub-advised assets.

A Legacy in Industry

Our roots are grown from the industrial families and conglomerates that define the sectors we back.

Our Heritage