Congratulations to Ankur Singla, Ted Schmidt, and the entire Lumilens team on their $700M Series C at a $5.5B valuation. We're honored to be part of this journey. The bottleneck in AI infrastructure isn't GPUs - it's connecting them. Copper interconnects are approaching their physical limits, and the next generation of AI clusters will require optical interconnects to keep scaling. Lumilens designs and manufactures optical interconnects for both scale-up and scale-out networking. From chip assembly through high-volume production, Lumilens has developed proprietary manufacturing processes and a supply chain purpose-built for high-volume production. Lumilens is already in a rare class of companies capable of delivering at true hyperscaler scale. We're proud to back the Lumilens team as they build the connectivity layer for AI delivery and consumption.