Ayar Labs joins NVIDIA NVLink Fusion ecosystem
Photonics firm Ayar Labs has joined the NVIDIA NVLink Fusion ecosystem, and has announced that it will be making its products optically and electrically compatible with NVIDIA optical and SerDes technologies.
This will allow hyperscalers and system companies to build optically-connected AI infrastructure around NVIDIA’s NVLink Fusion platform and partner ecosystem, according to Ayar.
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.
“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, VP 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.”
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.
The announcement builds on Ayar Labs’ successful close of its $500M Series E funding, which included participation from NVIDIA.
