Trajectory Ventures

Photonics: Light-speed computing for the AI revolution. By replacing electrical signals with light, photonics is poised to transform AI infrastructure by fundamentally reimagining how we process and move data. trajectoryventures.vc/ai-innovation/… #AI #Photonics

Stablecoin giant @Tether has invested $20 million in Argentine neobank @Uala as part of a broader $197 million funding round that valued the fintech at $3.2 billion on a post-money basis. theblock.co/post/408604/te… #fintech #stablecoin

Energy innovator @PeakEnergyTech's building America’s first Sodium-Ion grid storage system factory to meet the rapidly increasing energy storage demand. Fueled by the expansion of #AI data centers, while advancing energy security & domestic manufacturing. trajectoryventures.vc/energy-innovat…

Lightmatter was just named one of the 10 coolest semiconductor startups of 2026 by @CRN. We're proud to be recognized alongside other innovators pushing the boundaries of AI infrastructure and tech hardware — see page 7 for our overview. Thanks @markharanas for the spotlight. @theanalognick crn.com/news/computing…

@alighodsi @nikitabase 🙌🚀🫶

We're raising funding at $188 billion valuation to double down on our AI strategy focused on three priorities: 1️⃣ Unity AI Gateway - our multi-AI governance solution that helps control costs. 2️⃣ Genie - our AI coworkers that actually understand your business data. 3️⃣ Lakebase - our serverless Postgres database specifically for AI agents. databricks.com/company/newsro…

Can it scale. @MariaBartiromo put it to @EdwardMehr on @FoxBusiness, and the answer is a quarter million square foot factory. Two factories in Los Angeles today. A third in deployment: 50+ RoboCraftsman cells on one shop floor. Not a rebuild of the 50s and 60s. Machina Factory 3. Built for high-rate production of mission-critical structures, including qualified hardware for the @LockheedMartin JASSM program. Managed by Machina Bellator, the Defense Factory.

Congratulations to our very own @carlosdomingo on being named to @thestablecon's Most Influential 2026 list. From day one, Carlos has led Securitize to become the trusted tokenization platform for the world's largest asset managers. Tokenize the World.

@HarryStebbings @lqiao @FireworksAI_HQ 🫶

I wrote a $10M check after a 15-minute meeting with @lqiao @FireworksAI_HQ. It is one of the easiest investment decisions I have made in a 10-year investing career. 1. Team: The founding team is the best in the world and have worked together for years. 2. Market: They are in an insanely large and fast-growing market. 3. Traction: I get in trouble for saying triple, triple, double, double is dead and it is. I can invest in Fireworks which has scaled to $1BN in ARR in 4 years. Enough said. 4. Hiring Ability: The single best founders are able to hire talent that you did not think was possible to acquire. George Hu is one of the legendary operators of the last decade, former President of Salesforce. His joining shows the scale of ambition and quality of the team. 5. Upside: Do you believe AI will be transformative to the way we live and work? Do you believe we will live in a world of many models, both horizontal and specialised? If so, Fireworks has the chance to be a $500BN company. This check literally would not have happened without @MattEvantic. I owe you one amigo!

@PhotonCap What a spot on insight article re light based AI infrastructure, and thrilled to see our MVP investment in the space @LightmatterCo leading the way collaborating with @nvidia 🚀 The age of photonics is here.

