Ayar Labs
PrivateLast Round
Series E
Extension
Sep 10, 2026
Est. Valuation
$3.75B
Total Funding Raised
$1.04B
Momentum
Top 5%
of companies Caplight tracks
Company Overview
Ayar Labs operates in AI, Data & Cloud Infrastructure and is based in San Jose, California. Its latest recorded funding round was a Series E Extension round in September 2026.
Ayar Labs is a semiconductor company that develops optical interconnect technology to address data movement bottlenecks in high-performance computing and artificial intelligence infrastructure.
Sector
AI, Data & Cloud Infrastructure
Verticals
Semiconductors, Cloud Infrastructure, Computing Hardware
Business Model
B2B
Customer Profile
Hardware Sales
AI Layer
Infrastructure
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Ayar Labs Comparables
Compare Ayar Labs with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Lightmatter | 91% | |
| Ranovus | 81% | |
| Ciena Corporation | 80% |
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Ayar Labs Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series E Extension | Sep 10, 2026 | ||||
| Series E | Mar 3, 2026 | ||||
| Series D | Dec 11, 2024 | ||||
| Series C Extension | May 24, 2023 | ||||
| Grant | Nov 10, 2022 | ||||
Series C | Apr 26, 2022 |
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Key People
Founding team and executive leadership
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Ayar Labs Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Rising Tide Fund | Series B |
| Bluesky Capital Management | Series C, Series B |
| Foresight Group Holdings Limited | Series D |
| VentureTech Alliance | Series C Extension, Series D |
| Hewlett Packard Pathfinder | Series C Extension |
| IAG Capital Partners | Series C Extension, Series D, Series C, Series E |
| Boardman Bay Capital Management | Series C Extension, Series D, Series E, Series C |
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Market signals
Structured signals derived from secondary market and firmographic data.
- Sep 10, 2026
$150M round with participation from NVIDIA and AMD.
- Jun 24, 2026
Grew 16% QoQ, from 212 to 246 employees.
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Recent news
Latest coverage and updates
- attends_eventNov 11, 2026
Ayar Labs, Inc. wins the Demo of the Year Award for its manufacturing-ready optical interconnect solution at the 2026 TSMC North America Technology Symposium in California on Nov 10th '26.
- receives_awardNov 11, 2026
Ayar Labs, Inc. receives the Demo of the Year Award from the 2026 TSMC North America Technology Symposium in California on Nov 11th '26, after visitors to TSMC's "Innovate with TSMC!" Demo Zone vote its manufacturing-ready optical interconnect demonstration most popular.
- integrates_withNov 11, 2026
Ayar Labs, Inc.'s third-generation products are integrated into TSMC's COUPE platform for photonic integration and connectivity between GPUs and accelerators across racks.
- expands_offices_toOct 27, 2026
Ayar Labs, Inc. opens an office in Hsinchu to deepen cooperation with Taiwan manufacturing and packaging partners, as announced on Oct 27th '26.
- has_valuationOct 15, 2026
Ayar Labs, Inc. is worth more than $5B in California as of Sep '26, based on a $225 million secondary sale.
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Ayar Labs Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about Ayar Labs's valuation, stock price, and market status.
Is Ayar Labs a public or private company?
Ayar Labs is a private company.
What is the current stock price of Ayar Labs?
Ayar Labs is a private company, so its shares have no public market price. Caplight tracks Ayar Labs's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Ayar Labs worth (valuation)?
Ayar Labs's valuation is estimated at $3.8B based on funding round data.
Can I buy Ayar Labs stock?
Ayar Labs shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Ayar Labs's last funding round?
Ayar Labs's most recent funding round was Series E Extension on September 10, 2026.
Who are the main investors in Ayar Labs?
Key investors in Ayar Labs include Bluesky Capital Management, Boardman Bay Capital Management, Playground Global, Founders Fund, Neuberger Berman.
Will Ayar Labs IPO soon?
No public IPO plans have been announced for Ayar Labs.
How can I track Ayar Labs secondary market activity?
Caplight tracks bids, offers, and trades in Ayar Labs's shares on secondary markets.