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Hardware: Chips, Cloud, and the AI Compute

An Insights Series from Capitalis Partners

Explore how the AI infra stack – from cutting‑edge chips to inference optimization to compute – is reshaping competitive moats, capital cycles, and the future of computing power backing AI.

July 15, 2026
As a leading player in photonic computing, Lightmatter is a picks‑and‑shovels supplier to the AI capex cycle with deep IP in silicon photonics with a growing base of infrastructure revenue and a seat at NVIDIA’s interconnect table without competing head‑on in GPUs. The image itself is a close-up of a microchip on a motherboard stylized in black and yellow. The text overlay reads: "Investing in the Photonic Backbone of AI: Lightmatter"
July 15, 2026
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Investing in the Photonic Backbone of AI: Lightmatter

As AI infrastructure spend tilts toward solving bandwidth and energy walls, photonic interconnect players like Lightmatter are positioned to become quiet, critical beneficiaries of the next leg of AI’s growth.
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Lesley Lu

Managing Partner

  • Managing Partner, CP INVESTMENTS (EU regulated fund manager)
  • Director, Investment, Temasek (Europe & Asia)
  • Management consultant, Bain (US and HK)
  • Board/LPAC: Apollo MidCap, HPS Investment Partners, Napier Park Global Capital, Metric Capital Partners, MV Credit, Orion Capital Asia, LC Ventures
  • MBA, University of Chicago Booth Business School
  • MS, Stanford University
  • BS, Computer Science, National University of Singapore



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Grace Ge

Advisor

  • Founding Partner, G-Bridge Partners
  • CFO, Du Xiaoman Financial
  • Partner, Ares Management Private Equity Group
  • MD, IB, Goldman Sachs (HK)
  • Tax, PwC (US)
  • Boards: Bankinter Innovation Foundation, Keep (listed)
  • MBA, Harvard Business School
  • BA, Econ, Peking University

 



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Ludovic Lassauce

Advisor

  • CPO, SIMO
  • Director, Tata Communications
  • General Manager, IoT, Singapore Power
  • Product Sales Manager, Ericsson
  • BD Manager, Cisco Jasper
  • MBA, University of Chicago Booth Business School
  • BS, ESIGETEL



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Jean Charles Brandt

Operating Partner

  • CEO, Capitalis Asia (MAS-regulated)
  • Managing Director, Lloyds TSB Bank – Head of Institutional (Switzerland)
  • Associate, MM. Darier, Hentsch & Cie (Geneva)
  • Associate, Elvia Life Insurance (Geneva)
  • Swiss Federal Certificate, College of Business Administration & Management
  • Superior School in Finance & Management, Engineering



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Paulo Falcão

Partner

  • Managing Partner, LCV SCR SA (regulated by CMVM and ESMA)
  • Country Manager, IBM
  • Country Manager, Microsoft
  • CIO & COO at TIMWETECH
  • CEO at Bizdirect (intrapreneur)
  • Business Angel: more than 40 companies
  • MBA, NOVA SBE
  • BS, CS, NOVA FCT
  • English, Portuguese, French



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Tom Kosnik

Advisor

  • Partner, FoundersX Ventures (Silicon Valley)
  • Adjunct Professor, Stanford University
  • Visiting Associate Professor, Harvard Business School
  • Boards: BASES
  • PhD, Stanford University
  • MBA, University of Virginia Darden School of Business
  • BA, History, Duke University



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Ozlem Denizmen

Advisor

  • CEO & Founder, Monay​
  • Founder & Chair, Para Durumu.com
  • EVP, M&A, Doğuş Grubu
  • Analyst, Merrill Lynch (US)​
  • Boards: Doğuş Otomotiv, Global Reporting Initiative​
  • World Economic Forum YGL, WhiteHouse Entrepreneurship Delegate ​
  • MBA, MIT Sloan School of Business​
  • MS, Cornell University



