For the past year, the same massive challenge has been looming over the AI revolution: the exponential growth of AI compute is on a collision course with the physical limits of the power grid.

As data centers race to scale, the gap between how AI software behaves and what physical infrastructure can handle is widening rapidly. Historically, the industry has treated power as a static constraint and compute as a separate world entirely. But as this ecosystem grows into a multi-trillion-dollar market, we can no longer afford the disconnect between energy and compute.

That disconnect was hard to ignore as an investor.

When I first encountered Niv-AI, what stood out immediately was what they were not trying to do. They weren’t building just another monitoring dashboard or adding bulky hardware to an already stressed supply chain. Instead, they recognized that to solve a problem this large, the energy layer and the compute layer desperately need a shared dialect to communicate.

That framing mattered. It shifted the conversation away from treating power as a limitation, and toward treating it as an intelligent, software-defined ecosystem. Niv-AI acts as a critical control plane sitting exactly at the intersection of energy and compute. By doing so, they aren’t just solving a point-in-time issue; they are building the foundational infrastructure required for the global AI ecosystem to scale without breaking the physical grid.

True consolidation and category creation rarely come from staying within traditional industry silos. They come from operating directly in the white space between them.

The technology alone would have been compelling, but what ultimately sealed my conviction was the team. Tomer and Eddie bring a rare advantage to this problem. Drawing on their deep operational and technical backgrounds in elite intelligence units, they possess the exact bare-metal and systems-level expertise needed to orchestrate complex challenges at the microsecond level. They were unusually clear about what it takes to solve this from first principles, with no trend-chasing and no noise.

Glilot Capital co-led Niv-AI’s $12M Seed round together with Lior Handelsman from Grove Ventures. Lior, a co-founder of SolarEdge, is a world-class expert who shares our conviction in this vision. We chose to invest because we believe the company brings the physical infrastructure of AI closer to reality – both technically and culturally. The AI revolution can only fulfill its promise if it is grounded in the reality of physics.

Niv-AI represents exactly that kind of breakthrough. We believe these are the moments that create lasting companies and drive meaningful category shifts.