The company will use the funds to scale high-volume production and test capacity to accelerate production.
This brings the company’s total funding to $870 million and raises the company’s valuation to $3.75 billion.

“AI infrastructure is hitting a power wall driven by interconnect inefficiency. As bandwidth demands explode, copper becomes the bottleneck — consuming too much power and limiting AI throughput per watt and per dollar,” says CEO Mark Wade, “Co-packaged optics overcomes these barriers, enabling thousands of GPUs to operate as a unified system. This funding fuels our ability to meet the demands of hyperscale AI.”
New investors include Alchip Technologies, ARK Invest, Insight Partners, MediaTek, Qatar Investment Authority (QIA), Sequoia Global Equities, and 1789 Capital.
Existing investors include Advent Global Opportunities, Boardman Bay Capital Management, IAG Capital Partners, Light Street Capital, and Playground Global, AMD Ventures and NVIDIA.
At the heart of Ayar’s product is the TeraPHY optical engine, built on the standard form factor, manufacturing, and packaging flows used by major accelerator and switch vendors for integration into existing customer designs.
For more: www.ayarlabs.com.
Electronics Weekly