Lyte, a company developing an integrated perception stack for robotics and “Physical AI,” said it has emerged from stealth with $107 million in aggregate funding to build hardware and software systems that help autonomous machines see, understand, and operate safely in real-world environments.
The Mountain View-based company was founded by Alexander Shpunt, Arman Hajati, and Yuval Gerson, who Lyte describes as key architects behind Apple’s depth-sensing and perception technologies. Shpunt, Lyte’s CEO, previously co-founded and served as CTO of PrimeSense, the 3D sensing company whose technology powered Microsoft Kinect and later became part of Apple’s depth platform following Apple’s 2013 acquisition of PrimeSense.
Lyte said its founding investor and board chairman is Avigdor Willenz, a semiconductor entrepreneur. The company’s investor group includes Willenz’s group, Fidelity Management & Research Company, Atreides Management, Exor Ventures, Key1 Capital, and Venture Tech Alliance, according to the announcement.
Lyte’s core product, LyteVision, is positioned as a unified sensing platform that combines 4D sensing, RGB imaging, and motion awareness into a single system, providing spatial and visual data via a single connection. The company said LyteVision is designed to support a range of autonomous platforms, including mobile robots, robotic arms, quadrupeds, robotaxis, and humanoids, and is paired with an AI-driven operating layer that is intended to evolve alongside advances in vision, language, and action models.
Lyte aims to address what it describes as a common robotics bottleneck: teams assembling perception systems from multiple vendors and spending months on calibration, sensor-fusion software, and integration troubleshooting. By offering a vertically integrated stack spanning sensors, silicon, and software, Lyte said it can reduce that complexity and shorten deployment cycles.
The company also pointed to broader market tailwinds, citing projections that the AI robotics market could reach $125 billion by 2030 and noting that a majority of industrial companies lack the internal capability to implement robotic automation, including sensor integration.
Lyte said its platform was recognized at CES 2026 with a Best of Innovation Award in Robotics and was also named an Honoree in Vehicle Tech and Advanced Mobility. The company plans to demonstrate the technology at CES through private, by-appointment sessions.
KEY QUOTES:
“Physical AI will change how the world works, but only if robots can see it clearly. 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.”
Alexander Shpunt, CEO and Co-Founder, Lyte
“Lyte is building at the right layer, at the right moment. I’ve seen how foundational technologies unlock entire industries. What stands out here is the depth of the team and the discipline to solve perception as a system – where lasting value is created.”
Avigdor Willenz, Founding Investor and Chairman, Lyte
“Lyte is building core infrastructure for Physical AI: a perception platform that helps robots safely understand and interact with the real world. The founders already pioneered one era of 3D sensing and are among the select few with the credibility and technical depth to usher in a new frontier defined by coherent 4D vision and full-stack perception.”
Gavin Baker, Managing Partner, Atreides Management
