光计算系统解决方案商「光本位」半年完成两轮融资，获两地国资加持丨36氪首发

Core Insights - The surge in demand for AI computing power has led to a wave of IPO submissions from domestic GPU manufacturers, while a new paradigm of AI computing based on light is gaining traction among investors [1] - "Light-based Technology" has completed strategic financing rounds, indicating strong investor interest and confidence in its innovative approach to AI computing [1][3] Company Overview - "Light-based Technology" was established in 2022 and is the first company globally to commercialize light computing chips that integrate silicon photonics and phase change materials (PCM) [3] - The company has achieved significant milestones, including the development of a light computing chip with a matrix size of 128x128, surpassing the previous industry ceiling of 64x64 [3][5] Technology and Product Development - The technology path adopted by "Light-based Technology" allows for a tenfold increase in integration density, making it suitable for large-scale AI computing scenarios [3] - The company is currently working on the production of 256x256 light computing chips and has designs for 512x512 chips, which are expected to exceed the performance of current leading electronic chip products [3][5] Strategic Partnerships and Collaborations - In December 2024, "Light-based Technology" established a strategic partnership with a leading domestic internet company to collaborate on AI computing hardware [5] - The company is actively exploring product requirements with core users in high-performance computing fields, including large models and scientific calculations [5] Investor Sentiment - Investors view photon computing as a breakthrough technology that addresses the limitations of traditional computing paradigms, with "Light-based Technology" positioned as a leader in this field [6][7] - The unique "PCM + Crossbar" technology route of "Light-based Technology" is recognized for its potential to enhance AI inference speed and significantly reduce power consumption [7][9] Market Position and Future Outlook - "Light-based Technology" is seen as a key player in the AI computing landscape, with its technology aligning with national strategic priorities for computing infrastructure and artificial intelligence [8] - The company is expected to redefine the AI chip market landscape through its innovative solutions and strong execution capabilities [9]