# Lumilens

> Lumilens is a San Jose hardware company building optical interconnects for hyperscale AI data centers. Its LumiCore platform combines in-house silicon photonics, mixed-signal chips, electrical-optical interposers, optical systems, custom robotics, and test automation across pluggable, near-package, and co-packaged optics. Founded in 2024, it emerged from stealth in August 2026 with more than $900 million raised, a $5.51 billion valuation, a qualified scale-out product shipping under a multi-billion-dollar agreement with an unnamed hyperscaler, and a separate $50 million supplier commitment designed to move optical assembly toward wafer-level manufacturing.

- **Founded:** 2024
- **Headquarters:** San Jose, United States
- **Founders:** Ankur Singla (CEO), Ritesh Kapahi (VP/GM India), Samuel Liu (VP Products), Dave Friedman (VP Operations), Ted Schmidt (CTO)
- **Team size:** 51-200 employees; LinkedIn showed 103 listed employees in August 2026, while supplied company data listed 97.
- **Products:** LumiCore platform, Scale-out pluggable optical transceivers, Near-package optics, Co-packaged optics, Electrical-Optical Interposer program
- **Notable:** Went from founding to a customer-qualified scale-out product shipping in a hyperscaler's production AI data centers within two years, according to the company., Secured a multi-billion-dollar agreement with an unnamed hyperscaler, according to the company., Raised more than $900 million in total funding and reached a $5.51 billion valuation in August 2026.

## Products & services

- **LumiCore platform** — A unified in-house technology platform spanning silicon photonics, mixed-signal ICs, electrical-optical interposers, optical systems, packaging, and manufacturing automation.
- **Scale-out pluggable optical transceivers** — 800G, 1.6T, and future optical modules intended to replace copper links across racks and rows in large AI fabrics; the company says its first qualified scale-out product is shipping to a hyperscaler.
- **Near-package optics** — High-density optics placed close to compute packages to increase bandwidth density and extend scale-up connectivity beyond short copper reach.
- **Co-packaged optics** — Optical I/O integrated alongside switching or compute silicon for dense, low-power GPU connectivity at larger scale.
- **Electrical-Optical Interposer program** — A joint Lumilens-POET wafer-level integration program designed to reduce active alignment, assembly cost, and yield constraints across pluggable, near-package, and co-packaged products.

## Achievements

- Went from founding to a customer-qualified scale-out product shipping in a hyperscaler's production AI data centers within two years, according to the company.
- Secured a multi-billion-dollar agreement with an unnamed hyperscaler, according to the company.
- Raised more than $900 million in total funding and reached a $5.51 billion valuation in August 2026.
- Built a product roadmap spanning 800G and 1.6T pluggables, near-package optics, co-packaged optics, and GPU-direct scale-up systems.
- Placed a $50 million initial order in a wafer-level photonic integration partnership that could scale beyond $500 million over five years.
- Assembled leaders and engineers with experience at Cisco, Juniper, Meta, Marvell, Lumentum, and Coherent.

## Latest updates

- **2026-08** — Emerged from stealth with more than $700 million in new Series C funding, more than $900 million raised overall, and a $5.51 billion valuation.
- **2026-08** — Disclosed that its first qualified scale-out product is commercially shipping into an unnamed hyperscaler's production AI data centers under a multi-billion-dollar agreement.
- **2026-05** — Announced a POET Technologies joint development and supply partnership, including a $50 million initial purchase order and a potential five-year framework above $500 million.
- **2026-05** — Set expectations for late-2026 engineering samples from the EOI program and a 2027 production ramp aligned to hyperscaler deployments.
- **2026-01** — Publicly expanded its company story and product positioning around scale-out and scale-up optical connectivity for AI infrastructure.

## Links

- Website: https://lumilens.com
- LinkedIn: https://www.linkedin.com/company/lumilens

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Profile page: https://yespress.io/lumilens
Published by YesPress — https://yespress.io
Last updated: 2026-08-19