Lyte, a Mountain View-based robotics and Physical AI company, has emerged from stealth with a substantial $107 million in aggregate funding to build a unified perception foundation that enables autonomous machines to see, understand, and operate safely in the physical world, marking a significant leap forward for robotics infrastructure. Founded by Alexander Shpunt, Arman Hajati, and Yuval Gerson, the team behind Apple’s depth-sensing technologies such as Face ID and Microsoft’s Kinect, Lyte has assembled a world-class team spanning sensing, silicon, and Physical AI to address a longstanding bottleneck in robotics where developers must stitch together disparate sensors and software. With backing from prominent investors including Avigdor Willenz’s group, Fidelity Management & Research Company, Atreides Management, Exor Ventures, Key1 Capital, and Venture Tech Alliance, the company is building LyteVision, a core product that integrates advanced 4D sensing, RGB imaging, and motion awareness into a single platform delivering unified spatial and visual data through one connection, supporting a wide range of form factors from autonomous mobile robots and robotic arms to quadrupeds, humanoids, and robotaxis and paired with an AI-driven operating layer designed to evolve with advances in vision, language, and action models to enhance perception, reasoning, and action capabilities over time. Lyte’s vertically integrated stack is engineered for safety, reliability, and performance from hardware up and aims to eliminate months of sensor calibration, software fusion and integration challenges faced by industrial teams today; the AI robotics market is projected to reach $125 billion by 2030, though over 60 % of industrial companies currently lack the capability to implement robotic automation, highlighting the market demand for Lyte’s unified approach.
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“Physical AI will change how the world works, but only if robots can see it clearly,” said Alexander Shpunt, CEO & Co-Founder. “After helping shape how billions of people interact with technology, we’ve assembled an extraordinary team to build the perception layer that enables robots to operate safely and reliably at scale.” “Lyte is building at the right layer, at the right moment,” added Avigdor Willenz, founding investor and Chairman, noting the depth of the team and discipline to solve perception as a system. “Lyte is building core infrastructure for Physical AI: a perception platform that helps robots safely understand and interact with the real world,” said Gavin Baker, Managing Partner at Atreides Management. Recognized at CES 2026 with a Best of Innovation Award in Robotics and as an Honoree in Vehicle Tech and Advanced Mobility, Lyte is showcasing its technology via private demonstrations, underscoring its vision to become foundational infrastructure for next-generation autonomous systems.
