光互连公司Lumilens以55亿美元估值走出隐身模式，融资7亿美元，并确认与一家顶级超大规模客户达成数十亿美元协议。这验证了POET与Lumilens的现有合同（5000万美元采
光互连公司Lumilens以55亿美元估值走出隐身模式，融资7亿美元，并确认与一家顶级超大规模客户达成数十亿美元协议。这验证了POET与Lumilens的现有合同（5000万美元采购订单，最高5亿美元），降低了其上游风险，同时也利好SIVE。
“Earlier today, optical interconnect company Lumilens "emerges from stealth" at a $5.5B valuation, after raising $700m. Just as a recap from $POET / $SIVE Linkedin OSINT mapping I shared earlier, Lumilens was supplying a top 3 hyperscaler customer. So we got confirmation of that a month later, along with the material figure that Lumilens has a "multi-billion-dollar customer agreement". And just for reference, $POET has existing contracts with Lumilens ($50m purchase order, up to $500m) + contracts with $SIVE (depending on product lines). I actually took tiny positions in POET again after reading this news, since it finally gives them visibility into extremely well funded hyperscaler suppliers (on top of Poet's really large balance sheet). But TLDR: > Lumilens around similar (or even higher) valuations as Lightmatter/Ayar, bigger than markets thought with hyperscaler customers. > nice read through upstream on $POET (derisking) / $SIVE. > Great for optical valuations in general, seeing a company go to $5.5B in 2 years.”原帖：X / @aleabitoreddit ↗