Analysis: Lightmatter’s Technology Leads in Datacenter Interconnect

A close examination of silicon photonics startup Lightmatter shows a company that is poised to enter the rapidly growing AI and photonic interconnect market, with over 260 technology patents and $850 million in funding.

A close examination of silicon photonics startup Lightmatter shows a company that is poised to enter the rapidly growing, winner-take-all datacenter/artificial intelligence (AI) chip and photonic interconnect market, competing against giants like NVIDIA, Broadcom, AMD, Intel, and numerous startups. Despite the barriers to entry and challenges, Lightmatter possesses strong technology with over 260 patents, an experienced executive management team, and more than US$850 million in funding, all of which position the company well to advance datacenters and AI by reducing chip size and power consumption.