In this latest episode of the Broadband Pulse podcast, we speak with Terry Thorn, Vice President of Commercial Operations for Ayar Labs.

Ayar has been developing new optical I/O systems to accommodate new AI models, which are expected to grow exponentially. Optical I/O technology can enhance link density within and across nodes. Optical I/O enables nodes to connect at scale, unlike traditional interconnects, functioning as a single, giant GPU.

The company has been getting the attention of key investors, including Advent Global Opportunities, AMD, Intel Capital, Light Street Capital and NVIDIA.

In March, the company unveiled its Universal Chiplet Interconnect Express™ (UCIe™), an optical interconnect chiplet to maximize AI infrastructure performance and efficiency while reducing latency and power consumption.

During this podcast, we discussed how Ayar sees the next-gen optical I/O technologies space shaping up this year, funding, company developments, and the role of co-packaged optics.