"Ayar Labs obviously has a vested interest in compelling companies to move to optical I/O packaged onto GPUs and the switches that interconnect them, and to prove its point, the company has built a system architecture simulator that looks not just at feeds and speeds for various technologies, but their profitability when it comes to chewing on and generating tokens." Read more from The Next Platform: https://bit.ly/47hVDJR #optical #photonics #semiconductor #AI
Ayar Labs
Computer Hardware Manufacturing
San Jose, California 21,435 followers
Moving data at the speed of AI
About us
Ayar Labs is transforming AI infrastructure by accelerating data movement. Recognizing that the complexity and size of AI models are increasing at a rate that traditional interconnect technology cannot handle, the company has developed the industry’s first optical I/O solution that enables customers to maximize the compute efficiency and performance of growing AI infrastructure, while reducing costs, latency and power consumption. Based on open standards and optimized for both AI training and inference, Ayar Labs’ optical I/O solution is backed by a robust ecosystem that enables it to integrate smoothly into AI systems at scale.
- Website
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http://ayarlabs.com
External link for Ayar Labs
- Industry
- Computer Hardware Manufacturing
- Company size
- 51-200 employees
- Headquarters
- San Jose, California
- Type
- Privately Held
- Founded
- 2015
- Specialties
- optical I/O
Locations
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Primary
Get directions
695 River Oaks Pkwy
San Jose, California 95134, US
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Get directions
5909 Christie Ave
Emeryville, California 94608, US
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Get directions
678 Massachusetts Ave
Suite 401
Cambridge, Massachusetts 02139, US
Employees at Ayar Labs
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Joe Raffa
Venture Capital | Strategy | Corporate Development
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Don Cummings
30,000 connections - Co-Packaged Optics, Silicon Photonics, Semiconductor Lasers, ASIC Design, High-speed AMS Design
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Jason Chiu
Innovator | Serial Tech Entrepreneur | Angel Investor | Founder of Cherrypicks and Collectiv | Father | Explorer | Change-maker
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Amelia Thornton
CPO, Ayar Labs
Updates
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AI is scaling—but not profitably. As workloads grow, so do compute demands, costs, and bottlenecks. Ayar Labs’ optical I/O changes the equation, resulting: – Up to 20x higher AI profitability – 3-4x better interactivity – Performance ready for agentic AI See the impact: https://bit.ly/4ftQIYs #optical #photonics #semiconductor #AI #HPC
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Today, the Universal Chiplet Interconnect Express (UCIe) Consortium announced the release of the UCIe 3.0 specification. Our Co-Founder and CTO, Vladimir Stojanovic, shares: "The UCIe 3.0 specification represents another important milestone for the interconnect chiplet ecosystem. By increasing maximum bandwidth rates to 48 and 64 GT/s per channel, UCIe 3.0 enables higher shoreline bandwidth density for scale-up connectivity. These increasing data rates are critical to addressing the growing interconnect bandwidth demands of GPUs and ASICs in AI applications. At Ayar Labs, our TeraPHY™ optical I/O chiplet roadmap is aligned with the UCIe specification to drive broad adoption and manufacturability of co-packaged optics in next-generation AI architectures.” PR: https://bit.ly/4ljIMKL Statement of Support: https://bit.ly/4oe5zds #UCIe #optical #photonics #semiconductor #AI #HPC
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With new technology comes a slew of new terms and technical concepts. Whether you’re looking to stay ahead of the curve or just getting started, here are some terms commonly used in the world of optical I/O. Term of the week: Figure of Merit (FoM) – A numerical value that characterizes the performance of a device, system, or method relative to alternatives. It combines one or more characteristics to represent overall efficiency or effectiveness. https://bit.ly/4oqLi4E #optical #photonics #semiconductor #AI #ML
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The root challenge in AI infrastructure stems from the interconnect bottleneck at the chip level, which impacts the unit economics at the top of the stack. Optical I/O represents a solution and turning point, with the ability to boost next-generation GenAI profitability by up to 20x and improve interactivity by 3-4x. https://bit.ly/3U9OSSM #optical #photonics #semiconductor #AI #HPC
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AI workloads at scale are already pushing infrastructure beyond today’s limits. Hardware vendors continue to post strong margins, yet AI service providers remain unprofitable. By breaking the bandwidth-distance bottleneck, Ayar Labs optical I/O-based scale-up fabrics enhance performance for both inference and training, optimizing TCO metrics, including throughput, interactivity, and profitability. Learn more: https://bit.ly/4kVFdKm #optical #photonics #semiconductor #AI #HPC
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In the podcast "The Evolution of a Leader—One CFO Chapter at a Time," our CFO, Lisa Cummins Dulchinos, discusses her role in communicating our optical I/O technology to the business world. Listen to the full podcast to follow her journey and insights: https://lnkd.in/eJjcJtz7 #optical #photonics #semiconductor #AI #HPC
You shape culture whether you mean to or not. When Lisa Cummins Dulchinos first stepped into a CFO role, she didn’t realize her mood could shift company morale. During a difficult chapter marked by layoffs, even a quiet day sparked rumors. “I had to learn to be very calm and measured,” she tells us. The lesson stayed with her. Today, as CFO of Ayar Labs, she brings that awareness into a workplace she calls “the absolute best culture I’ve ever experienced.” With 85% of its 200-person team holding PhDs, Ayar is solving a complex AI bottleneck: copper-based infrastructure can’t handle the scale of next-gen data flow. Its chiplet, TeraPHY, powered by laser optics, replaces copper to: 👉 Cut power use by 4–8× 👉 Boost bandwidth by nearly 10× 👉 Lower total cost of ownership Finance leaders are often told to “lead with data”—but Dulchinos reminds us that in hard times, your presence speaks just as loudly. Thanks to our sponsors: BREX – https://lnkd.in/effe8xyj U.S. Bank – https://lnkd.in/gfjwfnFv 👉 Subscribe to our newsletter here: https://lnkd.in/ewXCF4sG @CFOTHOUGHTLEADER #FinanceLeadership #CareerGrowth
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With new technology comes a slew of new terms and technical concepts. Whether you’re looking to stay ahead of the curve or just getting started, here are some terms commonly used in the world of optical I/O. Term of the week: Profitability – A metric that assesses the economic viability of AI applications by balancing performance with cost and power. For a given interactivity target, the higher the profitability metric an AI/ML inference machine can achieve, the better. https://bit.ly/4maI5V0 #optical #photonics #semiconductor #AI #ML
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Today, we announced the expansion of our leadership team with Vivek Khanzode joining Ayar Labs as VP of Engineering. With more than 30 years of engineering leadership experience, Vivek joins from Marvell Technology where he led the company’s pre- and post-silicon validation for products that shipped in the hundreds of millions annually. To support our efforts in high-volume manufacturing and CPO adoption, we also announced the opening of a new office in Taiwan and that we have doubled the size of our San Jose headquarters. These milestones bolster our mission of transforming AI connectivity with optical interconnects. https://bit.ly/46amzLd
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