Ayar Labs
PrivateLast Round
Series E
3/3/2026
Est. Valuation
$3.8B
Total Funding Raised
$890.5M
Momentum Score
25 /100
Company Overview
Ayar Labs is a semiconductor company that develops optical interconnect technology to address data movement bottlenecks in high-performance computing, particularly for artificial intelligence (AI) and machine learning workloads. The company's core products are the TeraPHY™ optical I/O chiplet and the SuperNova™ multi-wavelength light source, which replace traditional electrical I/O with light to enable higher bandwidth, lower latency, and greater power efficiency. Founded in 2015, Ayar Labs is a late-stage, venture-backed startup with significant investments from major technology companies including NVIDIA, Intel Capital, and AMD Ventures. The company is preparing for high-volume manufacturing of its in-package optical solutions, which are based on open standards to ensure broad integration into the AI infrastructure ecosystem.
Sector
AI, Data & Cloud Infrastructure
Verticals
Semiconductors, AI Training Infrastructure, Cloud Infrastructure, Defense Tech
Business Model
B2B
Customer Profile
Hardware Sales, Government Contracts, Services & Consulting
AI Layer
Infrastructure
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Ayar Labs Comps
Public and private peers based on sector, stage, and business model.
Ayar Labs Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series E | 3/3/2026 | ||||
| Series D | 12/11/2024 | ||||
| Series C Extension | 5/24/2023 | ||||
| Grant | 11/10/2022 | ||||
| Series C | 4/26/2022 | ||||
Series B | 11/5/2020 |
Secondary Market Activity
Bids, offers, and trades by month
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|---|---|---|---|---|---|
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Key People
Founding team and executive leadership
Ayar Labs Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| The House Fund | Series B |
| Rising Tide Fund | Series B |
| Bluesky Capital Management | Series C, Series B |
| Foresight Group Holdings Limited | Series D |
| VentureTech Alliance | Series C Extension, Series D |
| Hewlett Packard Pathfinder | Series C Extension |
| IAG Capital Partners | Series C Extension, Series D, Series C, Series E |
Market signals
Structured signals derived from secondary market and firmographic data.
- Mar 15, 2026
Attending OFC Conference March 15-19, 2026, showcasing AI CPO solution.
- Mar 13, 2026
Developing an AI ASIC production and supply ecosystem for AI infrastructure.
Ayar Labs Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Ayar Labs's valuation, stock price, and market status.
