From the article: “AI – Harris says. “People are just spending unlimited money. Blank checkbook, spend whatever you need to win the AI race, and that’s a great environment for a technology like photonics and Passage.”
In December, Lightmatter pulled in $155 million in a second Series C funding round, bringing its total funding to $420 million and pushing the company into unicorn territory.
With that said, Lightmatter is hardly the only silicon photonics startup riding the AI hype train. Earlier this year, we looked at another startup called Celestial AI, which had raised $100 million for a silicon-photonics interconnect of their own. Much like Lightmatter’s Passage, Celestial’s Photonic Mesh spans chip-to-chip, package-to-package, and node-to-node connectivity.
Then, of course, there’s Ayar Labs, which has been developing silicon photonics chiplets going back to 2015. The chipmaker’s TeraPHY first cropped up in 2019 and is designed to provide optical I/O for data going on and off the package. In September, we looked at an embarrassingly parallel graph processing unit developed by Intel under contract for DARPA that used Ayar Labs to scale to millions of threads. To date, the company has raised about $220 million, including a $130 million cash infusion from Intel and Nvidia in early 2022.”
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You have to ask yourself; ‘where is Lightwave in this conversation? Where are the partnerships? Where are the big investments? Where are the agreements?
Pray tell -