Co-founded Eliyan, a chiplet interconnect startup that raised $145M at $1B valuation; focuses on die-to-die and optical rack-to-rack connectivity for AI systems.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
AI has shifted from a chip problem to a system problem where connectivity is the bottleneck; Eliyan's die-to-die, chip-to-chip, and rack-to-rack optical interconnect technology is years ahead of incumbents, backed by strategic investors including all three memory suppliers, three fabs, two switch makers, and three largest chip makers.
The company's strategic investor roster — all three memory suppliers (Samsung, SK Hynix, Micron), all three leading foundries, two switch vendors, multiple hyperscalers, and three of the largest CPU/GPU makers — signals broad ecosystem validation for its optical interconnect technology as the key enabler for custom AI accelerator development.
Eliyan co-founder asserts they are years ahead of Broadcom in die-to-die interconnect (fastest at lowest power) and have optical rack-to-rack solutions replacing copper, positioning to win hyperscaler custom silicon designs.