--- 格式版本: 2 标题: "Ex-Aruba CTO unveils optical startup armed with $900M to scale AI interconnectivity" 原文链接: "https://www.sdxcentral.com/news/ex-aruba-cto-unveils-optical-startup-armed-with-900m-to-scale-ai-interconnectivity/" 发布日期: "2026-08-07" 发布时间校准状态: "found" 发布时间需复核: "否" 发布时间来源: "llm:local:strict_original_body" 发布时间证据: "August 07, 2026 ByBen WodeckiHave your say" 发布时间校准原因: "文章标题下方明确标注发布时间 August 07, 2026，与原文发布日期一致，且其他候选多为相关文章或图片日期。" 发布时间校准置信度: "1" 发布时间候选数量: 34 发布时间严格候选数量: 13 发布时间原页读取状态: "source template page reused from URL open" 发布时间未找到原因: "" 发布时间校准时间: "2026-08-28T16:23:24+08:00" 发布时间仲裁状态: "confirmed" 发布时间仲裁尝试次数: 1 发布时间仲裁耗时毫秒: 8834 发现时间: "2026-08-28T16:22:25+08:00" 入库时间: "2026-08-28T08:24:44.658Z" 来源平台: "SDxCentral 搜索" 搜索渠道: "source_template" 搜索词: "site:sdxcentral.com NPO" 匹配关键词: - "AI" - "GPU" - "CPO" - "Scale-up" - "NPO" - "NVLink" - "Marvell" 相关厂家: - "NVIDIA" - "AMD" - "Meta" 相关专家: [] 内容类型: "网页" 抓取工具: "Jina Reader" 清洗工具: "Jina Reader Markdown + Defuddle/Readability 正文提取" 原始附件: [] AI优质: "是" AI打分: 82 AI分档: "高置信优质" AI质检状态: "通过" AI打分理由: "正文主线是Lumilens面向AI集群scale-up与scale-out网络推出光互连技术，SDxCentral属专业基础设施媒体，报道完整且关键说法有主体归因。固定知识库仅覆盖既有CPO/NPO路线、光模块及AMD光互连规划，未出现Lumilens、LumiCore或其交付进展；本文新增公司出隐、超9亿美元融资、55亿美元估值，以及由硅光、混合信号IC、电光中介层和光学系统组成的平台，并披露首款scale-out产品已完成认证、开始向一家未具名超大规模客户的在运AI数据中心出货。虽缺少带宽、功耗等量化规格且客户未具名，但具备新产品及真实出货信号，命中新架构/新产品和量产/客户/部署通道。" AI质检模型: "gpt-5.6-sol" AI质检时间: "2026-08-28T16:24:57+08:00" AI主题相关性: 17 AI来源权威性: 12 AI新颖性: 19 AI技术细节: 12 AI商业部署信号: 13 AI完整性: 9 AI评分提示词版本: "v17-精简生产版" AI评分提示词SHA256: "48fb9777f386026761b4873eaff30807694fb11e9b352d7c69bf2dfde750cc7d" AI评分知识库版本: "knowledge_base_v1-20260819+runtime.15" AI评分知识库SHA256: "f857905c21b8b0cb5b96be8a561d5428dc9c83bfa2b6ad36156c5a61fe4e50f9" AI评分知识库检索词: "[\"NPO\",\"site:sdxcentral.com NPO\",\"NVLink\",\"CPO\",\"RAS\",\"GPU\",\"NVIDIA\",\"Meta\",\"Marvell\",\"AMD\",\"CTO\",\"URL\"]" AI评分知识库命中: "[{\"id\":\"july-correct-0025\",\"title\":\"Marvell Brings Radix, Low Latency, And Bandwidth To Bear With Teralynx T100\",\"sourceType\":\"labeled_article\",\"time\":\"2026-07\",\"matchedTerms\":[\"NPO\",\"NVLink\",\"CPO\",\"NVIDIA\",\"Meta\",\"Marvell\",\"CTO\"],\"rank\":-16.02991161140293},{\"id\":\"historical-jan-apr-05\",\"title\":\"五、AI 光通信需求、可插拔光模块与光互连接口演进\",\"sourceType\":\"curated_item\",\"time\":\"2026-01_to_2026-04\",\"matchedTerms\":[\"NPO\",\"CPO\",\"NVIDIA\",\"Marvell\"],\"rank\":-13.204284215274777},{\"id\":\"july-correct-0015\",\"title\":\"AMD to join the optical interconnect party with 2027 Instinct GPUs\",\"sourceType\":\"labeled_article\",\"time\":\"2026-07\",\"matchedTerms\":[\"CPO\",\"GPU\",\"NVIDIA\",\"Meta\",\"AMD\",\"URL\"],\"rank\":-12.67902093783881},{\"id\":\"july-correct-0019\",\"title\":\"AI back-end networking spend to hit $1T by 2030: report\",\"sourceType\":\"labeled_article\",\"time\":\"2026-07\",\"matchedTerms\":[\"NPO\",\"NVLink\",\"CPO\",\"RAS\",\"GPU\",\"NVIDIA\",\"URL\"],\"rank\":-11.657959647934462},{\"id\":\"july-correct-0075\",\"title\":\"From EPYC to Helios, AMD and Meta are Scaling the Future of AI Together\",\"sourceType\":\"labeled_article\",\"time\":\"2026-07\",\"matchedTerms\":[\"RAS\",\"GPU\",\"Meta\",\"AMD\",\"URL\"],\"rank\":-10.80071701309201}]" AI摘要: "前Aruba CTO创立的光学数据中心互联初创公司Lumilens正式亮相，已获超9亿美元融资、估值55亿美元。