optical-circuit-switching
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Lumentum
The AI boom has a plumbing problem: copper cannot carry every conversation between millions of chips. Lumentum is turning light into the scarce infrastructure layer - one laser, transceiver and microscopic mirror at a time.
Lumotive
Lumotive is a Redmond, Washington optical-semiconductor company that turns beam steering into a chip. Its patented Light Control Metasurface (LCM) technology uses thousands of tunable liquid-crystal optical resonators etched into a CMOS die to steer light electronically - no moving parts - powering solid-state LiDAR, 3D sensing, and, soon, optical switching for AI data centers. Spun out of Intellectual Ventures and Bill Gates-backed metamaterials research, the company sells programmable beamforming chips like the LM10 to sensor and systems makers rather than building full LiDAR units itself.
nEye.ai
nEye.ai (nEye Systems) is a Santa Clara semiconductor company building optical circuit switches (OCS) on a single chip. By fusing MEMS with silicon photonics and CMOS at wafer scale, its flagship SuperSwitch aims to move data between thousands of GPUs, CPUs and memory units with far less power and space than conventional electrical switching. Founded in 2020 by UC Berkeley photonics researchers and led by telecom-optics veteran Ashish Vengsarkar, the company raised an $80M Series C in April 2026, bringing total funding to about $152.5M as it scales foundry-based manufacturing for AI data centers.