Lumilens Valuation, Funding & Investors

Lumilens is valued at $5.5B as of August 2026.

Last Lumilens valuation

$5.5B

Series C · Aug 2026

Last Lumilens funding round

$700M

Series C · Aug 2026

Cumulative funding Lumilens raised

$838M

across 3 funding rounds

Key investors in Lumilens

  • Mayfield Fund
  • AIspace Ventures
  • Peak XV Partners
  • Bain Capital Ventures
  • Spark Capital
  • Redpoint

Lumilens Overview

About Lumilens

Lumilens is a photonics designer creating silicon photonic engines for data center interconnects. Palo Alto-headquartered, the startup integrates lasers, modulators, and detectors on chips supporting 400G Ethernet speeds. Lumilens targets hyperscale operators with co-packaged optics reducing power by 50 percent.


Founded

2024

HQ

United StatesSan Francisco, CA

Status

Privately held

Customer focus

B2B

Revenue model

Product sales

Valuation

$5.5B (Aug 2026)

Lumilens Valuation

Lumilens is currently valued at $5.5B, based on its Series C in August 2026.

The $700M round was led by Atreides Management, Bain Capital Ventures, Meritech Capital Partners, Seligman Ventures and Spark Capital, with participation from Redpoint, Qualcomm Ventures, JPMorgan Asset Management, MVP Ventures, Seifdune and 4 other investors.

Lumilens' valuation has grown 4.4x from $1.3B at its Series B in May 2025 to $5.5B in August 2026, across 2 priced rounds.

Lumilens valuation by funding round

Lumilens valuation by funding round
DateStageValuation
Aug 2026Series C$5.5B
May 2025Series B$1.3B

Lumilens Funding History

Lumilens has raised a total of $838M across 3 funding rounds.

Lumilens' first fundraising round was a $30M Series A in May 2024. The most recent completed round was a $700M Series C in August 2026.

Lumilens funding rounds

Lumilens funding rounds
DateStageInvestorsRaisedValuationDeal Summary
Aug 2026Series CAtreides Management (lead); Bain Capital Ventures (lead); Meritech Capital Partners (lead); Seligman Ventures (lead); Spark Capital (lead); Redpoint; Qualcomm Ventures; JPMorgan Asset Management; MVP Ventures; Seifdune; Addition; Alkeon Capital; Mayfield Fund; Peak XV Partners$700M$5.5BLumilens raised more than USD 700 million in a Series C financing in August 2026, bringing total capital raised to more than USD 900 million and valuing the company at USD 5.51 billion. The round was co-led by Atreides Management, Bain Capital Ventures, Meritech, Seligman Ventures, and Spark Capital, with participation from Alkeon and other investors. The company said the new funding will support expansion of its silicon, systems, software, process engineering, and high-volume manufacturing operations. The financing came as Lumilens emerged from stealth after two years of development, with the company saying it is commercially shipping its first product into production AI data centers under a multi-billion-dollar customer agreement. Lumilens is building optical interconnection technology to reduce networking bottlenecks between AI servers. Lumilens is a San Jose-based startup focused on connectivity for AI infrastructure and optical gear for data-center networking. Operational scale includes a first product already shipping into production AI data centers, a large customer agreement, and expansion across silicon, systems, software, process engineering, and high-volume manufacturing.
May 2025Series BAIspace Ventures$108M$1.3BLumilens is a connectivity products company founded in 2024. The company has raised $193.8 million in total funding across multiple rounds. In April 2025, Lumilens closed a Series B financing round led by Accton Technology Corporation, raising $9.2 million at a post-money valuation of approximately $400 million. By October 2025, the company's valuation had increased significantly to $1.25 billion in a Series B-1 round. Aispace Ventures is listed as an investor in Lumilens.
May 2024Series AAIspace Ventures; Mayfield Fund$30M-Lumilens develops photonics products, specifically photonic interconnect solutions, to improve computing performance in data centers and AI infrastructure by replacing copper with light-based connectivity for terabit-scale bandwidth, enhanced energy efficiency, and reduced thermal load. The company, founded in 2024 and based in Belmont, CA, operates with 28 employees and focuses on custom robotics and AI in manufacturing for AI data center needs, currently in stealth mode. Competitive context includes AI infrastructure plays like optical connectivity for high-bandwidth AI workloads.

Who has invested in Lumilens?

