Participated · Series D · Feb 2025

Founded in 2012, Lambda describes itself as The Superintelligence Cloud and builds gigawatt-scale AI factories and supercomputers for training and inference. The company serves tens of thousands of customers, including AI researchers, enterprises, and hyperscalers. Lambda has invested in technical depth and operational expertise to deploy and manage large-scale AI accelerator infrastructure. The recently closed $1 billion credit facility will fund expansion of its fleet of next-generation NVIDIA AI accelerator servers and increase data center capacity. Management says the financing will add revenue-generating assets and lower the company’s blended cost of capital while enabling quicker execution on strategic infrastructure opportunities. Lambda positions its contracted revenue base and track record of operating at scale as the basis for lender confidence.

Participated · Series A · Nov 2024

Aviz Networks develops AI-driven, vendor-agnostic networking software, including Community SONiC solutions, network visibility tools, and AI-driven management capabilities. Its Aviz AI Networking Stack offers orchestration, observability, real-time alerts, performance monitoring, RoCE support, packet brokers, service nodes, and a vendor-agnostic data lake powering an LLM-based Network Copilot. The stack integrates with the majority of ASICs, switches, GPUs, DPUs, and servers to provide customers hardware flexibility, operational control, and cost savings. Aviz’s solutions have been deployed by e-commerce platforms, telecommunications providers, retailers, GPU-as-a-service providers, cloud service providers, and diverse enterprise networks. The company plans to increase its workforce in the US and globally, further penetrate key sectors, and scale customer deployments while expanding its partner ecosystem. Aviz recently raised a $17 million Series A to accelerate market expansion and scale deployments. Aviz Networks is an open networking software company providing switch‑platform‑agnostic applications and APIs for network observability, orchestration, and assurance for cloud‑scale telecom and enterprise infrastructures. It offers disaggregated support for multi‑vendor SONiC deployments across data centers and edge networks. The company markets a multi‑vendor, GenAI‑based networking stack and intends to accelerate customer momentum and SONiC adoption. Aviz is led by CEO Vishal Shukla and is based in San Jose, CA. Financially, Aviz extended its funding to $10M with participation from Cisco Investments, Moment Ventures, Accton and Wistron. Over the past 12 months it has rapidly scaled customers, revenue, and operational headcount to meet increasing demand across multiple geographies. Aviz Networks provides software solutions for hybrid cloud and edge networks that leverage Multi‑Vendor SONiC. Its core offerings include the Aviz Certified SONiC program, an application‑driven support model with 24/7 SONiC experts, and cloud‑native applications for orchestration, monitoring, and support. Aviz has signed partnerships with all major switch and ASIC vendors to enable interoperable multi‑vendor networks and is making SONiC application‑aware to bring cloud‑native and AI capabilities to hybrid networks. The company cites deployments by a leading web‑scale enterprise customer that uses tens of thousands of devices and uses Aviz’s SONiC Enterprise Suite to manage their fabric. The founding team has backgrounds at Nvidia (Mellanox), AWS, and F5; Vishal Shukla is CEO, Chidambaram B is CTO, and Gautam Agrawal is CPO. Aviz’s stated vision is to drive open‑source networking via disaggregated cloud‑native applications and accelerate SONiC adoption across data center and edge networks.

Participated · Series A · Oct 2024

GMI Cloud is a San Jose-based startup that provides GPU cloud infrastructure for AI workloads. Launched in 2022, the company shifted from Bitcoin computing node services to focus on AI cloud infrastructure and now serves dozens of clients in healthcare, research, and telecom. Its offerings include customized private cloud services, built-in support for Nvidia NIM, end-to-end GPU hardware-to-application solutions, and professional AI consulting for model training, fine-tuning, and scaling. GMI emphasizes a supply-chain advantage by sourcing directly from manufacturers, holds 33 AI patents, and says its team has over 20 years of AI and HPC experience with backgrounds at GoogleX, Alibaba Cloud, and Supermicro. The startup operates data centers in Taiwan, Thailand, and Malaysia, and employs 35 staff in Asia and 18 in the U.S. It plans to build a new data center in Colorado to expand North American capacity and aims to grow headcount to 60–70 by year end.

