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The Venture Codex

Seifdune

595 Pacific Ave., 4th Floor, San Francisco, CA, 94133, United States

Overview

Seifdune is a global investment firm building and capitalizing category-defining technology businesses.

Total investments
1
Lead investments
0
Investments · 12mo
1
Active investors
0
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Investment portfolio

  • Lumilens

    Participated · 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.

Team

No current team members are available.