INVESTOR OVERVIEW
Corporate Overview
Palomino Laboratories, Inc. is developing optical interconnect for AI data communications, based on pioneering MicroLED technology.
The company leverages GaN MicroLED technology from the University of California, Santa Barbara to build integrated optical interconnect designed to enable reliable, high-performance data communications exceeding 5 Tbps/mm, with energy efficiency of less than 1 pJ/bit.
Palomino’s platform addresses the growing performance and energy demands of AI infrastructure and data center interconnect systems.
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Investment Thesis
The global optical transceiver market was valued at $17.15 billion in 2026 and is projected to reach $46.12 billion by 2034, representing a compound annual growth rate (CAGR) of approximately 17%, according to Fortune Business Insights.
This growth is driven by increasing AI adoption and the continued expansion of global data center infrastructure. Traditional copper interconnects are increasingly limited by bandwidth constraints, power inefficiencies, and short-range capabilities, requiring a paradigm shift in how data is transmitted.
