Ayar Labs
PrivateLast Round
Series E
Mar 3, 2026
Est. Valuation
$3.75B
Total Funding Raised
$890.5M
Momentum
Top 25%
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, 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 Comparables
Compare Ayar Labs with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Lightmatter | 91% | |
| Ranovus | 81% | |
| Ciena Corporation | 80% | |
Ayar Labs Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series E | Mar 3, 2026 | ||||
| Series D | Dec 11, 2024 | ||||
| Series C Extension | May 24, 2023 | ||||
| Grant | Nov 10, 2022 | ||||
| Series C | Apr 26, 2022 | ||||
Series B | Nov 5, 2020 |
Secondary Market Activity
Bids, offers, and trades by month
| Operation | Date | Price | Size | Share Class | Structure |
|---|---|---|---|---|---|
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BID | |||||
OFFER |
Key People
Founding team and executive leadership
Ayar Labs Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| 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 |
| Boardman Bay Capital Management | Series C Extension, Series D, Series E, Series C |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jun 24, 2026
Grew 16% QoQ, from 212 to 246 employees.
- Mar 15, 2026
Attending OFC Conference March 15-19, 2026, showcasing AI CPO solution.
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.