Ayar Labs, the leader in co-packaged optics (CPO) solutions for AI scale-up, announced it has joined the NVIDIA NVLink Fusion ecosystem, and making its products optically and electrically compatible with NVIDIA optical and SerDes technologies. This allows hyperscalers and system innovators to build optically-connected AI infrastructure around NVIDIA’s NVLink Fusion platform and partner ecosystem.
As AI factories scale to larger GPU counts and increasingly heterogeneous architectures, data movement and power are turning into critical bottlenecks. System designers must rethink how compute elements are connected, how bandwidth scales over distance, and how power is allocated across the rack.
Ayar Labs’ CPO solution is designed to address scaling limits by bringing high-bandwidth, low-latency, power-efficient connectivity to NVLink Fusion architectures, helping customers expand design headroom as bandwidth requirements grow and electrical constraints tighten. By putting optics where it matters most, Ayar Labs’ CPO enables flexible system architectures and efficient AI scaling beyond the limits of copper.
“AI infrastructure is being co-designed from the ground up, and customers need more options to scale performance efficiently as bandwidth continues to rise,” said Mark Wade, CEO at Ayar Labs. “By joining the NVIDIA NVLink Fusion ecosystem, we’re introducing co-packaged optics as a foundational building block for customers deploying heterogeneous compute in NVIDIA AI factories.”
“NVLink Fusion, combined with Ayar Labs’ CPO technology, gives customers more options to build heterogeneous AI factories,” said Ashish Karandikar, Vice President at NVIDIA. “By expanding the NVLink Fusion ecosystem with Ayar Labs’ optical connectivity, innovators can scale bandwidth and bring heterogeneous AI infrastructure to market faster.”
The collaboration is designed to help customers deploy heterogeneous compute, including custom silicon, within NVIDIA rack-scale platforms while preserving NVLink-based architecture investments. NVLink Fusion provides a path for integrating custom CPUs and XPUs into NVIDIA’s rack-scale architecture and ecosystem, enabling customers to move faster from system concept to deployment at scale.
Ayar Labs’ CPO solutions complement NVIDIA’s broader AI factory stack by pairing NVLink Fusion with NVIDIA’s end-to-end networking platform. Together, these technologies support next-generation AI factories as they scale within and across racks, where bandwidth density, latency, and power efficiency directly impact utilization and total cost of ownership.
Ayar Labs will work with customers and ecosystem partners to align CPO integration with NVLink Fusion deployments, including system architecture, validation requirements, and platform timelines.
Today’s announcement builds on Ayar Labs’ successful close of its $500M Series E funding, which included participation from NVIDIA.
About Ayar Labs
Ayar Labs is transforming AI infrastructure with the industry’s first proven co-packaged optics (CPO) solution manufactured in partnership with the world’s leading semiconductor ecosystem. By unlocking performance gains and reducing workload costs in power-constrained environments, Ayar Labs’ optical engines are key to enabling next-generation AI scale-up. Founded in 2015, Ayar Labs is funded by domestic and international venture capital firms, as well as strategic investors including AMD, Applied Ventures, MediaTek, NVIDIA, and VentureTech Alliance. For more information, visit www.ayarlabs.com.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260602141542/en/
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