Building the Machinery Behind AI Smart Glasses: Morphotonics' €40M Series B

Key points

Key takeaways from the Scaling Europe interview with Morphotonics CEO Hugo da Silva (September ️2026):

The machinery behind AI smart glasses. Morphotonics makes equipment that imprints microscopic displays onto AI smart glasses — combining high precision with mass-manufacturing scale, and the new funding will go toward delivering its next-gen equipment and growing across Asia.

A €40m Series B. The company just raised over €40 million in a Series B extension to scale production and push into a new market: optical components for AI data centers, extending a round that began in 2024.

Into the data center. Morphotonics is moving into co-packaged optics, a technology that moves data between servers with light instead of electricity — customers have already validated the tech.

Building local teams in Asia. The interview covers why the company is building local teams across Asia — manufacturing is concentrated there,and strong local presence matters for the supply chain.

Shipping fast vs perfection. Da Silva discusses the discipline of shipping fast versus spending 10 years on perfection — and why Morphotonics is turning away new customers rather than over-promising capacity.

When will 500 million people wear smart glasses. The conversation also tackles the mass-market tipping point for smart glasses and the main bottlenecks to scaling the category to hundreds of millions of users.

Read more: Scaling Europe on YouTube