Point2 Technology is a San Jose-based fabless semiconductor company building ultra-low-power, low-latency interconnect chips and cables for AI/ML data centers. Its e-Tube platform sends data as radio-frequency signals through plastic waveguides - a third path between copper and optics - and its smart-retimer SoCs power 800G and 1.6T active electrical cables. Founded in 2016 by a KAIST professor and veterans of Marvell, Finisar and Samsung, the company has drawn investment from NVIDIA's NVentures, Bosch Ventures, Molex and UMC.
Proficium is a Union City, California optical connectivity company that designs, manufactures, and tests the cables and transceivers that move data inside hyperscale and AI data centers. Founded in 2003 by Dan Miranda, it supplies OEM-compatible optical transceivers (400G, 800G, and 1.6Tb/s), DAC/ACC/AOC copper and optical cables, fiber assemblies, and InfiniBand interconnects validated against gear from Arista, Cisco, NVIDIA, and Juniper. An early mover in AI/ML cluster networking since 2019, the company was acquired by private equity firm Mill Point Capital in 2024 to scale with surging data center demand.
TeraHop is an optical solutions provider building high-speed optical transceivers and modules for AI clusters and data centers. Operating from Singapore, San Jose, Thailand and a new Texas plant, it ships 400G, 800G, 1.6T and emerging 12.8T-class optics. As the international-facing arm of Zhongji InnoLight - the world's largest optical-transceiver maker - TeraHop pairs high-volume manufacturing with R&D partnerships across NVIDIA, Marvell and Corning, and in 2025-2026 raised roughly US$517M with backing from Abu Dhabi's ADIA and Singapore's Temasek.

Sheng Liu is the CEO of TeraHop and co-founder of InnoLight Technology (now Zhongji Innolight), a company that commands over half the global market share in 800G optical transceivers. A PhD from Georgia Tech, he returned to China in 2008 to fill a domestic gap in high-end optical modules, built InnoLight into a global leader across 400G, 800G, and 1.6T products, and now leads TeraHop - backed by Temasek and ADIA - to power the optical backbone of AI infrastructure worldwide.