Participated · Equity · Oct 2024

Aiello develops an all-in-one SaaS management platform for the hospitality industry called Aiello-One, with core modules for Interface, Operations, and Insight. Its flagship product, Aiello Voice Assistant, is a talk-and-touch voice AI solution designed to improve hotel operations and guest experiences while generating customer behavior insights. The Voice Assistant has been deployed since 2019 in over 180 hotels covering roughly 20,000 rooms and has answered more than 14 million inquiries from about 2.5 million end users in Chinese, Japanese, Thai, and English. Founded in 2023 and based in Taipei, Aiello is positioning its products for international expansion, particularly into Japan and Southeast Asia. The company raised $5.0M in October 2024 to accelerate that expansion and further develop its hospitality-focused offerings. A representative from the lead investor CDIB Cross Border Innovation Fund II, Kenichi Sawaya, joined Aiello's board as part of the round. Aiello is a Taipei-based NLP and Voice AI startup whose flagship product is the Aiello Voice Assistant (AVA), an NLU-based solution tailored for hospitality. The company offers an AI SaaS platform built on proprietary NLU technology and in-house NLP and ML models. Aiello’s solutions process more than 900,000 speech and text interactions per month in Chinese, English, Thai, and Japanese. In the past six months it has won multiple international hotel contracts and signed corporate-level service contracts across Japan, Thailand, Malaysia, and Singapore. The new funding will be used to accelerate customer acquisition, expand internationally (particularly Japan and Thailand), boost R&D, and launch a Conversation Intelligence Platform by the end of the year. Founded in January 2019 by a team from Google, Qualcomm, and HTC, the company has now raised over $10 million in total.

Participated · Series B · Jul 2024

Smart Ageing Tech develops SaaS software for medical and elder-care facilities using software engineering, data science, and AI. The company originated from a National Taiwan University technology project and began commercial operations in 2018, headquartered in New Taipei City. It works with more than 1,000 care providers in Taiwan and has achieved a market share above 30% in the Taiwanese elderly-care market. The firm expanded to North America at the end of 2022, capturing roughly 10% of total company revenue there and partnering with PointClickCare to deploy to 40 care facilities in the first year. Smart Ageing Tech plans to accelerate expansion into Japan from 2024 and will launch "JuboLink for Dental" to monitor patients' vital signs during dental procedures in 2024. Cumulatively the company has raised TWD620M to date, supporting continued product development and geographic expansion. 智齡科技 offers AI-enabled eldercare products such as the "AI智慧量測推車 (VitalTrolley)" and accommodation/day/home care management solutions that handle vital-sign transmission, medication records, wound recognition, and smart scheduling. The team originated in a National Taiwan University lab and became an independent company in 2018. To date it has served over 37,000 elders and families, accumulated 600 million care data points, and holds more than 27 design and invention patents and trademarks. The company reports domestic market share above 30% and annual revenue growth of roughly 300% year-over-year. Management says it will use new funds to further develop advanced AI, accelerate digital transformation, and address workforce shortages. It is already active in Taiwan and has started commercial expansion into North America and Japan, targeting overseas revenue of more than NT$100 million in 2024. Smart Ageing Tech (founded 2018) develops Jubo, an AI-powered platform for elderly care that helps caregivers, social workers, and care attendants manage daily care tasks. Jubo’s features include AI medication-management that checks individual regimens, flags risky or incorrect dosing, and sends real-time alerts to caregivers and pharmacists. The system has been approved by more than 200 care organizations and is used daily by over 3,000 care professionals. The company is developing additional AI services—including wound recognition and shift management—with five services currently in development and a goal of offering ten services by year-end. Smart Ageing Tech participated in Taiwan’s government “population aging challenge” program and has demonstrated a patented care rounds cart in Tokyo. The company is pursuing international expansion to the U.S., Japan, and Singapore and has opened a North American office and formed a partnership with PointClickCare while exploring ties with ECON Healthcare Group.