# Ayar Labs Startup profile on Capital Atlas: https://capitalatlas.ai/startups/ayar-labs - Industry: Semiconductors - Headquarters: San Jose, US - Website: www.ayarlabs.com - Total disclosed funding: $1B - Latest round: Series E (Mar 3, 2026) - Investors on record: 39 ## About Ayar Labs, Inc., based in California, develops advanced optical interconnect technologies that enhance data transfer performance, particularly for applications in AI and high-performance computing.Ayar Labs, Inc. specializes in optical communication solutions, providing innovative products to improve data transfer speeds. Founded in 2015, in San Jose, US, by Alex Wright-Gladstein, Chen Sun, Mark Wade, Milos Popovic, and Vladimir Stojanovic. Ayar Labs specializes in advanced optical interconnect technologies designed to enhance the performance of generative AI infrastructure. Their core product offerings include the TeraPHY™ optical I/O chiplet and the SuperNova™ remote light source, which collectively provide an optical interconnect solution capable of achieving up to 8 terabits per second (Tbps) bandwidth. This technology addresses critical challenges in data transfer, particularly for AI and high-performance computing (HPC) applications, by significantly reducing latency and improving power efficiency. The end-use cases target industries including aerospace, cloud and data center operations, telecommunications, and artificial intelligence, where fast and efficient data movement is essential. The company serves a global client base, with partnerships with industry leaders in technology and computing, including NVIDIA and AMD, primarily engaging customers in North America, Europe, and Asia.Ayar Labs generates revenue through B2B transactions, focusing on partnerships with leading technology firms and data centers. Customer engagements involve the sale of optical I/O solutions, with contracts typically structured around the deployment of their flagship products, such as the TeraPHY™ chiplet and SuperNova™ light source. These transactions include pricing frameworks tailored for enterprise-level clients, facilitating bulk purchases and long-term integration agreements. As Ayar Labs continues to expand its portfolio and establish strategic collaborations, its revenue structure is evolving through ongoing partnerships and potentially subscription models for maintenance and support services related to their optical I/O technologies. In March 2026, Ayar Labs, Inc. raised USD 500 million in series E funding led by Neuberger Berman, with participation from Ark Invest, Qatar Investment Authority, MediaTek Ventures, Alchip Technologies Inc., Sequoia Capital, Insight Partners, 1789 Capital, Advent Global Opportunities, Boardman Bay Capital Management, IAG Capital Partners, Light Street Capital management, Playground Global, LLC, NVIDIA Corporation, and AMD Ventures. ## Funding rounds - Series E, Mar 3, 2026, $500M — Advent International, Hong Shan, Insight Partners, Qatar Investment Authority, NVIDIA Corporation, Alchip Technologies Inc., Neuberger Berman, AMD Ventures, Light Street Capital Management, MediaTek, Playground Global, LLC, IAG Capital Partners, Ark Invest, 1789 Capital, Boardman Bay Capital Management - Series D, Nov 6, 2024, $200M — Intel Capital, Applied Ventures, NVIDIA Corporation, VentureTech Alliance, 3M Ventures, AMD Ventures, Boardman Bay Capital Management, Light Street Capital Management, Global Foundries, Playground Global, LLC, Advent Global Opportunities, Lockheed Martin Ventures, IAG Capital Partners, Axial Partners Limited, Autopilot - Series C, May 24, 2023, $25M — Intel Capital, Applied Ventures, NVIDIA Corporation, VentureTech Alliance, Boardman Bay Capital Management, Global Foundries, Hewlett Packard Pathfinder, Tyche Partners, Lockheed Martin Ventures, Capital TEN II, IAG