该公司产品已开始向一家未具名超大规模客户发货，目标是用光连接取代AI数据中心内的铜缆。" AI摘要模型: "ali-deepseek-v4-flash" AI摘要时间: "2026-09-07T02:08:39.560Z" 采集批次: "2026年8月28日16点22分01秒" 采集批次ID: "20260828-162201-542" 去重键: "https://www.sdxcentral.com/news/ex-aruba-cto-unveils-optical-startup-armed-with-900m-to-scale-ai-interconnectivity" --- Title: Ex-Aruba CTO unveils optical startup armed with $900M to scale AI interconnectivity URL Source: https://www.sdxcentral.com/news/ex-aruba-cto-unveils-optical-startup-armed-with-900m-to-scale-ai-interconnectivity/ Markdown Content: This website uses cookies to ensure you get the best experience on our website. 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Search Suggestions [READ: How Meta re-engineered its storage stack for AI](https://www.sdxcentral.com/resources/the-storage-supplement/) * [Home](https://www.sdxcentral.com/) * [News](https://www.sdxcentral.com/news/) * [The Networking Channel](https://www.sdxcentral.com/network-sdn/) # Ex-Aruba CTO unveils optical startup armed with $900M to scale AI interconnectivity Qualcomm-backed Lumilens debuts at a $5.5 billion valuation, with a mystery hyperscale customer already on board August 07, 2026 By[Ben Wodecki](https://www.sdxcentral.com/profile/ben-wodecki/)[Have your say](https://www.sdxcentral.com/news/ex-aruba-cto-unveils-optical-startup-armed-with-900m-to-scale-ai-interconnectivity/#comments) [Facebook](https://www.sdxcentral.com/#facebook)[Twitter](https://www.sdxcentral.com/#twitter)[LinkedIn](https://www.sdxcentral.com/#linkedin)[Reddit](https://www.sdxcentral.com/#reddit)[Email](https://www.sdxcentral.com/#email)[Share](https://www.addtoany.com/share#url=https%3A%2F%2Fwww.sdxcentral.com%2Fnews%2Fex-aruba-cto-unveils-optical-startup-armed-with-900m-to-scale-ai-interconnectivity%2F&title=Ex-Aruba%20CTO%20unveils%20optical%20startup%20armed%20with%20%24900M%20to%20scale%20AI%20interconnectivity%20-%20SDxCentral) ![Image 3: Lumilens graphic](./assets/img-43b18750.png) – Lumilens [Lumilens](https://lumilens.com/), an optical data center connectivity startup founded by a former Aruba CTO, emerged from stealth with more than $900 million in total funding and a $5.5 billion valuation. The firm was founded in 2024 by Ankur Singla and joins a growing cohort of upstarts working to replace copper cables with light inside AI data centers. The likes of Bain Capital Ventures, Atreides Management, and Qualcomm Ventures backed Lumilens. Singla, a Cisco and F5 alum who founded the Juniper-acquired firm Contrail Systems, said Lumilens aims to manufacture interconnect technologies at the “volume, quality, and pace” the AI buildout requires. “The constraint on AI has shifted from how many GPUs (graphics processing units) you can buy to how many you can connect," Singla noted. "Whether they're training frontier models or serving them to hundreds of millions of users, hyperscalers told us they need the same two things: far more optical capacity for the networks they run today, and a path to directly connecting thousands of GPUs together into a single cluster.” Lumilens is developing tech covering full data center connectivity, including near-package and co-packaged optics (NPO/CPO) for scale-up networking and optical