Trajectory Ventures

Our mission is to advance disruptive innovation and the global digital transformation of the world. Investing, collaborating, and accelerating trajectory.

[Trajectory Ventures @TrajectoryVC]

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.

https://t.co/WRE92Ou3qp #AI #Photonics

[Trajectory Ventures @TrajectoryVC]

AI NEWS: @LightmatterCo joined @NVIDIA NVLink Fusion and powers the next-generation AI infrastructure with their photonic interconnects. The age of light-based infrastructure is here. Congratulations @theanalognick on a VIP photonics step↗️ https://t.co/TpWdKFM6yB #AI $NVDA

[Lightmatter @LightmatterCo]

Lightmatter joined the @NVIDIA NVLink™ Fusion ecosystem! Frontier AI models are outgrowing electrical links. The integration of Passage photonics with NVIDIA’s architecture enables hyperscalers to build the highest-bandwidth, lowest-power AI factories. #AI #Photonics Read the press release here: https://t.co/hDSURyclGE

[AlphaSense @AlphaSenseInc]

🏆 Four years in a row. AlphaSense has been named to Inc. Magazine's 2026 Best Workplaces list, a testament to the team, culture, and mission driving everything we do. As we continue to grow globally and push the boundaries of AI, we remain committed to building a workplace where people thrive.

Thank you to our incredible team for making AlphaSense a place where the work truly matters!

https://t.co/aqvTlOqpGS

[Machina Labs @MachinaLabs_]

Inside Machina Factory 1.

Machina Factories bring forming, cutting, inspection, joining, and assembly together under one roof to accelerate production of complex metal structures.

This is how advanced concepts move to production faster.

Machina is the Factory.

[Lightmatter @LightmatterCo]

Ever wonder how a silicon photonics chip goes from wafer to data center rack?
Take an inside look at the end-to-end manufacturing journey for the Passage M1000 3D photonic interposer.
From advanced packaging and automated fiber assembly to final rack integration, see how we deliver 114 Tbps of optical bandwidth for AI data centers.
Watch now: https://t.co/G8mVzQ6cAq

@GlobalFoundries @ASEGlobal @AmkorTechnology Browave @SenkoConnect Rocket EMS

[Trajectory Ventures @TrajectoryVC]

This isn’t just a @LightmatterCo product launch. It’s a fundamental rethink of how light powers data centers. The future of AI infrastructure is cooler, faster & more efficient. Guide DR, the AI Industries 1st liquid-cooled laser NIC that 4Xs rack density. https://t.co/MjR7k3OWbM

[Trajectory AI @Trajectory_AI]

The future of AI infrastructure is optical! 🚀

Fantastic AI photonics leadership interview with @josepozo of @OpticaWorldwide with @LightmatterCo CEO Nick Harris @theanalognick on “Scaling AI with Light Not Copper”

https://t.co/UdmwpKJCVE #AI #Photonics

[Lambda @LambdaAPI]

Lambda is first to adopt NVIDIA Quantum-X InfiniBand Photonics Q3450-LD switches, bringing co-packaged optics to large-scale AI clusters to reduce network power overhead, lower failure points, and deliver more tokens per watt.

Read more: https://t.co/UULutomi0u

[Airhouse @AirhouseHQ]

We’ve been acquired by @Syncware! A division of DoubleDownCommerce, the open commerce platform for brands, and retainers. Enabling growth thru automation.

Syncware Expands Automation Capabilities with Acquisition of Airhouse.

https://t.co/HkhQruR1Qt #ecommerce #d2c

[Peter Bordes @PeterBordes]

Huge AI dev ops infrastructure news with @truefoundry launching their AI Agent Gateway!!!!

[TrueFoundry @truefoundry]

Today, we’re officially launching TrueFoundry Agent Gateway 🎉

AI agents are already operating across enterprise stacks. They're invoking tools, accessing systems, and executing workflows autonomously.

But most enterprises still lack a centralized way to govern them.

Existing API gateways were never designed for:
• autonomous agent execution
• multi-step workflows
• MCP-native tool interactions

Agent Gateway gives you a unified control layer for enterprise AI agents:
• centralized governance + RBAC
• runtime observability + tracing
• MCP tool governance
• retries, fallbacks, and execution controls

Works across TrueFoundry, @LangChain , @crewAIInc , @awscloud Bedrock, and custom agent infrastructure.

Production AI agents need production infrastructure.

Learn more below 👇

[Top Tick @TopTickResearch]

VanEck's (@vaneck_us) tokenized fund, issued by $CEPT @Securitize, is now live on DeFi lending platform Euler (@eulerfinance), allowing investors to use tokenized U.S. Treasuries as onchain collateral.👇

[Stoke Space @stoke_space]

Getting frosty in Moses Lake. 🥶

A thin layer of frost forms around our Stage 1 structure as it fills with cryogenic liquid oxygen and liquid nitrogen.

These tests let us demonstrate structural and fluid design margins, an important aspect of the proto-qualification process. 🍦💡🚀

[Archetype AI @PhysicalAI]

https://t.co/kKjnvCoCaF

[Lightmatter @LightmatterCo]

At ITherm 2026 this week? Yuanchen Hu, Staff Thermal Engineer, will present numerical simulations of a 3D CPO solution with both switch and GPU architectures. He will also be part of the Advanced Mechanics and Reliability panel on May 28 at 4:00 pm. https://t.co/ToyuGeN2oh

[Trajectory Ventures @TrajectoryVC]

Bravo @LightmatterCo leading to disruptive photonics innovation front. Powering the next generation of light base AI infrastructure on The Compute 100 list!

[Lightmatter @LightmatterCo]

The Compute 100 highlights the most important companies in compute -- those "shaping the future of compute" -- and we're proud to be named to the private company list! Lightmatter has been selected based on capital raised, revenue, headcount growth, and market impact. See the list here:
https://t.co/3HmNEIFC9n

[Fraud.net @Fraud_net]


The Challenge
Fraud is Constantly Changing. Your Defense Should Too.

Digital payments are transforming global financial systems, and their rapid growth brings significant challenges that require innovative solutions.

https://t.co/09qpMr9WSE #AI #fraudprevention #payments #paytech

[Peter Bordes @PeterBordes]

Peter Thiel + @a16z backed industrial AI startup @emanateai emerges from stealth.

Signaling the next phase of the AI boom, focused on America’s industrial supply chain, modernize the “physical economy” through the deployment of autonomous revenue agents. https://t.co/JJz66ngWaO

[Lightmatter @LightmatterCo]

If you're attending IEEE ECTC next week, our Founder and Chief Scientist Darius Bunandar is presenting a talk on "The Future of AI Infrastructure with Optical I/O." ECTC is the premier international forum for microelectronics packaging and assembly technology.
https://t.co/ouhDn66q3b

[Lightmatter @LightmatterCo]

At #InterConnect2026: @AlanWeckel (@650Group) joins our leadership team for a deep dive into the transition to co-packaged optics, market challenges, and the Lightmatter ecosystem.