Capital Partners - Series C, Apr 26, 2022, $100M — Intel Capital, Founders Fund, Applied Ventures, Agave, NVIDIA Corporation, Boardman Bay Capital Management, TechU Ventures, Global Foundries, Nautilus Venture Partners, Playground Global, LLC, Hewlett Packard Pathfinder, Tyche Partners, Lockheed Martin Ventures, BlueSky Capital Partners, Blue Bear Ventures, Atreides Capital, IAG Capital Partners, Infinitum Partners, Berkeley Frontier Fund - Series B, Aug 31, 2020, $32M — Intel Capital, Founders Fund, Applied Ventures, Alumni Ventures Group, Global Foundries, Playground Global, LLC, Lockheed Martin Ventures, BlueSky Capital Partners, SGInnovate, Downing - Series A, Oct 11, 2018, $24M — Intel Capital, Founders Fund, Global Foundries, Playground Global, LLC - Seed, Oct 1, 2017, $135M — Blue Bear Ventures - Seed, Aug 16, 2016, $2.5M — Founders Fund, TechU Ventures ## Investors - Founders Fund (https://capitalatlas.ai/funds/founders-fund) — Seed, Series A, Series B, Series C - TechU Ventures (https://capitalatlas.ai/funds/techu-ventures) — Seed, Series C - Blue Bear Ventures (https://capitalatlas.ai/funds/blue-bear-ventures) — Seed, Series C - Intel Capital (https://capitalatlas.ai/funds/intel-capital) — Series A, Series B, Series C, Series D - Global Foundries — Series A, Series B, Series C, Series D - Playground Global, LLC — Series A, Series B, Series C, Series D, Series E - Applied Ventures (https://capitalatlas.ai/funds/applied-ventures) — Series B, Series C, Series D - Alumni Ventures Group (https://capitalatlas.ai/funds/alumni-ventures-group) — Series B - Lockheed Martin Ventures (https://capitalatlas.ai/funds/lockheed-martin-ventures) — Series B, Series C, Series D - BlueSky Capital Partners — Series B, Series C - SGInnovate (https://capitalatlas.ai/funds/sginnovate) — Series B - Downing (https://capitalatlas.ai/funds/downing) — Series B - Agave (https://capitalatlas.ai/funds/agave) — Series C - NVIDIA Corporation — Series C, Series D, Series E - Boardman Bay Capital Management — Series C, Series D, Series E - Nautilus Venture Partners (https://capitalatlas.ai/funds/nautilus-venture-partners) — Series C - Hewlett Packard Pathfinder (https://capitalatlas.ai/funds/hewlett-packard-pathfinder) — Series C - Tyche Partners (https://capitalatlas.ai/funds/tyche-partners) — Series C - Atreides Capital (https://capitalatlas.ai/funds/atreides-capital) — Series C - IAG Capital Partners (https://capitalatlas.ai/funds/iag-capital-partners) — Series C, Series D, Series E - Infinitum Partners (https://capitalatlas.ai/funds/infinitum-partners) — Series C - Berkeley Frontier Fund (https://capitalatlas.ai/funds/berkeley-frontier-fund) — Series C - VentureTech Alliance (https://capitalatlas.ai/funds/venturetech-alliance) — Series C, Series D - Capital TEN II — Series C - 3M Ventures (https://capitalatlas.ai/funds/3m-ventures) — Series D - AMD Ventures (https://capitalatlas.ai/funds/amd-ventures) — Series D, Series E - Light Street Capital Management (https://capitalatlas.ai/funds/light-street-capital-management) — Series D, Series E - Advent Global Opportunities (https://capitalatlas.ai/funds/advent-global-opportunities) — Series D - Axial Partners Limited — Series D - Autopilot (https://capitalatlas.ai/funds/autopilot) — Series D - Advent International (https://capitalatlas.ai/funds/advent-international) — Series E - Hong Shan — Series E - Insight Partners (https://capitalatlas.ai/funds/insight-partners) — Series E - Qatar Investment Authority (https://capitalatlas.ai/funds/qatar-investment-authority) — Series E - Alchip Technologies Inc. — Series E - Neuberger Berman (https://capitalatlas.ai/funds/neuberger-berman) — Series E - MediaTek — Series E - Ark Invest (https://capitalatlas.ai/funds/ark-invest) — Series E - 1789 Capital (https://capitalatlas.ai/funds/1789-capital) — Series E