modules for scale-out. The startup designs its own silicon and claims that in the two years since its founding, its initial scale-out product has finished qualification and started shipping into an unnamed hyperscaler’s live AI data centers. Amid an influx of optical interconnectivity startups, Lumilens touts its LumiCore technology platform as a differentiator. It spans in-house developed silicon photonics, mixed-signal integrated circuits, electrical-optical interposers, and optical systems, with Lumilens claiming each is designed for high-volume manufacturing “from day one.” Lumilens said it has poached executives and engineers from Meta, Coherent, and Cisco. CTO Ted Schmidt was formerly senior director for silicon photonics at Lumentum, while product VP Samuel Liu held product management leadership roles in Nokia’s IP optics team, at Marvell, and at Singla’s former employer, Juniper Networks. “Connecting GPUs is the bottleneck now, and copper has hit a wall the industry can't engineer around,” Navin Chaddha, managing partner at Mayfield, explained. “Lumilens designs and manufactures optical interconnects for both the scale-up and scale-out of AI infrastructure, and treats manufacturing as a product in its own right, from chip assembly to high-volume production. In Mayfield’s 56-year history, we've never seen execution and growth like this – a $5-plus billion valuation and multibillions in orders – in two years.” Lumilens finds itself among an already crowded field. Just this week, Arm and one of Netflix’s co-founders backed rival startup [Olix](https://www.sdxcentral.com/news/sdn-pioneer-joins-33b-startup-building-optical-interconnects-for-ai-infrastructure/), founded by Thiel Foundation fellow and 25-year-old British entrepreneur James Dacombe. There’s also [Ayar Labs](https://www.sdxcentral.com/news/optical-interconnect-startup-ayar-labs-closes-500m-funding-round-backed-by-nvidia-amd/), which enjoys backing from both Nvidia and AMD, and is among the partners signed up to the former’s [NVLink Fusion](https://www.sdxcentral.com/news/ayar-labs-joins-nvlink-fusion-bringing-co-packaged-optics-to-nvidias-ai-infrastructure/) scale-up-centric backplane. Other potential rivals for Lumilens include [Lumentum](https://www.sdxcentral.com/news/nvidia-backed-lumentum-expands-us-manufacturing-footprint-for-ai-optical-interconnects/), [Lightmatter](https://www.sdxcentral.com/news/lightmatter-claims-ai-friendly-eight-fold-leap-in-wavelength-density/), and [Xscape Photonics](https://www.sdxcentral.com/news/silicon-photonics-startup-xscape-photonics-closes-44m-funding-round/), while the big semiconductor firms are working behind the scenes on complementing copper interconnects with CPO. Nvidia’s [CPO switches](https://www.sdxcentral.com/news/nvidia-debuts-spectrum-6-switches-to-power-next-gen-ai-networking/), for example, are due to drop later this year, while AMD CEO Lisa Su recently confirmed its [2027 GPU line](https://www.sdxcentral.com/news/amd-to-join-the-optical-interconnect-party-with-2027-instinct-gpus/) will cater to both copper and optical connectivity. Stay ahead of the latest networking channel trends. Subscribe to SDxCentral. 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