Cota Capital

AI’s next bottleneck isn’t just compute. It’s moving data. In her latest article, Sara Shabani examines why photonics is reaching an inflection point and how moving data with light could deliver higher bandwidth at lower power. The opportunity goes beyond faster connections – it could reshape how compute, memory, and entire data centers work together. Link to article: https://lnkd.in/eBCtBYUW #AIInfrastructure #Photonics #SiliconPhotonics #OpticalInterconnects #DataCenters #DeepTech #CotaCapital

What if the next breakthrough in robotics is not better action, but better prediction? In his latest article, Murat Kilicoglu, Partner at Cota Capital, examines the rise of #WorldActionModels and a fundamental shift in #physicalAI: from systems that map perception and language to action, toward models that can also reason about what those actions are likely to cause. Murat takes a deep dive into how predictive state modeling, learned dynamics, and action generation are beginning to converge, potentially enabling robots to adapt more effectively to uncertainty and operate in complex real-world environments. Link to article: https://lnkd.in/gbYNBVUv #PhysicalAI #Robotics #WorldActionModels #VisionLanguageAction #AIInfrastructure #ArtificialIntelligence #EmbodiedAI #DeepTech #CotaCapital

Moving #IndustrialAI from demo to deployment requires much more than a high-performing model. In Part 2 of his Industrial AI series, Chris Yazdani, Associate at Cota Capital, takes a deep dive into the architecture behind production-grade Industrial AI, including data contextualization, edge and cloud deployment, orchestration, workflow integration, and the controls required to make model outputs reliable and actionable in real-world operations. Link to article: https://lnkd.in/gfVujP3c #IndustrialAI #AI #Manufacturing #AIInfrastructure #EnterpriseAI #IndustrialAutomation #DigitalTransformation #PhysicalAI

AI is moving from technical promise to measurable economic activity, and the pace is accelerating. In the August 2026 edition of #CotaInsights, we examine the state of the AI economy, from rapidly scaling demand and the historic compute buildout to surging token consumption and the evolving sources of value across the AI stack. Despite extraordinary growth, AI remains early relative to enterprise spending and the broader economy, creating significant room for continued expansion. We also highlight recent milestones across the Cota Capital portfolio and share our latest research on Physical AI, multimodal perception, and the infrastructure behind agentic memory and execution. Read the August 2026 #CotaInsights to explore the trends shaping the next phase of enterprise technology. #ArtificialIntelligence #AIInfrastructure #EnterpriseAI #AgenticAI #PhysicalAI #CotaInsights #AIEconomy

AI memory isn't just about chatbots remembering your preferences. It's becoming the infrastructure that determines whether AI agents can reliably work, reason, and scale. In Murat Kilicoglu's latest article, he explore the memory stack behind agentic AI and why it may become one of the most important layers of the AI infrastructure landscape. Read the article here: https://lnkd.in/g2pMGUHf #ArtificialIntelligence #AgenticAI #AIInfrastructure #GenerativeAI #DataCenters #GPUs #EnterpriseAI