Trajectory AI

AI is eating the world, and we are investing in the next generation AI & infrastructure transforming the world. Disruptors, news and insights on all things #AI

[Trajectory AI @Trajectory_AI]

A major advancement of light-based AI infrastructure, with @LightmatterCo joining @NVIDIA's NVLink Fusion, powers the next-generation AI infrastructure with their photonic interconnects. The age of light-based infrastructure is here.↗️ https://t.co/U2dBG65lcz #AI $NVDA #Photonics

[General Robotics @genrobotics_ai]

Presenting DreamControl at ICRA 2026 today! 💫

@DvijKalaria, @pushkalkatara and Sangkyung Kwak will present our workflow for building whole-body humanoid AI skills — combining diffusion models and RL to train skills without expensive real-world data collection.

17:35 – 17:45 | Session WeBT3 | Lehar 1-4

More about DreamControl: https://t.co/Lvl27flPGy

#ICRA2026 #DreamControl #Humanoid #PhysicalAI

[General Robotics @genrobotics_ai]

Catch #GRID in action at #MSBuild in San Francisco!

We'll be in the Microsoft for Startups Expert Meet Up area demoing next-gen robotic intelligence powered by agentic AI in GRID.

📅June 2 | 3:00 PM
📅 June 3 | 2:00 PM

#PhysicalAI #MicrosoftForStartups @msft4startups

[Trajectory AI @Trajectory_AI]

We are thrilled to see our disruptive AI innovator portfolio Co @AlphaSenseInc, announcing their $350M raise at a $7.5B. Advancing enterprise market intelligence to a new level!

[AlphaSense @AlphaSenseInc]

What does market conviction look like? A $350M raise at a $7.5B valuation.

Today, we have closed that $350M round and nearly doubled our valuation, all backed by Vitruvian Partners, Accenture Ventures, J.P. Morgan Growth Equity Partners, D. E. Shaw Ventures, Pinegrove Opportunity Partners, and our returning investors @CapitalG, @GoldmanSachs Alternatives, and Viking Global Investors.

Doubling down on their investment, we have also established a new channel partnership with Accenture to further fuel organizations embedding and scaling market intelligence into their core agentic workflows.

The era of fragmented tools in market intelligence has given way to a more integrated approach with the advent of AI and that's why we are also announcing the launch of SuperAnalyst. AI prompts and queries are the workflow most analysts know today but now multi-step research and monitoring tasks can be automated on the user's behalf.

These announcements are more than just momentous milestones: they are an inflection point for the future of market intelligence. We couldn't be more excited to keep building it.

https://t.co/zva4nRl6It

[The Wall Street Journal @WSJ]

Exclusive: AI market-research platform AlphaSense is being valued at $7.5 billion in a fresh round of funding https://t.co/XGzb0EaEt5

[Trajectory AI @Trajectory_AI]

BREAKING AI NEWS: @LightmatterCo joins @nvidia NVLink Fusion and powers the next-generation AI infrastructure with photonic interconnects. The age of light-based infrastructure is here. https://t.co/U2dBG65lcz #AI #Photonics $NVDA | @TrajectoryVC

[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

[Trajectory AI @Trajectory_AI]

BREAKING AI NEWS: @LightmatterCo Joins @NVIDIA NVLink Fusion and Powers Next-Generation AI Infrastructure with Photonic Interconnects.

https://t.co/GD9ayCtqg8 #AI #Photonics #Nvidia $NVDA

[Trajectory AI @Trajectory_AI]

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/PJb3WCYNZ4

[Lambda @LambdaAPI]

NVIDIA announced DSX, Vera Rubin in full production, Vera CPUs, and DSX OS at GTC Taipei.

Lambda is investing across all of it.

Less time on infrastructure. More time on the work.

#GTCTaipei #agenticAI

https://t.co/nR3b0rfOiP

[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

[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 AI @Trajectory_AI]

@Datavault_ai So, how many shares are going to be outstanding?

[Peter Bordes @PeterBordes]

My 2 fave earlier-stage #AI stocks are on the run today, with strong volume. It's an LFG Friday for $NIXX and $BRUN. Both are undervalued with plenty of room to grow in the AI infrastructure and data center categories.

Watching $BCAR closely as they move to close an AI deSPAC.

[Trajectory AI @Trajectory_AI]

Scoop: @GroqInc is raising $650 million for its second act as Groq transitions away from hardware toward becoming an AI inference neocloud business.

Groq 2.0 is being led by company vets Adam Winter (CEO) and Matt Eng (CFO).

https://t.co/v2JpXj13g2 #AI #NeoCloud #Inference

[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!

[Trajectory AI @Trajectory_AI]

@gomakeabeeline Congratulations!!

[Dr. Paul Christianson @disruptorinvest]

Only a matter of time until the market discovers $BRUN IMO. Below is some of the modeling I've done and a comparative chart to $NBIS and $CRWV.

My personal opinion is that the recent $CDW partnership materially derisks the company and assists with expanding customer concentration risk that is common amongst these smaller companies that are rapidly expanding capacity.

Here's a good overview if you're unfamiliar with $BRUN from someone who has followed the company.

https://t.co/P1DPz7SvBF

Note that gross margins are likely to fluctuate as $BRUN seeks to purchase more GPUs via their partnership with $DELL and that the recent adj EBITDA % projections are just a change in reporting.

As always, please do your own research when making investment decisions. This is not financial advice.

[Nasdaq Exchange @NasdaqExchange]

.@BoostRunGPUs develops purpose-built cloud infrastructure for enterprise AI and high-performance computing workloads.

Proud to welcome $BRUN! #NasdaqListed

[Top Tick @TopTickResearch]

$WLAC now $BRUN, one of the best recent SPACs did not start moving until SEC declared its S4 effective in April (went from $11 to >$33). $CEPT, the best SPAC of recent memory imo, could possibly follow this path. Stock leaking higher, as the merger gets close per the CEO👇

I'd expect the S4 to be declared effective as early as next week.🚀

Then @Securitize becomes the first true pure play on tokenization available for investment in public markets.