📰 ReutersReutersCodex · 实盘不做把握 3/10
北京时间·🕒 发布 21:06:47时区推断·⟳ 抓取 21:07:38·⚡ 决策 07-29 21:08:18 +40s·89.8 天前
Eliyan以10亿美元估值完成1.45亿美元融资，开发AI芯片互连瓶颈技术
Eliyan仍是非上市初创公司，本次是融资新闻而非上市公司订单、业绩或可量化商业合同。
📄 原文Reuters↗ 原文
Eliyan, a startup that aims to ease the bottlenecks in transferring data between AI chips in data centers, said on Wedn…
不做 Cisco Systems（CSCO.US）
仅为初创公司融资投资方，未披露投资额、采购承诺或对Cisco收入利润的短期重大影响，不做。
不做 Lumentum（LITE.US）
仅参与融资，缺少可量化订单或业务传导，事件对Lumentum短线影响太小，不做。
不做 Broadcom（AVGO.US）
Eliyan潜在竞争仍偏长期，本次融资不等于客户流失或盈利受损，不能开空也不做多。
不做 Marvell Technology（MRVL.US）
融资新闻不足以证明Marvell短期订单或利润受损，方向和量级都不够，不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-29 · 扩散 low · price-in 风险 low ↗
关键理由
- Eliyan仍是非上市初创公司，本次是融资新闻而非上市公司订单、业绩或可量化商业合同。
- Cisco和Lumentum仅作为投资方参与，未披露采购承诺、收入分成或对其财务有短期重大影响的金额。
- 对Broadcom、Marvell等互连/网络芯片厂商的潜在竞争影响偏长期，无法形成1–10个交易日的明确同向交易。
主要风险
- 若后续披露Eliyan与大型云厂或上市芯片公司签署量产设计导入合同，需按订单/供应链事件重新研判。
原文全文
展开原文 · 2,236 字
Eliyan, a startup that aims to ease the bottlenecks in transferring data between AI chips in data centers, said on Wednesday it had raised $145 million in venture funding at a $1 billion valuation.
Cisco Systems (CSCO.O), Lumentum (LITE.O) and an early investor in networking pioneer Mellanox before its sale to Nvidia backed the raising, according to Santa Clara, California-based Eliyan.
The startup is developing technology aimed at the growing list of companies that are developing their own custom AI computing chips to compete with graphics processing units from Nvidia (NVDA.O) and Advanced Micro Devices (AMD.O).
Regardless of who makes them, most AI chips today face the same basic problem: They can process data much faster than they can send or receive it, which leaves pricey chips waiting and idle.
"People have tried to build faster compute, faster processors and GPUs," Eliyan CEO and co-founder Ramin Farjadrad told Reuters in an interview. "Today we are at the point that we are maybe 30-40% of the GPUs is being used, and is being mainly limited by how fast they can receive the data to process. We're solving that problem."
Nvidia overcame the connectivity issue in part by buying Mellanox for $6.8 billion in 2019. Companies like Alphabet's Google and Amazon.com's cloud unit solve the problem by working with firms such as Broadcom (AVGO.O) and Marvell Technology (MRVL.O) for access to those firms' networking technology.
Eliyan aims to offer an independent option, both licensing its technology and providing pieces of a chip called "chiplets" that companies making custom processors can integrate into their own designs.
Patrick Soheili, Eliyan's chief strategy and business officer, said the company expects to start initial shipments of chiplets this year and forecasts hundreds of millions of dollars in sales by the end of 2027, up from "low millions" of dollars in revenue in 2025.
The Series C funding round was led by Seligman Ventures, with both existing and new investors taking part in addition to Cisco and Lumentum. As part of the funding, Seligman Managing Partner Umesh Padval, who was on Mellanox's board when it was sold to Nvidia, will take a seat on Eliyan's board.
Cisco Systems (CSCO.O), Lumentum (LITE.O) and an early investor in networking pioneer Mellanox before its sale to Nvidia backed the raising, according to Santa Clara, California-based Eliyan.
The startup is developing technology aimed at the growing list of companies that are developing their own custom AI computing chips to compete with graphics processing units from Nvidia (NVDA.O) and Advanced Micro Devices (AMD.O).
Regardless of who makes them, most AI chips today face the same basic problem: They can process data much faster than they can send or receive it, which leaves pricey chips waiting and idle.
"People have tried to build faster compute, faster processors and GPUs," Eliyan CEO and co-founder Ramin Farjadrad told Reuters in an interview. "Today we are at the point that we are maybe 30-40% of the GPUs is being used, and is being mainly limited by how fast they can receive the data to process. We're solving that problem."
Nvidia overcame the connectivity issue in part by buying Mellanox for $6.8 billion in 2019. Companies like Alphabet's Google and Amazon.com's cloud unit solve the problem by working with firms such as Broadcom (AVGO.O) and Marvell Technology (MRVL.O) for access to those firms' networking technology.
Eliyan aims to offer an independent option, both licensing its technology and providing pieces of a chip called "chiplets" that companies making custom processors can integrate into their own designs.
Patrick Soheili, Eliyan's chief strategy and business officer, said the company expects to start initial shipments of chiplets this year and forecasts hundreds of millions of dollars in sales by the end of 2027, up from "low millions" of dollars in revenue in 2025.
The Series C funding round was led by Seligman Ventures, with both existing and new investors taking part in addition to Cisco and Lumentum. As part of the funding, Seligman Managing Partner Umesh Padval, who was on Mellanox's board when it was sold to Nvidia, will take a seat on Eliyan's board.
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