Conversation with Ayar Labs CEO Mark Wade on Silicon Photonics, Co-Packaged Optics, and Next-Gen AI Infrastructure
Mark Wade, CEO of Ayar Labs, and Jesse Leiter, VP of Capital Strategy, discuss the company's strategy to solve the interconnect bottleneck in AI data centers using co-packaged optics (CPO). Wade explains the technical complexity of integrating silicon photonics into TSMC's advanced CMOS nodes and the strategic importance of partnerships with NVIDIA, AMD, and Intel. Leiter details Ayar Labs' funding journey, including a recent $650 million raise and strategic investments from major tech giants, positioning the company for an eventual IPO in a market projected to reach $30-50 billion by 2030.