Ayar Labs

Demanding and resource-intensive AI workloads require IT leaders to rethink how they design networks, allocate resources, and manage power consumption. Using optical I/O helps maximize GPU utilization, but also enable more efficient model processing, particularly for large-scale deployments. Read more on InformationWeek: https://bit.ly/41Vq4BA #optical #photonics #semiconductor #AI #HPC

Ayar Labs is revolutionizing AI & HPC with optical connectivity, solving data bottlenecks, and scaling performance. From our academic roots with a mission to tackle connectivity challenges to building strategic alliances and investments from NVIDIA, AMD, and Intel Corporation, we’re paving the way for more efficient, powerful AI systems. Read more: https://bit.ly/4bSdasr #optical #photonics #semiconductor #AI #HPC #OFC25 #GTC25

Our partnership with Fujitsu highlights our commitment to pushing the boundaries of innovation and delivering unparalleled solutions that meet the growing demands of AI and HPC workloads. Integrating optical I/O directly into the CPU enables high bandwidth density. It eliminates the inefficiencies, high power consumption, and increasing costs of copper interconnects and pluggable optics, revolutionizing the performance and economics of AI infrastructure. https://bit.ly/4bDlbBv #optical #photonics #semiconductor #AI #HPC #GTC25 #OFC25

Exciting advancements from today's NVIDIA #GTC25 keynote by Jensen Huang highlighting the role of silicon photonics in transforming AI scale-out fabrics. NVIDIA’s emphasis on integrating co-packaged optics within their Spectrum-X and Quantum-X switches is a significant shift toward achieving the computational scale and efficiency required for AI “factories.” This aligns with the vision we’ve long been advocating at Ayar Labs that integrated photonics and optical I/O technologies enable unprecedented performance and efficiency in large-scale AI systems. NVIDIA driving the deployment in scale-out switches helps form the HVM supply chain that will be leveraged to bring optics into scale-up fabrics, which is where things get really compelling. We’re excited to continue leading advancements in optical interconnects for scale-up architectures and the next generation of AI systems!

NVIDIA ramped up its venture capital activity in 2024, participating in 49 funding rounds for innovative AI startups. With a focus on backing "game changers and market makers," Nvidia’s investments are shaping the future of AI, including its third investment in Ayar Labs. See which startups Nvidia is backing and why they're poised to redefine AI: https://tcrn.ch/4ivfS9p #optical #photonics #semiconductor #AI #HPC #GTC25

We are excited to host the Universal Chiplet Interconnect Express (UCIe) Hub at our booth during the OFC Conference! Come check out the UCIe ecosystem and learn more about real-world UCIe usage. #OFC25 #optical #photonics #semiconductor #AI #HPC #UCIe

Another productive day here at Morgan Stanley's #TMT Conference in San Francisco! With recent volatility in public markets impacting growth / AI equity proxies, it's encouraging to see many investors focused on the structural shifts taking place in #AI system design - particularly for #compute fabrics. A paradigm shift is taking place in how chips communicate, with electrical to #optical connectivity driving the performance, and ultimately, profitability of AI workloads. As both the #CPO theme and the #GPU vs. #ASIC debate permeates across semi markets, Ayar Labs is positioning to supply the scale-up domain across multiple ecosystems with next-gen optical solutions. Thanks to #MorganStanley for hosting us in both a fireside chat (with our CEO & Co-Founder, Mark) alongside high quality institutional investor meetings! Mark Wade | Lisa Cummins Dulchinos

The industry is on the brink of a major shift: optical connectivity is set to become the key to scaling performance, power efficiency, and economics in large-scale AI and HPC systems. In the next few years, chip-to-chip optical interconnects will eliminate the data bottleneck of traditional copper and electrical interconnects, unlocking AI’s true potential. Ayar Labs' CEO, Mark Wade, reflects on the company’s journey from early innovations to leading the transition toward optical connectivity in AI computing. Read more about how we're shaping the future of AI: https://bit.ly/41DCWvG #optical #photonics #semiconductor #AI #HPC #OFC25 #GTC25

On this International Women’s Day, we recognize the outstanding women of Ayar Labs and the contributions of women across technology, marketing, HR, finance, and all departments. No matter the title, women with diverse expertise are driving innovation and shaping the future of our fields. We honor those who continue to break barriers, lead teams, and inspire change. Your efforts pave the way for future generations and create more opportunities for women in every sector. #IWD2025

Join Ayar Labs in booth #2958 at OFC Conference: the premier conference and exhibition for optical communications and networking professionals. Featuring demonstrations, panel discussions, and presentations, we are excited to see you there! For more information: https://bit.ly/41M97dD #OFC25 #optical #photonics #semiconductor #AI