Ayar Labs vs Shopify

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

Shopify leads in AI visibility (86 vs 64)

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.

AI VisibilityBeta
Overall Score
B64
Category Rank
#1 of 1
AI Consensus
78%
Trend
up
Per Platform
ChatGPT
67
Perplexity
63
Gemini
71

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.

Full profile

Shopify

LeaderE-commerce

E-commerce Platform

NYSE: SHOP e-commerce platform at $8.88B FY2024 revenue with $292.28B GMV across 4.82M stores; Black Friday $11.5B processing competing with WooCommerce and BigCommerce for small-to-enterprise direct-to-consumer commerce.

AI VisibilityBeta
Overall Score
A86
Category Rank
#1 of 3
AI Consensus
71%
Trend
stable
Per Platform
ChatGPT
84
Perplexity
89
Gemini
91

About

Shopify Inc. is an Ottawa, Canada-based e-commerce platform — listed on NYSE (NYSE: SHOP) — providing 4.82+ million active merchant stores of all sizes (from solo entrepreneurs to enterprise brands) with tools for online store creation, multi-channel selling (web, mobile, social, in-person), payment processing (Shopify Payments, Shop Pay), inventory management, fulfillment, and marketing analytics, generating $8.88 billion in revenue in fiscal year 2024 (+26% year-over-year) with $292.28 billion in gross merchandise volume (GMV, +24%) and 875+ million customers who have purchased from Shopify merchant stores. Founded in 2006 by Tobias Lütke, Daniel Weinand, and Scott Lake (started as a snowboard equipment store, pivoted to become the platform), Shopify has become the operating system for independent commerce — the default e-commerce infrastructure for the direct-to-consumer brand economy.

Full profile

AI Visibility Head-to-Head

64
Overall Score
86
#1
Category Rank
#1
78
AI Consensus
71
up
Trend
stable
67
ChatGPT
84
63
Perplexity
89
71
Gemini
91
72
Claude
79
70
Grok
88

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