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Michael Stewart

Michael Stewart

Managing Partner·M12 - Microsoft's Venture Fund

San Francisco, CA

Michael Stewart is a Managing Partner at M12, Microsoft’s venture fund. His official profile states that he leads thesis areas in generative AI, gaming, and systems, with interests in efficient AI scaling and production, intelligent gaming experiences, and technologies supporting future hyperscale compute systems. He has led multiple M12 investments and serves on boards including d-Matrix, InWorld, PsiQuantum, Armada, Volley, Fastino, Arcee, Syntiant, and nEYE Systems. Earlier, he invested at Applied Ventures in AI/ML hardware and software, silicon photonics, robotics, and printed electronics. Before investing, he spent 15 years in advanced technology development in the semiconductor industry at Applied Materials and Intel Research. He holds a Ph.D. in Chemistry from Purdue University and an MBA from the Haas School of Business.

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