Eclipse bet big on real machines — now the whole tech world is chasing it

Ten years ago, Lior Susan was the odd one out. While everyone poured cash into apps and cloud stuff, he was buying robots, chips, and factory gear. People called it old-school. Now, with a $2.5B win for Cerebras — the AI chip company building brains for real machines — everyone’s scrambling to catch up.

Eclipse didn’t chase trends. They watched the electricians, the welders, the warehouse crews who kept things running when the internet went down. They backed Cerebras because its chips don’t just think — they move things. Trucks. Cranes. Power grids. The kind of hardware that doesn’t wait for a software update to work.

This isn’t about faster phones or better feeds. It’s about making tech that lives in the world, not just on screens. When the power flickers, when the supply chain breaks, when the la migra app goes down — real machines still work. That’s the edge Eclipse built on.

Why this matters for us: When the next crash hits, the machines that keep our homes, jobs, and streets running won’t need Wi-Fi to survive.