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Lesley Lu

Managing Partner

  • Managing Partner, CP INVESTMENTS (EU regulated fund manager)
  • Director, Investment, Temasek (Europe & Asia)
  • Management consultant, Bain (US and HK)
  • Board/LPAC: Apollo MidCap, HPS Investment Partners, Napier Park Global Capital, Metric Capital Partners, MV Credit, Orion Capital Asia, LC Ventures
  • MBA, University of Chicago Booth Business School
  • MS, Stanford University
  • BS, Computer Science, National University of Singapore

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Paulo Falcão

Advisor

  • Managing Partner, LC Ventures (EU regulated fund manager)​
  • Investment Director, Novabase Capital (Portugal)​
  • Marketing Director, TIMWETECH and OutSystems​
  • Investment Director, Aitec​
  • Strategic Consultant, Gemini Consulting​
  • MBA, NOVA​
  • BS, Computer Science, NOVA​

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Ludovic Lassauce

Advisor

  • CPO, SIMO
  • Director, Tata Communications
  • General Manager, IoT, Singapore Power
  • Product Sales Manager, Ericsson
  • BD Manager, Cisco Jasper
  • MBA, University of Chicago Booth Business School
  • BS, ESIGETEL

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Jean Charles Brandt

Operating Partner

  • CEO, Capitalis Asia (MAS-regulated)
  • Managing Director, Lloyds TSB Bank – Head of Institutional (Switzerland)
  • Associate, MM. Darier, Hentsch & Cie (Geneva)
  • Associate, Elvia Life Insurance (Geneva)
  • Swiss Federal Certificate, College of Business Administration & Management
  • Superior School in Finance & Management, Engineering

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Grace Ge

Advisor

  • Founding Partner, G-Bridge Partners
  • CFO, Du Xiaoman Financial
  • Partner, Ares Management Private Equity Group
  • MD, IB, Goldman Sachs (HK)
  • Tax, PwC (US)
  • Boards: Bankinter Innovation Foundation, Keep (listed)
  • MBA, Harvard Business School
  • BA, Econ, Peking University

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Tom Kosnik

Advisor

  • Partner, FoundersX Ventures (Silicon Valley)
  • Adjunct Professor, Stanford University
  • Visiting Associate Professor, Harvard Business School
  • Boards: BASES
  • PhD, Stanford University
  • MBA, University of Virginia Darden School of Business
  • BA, History, Duke University

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Ozlem Denizmen

Advisor

  • CEO & Founder, Monay​
  • Founder & Chair, Para Durumu.com ​
  • EVP, M&A, Doğuş Grubu
  • Analyst, Merrill Lynch (US)​
  • Boards: Doğuş Otomotiv, Global Reporting Initiative​
  • World Economic Forum YGL, WhiteHouse Entrepreneurship Delegate ​
  • MBA, MIT Sloan School of Business​
  • MS, Cornell University

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Hiroki Miyazato

Partner

  • Partner, CP INVESTMENTS (EU regulated fund manager)
  • Executive Chairman and CEO, Haitong Bank, SA (regulated by ECB and BoP)
  • Deputy GM, Haitong Securities Group (listed)
  • Senior fund manager, Nikko (Citi) Asset Management (Tokyo)
  • Manager for Asia & Global Trading, J.P. Morgan, CSFB (Tokyo)
  • MS, Biophysics & chemistry, Tokyo University
  • BS, Science, Fudan University



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Daniel Zumino

Partner

  • Partner, CP INVESTMENTS (EU regulated fund manager)
  • CFO, GSI (acquired by ADP)
  • EVP, Consumer Group, Kaysersberg
  • Partner & Co-founder, Boston Consulting Group (Paris Office)
  • Business Angel: various European and US companies
  • MBA, Stanford University
  • BS, Business, H.E.C.



