Led · Series C · Aug 2026

Lumilens develops photonic connectivity solutions intended to connect thousands or hundreds of thousands of GPUs so they can operate as a single system, addressing the limits of copper-based scale-out networks. The team moved from founding to defining, qualifying and shipping its first product within about two years, and that product is deployed in a hyperscaler’s production AI data centers under a multi-billion-dollar agreement. Lumilens emerged from stealth concurrent with its announced raise of more than $900 million from a syndicate of venture and institutional investors. Management says the funding will support building out infrastructure and developing additional products on its roadmap. The company positions itself at the intersection of optics and AI infrastructure to overcome physical constraints on GPU-scale networking.

Participated · Equity · Aug 2026

Valar Atomics is developing advanced nuclear reactors intended for scalable deployment and is pursuing clusters of small reactors—sometimes called "gigasites"—to serve high-demand users such as data centers and manufacturing. Founded in 2023 and based in California, the company is also exploring applications beyond grid electricity, including producing synthetic fuels and supplying industrial heat. Its technology and commercial approach target energy-intensive industries and the growing electricity needs driven by AI infrastructure. Financially, Valar recently raised approximately $450 million (about $340 million equity and $110 million debt) at a reported $2 billion valuation, following a prior $130 million raise in 2025. The company is backed by defense-tech investors including Palmer Luckey and Shyam Sankar.

Participated · Equity · Jul 2026

Xsight Labs develops programmable, high-performance networking silicon, notably the E1 Data Processing Unit (DPU) and X2 Ethernet switch. The E1 is the company's first shipping 800G DPU and has completed SONiC-DASH Hero 800G validation, demonstrating sustained throughput of more than 14 million connections per second, hardware-accelerated inline crypto, and an ultra-efficient sub-75W power profile. The X2 is a fully software-defined 12.8 Tbps Ethernet switch with a reprogrammable data plane via XISA, deterministic sub-700ns latency, and an under-200W power envelope. Xsight emphasizes a fully open, standard Linux environment (native Linux, DPDK, SONiC) and positions its products for hyperscalers, service providers, OEMs, and constrained environments like satellite communications. Founded in 2017 and headquartered in Tel Aviv with additional offices in Kiryat Gat, Haifa, Boston, Raleigh, San Jose, and Yerevan, the company has reported multiple design wins and evaluations by Tier-1 customers. Financially, Xsight recently raised more than $300 million at a $2.8 billion post-money valuation to fund product roadmap expansion, team growth, and scaled manufacturing and delivery.

Led · Equity · Jul 2026

Sila develops silicon-carbon anode material that can store up to 40% more energy and charge faster than traditional graphite anodes. The company has spent roughly 15 years developing the material and began production at its Moses Lake, Washington plant in September with an initial capacity of up to 2 GWh. The announced financing will expand that factory to produce tens of gigawatt-hours per year, enough to serve more than 100,000 electric vehicles annually. Sila has supply agreements or announced deals with customers including Mercedes and Panasonic and sells to consumer electronics companies such as Whoop as well as drone and satellite manufacturers. The company has previously raised about $1.3 billion across prior funding rounds. Its founder and CEO is Gene Berdichevsky, a former early Tesla employee.

Led · Series D · Jul 2026

Fireworks AI is described as a startup focused on AI infrastructure solutions. The company recently completed a $1.5 billion funding round that values it at $17.5 billion, indicating strong investor interest and a significant jump in its financial profile. The round was led by Atreides Management, Index Ventures, and TCV, with contributions from NVIDIA, Evantic, and Lightspeed Venture Partners. Public reporting frames the raise as part of growing investor confidence in AI infrastructure. The articles do not provide details on specific products, revenue, users, founding year, location, or operational metrics.