AL

Ayar Labs

Hardware

Optical I/O chiplets for AI accelerator interconnects, including the TeraPHY chiplet sold to OEMs and hyperscalers integrating it into AI-cluster hardware.

Total funding$1B

Valuation$3.8B

Employees—

Founded2015

HeadquartersSan Jose, USA

StatusPrivate

Product

Selected offerings — the AI products recorded here, not the vendor's full catalogue.

• TeraPHY Hardware

  Optical I/O chiplet (8 Tbps bi-directional, 10ns latency per chiplet) combining silicon photonics with standard CMOS manufacturing, integrated into OEM GPU/accelerator packages via UCIe; full roadmap and specifications available under NDA.

Similar products 13

No sourced competitor yet: no filing, vendor document or measured-market report read so far names a rival for this company, so none is asserted. The companies below are the closest by what their products do.

How this list is ranked ↗

LLightmatterPrivate · $4.4BTeraPHY and Passage do comparable work on interconnect and optical I/O; both also serve buyers who need to connect AI clusters; same layer and the same scale band (growth-stage private).2 of 2 capabilitiesShared product typeSame scale bandCompareRRanovusPrivateTeraPHY and Odin do comparable work on interconnect and optical I/O; both also serve buyers who need to connect AI clusters; Ranovus's scale not recorded.2 of 2 capabilitiesShared product typeCompareCTCredo Technology GroupPublicTeraPHY and ZeroFlap / OmniConnect do comparable work on interconnect; both also serve buyers who need to connect AI clusters; Credo Technology Group's scale not recorded.1 of 2 capabilitiesShared product typeCompareMTMarvell TechnologyPublic · $214.9BTeraPHY and Marvell Linear Drivers do comparable work on interconnect; both also serve buyers who need to connect AI clusters; larger scale (public).1 of 2 capabilitiesShared product typeLarger scaleCompareALAstera LabsPublic · $50.4BTeraPHY and Aries Smart Cable Modules do comparable work on interconnect; both also serve buyers who need to connect AI clusters; larger scale (public).1 of 2 capabilitiesShared product typeLarger scaleCompareANArista NetworksPublic · $246.4BTeraPHY and 7060X5 Series do comparable work on interconnect; both also serve buyers who need to connect AI clusters; larger scale (public).1 of 2 capabilitiesShared product typeLarger scaleCompareBBroadcomPublic · $1.7TTeraPHY and Broadcom AI networking silicon do comparable work on interconnect; both also serve buyers who need to connect AI clusters; larger scale (public).1 of 2 capabilitiesShared product typeLarger scaleCompareCCiscoPublic · $433.3BTeraPHY and Cisco Silicon One do comparable work on interconnect; both also serve buyers who need to connect AI clusters; larger scale (public).1 of 2 capabilitiesShared product typeLarger scaleCompareNNVIDIAPublic · $5.1TTeraPHY and NVIDIA Quantum-X InfiniBand do comparable work on interconnect; both also serve buyers who need to connect AI clusters; larger scale (public).1 of 2 capabilitiesShared product typeLarger scaleCompareSESamsung ElectronicsPublic · $1.2TTeraPHY and Samsung CMM-D do comparable work on interconnect; both also serve buyers who need to connect AI clusters; larger scale (public).1 of 2 capabilitiesShared product typeLarger scaleCompareHHuaweiPrivateTeraPHY and Atlas 950 SuperPoD do comparable work on interconnect; both also serve buyers who need to connect AI clusters; larger scale (private).1 of 2 capabilitiesShared product typeCompareAAMDPublic · $785.1BTeraPHY and AMD Pensando AI NICs do comparable work on interconnect; larger scale (public).1 of 2 capabilitiesShared product typeLarger scaleCompareRRunPodPrivateTeraPHY and Runpod Clusters do comparable work on interconnect; both also serve buyers who need to connect AI clusters; RunPod's scale not recorded; ships developer tool, infrastructure service and 2 more rather than the same layer.1 of 2 capabilitiesDifferent layerCompare

Closest alternatives are pairs a vendor page itself compares. Similar products are matched from what each product does; nothing in that group is asserted as a rivalry.

Sources

Total funding

News reporting · 10 Sep 2026

Semiconductor Today, 2026-09-10: Ayar "has secured an additional $150m in funding, bringing its total primary capital raised in 2026 to $650m". Added to the $870M total its own Series E release stated on 2026-03-03 (which included the $500M Series E): $870M + $150M = $1.02B. No source states the new cumulative figure; the company's own release (ayarlabs.com/news/ayar-labs-expands-2026-funding-to-650-million) refused automated reads.

Valuation

Press release · 3 Mar 2026

Ayar Labs's own press release, published 2026-03-03: the Series E values the company at $3.75 billion.

Founded

News reporting · 3 Mar 2026

The Register, published 2026-03-03: Ayar Labs was founded in 2015. No dedicated company-history page or Wikipedia article states a founding year on Ayar Labs's own site.

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