Ayar Labs - About the company
Ayar Labs is a series E company based in San Jose (United States), founded in 2015 by Mark Wade, Alex Wright-Gladstein, Chen Sun, Vladimir Stojanovic, Milos Popovic and Rajeev Ram. It operates as a Developer of optical interconnect solutions for artificial intelligence infrastructure applications. Ayar Labs has raised $1.02B in funding from investors like Advent International, Founders Fund and Lockheed Martin, with a current valuation of $3.75B. The company has 48 active competitors, including 19 funded and 9 that have exited. Its top competitors include companies like Nvidia, Lightmatter and Celestial AI.
Sectors and market segments that Ayar Labs operate in
Ayar Labs serves in the Semiconductors, High Tech, Native AI market segments.The primary business model of Ayar Labs are:Company Details
Developer of optical interconnect solutions for artificial intelligence infrastructure applications. The company provides optical I/O chiplets and light sources for enhanced bandwidth and power efficiency. These solutions aim to improve the performance and scalability of AI and high-performance computing systems. The company's products are intended for use in data centers and other advanced technology applications.
- Website
- ayarlabs.com
- Social
- Email ID
- *****@ayarlabs.com
- Phone Number
- +1 **********
- Registered Address
- Santa Clara, California
Key Metrics
Founded Year
2015
Location
San Jose, United States
Stage
Series E
Total Funding
$1.02B in 13 rounds
Latest Funding Round
Post Money Valuation
$3.75B as on Mar 03, 2026
Investors
Ranked
4th among 48 active competitors
Employee Count
258 as on Aug 31, 2026
Similar Companies
Legal entities associated with Ayar Labs
Ayar Labs is associated with 1 legal entity given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Documents |
|---|---|---|---|---|
Ayar Labs Inc CIN: 474052481 , United States, Active | Dec 31, 1999 | - | 144 (As on Dec 31, 2024) | - |
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Ayar Labs's funding and investors
Ayar Labs has raised a total funding of $1.02B over 13 rounds. Its first funding round was on Jan 01, 2016. Its latest funding round was a Series E round on Sep 10, 2026 for $150M. 5 investors participated in its latest round. Ayar Labs has 58 institutional investors and 1 angel investor.
Here is the list of recent funding rounds of Ayar Labs:
Filter this list
Filter this listDate of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
Sep 10, 2026 | $150M | Series E | - | - | - | |
Mar 03, 2026 | $500M | Series E | $3.75B | - | ||
Dec 11, 2024 | $155M | Series D | $1B | - |
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Ayar Labs' founders and board of directors
Founder? Claim ProfileThe founders of Ayar Labs are Mark Wade, Alex Wright-Gladstein, Chen Sun, Vladimir Stojanovic, Milos Popovic and Rajeev Ram. Mark Wade is the CEO of Ayar Labs.
Here are the details of Ayar Labs' key team members:
- Mark Wade: Co-Founder & CEO of Ayar Labs. Contact Info: 1 email address
- Alex Wright-Gladstein: Co-Founder of Ayar Labs.
- Chen Sun: Former Co-Founder of Ayar Labs. Contact Info: 1 email address
- Vladimir Stojanovic: Co-Founder & CTO of Ayar Labs. Contact Info: 1 email address
- Milos Popovic: Co-Founder of Ayar Labs. Contact Info: 1 email address
View details of Ayar Labs's Founder profiles and Board Members
Ayar Labs' employee count trend
Ayar Labs has 258 employees as of Aug 26. Here is Ayar Labs's employee count trend over the years:
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Ayar Labs's Competitors and alternates
Top competitors of Ayar Labs include Nvidia, Lightmatter and Celestial AI. Here is the list of Top 10 competitors of Ayar Labs, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Nvidia 1993, Santa Clara (United States), Public | Developer of hardware and software solutions for artificial intelligence computing | - | 85/100 | |
2nd | Lightmatter 2017, Boston (United States), Series D | Developer of photonic interconnects and co-packaged optics for AI infrastructure | $850M | 70/100 | |
3rd |  Celestial AI 2020, Santa Clara (United States), Acquired | Developer of optical interconnect technology for artificial intelligence infrastructure systems | $589M | 68/100 | |
4th |  Ayar Labs 2015, San Jose (United States), Series E | Developer of optical interconnect solutions for artificial intelligence infrastructure applications | $1.02B | 66/100 | |
5th | _1591169322455.png?devicePixelRatio=2&height=30&width=30){kind=logo} Acacia 2009, Maynard (United States), Acquired | Provider of high-speed coherent optical interconnect products | $20M | 61/100 | |
6th |  Expedera 2018, Santa Clara (United States), Series B | Provider of AI accelerators | $38M | 59/100 | |
7th |  Avicena 2019, Sunnyvale (United States), Series B | Developer of microLED interconnects for high-bandwidth communication in AI data centers | $120M | 58/100 | |
8th | Spectra7 2010, San Jose (United States), Acquired | Manufacturer of thinner optical semiconductor interconnects for display devices | $11M | 57/100 | |
9th |  Lightsynq 2024, Boston (United States), Acquired | Developer of optical quantum interconnects for quantum computers | $18M | 55/100 | |
10th |  LightSpeed Photonics 2021, Singapore (Singapore), Seed | Provider of optical interconnect solutions for data centers and edge computing applications | $6.5M | 52/100 |
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Ayar Labs's Investments and acquisitions
Ayar Labs has made no investments or acquisitions yet.
Reports related to Ayar Labs
Here is the latest report on Ayar Labs's geography:
News related to Ayar Labs
Filter this listMedia has covered Ayar Labs for a total of 14 events in the last 1 year, 4 of them have been about partnerships and 2 about company updates.
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Ayar Labs Raises $150m in Funding Extension for AI Optical ChipsElectronicsforyou•Sep 10, 2026•Ayar Labs
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Ayar Labs' Raises $500M in Funding Round, Charting Path to IPOPhotonics Media•Mar 04, 2026•Alchip Technologies, Ayar Labs, AMD, MediaTek and 1 other
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Ayar Labs Closes $500M Series E, Accelerates Volume Production of Co-Packaged OpticsBusiness Wire•Mar 03, 2026•Alchip Technologies, Sequoia Capital, Boardman Bay Capital Management, Insight Partners and 24 others
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MediaTek Invests $90 Million In Ayar Labs To Cut Chip Power UseGizChina•Feb 28, 2026•Ayar Labs, MediaTek
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Ayar Labs Appoints Sankara Venkateswaran as VP of EngineeringSemiconductor Today•Feb 24, 2026•Ayar Labs
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GUC and Ayar Labs Partner to Advance Co-Packaged Optics for HyperscalersBusiness Wire•Nov 17, 2025•Greenville Utilities Commission, Ayar Labs, GUC
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