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Ayar Labs

Energy · Santa Clara, United States · Founded 2015 Unicorn

Optical interconnects for high-performance AI data movement

Valuation
$2.5–5B
Latest valuation · Feb/2026
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Revenue
$100–500M
Latest reported FY
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Headcount
100–500
Current team size
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Investors

43 investors on Ayar Labs's cap table

Sourced from Dealroom's funding history. Investor profile links are shown where available.

Seed 2 investors entered at this stage
TechU Angels
Founders Fund
Series A 2 investors entered at this stage
Intel Capital
Playground Global
Series B+ 39 investors entered at this stage
Neuberger Berman
IAG Capital Partners
SGInnovate
Alchip Technologies
CITRIS Foundry
Massachusetts Institute of Technology
Agave SPV
Nautilus Venture Partners
Hewlett Packard Pathfinder
Nvidia
Castor Ventures
Downing Ventures
AMD
BlueSky Capital
MediaTek
Light Street Capital Management
University of Colorado Boulder
Capital TEN
VentureTech Alliance
Insight Partners
HP Enterprise
TECHU
Boardman Bay Capital Management
Tyche Partners
Infinitum Asset Management
GlobalFoundries
Atreides Capital
Sequoia
Advent International
Qatar Investment Authority
1789 Capital
AMD Ventures
Lockheed Martin Global
Berkeley Frontier Fund
3M
ARK Invest
University of California
Berkeley
Applied Ventures

Ownership

Who owns Ayar Labs

Estimated cap table from Dealroom's shareholder data — share of equity by holder. Stakes as last recorded by Dealroom (Feb/2026). Percentages are indicative.

16.5% Founders

Some investors are hidden on this public profile. See the full cap table on Dealroom →

Global footprint

Where Ayar Labs has talent and traffic

Workforce by country
8 countries with
team presence
🇺🇸 United States95.1%
🇨🇦 Canada1.3%
🇩🇪 Germany0.7%
🇻🇳 Vietnam0.7%
🇹🇭 Thailand0.7%
Top 5 of 8 shown
Web traffic by country
38K monthly visits
across markets
🇺🇸 United States25.3%
🏳️ Korea18.2%
🏳️ Republic of6.6%
🇮🇳 India5.8%
🇦🇺 Australia4.7%
Top 5 markets shown

Talent graph

The shape of Ayar Labs's talent

Dealroom maps Ayar Labs's team person by person — pinpointing the standout operators and scoring them across the six dimensions investors underwrite. The counts and shape below are a public preview; the named individuals and exact scores live in the platform.

7 standout operatorsDealroom-flagged across the org
1 AI specialistincl. 1 core researchers
227 employees mappedperson by person
DimensionScore
AI Talentlive Score hidden — book a demo
Engineering Score hidden — book a demo
Product Score hidden — book a demo
Go-to-market Score hidden — book a demo
Leadership Score hidden — book a demo
Research Score hidden — book a demo
Book a demo to unlock Ayar Labs's exact scores

Source: Dealroom Talent Intelligence. Public profiles show counts and the team's shape only — request a demo for the named individuals, per-person seniority and tenure, and team benchmarks vs peers.

Patent intelligence

$32M patent portfolio · 94 active families

Estimated portfolio value
$32M
0.85% of valuation · 3.5× larger than top peer CanSemi ($9M)
94 active patent families
Where Ayar Labs innovates Materials scienceMechanical engineeringElectro-opticsOptical couplingOptical fiber

Where Ayar Labs concentrates vs peers

Each axis is a top-10 topic across Ayar Labs and its closest peers. #1 = 100, #10 = 10, absent = 0.

Compare against

Source: Dealroom Patent Intelligence · Patsnap. Request a demo for the full per-sub-category breakdown, individual records, and quality-score history.

Market sentiment

What the market is saying about Ayar Labs

An AI-synthesized read of the highest-engagement posts about Ayar Labs on X over the past 7 days. We rank by likes & retweets, ignore corporate channels, and surface the themes that broke out from real people.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

See Ayar Labs on the full Dealroom platform

Live deal flow, founder pedigree, hiring signals, revenue trajectory, and the full cap table.