CapitalG’s Post

We’re excited to announce our lead Series B investment in nEye Systems, an optical switch startup founded by UC Berkeley technologists. This pioneering startup is tackling a critical bottleneck in AI: data center networking. As AI models grow, traditional electrical switches can't keep up, leading to bandwidth shortages and excessive power use. nEye, founded by University of California, Berkeley’s Professor Ming Wu, Kyungmok Kwon, and Tae Joon Seok, has developed breakthrough technology to address both of these issues: wafer-scale Optical Circuit Switch (OCS) technology. Leveraging over 10 years of research from Professor Ming Wu’s lab at UC Berkeley, nEye’s technology is 100x smaller size, 1,000x lower power, 10,000x faster switching, and 10x lower cost compared to existing options. This breakthrough enables efficient, high-bandwidth networking, crucial for unlocking AI’s true potential. We're pleased to partner with Professor Wu and the nEye team, alongside investors from M12, Microsoft's Venture Fund, Micron Ventures, NVIDIA, and Socratic Partners. Read more in this excellent piece in Reuters by Stephen Nellis: https://lnkd.in/ggXkGwQB And read the blog post by CapitalG investors James Luo, Jamie Rosen, and Melody Li to understand why this space is important for AI's future, and why we believe nEye is poised to address it: https://lnkd.in/gnQ5gi-f Welcome to the next great era of computing. Gene Frantz