Point2 Technology
Category: AI Infrastructure
Developer of RF-based interconnect solutions (e-Tube platform) for AI data-center infrastructure, enabling chip-to-chip connectivity via RF transmission over plastic waveguides. Point2 Technology was founded in 2016. The company is led by Sean Park. Based in San Jose, California, USA. Team size: 11-50. Total funding raised: $146M. Latest round: Series B. Key investors include LB Investment, Arm, Maverick Silicon, NVIDIA (NVentures), UMC Capital, Molex, Bosch Ventures, GU Equity Partners, D3 Jubilee Partners, K2 Investment Partners, KAIC TO Ventures.
- Founded
- 2016
- Headquarters
- San Jose, California, USA
- Team size
- 11-50
- Total funding
- $146M
Value proposition
Point2's e-Tube Technology Platform transmits data over plastic waveguides using RF signaling, creating a new category of Active RF Cables (ARCs) that break through the limits of copper and optics for AI data center scale-up interconnects.
Products and solutions
e-Tube Technology Platform (Active RF Cables/ARC, near-packaged e-Tube/NPE, co-packaged e-Tube/CPE), UltraWire 56G PAM4 Smart Retimer, UltraRange 25G EDC SoC, C-Tube 400G AEC, RangeXtender 25G DWDM Module, Reference Platforms
Unique value
e-Tube delivers 10X the reach, 5X lower weight, and 2X lower cable volume than copper at comparable cost; and 3X lower power, 3X lower cost, and 1000X lower latency than optics without the reliability issues of failing lasers.
Target customer
Hyperscalers and accelerator vendors building AI data centers; semiconductor/accelerator ecosystem for rack-scale compute systems.
Industries served
AI data center infrastructure, accelerated computing, cloud, 5G infrastructure, automotive (network interconnect)
Technology advantage
Well-patented RF signaling architecture transmitting data over plastic waveguides (dielectric waveguide). Ultra-low-power, ultra-low-latency RF and mixed-signal interconnect SoCs enabling multi-terabit, rack-scale interconnects for AI and accelerated computing.
How they differentiate
Unlike copper (limited reach) and optics (high power/cost/latency), Point2's RF-over-plastic-waveguide e-Tube platform delivers copper-like cost with optics-like bandwidth and 1000X lower latency, targeting accelerator-to-accelerator compute fabric and rack-scale interconnects.
Main competitors
Astera Labs, Credo Technology, Ayar Labs, Marvell Technology, Celestial AI
Key partnerships
NVIDIA (investor), Arm (strategic investor), Keysight (collaboration to advance AI scale-up interconnects), Molex (investor), Bosch Ventures (investor), UMC Capital (investor), showcased at OCP Global Summit
Notable customers
Hyperscalers and accelerator vendors (targeting, company in commercialization phase)
Major milestones
Founded 2016, $22M Series B (2022), $22.6M Series B extension from Bosch Ventures and Molex (Feb 2024), showcased e-Tube at OCP Global Summit (Oct 2025), Maverick Silicon investment with NVentures and UMC (Apr 2026), completed $136M Series B with Arm, LB Investment, Maverick Silicon (Aug 2026), named BloombergNEF Pioneers winner
Growth metrics
2025 revenue ~$7.19M (per CB Insights); 44 employees (per startuphub.ai)
Market positioning
Emerging leader in RF-based interconnect for AI data center scale-up, positioned as a disruptor to both copper (AEC) and optical interconnect approaches. Named a BloombergNEF Pioneers winner for scalable/sustainable data center infrastructure.
Geographic focus
Global (US-based, competing in AI data center interconnect market with US and Asian semiconductor players)
Patents and IP
Well-patented RF signaling architecture for transmission over plastic waveguides (e-Tube platform)
About Sean Park
Ex-IDT, TeraSquare (CEO/CTO/Founder), Marvell Semiconductor (Director); Ph.D. in Electrical Engineering from University of Washington, attended Seoul National University. 25+ years in semiconductors, wireless, and networking.
Latest news about Point2 Technology
More AI Infrastructure companies
Official website: https://point2tech.com