The AI infrastructure race isn't just about GPUs; it's about the optical interconnects that feed them. Hyperlight is betting the house on Lithium Niobate (TFLN) to solve the bandwidth bottleneck that NVIDIA and Intel are struggling to address with silicon photonics. They have $55M to prove it.

"Hyperlight isn't iterating on silicon—they are trying to replace it entirely with TFLN Chiplets."

The company is led by a technical-heavy team including CTO Kevin Luke and Architect Christian Reimer. With a revenue-to-employee ratio of roughly $388k, they are in the heavy R&D phase. The $19.4M revenue likely comes from pilot programs with hyperscalers testing the TFLN reliability claims against traditional InP (Indium Phosphide) solutions.

• The 'TFLN Chiplet' is their flagship IP—it promises to decouple bandwidth from power consumption scaling.
• Traffic is concentrated in 'undefined' regions (likely privacy-preserving proxies used by corporate networks), hinting at B2B enterprise traffic.
• Their tech stack (Tailwind, DaisyUI, Swiper) is modern but standard, suggesting they invest in product, not web flashiness.