Participated · Series A · Mar 2026

Founded in 2024 by serial networking entrepreneur Drew Perkins and chip designer Omar Hassen, Eridu is redesigning data-center networking from the silicon up to meet the bandwidth demands of modern AI workloads. The company is building a switch that integrates far more networking functionality directly onto the chip, reducing optical links, lowering latency, and cutting power and cost compared with traditional multi-tiered architectures. Its eventual product line will replace conventional gear from vendors like Arista Networks in AI data centers, positioning Eridu at the heart of the ongoing build-out of GPU clusters that now span millions of processors. Perkins argues that while GPU compute and memory bandwidth are improving roughly 10× per year, incumbent switch technology advances only 2–3× every few years, creating a performance gap Eridu aims to close. The startup has assembled roughly 100 employees and leverages the founders’ deep experience, including Perkins’ past exits such as Lightera, Infinera, and Gainspeed. Although the company has not disclosed revenue metrics or valuation, it has raised substantial capital to fund product development and scale.

Participated · Equity · Jan 2026

Headquartered in Mountain View, California, Lyte develops LyteVision, an end-to-end perception system that fuses advanced 4D sensing, RGB imaging, and motion awareness into a single connection for autonomous machines. The platform delivers unified spatial and visual data so developers no longer have to calibrate and integrate multiple third-party sensors, shortening deployment time for mobile robots, robotic arms, quadrupeds, robotaxis, and humanoids. Lyte pairs its hardware with an AI-driven operating layer that continually improves as vision, language, and action models advance. The company was founded by Alexander Shpunt, Arman Hajati, and Yuval Gerson—the architects behind Apple Face ID and Microsoft Kinect—and is backed by semiconductor veteran Avigdor Willenz as founding investor and chairman. Lyte’s technology has already earned a CES 2026 Best of Innovation Award in Robotics and an Honoree title in Vehicle Tech and Advanced Mobility. To date, the company has secured $107 million in aggregate funding from leading institutional investors. This capital supports the build-out of its unified sensing stack, global hiring, and commercialization plans aimed at capturing a share of the projected $125 billion AI robotics market by 2030.

Participated · Series B · Dec 2025

Etched.ai develops rack-scale inference systems and broader frontier inference infrastructure. Since founding, the company has grown to more than 400 employees, hiring over 200 people after its Series B late last year. It has secured more than $1 billion in customer orders and established deep manufacturing and supply-chain partnerships, including opening a factory in Taiwan. Etched is currently validating its first rack-scale inference product with customers. The company’s near-term plans emphasize production, manufacturing scale-up, and deployment of its inference systems, supported by cumulative funding of $800 million.

Participated · Equity · Oct 2025

Movandi is a connectivity‐focused semiconductor and systems company whose portfolio spans RF chipsets, beamforming silicon, phased-array antennas, and software-defined networking. Its technology underpins high-throughput, low-power, and intelligently steered wireless links for 5G networks, fixed wireless access, and non-terrestrial (LEO satellite) communications. With more than 115 issued patents, the firm has already deployed mmWave solutions that improve the economics and performance of commercial 5G roll-outs. The company now aims to translate this edge into satellite broadband and hybrid fixed-wireless deployments, addressing range, cost and latency constraints faced by operators. Future plans include opening an Oman office to tap regional talent and co-develop solutions aligned with Oman’s Vision 2040 initiative. Headquartered in Irvine, California, Movandi positions itself as a bridge between Silicon Valley innovation and Middle-East market expansion. The latest capital injection strengthens its ability to scale production, broaden its product roadmap, and pursue global market entry opportunities.

Participated · Series A · Sep 2025

Founded in 2015 and headquartered in Milpitas, California, Omni Design Technologies provides Wideband Signal Processing solutions that convert and process real-world signals in real time with industry-leading accuracy and energy efficiency. Its patented data converters and integrated signal-processing technology have been adopted by multiple tier-one customers across networking, wireless communications, autonomous vehicles, satellite links and AI infrastructure. The company leverages advanced manufacturing nodes to combine highest-performance conversion with built-in intelligence, positioning it as a critical enabler of the AI-driven data explosion. Omni Design operates five additional design centers worldwide and emphasizes close collaboration with customers to address next-generation design challenges. Management reports “strong momentum” and plans to accelerate its product roadmap to meet growing demand. Financially, the firm has secured an oversubscribed Series A round of more than $35 million, giving it fresh capital to expand both engineering capacity and market reach.