15 investors have backed Lumilens across its funding rounds, including Mayfield Fund, AIspace Ventures, Peak XV Partners, Bain Capital Ventures, Spark Capital and Redpoint.

Lead investors include Atreides Management, Bain Capital Ventures, Meritech Capital Partners, Seligman Ventures and Spark Capital.


Lumilens Investors

Investors in Lumilens by funding rounds participated
InvestorHQRoundsRoleFirst check
AIspace VenturesUnited StatesSan Francisco, CA2ParticipantMay 2024
Mayfield FundUnited StatesUnited States2ParticipantMay 2024
Seligman VenturesUnited StatesGreenwich, CT1LeadAug 2026
RedpointUnited StatesSan Francisco, CA1ParticipantAug 2026
Qualcomm VenturesUnited StatesSan Diego, CA1ParticipantAug 2026
JPMorgan Asset ManagementUnited StatesNew York1ParticipantAug 2026
Spark CapitalUnited StatesSan Francisco, CA1LeadAug 2026
Atreides ManagementUnited StatesBoston, MA1LeadAug 2026
MVP VenturesUnited StatesSan Francisco, CA1ParticipantAug 2026
SeifduneUnited StatesSan Francisco, CA1ParticipantAug 2026
AdditionUnited StatesUnited States1ParticipantAug 2026
Bain Capital VenturesUnited StatesSan Francisco, CA1LeadAug 2026
Alkeon CapitalUnited StatesNew York City, NY1ParticipantAug 2026

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Lumilens Competitors

Lumilens competitors include listed companies like Impinj, Lotes Co., TDG Holding and Galaxy Core, and private ones like Vital Thin Film Materials and JOLED.

Public and private companies comparable to Lumilens
CompanyHQStatusRevenueEBITDAValuationRevenue Multiple
ImpinjUnited StatesUnited StatesPublicly listed$361M$7M$5.5B14.8x
Lotes Co.TaiwanTaiwanPublicly listed$1.1B$392M$5.6B4.3x
TDG HoldingChinaChinaPublicly listed$477M$37M$5.5B10.2x
Galaxy CoreChinaChinaPublicly listed$1.2B$214M$5.6B-
Vital Thin Film MaterialsChinaGuangzhouPrivate--$3.3B-
JOLEDJapanTokyoPrivate--$2B-

Lumilens Public Comps

Lumilens is still privately-owned, but its public comps include Impinj, Lotes Co., TDG Holding, Galaxy Core, Shenzhen MTC, SmartSens, Shanghai Fudan, Amlogic, Goke Microelectronics and Formosa Sumco Tech.

Last FYEV/RevenueEV/EBITDA
RevenueEBITDALast FYLTM2027ELast FYLTM2027E
Impinj$361M$7M15.6x14.8x778.3x70.9x
Lotes Co.$1.1B$392M4.9x4.3x13.1x12.4x
TDG Holding$477M$37M11.3x10.2x144.9x66.6x
Galaxy Core$1.2B$214M6.0x-32.7x-
Shenzhen MTC$2.7B$385M2.2x1.9x14.9x14.4x
SmartSens$1.3B$199M4.2x3.6x28.5x21.5x
Shanghai Fudan$594M$38M9.0x8.1x141.6x25.8x
Amlogic$1B$143M5.0x3.8x35.5x20.5x

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Common questions about Lumilens

When was Lumilens founded?Lumilens was founded in 2024.
Where is Lumilens headquartered?Lumilens is headquartered in San Francisco, CA, United States.
Is Lumilens publicly listed?No, Lumilens is a private, VC-backed company.
What is Lumilens' valuation?Lumilens was last valued at $5.5B in its Series C in August 2026.
How much funding has Lumilens raised?Lumilens has raised $838M across 3 funding rounds.
What was Lumilens' last funding round?Lumilens' last funding round was a $700M Series C in August 2026, led by Atreides Management, Bain Capital Ventures, Meritech Capital Partners, Seligman Ventures and 1 other investor.
Who are Lumilens' investors?Lumilens' investors include AIspace Ventures, Mayfield Fund, Seligman Ventures, Redpoint, Qualcomm Ventures, JPMorgan Asset Management, Spark Capital, Atreides Management, MVP Ventures, Seifdune and 5 others.
Which companies are comparable to Lumilens?Companies comparable to Lumilens include Impinj, Lotes Co., TDG Holding, Galaxy Core, Vital Thin Film Materials and JOLED.

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