昨天彭博社的头条就是CPO的信息，英伟达、AMD和英特尔加大投资Ayar实验室。Ayar实验室是一家专注于使用光在芯片间传输数据的企业，获得了Nvidia、AMD和英特尔等美国主要半导体设计公司的1.55亿美元投资，公司估值超过10亿美元。该公司通过使用光子技术来解决AI工作负载对现有硬件基础设施的压力，特别是在互联方面。
关键观点
Ayar实验室利用光子技术提高数据传输速度，以解决AI工作负载对硬件基础设施的压力。该公司的TeraPHY光学输入/输出芯片已被行业巨头如Nvidia、AMD和英特尔投资，显示出市场对光子技术的认可。Ayar Labs计划在2026年中期前将芯片投入大规模生产，目前正与多家芯片制造企业合作，包括GlobalFoundries、Intel和TSMC。
关键数据
Ayar实验室在最新一轮融资中筹集了1.55亿美元。公司估值超过10亿美元。Ayar 实验室计划利用这笔资金扩大生产规模。
Ayar实验室的TeraPHY 光学 I/O 芯片组
下面是bloomberg的原文，感兴趣的可阅读。
Ayar Labs Inc., which specializes in using light to transfer data between chips, scored investment from the three biggest US semiconductor designers as the industry pursues more efficient AI processing.
Ayar Labs Inc.，专门使用光来传输芯片间数据的公司，获得了三家美国最大的半导体设计公司的投资，因为整个行业正在寻求更高效的人工智能处理方式。
The San Jose, California-based company said it raised $155 million from Nvidia Corp., AMD Ventures and Intel Capital in a funding round led by Advent Global Opportunities and Light Street Capital. With this investment, Ayar Labs’ valuation exceeded $1 billion, co-founder and Chief Executive Officer Mark Wade told Bloomberg News.
这家位于加州圣何塞的公司表示，它已经从英伟达公司、AMD Ventures 和英特尔资本在由 Advent Global Opportunities 和 Light Street Capital 领投的一轮融资中筹集到了1.55亿美元。Ayar Labs 的联合创始人兼首席执行官马克·韦德在接受彭博新闻采访时表示，此次投资使公司估值超过了10亿美元。
The artificial intelligence boom has been a power-hungry and expensive venture to fund. The technology enabling it, primarily Nvidia graphics processing units designed to handle many simultaneous tasks at once, demands the rapid and constant transmission of data in server systems. That creates bottlenecks, requires plenty of power and generates significant heat in operation. Ayar Labs’ solution to these challenges uses light, or photons, to speed up data transmission.
人工智能热潮一直是一个耗电量大且成本昂贵的投资。支持这项技术的主要是英伟达设计的图形处理单元，它能够同时处理多个任务，这要求在服务器系统中快速且持续地传输数据。这会造成瓶颈，需要大量电力并在运行中产生大量热量。Ayar Labs 提出的解决方案使用光（或光子）来加速数据传输。
“The AI workload is really breaking the back of the existing hardware infrastructure, especially in interconnects,” said Wade. “We’ve come up with a way to replace those electrical interconnects.”
韦德说：“人工智能的工作负载真的使现有的硬件基础设施，尤其是互联网连接，承受了极大的压力。我们找到了一种替代这些电子互联的方法。”
Light has been used for decades to carry data, such as in the subsea fiber optic cables connecting continents. Ayar Labs has shrunk the technology by several orders of magnitude to fit it into a chip package.
几十年来，光一直被用来传输数据，例如用于连接大洲的海底光纤电缆。Ayar Labs 将这项技术缩小了几个数量级，以适应芯片封装。
Wade said customers are already trying out Ayar Labs’ chips and he aims to have them qualified for high-volume manufacturing by mid-2026. The money raised in this round will be used to scale up production, he said.
韦德表示，客户已经开始尝试 Ayar Labs 的芯片，并且他的目标是到2026年中期使它们达到高量产的标准。此轮筹集的资金将用于扩大生产规模。
Today, the chips are manufactured at GlobalFoundries Inc. and Ayar Labs has also worked with Intel Corp. to integrate its technology into the Santa Clara firm’s manufacturing offerings. Wade’s startup is also talking to industry leader Taiwan Semiconductor Manufacturing Co.
目前，这些芯片在GlobalFoundries Inc. 生产，Ayar Labs 还与英特尔公司合作，将其技术整合进该公司的制造业务。韦德的初创公司还在与业界领导者台湾半导体制造公司进行对话。
VentureTech Alliance, which has a strategic partnership with TSMC, is an existing investor in Ayar Labs. TSMC was part of a group of companies that launched a silicon photonics industry alliance this year to help accelerate the use of the technology, including in chip packaging.
拥有与台积电战略合作关系的 VentureTech Alliance 是 Ayar Labs 的现有投资者。台积电是今年成立的一个硅光子行业联盟的一部分，该联盟旨在帮助加速技术的应用，包括在芯片封装中。
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