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Ayar Labs

Ayar Labs

Private
San Jose, CaliforniaAI, Data & Cloud Infrastructurehttps://ayarlabs.com/

Last Round

Series E

Extension

Sep 10, 2026

Est. Valuation

$3.75B

Total Funding Raised

$1.04B

Momentum

Top 5%

of companies Caplight tracks

Company Overview

Ayar Labs is a semiconductor company that develops optical interconnect technology to address data movement bottlenecks in high-performance computing and artificial intelligence infrastructure.

Sector

AI, Data & Cloud Infrastructure

Verticals

Semiconductors, Cloud Infrastructure, Computing Hardware

Business Model

B2B

Customer Profile

Hardware Sales

AI Layer

Infrastructure

Keywords

silicon photonicsoptical interconnectoptical I/OchipletAI infrastructurehigh-performance computingHPCdata center interconnectmemory wallI/O bottleneckoptical connectivityfabless semiconductorphotonics engineAI hardwareoptical compute

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Ayar Labs Comparables

Compare Ayar Labs with similar companies based on industry and business-model similarity.

Ayar Labs comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Lightmatter
91%
Ranovus
81%
Ciena Corporation
80%

Ayar Labs Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series E ExtensionSep 10, 2026
Series EMar 3, 2026
Series DDec 11, 2024
Series C ExtensionMay 24, 2023
GrantNov 10, 2022
Series C
Apr 26, 2022

Secondary Market Activity

Bids, offers, and trades by month

Data table
OperationDatePriceSizeShare ClassStructure
BID
OFFER
OFFER
OFFER
OFFER

Key People

Founding team and executive leadership

Amelia Thornton

Advisor to the CEO

Executive Team

Mark Wade

President And CEO, Co-Founder

Founding Team

Ayar Labs Investors

Notable investors and investment history

Ayar Labs investors
InvestorRounds
Rising Tide FundSeries B
Bluesky Capital ManagementSeries C, Series B
Foresight Group Holdings LimitedSeries D
VentureTech AllianceSeries C Extension, Series D
Hewlett Packard PathfinderSeries C Extension
IAG Capital PartnersSeries C Extension, Series D, Series C, Series E
Boardman Bay Capital ManagementSeries C Extension, Series D, Series E, Series C

Market signals

Structured signals derived from secondary market and firmographic data.

  • Sep 10, 2026

    $150M round with participation from NVIDIA and AMD.

  • Jun 24, 2026

    Grew 16% QoQ, from 212 to 246 employees.

Ayar Labs Filings

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Ayar Labs filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

Common questions about Ayar Labs's valuation, stock price, and market status.

Is Ayar Labs a public or private company?

Ayar Labs is a private company.

What is the current stock price of Ayar Labs?

Ayar Labs is a private company with no public stock price. Caplight tracks Ayar Labs's secondary market activity and provides MarketPrice™ estimates to Caplight users.

How much is Ayar Labs worth (valuation)?

Ayar Labs's valuation is estimated at $3.8B based on funding round data.

Can I buy Ayar Labs stock?

Ayar Labs shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.

When was Ayar Labs's last funding round?

Ayar Labs's most recent funding round was Series E on March 3, 2026.

Who are the main investors in Ayar Labs?

Key investors in Ayar Labs include Bluesky Capital Management, Boardman Bay Capital Management, Playground Global, Founders Fund, Neuberger Berman.

Will Ayar Labs IPO soon?

No public IPO plans have been announced for Ayar Labs.

How can I track Ayar Labs secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Ayar Labs's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersSan Jose, California
Employee Range200
Year Founded2015
Last FundingSep 10, 2026

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