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Hiroki Miyazato

Partner

  • Partner, CP INVESTMENTS (EU regulated fund manager)
  • Executive Chairman and CEO, Haitong Bank, SA (regulated by ECB and BoP)
  • Deputy GM, Haitong Securities Group (listed)
  • Senior fund manager, Nikko (Citi) Asset Management (Tokyo)
  • Manager for Asia & Global Trading, J.P. Morgan, CSFB (Tokyo)
  • MS, Biophysics & chemistry, Tokyo University
  • BS, Science, Fudan University

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Daniel Zumino

Partner

  • Partner, CP INVESTMENTS (EU regulated fund manager)
  • CFO, GSI (acquired by ADP)
  • EVP, Consumer Group, Kaysersberg
  • Partner & Co-founder, Boston Consulting Group (Paris Office)
  • Business Angel: various European and US companies
  • MBA, Stanford University
  • BS, Business, H.E.C.

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Nicolas Mallison

Venture Partner

  • Venture Partner, CP INVESTMENTS (EU regulated fund manager)
  • Director Data Science, Group CIO, Deutsche Bank
  • Partner, Consulting, Atos (UK)
  • Director, Forensic Data Science, EY and KPMG (UK & EMEA)
  • Senior Manager Data Science, Detica (BAE Applied Intelligence)
  • Doctoral research fellowship, Toulouse Midi Pyrenees School of Economics
  • MS, Statistics & Economics, ENSAE
  • BS, Maths & Physics, École Polytechnique



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Nicolas Mallison

Venture Partner

  • Venture Partner, CP INVESTMENTS (EU regulated fund manager)
  • Director Data Science, Group CIO, Deutsche Bank
  • Partner, Consulting, Atos (UK)
  • Director, Forensic Data Science, EY and KPMG (UK & EMEA)
  • Senior Manager Data Science, Detica (BAE Applied Intelligence)
  • Doctoral research fellowship, Toulouse Midi Pyrenees School of Economics
  • MS, Statistics & Economics, ENSAE
  • BS, Maths & Physics, École Polytechnique

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Jerome Fourel

Managing Partner

  • Managing Partner, CP INVESTMENTS (EU regulated fund manager)
  • Partner, Sindeo Ventures (Europe & Asia)
  • Head of Strategy, Infineon Technologies Taiwan (formerly ADMtek)
  • Senior manager, Accton Technology (listed)
  • Strategy Consultant, Capgemini (France)
  • MS, Electrical Engineering, Stanford University
  • BS & MS, École Polytechnique



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Jerome Fourel

Managing Partner

  • Managing Partner, CP INVESTMENTS (EU regulated fund manager)
  • Partner, Sindeo Ventures (Europe & Asia)
  • Head of Strategy, Infineon Technologies Taiwan (formerly ADMtek)
  • Senior manager, Accton Technology (listed)
  • Strategy Consultant, Capgemini (France)
  • MS, Electrical Engineering, Stanford University
  • BS & MS, École Polytechnique

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Paulo Martins

Partner

  • Partner, CP INVESTMENTS (EU regulated fund manager)
  • Board director, Semapa (listed), Stak Prev
  • Executive Member of the Board and the Credit Committee, Haitong Bank (regulated by ECB and BoP)
  • Global Head of Investment Banking, Espírito Santo Investment Bank (Americas and EMEA)
  • Senior analyst, Deutsche Bank
  • Certificate of International Directors Program, INSEAD
  • MBA, University Institute of Lisbon - ISCTE
  • MS, Industrial Engineering & Management, NOVA



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Paulo Martins

Partner

  • Partner, CP INVESTMENTS (EU regulated fund manager)
  • Board director, Semapa (listed), Stak Prev
  • Executive Member of the Board and the Credit Committee, Haitong Bank (regulated by ECB and BoP)
  • Global Head of Investment Banking, Espírito Santo Investment Bank (Americas and EMEA)
  • Senior analyst, Deutsche Bank
  • Certificate of International Directors Program, INSEAD
  • MBA, University Institute of Lisbon - ISCTE
  • MS, Industrial Engineering & Management, NOVA

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