Optical networking is already widely used for scale-out connections across data centers, while low-latency scale-up links between GPUs inside a rack still rely primarily on copper technologies such as NVIDIA NVLink. As signaling speeds increase, copper links face greater attenuation, power consumption, and heat. NVIDIA plans to expand its tightly connected systems from 72 GPUs today to as many as 576 by 2027, and the company acknowledges that in-rack copper is approaching its physical limits. NVIDIA’s NVLink Fusion ecosystem now includes photonics companies such as Ayar Labs, Marvell, and Lightmatter. Ayar Labs is developing optical chiplets positioned beside processors, while Lightmatter is pursuing photonic interposers that can sit underneath compute chips. Improvements in foundry processes, hybrid bonding, packaging, and testing have made co-packaged optics more manufacturable. However, integrating large numbers of lasers efficiently and reliably remains a major challenge. NVIDIA is taking a gradual approach, adopting optics first in scale-out networks and potentially extending it into scale-up systems as bandwidth requirements increase. Industry participants expect multiple high-volume optical scale-up implementations around 2028, although this remains a forecast and copper is likely to coexist with optics for some time. --> Optical scale-up is being pursued through a wide range of architectures by multiple companies and engineering teams. Ayar Labs is developing optical chiplets, while Lightmatter is taking a photonic-interposer approach, and other implementations will continue to emerge. At this stage, predicting the eventual architectural winner is difficult. A more useful strategy is to focus on the common bottlenecks and chokepoints that every solution must pass through. As I have consistently argued, the two most critical layers in silicon photonics and co-packaged optics are packaging and measurement/testing. Optical devices, electronic chips, lasers, and fibers must be integrated with low loss, high yield, and sufficient reliability. Once assembled, both individual components and complete optical engines must also be tested at production speed and scale. As competition between architectures intensifies, these two layers are likely to determine which technologies can actually reach high-volume manufacturing.

We’re excited to share that our PassageⓇ silicon photonics platform has been selected as the winner of the “AI Semiconductor Innovation Award” in the 9th annual @AI_Breakthrough Awards program! For nearly a decade, the AI Breakthrough Awards have researched, analyzed and recognized the most important advances in artificial intelligence, and this year's field was the strongest yet. Learn more about our Passage platform: lightmatter.co/products/passa…

@meshpay @bamazizimesh @thestablecon Bravo 🙌 👏👏👏👏👏👏👏

Congratulations to our CEO and Co-founder @bamazizimesh on being named to the Stablecoins Most Influential 2026 by @thestablecon, recognizing leaders shaping the future of the global stablecoin ecosystem. 🚀 View the full list here: na2.hubs.ly/H06KdyC0

Hope everyone in the $NIXX AI community had a good weekend. Look forward to this week together. Looks like weakness in AI Chip stocks kicking off the week. NIXX still has the best undervalued entry point into the AI data center infrastructure sector compared to $NBIS $CRWV $IREN

@Investinc_Intel @AaronRay517 $NIXX is merging with Tachyon9 a heavily back and connected next gen integrated AI infrastructure & data center with significant contracts. It’s a $CRWV $NBIS $IREN with at a Series A venture round entry point. More here trajectoryventures.vc/ai-innovation/…

@PhilipJohnston @thetimes @stoke_space is democratizing access to space. Reducing costs significantly with rockets that are the Uber of space access @PhilipJohnston. There’s a meaningful data centers in space collaboration that reduces capex significantly StokeSpace.com

The Times article on a coming 10x reduction in launch cost 🤓 @thetimes thetimes.com/business/techn…

@Investinc_Intel @AaronRay517 $Nixx Tachyon9 data center campus signs $2.34 billion AI infrastructure deal with Yotta Data Services - @TrajectoryVC trajectoryventures.vc/ai-innovation/…

Huge congratulations to team @MachinaLabs_ for taking robotic manufacturing to a new level with their @LockheedMartin partnership.

"We just started scratching the surface. The real growth is ahead of us, especially with some asset classes like tokenized equities.” @carlosdomingo joined @scottmelker to break down tokenization's growth and what's coming next.

Just found this very interesting $NIXX comp $SHAZ on Instagram. Scroll thru the story, look at the rev numbers and who is involved ie $NVDA and Leopold, look at the chart, @nixxyofficial Tachyon are exponentially better positioned in every comp point instagram.com/p/DaWpiJnARtr/…

The future of AI scale-up is optical. With global fiber supply already strained, how you transition to photonic interconnects matters. Lightmatter's industry-leading Passage BiDi architecture, built for NVIDIA's NVLink Fusion ecosystem, was designed for exactly this constraint. By enabling simultaneous bidirectional signaling over the same optical paths, our BiDi links cut required optical fibers and connectors in half. “Integrating Lightmatter’s advanced photonic engines into the NVLink Fusion ecosystem provides our partners and hyperscale customers with more choice and flexibility to build specialized, energy-efficient AI infrastructure at unprecedented scale.” –Ashish Karandikar, Vice President of Engineering, NVIDIA lightmatter.co/press-release/… #BiDi #SiliconPhotonics #AIHardware #NVIDIA #NVLinkFusion