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智能体 x.com · @omarsar0

Volantis 以光子学破解内存瓶颈,目标单用户 1 万 tokens/s 推理

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elvis 转述并评论 Volantis 的 8800 万美元 A 轮融资。该公司称用光学方案解决 AI 内存瓶颈,将单芯片内存带宽与容量提升数个数量级,从而支持 10T 以上参数模型实现最高每用户 10,000 tokens/s 的超快推理,并称可显著降低每 token 成本。团队列举其在 CoWoS、HBM、硅光 CPO、可调 VCSEL 等方面的过往经历,称已实现比芯片封装内同等细电导线远 10 倍以上的数据传输,下一代产品已流片。发帖者认为更快推理是编码 Agent 的下一个重要突破点。

AI推荐理由 引用 Volantis 官方 Series A 公告,涉及光子学内存方案、每用户最高 10,000 tokens/s、面向 10T 以上参数模型等具体指标,并附官方新闻链接,对芯片算力与推理加速方向有参考价值;但性能数字来自公司自述,尚无第三方验证,属于早期融资阶段的目标而非已落地成果。

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I think faster inference is one of the next big unlocks for coding agents. Volantis is using optics to give each chip far more memory and much higher memory bandwidth. They're targeting up to 10,000 tokens per second per user on models over 10T parameters. That's crazy! At that speed, a coding agent that takes hours today could finish in minutes. Definitely one of the more exciting raises I have seen recently. ![Tapa Ghosh](https://pbs.twimg.com/profile_images/2102934204237709312/a1UDjmss_normal.jpg) Tapa Ghosh@semiDL Excited to announce Volantis's $88M Series A. We are solving Al's memory bottleneck by using optics, enabling chips with huge amounts of fast & cheap memory. By boosting both the memory bandwidth and capacity per chip by orders of magnitude, we enable ultra-fast inference (up to 10,000 tps/user) for large models (>10T) - with low $/tok to boot. Initially, this will enable insanely fast agents - think coding agents that finish in minutes or even seconds instead of hours. More excitingly, optics is a fundamentally scalable way to increase memory systems. Not 2X/year, but by orders of magnitude across new generations. This will enable a structurally new Al industry, including restarting scaling laws, holding entire repos in context windows & more. Our team has pioneered many core semiconductor technologies: the 1st CoWoS product, early HBM, the 1st silicon photonics CPO systems, the 1st high volume tunable VCSELs, the 1st processors to directly communicate using light & more. We’ve already sent data >10× farther than equally tiny electrical wires inside a chip package. Our next iteration is already taped out and targets world-record bandwidth density over relevant distances, read more: [volantissemi.ai/news-insights/…](https://volantissemi.ai/news-insights/our-88m-series-a-demolishing-the-memory-wall-with-photonics-post) ![Tweet Image](https://pbs.twimg.com/media/HTjJAtHXgAAG7xH.jpg) [🔗 View Quoted Tweet](https://x.com/semiDL/status/2105659000545059287)

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