Computing Interconnects

Ayar Labs

High78% confidenceProfile verified Jul 15, 2026

An optical interconnect startup that closed a $500 million Series E round in March 2026 at a $3.75 billion valuation, backed directly by NVIDIA and AMD, developing the industry's first UCIe-compliant optical interconnect chiplet to replace copper connections that CEO Mark Wade says have hit a 'power wall' in AI clusters.

Sources

Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.

Evidence

2 sources · 76% avg. source confidence

  • Data Center DynamicsAyar Labs raises $500 million Series E backed by NVIDIA and AMD80% source confidence
  • Optics & Photonics NewsAyar Labs' total funding reaches $870M with QIA, ARK Invest and Sequoia among backers72% source confidence

Dependency Map

What Ayar Labs depends on below, and who depends on Ayar Labs above — click any node to make it the new center, 2 levels deep.

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Investment
Dependency
Supply Chain
Development
Enablement
Competition / Other
Succession

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The Story So Far (last 6 months)

Mar 2026: $500M Series E at $3.75B valuationMar 2026: Ayar Labs' total funding reaches $870M with QIA, ARK Invest and Sequoia among backersMay 2026: Ayar Labs raises $500 million Series E backed by NVIDIA and AMD

Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.

Ayar Labs's Timeline

A sourced, dated history of Ayar Labs's key moments — founding to present.

  1. Jan 2015 · Founded

    Ayar Labs was founded to develop optical interconnect technology addressing the 'power wall' in AI cluster networking.

  2. Mar 2026 · $500M Series E at $3.75B valuation

    Ayar Labs closed a $500 million Series E round at a $3.75 billion valuation, backed directly by NVIDIA and AMD, developing the industry's first UCIe-compliant optical interconnect chiplet.