Volantis已经筹集了8800万美元，用于在人工智能计算和存储器之间建立光子链路，使用砷化镓激光器来避免磷化铟的限制。荷兰正在埃因霍温建造一条价值1.53亿欧元的磷化铟中试生产线，该生产线将于2027年开业，同年Volantis计划发货。
Volantis has raised $88M to build a photonic link between AI compute and memory, using gallium arsenide lasers to avoid constraints in indium phosphide. The Netherlands is building a EUR 153M indium phosphide pilot line at Eindhoven that opens in 2027, the same year Volantis plans to ship.
Volantis已经筹集了8800万美元，用于在AI芯片和内存之间放置光线。它的设计有意绕过磷化铟。欧洲已承诺为一条试验线路投入1.53亿欧元，以实现这一目标。
Volantis has raised $88M to put light between AI chips and their memory. Its design deliberately routes around indium phosphide. Europe has committed EUR 153M to a pilot line that makes exactly that.
据TechFundingNews报道，A轮由Lachy Groom和Abstract Ventures参与，John Doerr、VXI Capital、Triatomic和Susa Ventures参与其中。这家旧金山公司计划于2027年向客户交付首批产品。
The Series A came from Lachy Groom and Abstract Ventures, with John Doerr, VXI Capital, Triatomic and Susa Ventures taking part, as TechFundingNews reported. The San Francisco company plans first customer deliveries in 2027.
创始人是Thiel研究员、Y Combinator前创始人塔帕·戈什（Tapa Ghosh），以及负责Micron高带宽内存计划并担任Ayar Labs副总裁的罗伊·米德（Roy Meade）。
The founders are Tapa Ghosh, a Thiel fellow and former Y Combinator founder, and Roy Meade, who ran Micron’s high-bandwidth memory programme and was a vice president at Ayar Labs.
其A-1系统针对超过20万亿个参数的模型，每个用户每秒最多可达10，000个令牌。这些是设计目标，而不是运行机器的测量结果。
Its A-1 system targets models above 20 trillion parameters at up to 10,000 tokens a second per user. Those are design goals rather than measurements from a running machine.
物质选择是欧洲故事。瓦兰蒂斯使用砷化砷激光器来规避磷化银的限制，中国拥有磷化银70%的供应量。
The material choice is the European story. Volantis uses gallium arsenide lasers to sidestep constraints in indium phosphide, of which China holds 70% of supply.
截至6月份，磷化银片价格上涨约250%。IQE首席执行官称接触它们是半导体行业的一个关键风险。
Indium phosphide wafer prices rose about 250% by June. IQE’s chief executive called access to them a key risk for the semiconductor industry.
欧洲则持相反的态度。荷兰正在埃因霍温建设一条耗资1.53亿欧元的磷化银试验线，PhotonDelta开设了一个硅谷中心，以连接这两个生态系统。
Europe has bet the other way. The Netherlands is building a EUR 153M indium phosphide pilot line at Eindhoven, and PhotonDelta opened a Silicon Valley hub to connect the two ecosystems.
该生产线转向6英寸晶圆厂，并于2027年投入运营，同年Volantis计划发货。
That line moves to 6-inch wafers and becomes operational in 2027, the same year Volantis plans to ship.
欧洲不仅仅是磷化银。一家瑞士初创公司在薄膜钼酸锂上制造了光芯片，荷兰公司也在硅氮领域工作。
Europe is not only indium phosphide. A Swiss startup builds photonic chips on thin-film lithium niobate, and the Dutch also work in silicon nitride.
更广泛的计划规模更大。PIXEurope在11个国家的20个成员国持有3.8亿欧元，由巴塞罗那协调，其中约1.33亿欧元流向荷兰。
The wider programme is larger. PIXEurope holds EUR 380M across 20 members in eleven countries, coordinated from Barcelona, with around EUR 133M going to the Netherlands.
双方资助的事情并不相同。欧洲的资金是公共资金和工业资金，而6000万欧元的基金是其光电子初创公司利用的资本。Lightmatter筹集了4亿美元，Ayar Labs筹集了5亿美元，Lumilens筹集了7亿美元。
The two sides are not funding the same thing. Europe’s money is public and industrial, while a EUR 60M fund is the kind of capital its photonics startups draw on. Lightmatter has raised $400M, Ayar Labs $500M and Lumilens over $700M.
并非每个人都在押注光明。瑞士的Kandou在3月份筹集了2.25亿美元，声称铜信号可以比光学过渡更持久，因为每个数据中心都已经安装了铜信号。
Not everyone is betting on light. Switzerland’s Kandou raised $225M in March to argue that copper signalling can outlast the optical transition, because copper is already in every data centre.
欧洲正在建造工厂，而美国则资助将使用或不使用它的建筑。瓦兰蒂斯押注欧洲正在工业化的材料是可以设计的材料。
Europe is building the factory while America funds the architectures that will or will not use it. Volantis is betting that the material Europe is industrialising is one to design around.