· 供应链分析
今天早些时候，光互连公司 Lumilens 以 55 亿美元估值“结束隐身模式”，此前已融资 7 亿美元。 正如我之前分享的 $POET / $SIVE LinkedIn OSINT 映射回顾，Lumilens 正在为一家前三超大规模云服务商客户供货。 因此，一个月后我们确认了这一点，并得知 Lumilens 拥有“数十亿美元的客户协议”。 仅供参考，$POET 与 Lumilens 有现有合同（5000 万美元采购订单，最高 5 亿美元）+ 与 $SIVE 的合同（取决于产品线）。 在阅读此新闻后，我再次在 POET 上建立了少量头寸，因为它终于让他们看到了资金极其充裕的超大规模云服务商供应商（加上 Poet 非常庞大的资产负债表）。 但简而言之： > Lumilens 估值与 Lightmatter/Ayar 相当（甚至更高），拥有超大规模云服务商客户，规模比市场预期的要大。 > 对上游 $POET（去风险化）/ $SIVE 的利好传导。 > 对光互连估值整体有利，看到一家公司在 2 年内达到 55 亿美元。
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.