Infrastructure · 5 min read · Oct 2, 2026
Volantis has raised $88 million to build an optical memory architecture that could put more than 220 memory chiplets around AI compute. Instead of joining the race to build another GPU, the semiconductor startup is attacking the increasingly difficult problem of moving enormous amounts of data between processors and memory. If its architecture works at commercial scale, the next phase of AI infrastructure competition could be shaped as much by memory, photonics and advanced packaging as by GPUs.
