原文：
Serenity 白毛女-中文翻译（公开）
Serenity 白毛女-中文翻译（公开）
原文：
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 $5.5B in 2 years.
翻译：
今天早些时候，光互联公司Lumilens以550亿美元的估值“脱离隐身状态”，此前他们刚刚完成了7亿美元的融资。
回顾一下我之前在$POET / $SIVE的LinkedIn OSINT映射中提到的内容，Lumilens曾为一家排名前三的超大规模客户提供服务。
一个月后，我们得到了确认，并且得知Lumilens拥有“数十亿美元的客户协议”。
为了参考，$POET已经与Lumilens（5,000万美元的采购订单，最高可达5亿美元）以及$SIVE（取决于产品线）签订了合同。
在读到这则新闻后，我又小规模地买入了$POET的股份，因为这终于让他们看到了非常有前途的超大规模供应商（除了Poet自己的巨大资产负债表）。
总的来说：
> Lumilens的估值与Lightmatter/Ayar相似，甚至更高，超出了市场的预期，拥有超大规模客户。
> 对$POET（降低风险）/ $SIVE的上游影响很好。
> 对整个光学行业来说很好，看着一家公司在2年内估值达到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 $5.5B in 2 years.
翻译：
今天早些时候，光互联公司Lumilens以550亿美元的估值“脱离隐身状态”，此前他们刚刚完成了7亿美元的融资。
回顾一下我之前在$POET / $SIVE的LinkedIn OSINT映射中提到的内容，Lumilens曾为一家排名前三的超大规模客户提供服务。
一个月后，我们得到了确认，并且得知Lumilens拥有“数十亿美元的客户协议”。
为了参考，$POET已经与Lumilens（5,000万美元的采购订单，最高可达5亿美元）以及$SIVE（取决于产品线）签订了合同。
在读到这则新闻后，我又小规模地买入了$POET的股份，因为这终于让他们看到了非常有前途的超大规模供应商（除了Poet自己的巨大资产负债表）。
总的来说：
> Lumilens的估值与Lightmatter/Ayar相似，甚至更高，超出了市场的预期，拥有超大规模客户。
> 对$POET（降低风险）/ $SIVE的上游影响很好。
> 对整个光学行业来说很好，看着一家公司在2年内估值达到55亿美元。
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