新加坡光互连公司 Staera 完成 460 万美元融资
Copper is choking AI. Staera secures US$4.6M to swap it for light
做 AI 集群或数据中心的工程朋友可以关注这家新加坡公司，他们拿 460 万美元做光互连芯片，对标 Ayar Labs 和 Lightmatter 这类硅光方案。铜线带宽卡住 GPU 利用率是真痛点，早期看谁能把功耗和封装成本压下来。
新加坡deeptech创业公司 Staera Semiconductor（前身为 Xpnse）完成 460 万美元融资，主打用光互连取代铜线，解决 AI 集群中数据传输瓶颈导致芯片空闲的问题。当前 AI 芯片的算力指标不断攀升，但铜线带宽和功耗已成为集群扩展的实际制约，数据传输延迟使 GPU 大量时间处于等待状态。光互连通过在芯片间以光信号传输数据，可显著提升带宽并降低功耗。
Staera 的技术路线瞄准的是 AI 数据中心内部与机柜之间的互连环节，这一领域国际上由 Ayar Labs、Celestial AI、Lightmatter 等公司主导，国内亦有多家团队布局。各家方案在光源集成方式、调制器和封装工艺上存在差异，竞争焦点是单位带宽的功耗与成本。
本次融资规模属于早期种子/Pre-A 量级，资金预计用于团队扩充与原型验证。对关注 AI 算力基础设施、数据中心网络架构的工程师和企业采购方而言，铜互连到光互连的迁移节奏将直接影响未来两年集群的扩展成本。
Copper is choking AI. Staera secures US$4.6M to swap it for light
Every new AI chip arrives with a bigger compute number. Fewer arrive with an honest admission that those chips increasingly sit idle, waiting for data to trickle in over copper wires that were never designed for this kind of workload. Singapore’s Staera Semiconductor is betting its future on that gap. The deeptech startup, formerly known […] The post Copper is choking AI. Staera secures US$4.6M to swap it for light appeared first on e27 .
This report is categorized under AITOP's "Industry" desk, focusing on Southeast Asia and the ASEAN-6 (Singapore, Malaysia, Indonesia, Thailand, Vietnam, Philippines) digital economy. Within our cross-regional analytical framework, it directly maps to Southeast Asia AI venture funding, M&A, and data-centre infrastructure and AI developer toolchains, coding agents, and engineering workflows. Key entities and technical topics under continuous tracking include Staera, 光互连, 数据中心, 新加坡.
Source attribution: curated from e27 (@Sainul).
