ai-interconnect
(2)
Point2 Technology
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.
Lightmatter
Lightmatter is building a photonic supercomputer. The Mountain View company uses light, not electrons, to move data between AI chips - tackling the bandwidth and energy wall that's about to crash into the next generation of data centers. Its Passage interconnect and Envise processor aim to connect millions of chips at the speed of light.