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Ayar Labs
Ayar Labs

Ayar Labs

Ayar Labs develops co-packaged optical interconnects that replace copper I/O to scale AI clusters beyond the rack.

Operating headquarters
San Jose, CA, US🇺🇸
Founded
2015
Overview
Analysis
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Ayar Labs designs co-packaged optics (CPO) solutions that move data directly out of accelerator and switch packages using silicon-photonics optical engines and external multi-wavelength light sources. Its TeraPHY optical engine pairs with the SuperNova remote light source to deliver high-bandwidth, low-latency, power-efficient connectivity for hyperscale AI scale-up, enabling thousands of GPUs to operate as a unified cluster across racks and data centers.

Headquartered in San Jose, California, Ayar Labs works with leading semiconductor, systems, and foundry partners to integrate its optical I/O into standard packaging and manufacturing flows. The company has raised over $1 billion from venture capital and strategic investors including AMD, Alchip, Intel, MediaTek, NVIDIA, and Playground Global.

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Ayar Labs - Quick Facts

Who are Ayar Labs' competitors?

Companies similar to Ayar Labs include CScale, Volantis, Avicena Tech and PicoJool.

When was Ayar Labs founded?

Ayar Labs was founded in 2015.

Where is Ayar Labs' headquarters located?

Ayar Labs' headquarters is located in San Jose, CA, US.

When was Ayar Labs' last funding round?

Ayar Labs' most recent funding round was for $150M (USD) in September 2026.

How much has Ayar Labs raised to-date?

As of Sep 10, 2026, Ayar Labs has raised a total of $1B (USD).

How many employees does Ayar Labs have?

Ayar Labs has 160 employees as of Feb 4, 2024.

Ayar Labs - Classification

Industry
  • Hardware
Ownership
  • Equity
  • Venture Capital
Technology
  • Photonics
Geographic Exposure
  • United States
Model
  • Hardware Company
Revenue
  • Hardware
Customer
  • Enterprise
Main Product
  • Data Storage
  • Optical IO
Tags
  • AI Infrastructure
NAICS
  • 334400Semiconductor and Other Electronic Component Manufacturing
  • 330000Manufacturing
  • 334000Computer and Electronic Product Manufacturing
  • 334410Semiconductor and Other Electronic Component Manufacturing
SIC
  • 3674Semiconductors And Related Devices
  • 3600Electronic And Other Electrical Equipment And Components, Except Computer
  • 3670Electronic Components And Accessories
Show 17 more industry codes
NAICS
  • 334100Computer and Peripheral Equipment Manufacturing
  • 334112Computer Storage Device Manufacturing
  • 513200Software Publishers
  • 510000Information
  • 513000Publishing Industries
  • 334110Computer and Peripheral Equipment Manufacturing
  • 513210Software Publishers
SIC
  • 3572Computer Storage Devices
  • 3500Industrial And Commercial Machinery And Computer Equipment
  • 3900Miscellaneous Manufacturing Industries
  • 5700Home Furniture, Furnishings, And Equipment Stores
  • 7300Business Services
  • 3570Computer And Office Equipment
  • 5730Radio, Television, Consumer Electronics, And Music Stores
  • 7370Computer Programming, Data Processing, And Other Computer Related
  • 5734Computer And Computer Software Stores
  • 7372Prepackaged Software