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Ayar Labs

AL
SemiconductorsAIHardwareSan JoseFounded 2015Website
#147 by valuationHype72

Ayar Labs uses silicon photonics and microring-based architectures to increase bandwidth, reduce latency, and improve power efficiency in accelerator and XPU environments. The company’s TeraPHY optical engine integrates UCIe-based optical chiplets to enable high-throughput, low-power data transfer across extended distances within and between compute systems. Its SuperNova external light source provides multi-wavelength laser output designed for scalable, standards-based deployment. Ayar Labs supports disaggregated memory and scale-up architectures, enabling AI hardware systems to operate with higher interconnect density and accelerator utilization.

Founded by Mark Wade (Co-founder, CEO), Vladimir Stojanović (Co-founder, CTO), Chen Sun (Co-founder, Chief Scientist / VP Silicon Engineering), Alex Wright-Gladstein (Co-founder, first CEO), Miloš Popović (Co-founder, Technical Principal), Rajeev Ram (Co-founder, Technical Principal)

Blended valuation$5.9B$6.3B secondary
Valuation history
Weekly blended valuation with priced funding rounds marked on the timeline.
$6.6B
blended valuationfunding round
Oct 28, 2024$585.5MOct 5, 2026
All rounds
10 funding rounds, newest first.
RoundAnnouncedRaisedPost-money
Series ESep 10, 2026$150M$5B
Series EFeb 28, 2026$500M$3.8B
Series DJan 15, 2025$183M$1.5B
Series DDec 11, 2024$155M$1B
Series CMay 24, 2023$25M$817.9M
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Investors
58 investors across all rounds.
  • FF
    Founders Fund
  • PG
    Playground Global
  • NB
    Neuberger Berman
  • IC
    Intel Capital
  • NV
    NVIDIA
  • LM
    Lockheed Martin Ventures
  • TP
    Tyche Partners
  • AV
    Alumni Ventures
  • AI
    ARK Invest
  • IP
    Insight Partners
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Secondary market activity
Recent buy and sell interest for Ayar Labs shares on the secondary market.
KindImplied valuationPrice / shareDate
Bid$6.2B$86.87Oct 6, 2026
Quote$6.8B—Oct 6, 2026
Quote$6.2B$86.87Oct 5, 2026

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Data as of Oct 14, 2026. Valuations are estimates blended from primary and secondary-market signals — not investment advice.