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Deep & Emerging Tech·September 2, 2026·1 min read

Valencia-based iPronics raised $125M co-led by Maverick Silicon and Light Street, with participation from Nvidia, to develop optical circuit switch tech

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Nvidia backing iPronics’ $125M optical switch round is a clear tell that interconnect, not just GPUs, is becoming a performance and margin battleground in data centers. If you’re planning AI infra, start modeling network fabric and optical roadmaps as first-class constraints, not afterthoughts to compute.