Ayar Labs vs Adept AI

Side-by-side comparison of AI visibility scores, market position, and capabilities

Ayar Labs

ChallengerArtificial Intelligence

Co-Packaged Optics (CPO)

Raised $500M Series E (Mar 2026) at $3.75B valuation backed by NVIDIA and AMD. TeraPHY UCIe chiplet entering volume production. 8 Tbps per package — first UCIe-compliant optical interconnect.

About

Ayar Labs develops optical interconnect chiplets that replace copper wires inside AI servers and data centers with silicon photonics — eliminating the bandwidth wall that throttles GPU cluster performance. The company raised $500 million in Series E financing in March 2026 at a $3.75 billion valuation, with both NVIDIA and AMD as co-investors — the two dominant AI chip companies betting on Ayar's technology appearing inside next-generation accelerators.

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Adept AI

EmergingAI Infra

AI Agents

Adept AI raised $415M to pioneer computer-use AI agents; its core research and agent team moved to Amazon in 2024 in a landmark talent acquisition while the company continues developing ACT-1 for enterprise automation.

About

Adept AI was founded in 2022 by a team of former OpenAI, DeepMind, and Google Brain researchers to build AI that can take actions on computers — navigating software interfaces, filling forms, and executing multi-step workflows in any application. Its ACT-1 model demonstrated the ability to control web browsers and desktop applications through natural language instructions, pioneering the computer-use agent paradigm that Anthropic later commercialized with Claude's computer use feature.

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