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

[Lightmatter @LightmatterCo]

Our Founder and CEO Nick Harris discusses the company's optical networking innovations at AI Infra Summit 2026 and looks ahead to @OpenComputePrj's global summit next month.
@theanalognick @ConvergeDigest @NextGenInfra_io
@AvidThink @WireRoy

[Peter Bordes @PeterBordes]

Fantastic @PrimaryVC Tech Summit talk w/ @UbertiGavin, CEO of @Etched. Deep dive into the next generation of chips & compute AI infrastructure. The problem they set out to solve 4 years ago, and next phase as @Etched begins shipping. “The future is about owning the full stack”.

[Neurophos @neurophos]

Great to spend time with the @GlobalFoundries team at their event and connect with leaders across the semiconductor and photonics ecosystem.

As we continue working with GF as a partner for our photonic chips, we’re excited about what’s ahead and the opportunity to advance photonics at scale.

Thanks to the team for hosting us and for bringing together so many leaders shaping the future of semiconductor technology.

[Brian Schechter @BSchech]

@PatrickTBowen sees an opening the rest of the industry has missed: prefill, not decode, as the place optical compute wins first. That's the bet behind @neurophos . New episode of The Compute 100.

[Peter Bordes @PeterBordes]

Big shout out thanks to the @PrimaryVC @BSchech @thecompute100 team for hosting a fantastic, and insightful event this morning on AI compute. Great talks on where infrastructure is heading, and financing the future of AI infrastructure 👏👏👏 Great NYC community gathering.

[Trajectory Ventures @TrajectoryVC]

@RoboStrategy @Rewkang @herbertong wOOt🙌

[Lightmatter @LightmatterCo]

Frontier MoE models need massive scale-up clusters, but copper maxes out around 144 GPUs. Expanding to 512+ GPU pods usually requires 130K+ optical fibers, a challenge for costs, supply chains, and reliability.

Bidirectional (BiDi) optics change the game by combining transmit and receive on a single fiber using two wavelengths:
⚡ 50% fewer cables & connectors
⚡ ~15% lower network spend
⚡ 50% fewer passive optical failure points
⚡ Zero compromise on bandwidth or reach

As AI demands larger scale-up domains, BiDi is the path forward and Lightmatter has built it directly into its interconnect portfolio. Read our full analysis: https://t.co/js2wumNujC
#BiDi #Photonics

[Trajectory Ventures @TrajectoryVC]

@genrobotics_ai @PeterBordes 🙌👏👏👏👏👏

[Neurophos @neurophos]

We’re well on track to grow our team 8x in 2026 as we prepare to bring photonic AI chips to market.

We’ve added new technical leadership, opened our Sunnyvale office and expanded our Austin headquarters.

[Trajectory Ventures @TrajectoryVC]

@Parvkpr 🙌👏👏👏👏👏👏

[Trajectory Ventures @TrajectoryVC]

@truefoundry @gsgreenberg @msPartner Congratulations team @truefoundry!

[TrueFoundry @truefoundry]

TrueFoundry is officially an @msPartner! We have been selected for the exclusive, invite-only Microsoft for Startups Pegasus program for high-growth startups.

We’re excited to work more closely with Microsoft as we continue building the infrastructure enterprises need to connect, observe, and govern their AI workloads.

Find us on the Microsoft Marketplace!

[Lightmatter @LightmatterCo]

As co-packaged optics, photonic fabrics, and 3D integration redefine data center scaling, our Founder and CEO Nick Harris will join fellow industry leaders at the annual @GlobalSemi U.S. Executive Forum to address the future of optical AI infrastructure. @theanalognick https://t.co/LEn2Oedo7H

[Trajectory Ventures @TrajectoryVC]

@Julien4Future @JeffBezos Ha!! 100%

[Trajectory Ventures @TrajectoryVC]

A must watch for all disruptive innovators, startups and entrepreneurs. @JeffBezos gave a 1-hour lecture on how to build a company that never stops inventing.

It might be the clearest blueprint for building a trillion-dollar company ever recorded.

[Trajectory Ventures @TrajectoryVC]

Congratulations on a big step forward for the robotics industry with the launch of Auto Engineering team @genrobotics_

[General Robotics @genrobotics_ai]

What if a robot could take a goal and determine how to achieve it?

Today, we’re introducing Auto-Engineering on GRID.

Robotics has more models, simulators, and hardware than ever. Turning them into working deployments still takes specialized engineering.

For two years, we’ve been building that robotics know-how into unified intelligence GRID - spanning robots, skills, models, and proven approaches.

Auto-Engineering puts it to work by completely automating how robot intelligence is built, tested, and deployed.

[General Robotics @genrobotics_ai]

What if a robot could take a goal and determine how to achieve it?

Today, we’re introducing Auto-Engineering on GRID.

Robotics has more models, simulators, and hardware than ever. Turning them into working deployments still takes specialized engineering.

For two years, we’ve been building that robotics know-how into unified intelligence GRID - spanning robots, skills, models, and proven approaches.

Auto-Engineering puts it to work by completely automating how robot intelligence is built, tested, and deployed.

[Peter Bordes @PeterBordes]

So excited to see this disruptive robotics infrastructure innovation launch, and to be a part of this journey. Game changing for robotics to truly scale. Congratulations team @genrobotics_ai from team @TrajectoryVC 🙌👏👏👏👏👏🚀

[TrueFoundry @truefoundry]

https://t.co/E1k2uB1PYE

[Trajectory Ventures @TrajectoryVC]

@LightmatterCo @MIT LFG, the age of light based AI infrastructure is here!