Mar 17, 2026 Tso lus

Ayar Labs Kaw $ 500M Venture Round

Kev nrhiav nyiaj txiag Series E yuav txhawb nqa mus rau qhov ntim ntau lawm rau kev sib koom ua ke- ntim tshuab optics.

TeraPHY wafer production

TeraPHY wafer ntau lawm

Ayar Labs, lub tuam txhab Silicon Valley uas tau pioneer kev txhim kho ntawm co-pob optics (CPO) rau cov ntaub ntawv chaw sib txuas, tau ua tiav $ 500 lab nyiaj txiag puag ncig uas yuav tsum pom nws txav cov thev naus laus zis rau ntim ntau lawm.

Nqa tag nrho cov kev txhawb nqa rau kev pib mus txog $ 870 lab, series E puag ncig tau coj los ntawm Neuberger Berman, nrog kev koom tes los ntawm cov neeg ua lag luam tshiab thiab Ayar tsim tus khub Alchip Technologies, nrog rau ARK Invest, Insight Partners, MediaTek, Qatar Investment Authority (QIA), Sequoia Global Equities, thiab 178.

"Lub tuam txhab yuav siv cov nyiaj los ntsuas qhov siab - ntim ntau lawm thiab kev sim muaj peev xwm txhawm rau txhawm rau xa nws cov tshuaj CPO," tshaj tawm Ayar, nrog qee qhov kev ua ub no tau teem rau ntawm lub tuam txhab lub chaw haujlwm tshiab Taiwan.

Embedded optics
Tsim los ntawm 2015 los ntawm CEO Mark Wade thiab CTO Vladimir Stojanovic, Ayar tau koom nrog US Defense Advanced Research Project Agency (DARPA) "PIPES" qhov kev pab cuam rau embed optical signaling technologies nyob rau hauv pob ntawm daim ntawv thov- tshwj xeeb integrated circuits (ASICs), tsim dab tsi txij li thaum cov ntaub ntawv tau tshwm sim los ntawm interpconnect technology.

Lub tuam txhab "TeraPHY" optical input/output chiplet li, tsim los ntawm silicon photonics chaw tsim tshuaj paus GlobalFoundries, tau ua ke nrog nws "SuperNova" multi- wavelength light sources kom ua kom cov ntaub ntawv xa mus rau AI xam, thaum txo nqi, latency, thiab kev siv hluav taws xob.

Ntxiv rau kev nce ntau pua lab nyiaj daus las hauv kev txhawb nqa kev lag luam hauv kaum xyoo dhau los, Ayar tau kos npe rau kev koom tes thev naus laus zis nrog rau cov nyiam ntawm Lockheed Martin thiab Nvidia, thaum Lumentum thiab Sivers cov chaw tsim khoom muab nws nrog cov khoom siv photonic tseem ceeb.

Xyoo tas los lub tuam txhab kuj tau tsim muaj kev koom tes nrog kev koom tes nrog chip ntim AIchip thiab semiconductor foundry giant TSMC, ob qho tib si nyob rau hauv Taiwan, txhawm rau nce CPO ntau lawm.

Paradigm hloov
Kev tawm tswv yim txog cov nyiaj txiag tshiab, Wade tau hais tias: "AI infrastructure tab tom tsoo lub phab ntsa fais fab uas tau tsav los ntawm kev sib tshuam tsis muaj peev xwm. Raws li kev xav tau ntawm bandwidth tawg, tooj liab tau dhau los ua lub tog raj kheej - siv lub zog ntau dhau thiab txwv AI throughput ib watt thiab ib duas.

"Co-cov khoom siv kho qhov muag kov yeej cov teeb meem no, ua rau ntau txhiab GPUs ua haujlwm raws li kev sib koom ua ke. Cov nyiaj no txhawb nqa peb lub peev xwm los ua kom tau raws li qhov xav tau ntawm hyperscale AI."

Neuberger Berman tus thawj coj tswj hwm Gabe Cahill tau hais ntxiv tias: "Hnub no AI kev tsim kho vaj tse yog ib lub peev txheej loj tshaj plaws ntawm peb tiam neeg, thiab cov ntaub ntawv chaw sib cuam tshuam tau tshwm sim sai li qhov tseem ceeb tshaj plaws hauv lub cev.

"Ayar Labs 'kev ua txhaum tawm tsam cov neeg siv khoom tseem ceeb yog tsav lub lag luam muaj kev ntseeg siab hauv nws cov kev coj noj coj ua thev naus laus zis. Peb ntseeg tias ob qho tib si tsis tu ncua thiab kev nqis peev tshiab los ntawm cov thawj coj hauv kev lag luam hauv qhov kev hloov pauv no txhawb lub zog no.

"Nrog rau kev tsim khoom- npaj txhij- nce co- ntim cov tshuaj kho qhov muag thiab sib sib zog nqus ecosystem kev sib koom ua ke, peb zoo siab los coj qhov kev hloov pauv no thiab pab ua kom muaj kev hloov pauv hloov pauv hauv AI infrastructure."

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