Salience Labs 已完成超额认购的 1.25 亿美元 B 轮融资，由 Bullhound Capital 领投，AMD Ventures、英特尔资本和英国商业银行参投。这家牛津郡公司将用这笔资金扩大制造规模并在美国西海岸开设第二个办公室。
Salience Labs has raised an oversubscribed $125M Series B led by Bullhound Capital, with AMD Ventures, Intel Capital and the British Business Bank taking part. The Oxfordshire company will use it to scale manufacturing and open a second West Coast office.
一家牛津郡的光子学公司筹得 1.25 亿美元，用于为人工智能数据中心构建光开关。该研究是英德合作，部分资金来自英国政府，扩张计划位于加利福尼亚州。
An Oxfordshire photonics company has raised $125M to build optical switches for AI data centres. The research is British and German, part of the money is British state money, and the expansion is in California.
Bullhound Capital 领投了此次超额认购的融资轮，AMD Ventures、英特尔资本、SBI Group、哈德逊河交易公司和英国商业银行参投，公司如是说。
Bullhound Capital led the oversubscribed round, with AMD Ventures, Intel Capital, SBI Group, Hudson River Trading and the British Business Bank joining, the company said.
Salience Labs 成立于 2021 年，总部位于牛津郡米尔顿。其技术建立在牛津大学和明斯特大学十余年研究基础之上。
Salience Labs was founded in 2021 and sits in Milton, Oxfordshire. It is built on more than a decade of research at the University of Oxford and the University of Munster.
其产品保持光信号的光学特性。传统开关会将光信号转换为电信号以进行路由，然后再转回光信号。光电路交换则为信号本身建立一条路径。
Its product keeps light as light. A conventional switch converts an optical signal to electrical form to route it, then back again. Optical circuit switching establishes a path for the signal itself.
该公司在九月的 ECOC 上展示了一款 64 端口全光开关，此前在春季推出了一款经 Keysight 验证的 32 端口版本，SDxCentral 报道了这一消息。该设备可装入标准的 1U 机箱。
It showed a 64-port all-optical switch at ECOC in September, after launching a 32-port version in the spring that Keysight validated, SDxCentral reported. The unit fits a standard 1U box.
英伟达未参与此轮融资，且未透露任何客户名称。该轮融资旨在资助的 128 端口和 256 端口开关目前尚无时间表。
Nvidia is not in the round, and no customer is named. The 128 and 256-port switches the money is meant to fund have no date.
一家英国竞争对手进展更快，投入更少。Oriole Networks 正在英国政府价值 5000 万英镑的 ARIA 实验室部署其光电路交换平台，该实验室亦使用 AMD 芯片，Oriole Networks 迄今已累计融资约 3500 万美元。
A British rival is further along on less. Oriole Networks is deploying its optical circuit switching platform in the UK government’s £50M ARIA lab alongside AMD chips, having raised about $35M in total.
AMD 自身的路线图支持其 MI500 GPU 同时采用铜互连和光互连，该技术将在 2027 年得到扩展。这是 AMD 的计划，而非对 Salience Labs 的采购指令。
AMD’s own roadmap supports both copper and optical links in its MI500 GPUs, extending in 2027. That is AMD’s plan rather than an order for Salience.
此轮融资规模更大。Lumilens 于八月退出隐形状态，估值达 55.1 亿美元，融资额超过 7 亿美元，并已开始向超大规模数据中心交付产品。
The money here runs much larger. Lumilens left stealth in August with more than $700M at a $5.51bn valuation, already shipping into a hyperscaler’s live data centres.
该奖项对此作出了说明。Dell’Oro 预计，在 2026 年至 2030 年间，人工智能后端网络上的交换机累计支出将接近 1 万亿美元，其中超过一半用于规模扩张。
The prize explains it. Dell’Oro expects cumulative spending on switches in AI back-end networks to approach $1T across 2026 to 2030, more than half of it scale-up.
这一模式很熟悉。PhotonDelta 于 2024 年在硅谷开设了一个中心，以连接荷兰和美国的光子技术，这发生在荷兰政府投入 11 亿欧元国家资金两年后。
The pattern is familiar. PhotonDelta opened a Silicon Valley hub in 2024 to link Dutch and American photonics, two years after €1.1bn of Dutch state money.
Salience 已在加利福尼亚设有工程团队，其首席执行官正在分配时间。此轮融资将用于设立第二个西海岸办事处，目前尚未披露任何客户、部署或资格认证的时间。
Salience already has an engineering team in California and a chief executive splitting her time. This round funds a second West Coast office, and no customer, deployment or qualification date has been disclosed.
英国政策正朝着相反的方向发展。技术大臣在六月表示，政府将从英国企业购买人工智能芯片，以防止它们流向美国，此前 Graphcore 和 Alphawave 已被外国买家收购。
British policy is pulling the other way. The technology secretary said in June that the government would buy AI chips from British firms to stop them leaving for the US, after Graphcore and Alphawave went to foreign buyers.