Optical interconnects (co-packaged optics) for large-scale AI compute fabrics and data centers
Semiconductors📍 Santa Clara, CAFounded 2015
Current Valuation
$1.0B
as of 2024-Q4
UNICORN
IPO Outlookprivate
Is Ayar Labs going public?
No. Ayar Labs is private and has not filed to go public. There is no S-1 on file.
What is Ayar Labs' valuation in 2026?
Ayar Labs is valued at $1.0B as of 2024-Q4, set by its Series D ($155M, Dec 2024). That is the last confirmed mark, not a live price — private shares do not trade continuously.
Has Ayar Labs filed an S-1?
No public S-1 is on file for Ayar Labs.
Who are Ayar Labs' investors?
Ayar Labs' investors include Advent International, Light Street Capital, AMD Ventures, Intel Capital, NVIDIA, Hewlett Packard Pathfinder and 4 more.
Answers are derived from the roster record shown on this page — filing status, last round and confirmed marks. Where the record is silent, the answer says so rather than guessing.
Ayar Labs builds in-package optical interconnects — TeraPHY chiplets paired with the SuperNova multi-wavelength laser — that move data between AI accelerators via light rather than copper, removing the bandwidth and power bottlenecks that constrain large-scale AI training and inference fabrics. Spun out of MIT/Berkeley research in 2015, the company crossed the unicorn threshold in December 2024 with a $155M Series D led by Advent International and Light Street Capital, with strategic participation from AMD, Intel Capital, and NVIDIA — an unusual three-way endorsement from the biggest accelerator vendors. Total funding stands at roughly $370M.
Company Profile
CEO
Mark Wade
Founded
2015
HQ
Santa Clara, CA
Employees
~250
Total Raised
$370M
Est. Revenue
$91.6M (2025)
Growth
Production ramp underway with AMD, Intel, NVIDIA strategic investments backing in-package optical I/O for AI compute fabrics
Last Round
Series D — $155M (Dec 2024) · Lead: Advent International and Light Street Capital
IPO Status
private
Fundraising Status
Series D · $155M · 1y 8mo ago
privateTotal raised $370M
Secondary Market
Implied price / share
$79.99
Last round price / share
$52.24
vs last round
+53.1%
Open interest
49
Last round price vs secondary price
Secondary price return by period
Implied per-share price from private secondary transactions, as of Jun 2026. This is a point estimate, not a quote — the feed carries no bid, ask or spread, and a secondary print is evidence of what someone paid on that date rather than a live market. Compare across every tracked name →
Latest Funding Round
Round
Amount
Date
Lead Investor
Post-Money
Series D
$155M
Dec 2024
Advent International and Light Street Capital
—
Vertical Intelligence — AI / ML
No verified Hugging Face organization found for Ayar Labs — no attributable open-model footprint. Closed-weights labs are common; this is a distribution signal, not a capability judgment.
Checked huggingface.co as of 2026-08-19. Re-checked weekly.
Talent Signal
No public careers page or job board could be found for Ayar Labs as of 2026-08-17. That itself is a datapoint: no open external hiring surface.
Checked the company site and major hosted job boards. Re-checked monthly.
Founders & Key People
Mark WadeChen SunAlexandra Wright-GladsteinVladimir StojanovicRajeev Ram
Investors
Advent International · Light Street Capital · AMD Ventures · Intel Capital · NVIDIA · Hewlett Packard Pathfinder · Founders Fund · Tyche Partners · Atreides Management · TI Platform
Products
TeraPHY optical I/O chiplet
SuperNova multi-wavelength laser source
In-package optical interconnect platform
Competitors
Lightmatter · Celestial AI · Coherent · Marvell · Broadcom
Private-company numbers are not real-time. Reflects publicly disclosed valuations from press releases, news reports, and tender offers as of 2024-Q4. Refreshed quarterly.