Lightmatter

10 atoms · 跨 5 天 · 首见 2026-04-19 · 最近 2026-06-02

三色: 🟦 fact 8 · 🟥 take 2 · stance ▲4/▼1/◆0

来源: X 10

时态: fresh:9 · aging:1

标签: 好信源:5 · 好数字:4 · 好观点:4

叙事 (narrative) (4)

• 2026-05-21 · validation data center展示
  #InterConnect2026 attendees are getting a firsthand look at our validation data center and live demos of major connectivity breakthroughs across Passage®, Guide® VLSP™, and our vClick™/eClick™ FAUs.
  tags: 好信源 · → daily
• 2026-05-21 · CEO强调THz fabric用于光学
  Nick Harris CEO of @LightmatterCo emphasizing THz fabric for optical for new possibilities of scale up/out domains connecting thousands and eventually millions of GPU/XPU.
  tags: 好观点 · → daily
• 2026-05-21 · Customer deployments 时间线
  Sounds like customer deployments are coming. NPO first then CPO later into 2028.
  tags: 好观点 · → daily
  value: date=2028
• 2026-05-05 [老化中] · valuation trend
  Lightmatter seemed like the #1 choice about 2 years ago and since, major decline in valuation.
  tags: 好观点 · → daily
  value: direction=major decline

事实 (fact) (6)

• 2026-04-30 · 估值约 $4.4B (2024 年)
  Lightmatter is a massive private leader (~$4.4B valuation back in 2024)
  tags: 好数字·好信源 · → daily
  value: qty=$4.4B · date=2024
• 2026-04-19 · 展示 16-Wavelength 800-Gbps 双向链路
  16-Wavelength 800-Gbps Bidirectional Link
  tags: 好数字·好信源 · → daily
  value: qty=16-Wavelength 800-Gbps
• 2026-06-02 · 加入 NVIDIA NVLink Fusion 生态
  Lightmatter joined the @NVIDIA NVLink™ Fusion ecosystem!
  tags: 好信源·好观点 · → daily
• 2026-04-30 · 光学计划中涵盖 $TSM, $GFS, $TSEM, $AMKR, $ASX
  Lightmatter ... with $TSM, $GFS, $TSEM, $AMKR, and $ASX scaling their optical program
  tags: 好信源 · → daily
• 2026-04-19 · 展示 9dB 链路增益和 8-Wavelength DWDM
  9dB link margin gain, 8-Wavelength DWDM
  tags: 好数字 · → daily
  value: qty=9dB
• 2026-04-19 · 展示 50 Gbps NRZ CPO
  50 Gbps NRZ CPO
  tags: 好数字 · → daily
  value: qty=50 Gbps

时间轴 (近 20)

• 2026-06-02 · fact · 加入 NVIDIA NVLink Fusion 生态 · → daily
• 2026-05-21 · narrative · CEO强调THz fabric用于光学 · → daily
• 2026-05-21 · narrative · Customer deployments 时间线 · → daily
• 2026-05-21 · narrative · validation data center展示 · → daily
• 2026-05-05 · narrative · valuation trend · → daily
• 2026-04-30 · fact · 估值约 $4.4B (2024 年) · → daily
• 2026-04-30 · fact · 光学计划中涵盖 $TSM, $GFS, $TSEM, $AMKR, $ASX · → daily
• 2026-04-19 · fact · 展示 16-Wavelength 800-Gbps 双向链路 · → daily
• 2026-04-19 · fact · 展示 9dB 链路增益和 8-Wavelength DWDM · → daily
• 2026-04-19 · fact · 展示 50 Gbps NRZ CPO · → daily

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