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Point2 Raises $136M in Series B Funding with Arm, LB Investment, and Maverick Silicon

Point2 Technology, a developer of RF-based interconnect solutions for AI data centers, has extended its Series B financing to $136 million. The round was led by LB Investment with new strategic participation from Arm and continued support from Maverick Silicon. The funds will accelerate the commercialization of its e-Tube interconnect products for next-generation AI data centers.

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Point2 Raises $136M Series B: Arm Joins, Can RF Interconnect Solve the AI Data Center Bottleneck?

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As AI systems push toward terabit speeds, interconnect becomes a critical bottleneck. Point2 Technology closes a $136M Series B with strategic investment from Arm, claiming its e-Tube platform offers 10x the reach of copper and 3x lower power and cost than optical modules, aiming to redefine rack-scale interconnect.

  • Point2's Series B total reaches $136M, led by LB Investment, with new strategic investor Arm and continued support from Maverick Silicon.
  • Existing investors include NVIDIA, UMC Capital, Molex, and Bosch Ventures; funds will expand engineering, systems, operations, and commercial teams to accelerate ARC, NPE, and CPE solution commercialization.
  • CEO Sean Park says interconnect has become the defining bottleneck as AI system bandwidth demands reach terabits per second.
  • The e-Tube platform, based on RF signal architecture, transmits data over plastic waveguides, claiming 10x reach, 5x lower weight, and 2x lower cable volume compared to copper at comparable cost.
  • Compared to optical modules, e-Tube claims 3x lower power and cost, 1000x lower latency, and no laser reliability issues.
  • Product forms cover pluggable cables, near-package e-Tube (NPE), and co-packaged e-Tube (CPE), targeting accelerator-to-accelerator compute architectures and rack-scale interconnect.
Open section navigationFunding Overview and Investor Lineup

Funding Overview and Investor Lineup

On August 20, 2026, Point2 Technology announced another extension of its Series B round, bringing the total to $136 million. The round was led by LB Investment, with Arm joining as a new strategic investor and existing investor Maverick Silicon continuing its support.

The investor list also includes NVIDIA, UMC Capital, Molex, and Bosch Ventures, reflecting broad interest from the semiconductor, accelerator, and interconnect ecosystem. Funds will be used to expand engineering, systems, operations, and commercial teams to accelerate the commercialization of Active RF Cable (ARC), near-package e-Tube (NPE), and co-packaged e-Tube (CPE) solutions.

Paul Williamson, Senior Vice President of Strategic Ventures at Arm, said that next-generation AI infrastructure will depend on advances across the entire technology stack, from compute to memory and interconnect, and that Point2 is addressing an increasingly important challenge in AI system scaling.

Technology Proposition: The e-Tube Platform

Point2's e-Tube technology platform is based on a patented RF signal architecture that transmits data over plastic waveguides, creating a new category called Active RF Cable (ARC). The company claims that compared to copper cables, e-Tube offers 10x reach, 5x lower weight, and 2x lower cable volume at comparable cost.

Compared to optical modules, e-Tube claims 3x lower power and cost, 1000x lower latency, and no laser reliability issues. These features aim to meet the performance, efficiency, and cost requirements of hyperscale computing and accelerator vendors.

Product forms cover pluggable cables, near-package e-Tube (NPE), and co-packaged e-Tube (CPE) modules, targeting accelerator-to-accelerator compute architectures and rack-scale interconnect, providing scalable bandwidth density.

Industry Context and Strategic Significance

CEO Sean Park noted that as AI systems scale and bandwidth demands reach terabit-per-second speeds, interconnect has become the defining bottleneck. The e-Tube platform is seen as a key interconnect solution for next-generation AI data centers.

LB Investment CEO Kiho Park emphasized that AI data centers are moving toward larger, more energy-efficient compute clusters, making interconnect a critical infrastructure challenge, and that Point2's platform helps enable scalable, energy-efficient data center infrastructure.

Josh Miner of Maverick Silicon said the continued investment reflects confidence in Point2's RF technology roadmap, believing it can meet the needs of hyperscale and accelerator vendors.

Credibility boundary

This article is primarily based on a press release from Point2, republished by The AI Insider. All performance data (such as 10x, 3x, 1000x) are company claims and have not been independently verified. The total funding amount and investor list come from company announcements, but the specific allocation of investment amounts has not been disclosed.

Insight takeaway

Point2's $136M Series B indicates that RF interconnect technology is gaining recognition from industry giants, but its performance advantages still need market validation. As the AI data center interconnect bottleneck becomes increasingly prominent, whether the e-Tube platform can become a mainstream solution depends on its commercialization progress and real-world deployment results.

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  1. Point2 Completes $136M Series B Funding with Arm, LB Investment, and Maverick SiliconThe AI Insider

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