Lumilens develops optical interconnects for AI data centers, including 800G and 1.6T pluggable transceivers and optical engines, shipping to a hyperscaler.
Lumilens builds optical interconnect for AI data centers across both the scale-up layer, via near-package and co-packaged optics intended to replace short-reach copper between GPUs, and the scale-out layer, via 800G and 1.6T pluggable transceivers. Everything is built on LumiCore, an in-house platform spanning silicon photonics, mixed-signal ICs, electrical-optical interposers and optical systems, with proprietary photonic assembly, robotics and automated test developed alongside the products. The company emerged from stealth on 2026-08-06 with more than USD 700 million in Series C at a USD 5.51 billion valuation, total funding above USD 900 million, and stated that its first scale-out product completed hyperscaler qualification and is shipping into that customer production AI data centers under a multi-billion-dollar agreement. Founder Ankur Singla previously built Contrail Systems (acquired by Juniper Networks) and Volterra (acquired by F5); CTO Ted Schmidt worked on Juniper silicon photonics following its 2016 Aurrion acquisition. The open question is whether the anchor hyperscaler relationship, which is unnamed and company-sourced, can be independently confirmed and whether NPO and CPO reach production.
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Lumilens develops optical interconnects for AI data centers, including 800G and 1.6T pluggable transceivers and optical engines, shipping to a hyperscaler. Lumilens builds optical interconnect for AI data centers across both the scale-up layer, via near-package and co-packaged optics intended to replace short-reach copper between GPUs, and the scale-out layer, via 800G and 1.6T pluggable transceivers. Everything is built on LumiCore, an in-house platform spanning silicon photonics, mixed-signal ICs, electrical-optical interposers and optical systems,
Lumilens is on the AI Core member list of Frontier Tech Intelligence with a score of 78 out of 100, below the Top 100.
Lumilens is based in San Jose, California, United States.
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