AEye Launches OPTIS™: A Complete Physical AI Solution, Powered by NVIDIA’s Jetson Orin, that Delivers the Future of Smart Transportation, Safety, and Security

AEye, Inc. (Nasdaq: LIDR), a pioneer in high-performance lidar technology and creator of the Apollo lidar sensor, today announced that it has begun field deployments of OPTIS™, a full-stack, flexible lidar solution designed to transform how customers across industries perceive and respond to their unique environments.

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How OPTIS™ sees the world: 3D perception with real-time interpretation and action.

As industries demand more real-time insight, greater operational efficiency, and adaptable technology, the need for a smarter, integrated sensing solution has become increasingly clear. OPTIS™ was purpose-built to meet this need, bridging the gap between perception and action in dynamic and complex settings.

AEye is currently working with a curated group of partners to facilitate the unique step of opening its platform to a broad set of developers, which will allow OPTIS™ to incorporate a wide variety of innovative AI solutions. By combining AEye’s long-range, software-defined Apollo lidar technology, capable of detecting objects up to one kilometer away, with advanced computing and physical AI, we expect to deliver integrated solutions to unlock new revenue streams and enhance the operational efficiency of our customers.

OPTIS™ is a complete autonomous system that delivers high-resolution 3D perception of the physical world and enables real-time interpretation and responsive action. OPTIS™ is designed to enhance legacy infrastructure and to help fuel the transformation to intelligent, connected systems as the world shifts towards smart infrastructure enabled by physical AI.

Leveraging Apollo’s software-defined architecture, OPTIS™ customers should benefit from faster updates, lower total cost of ownership, and easier integration, eliminating the delays and complexity common with traditional hardware upgrades.

“OPTIS™ enables AEye and our partners to deliver tailored solutions that address critical challenges, whether it’s navigating autonomous vehicles around obstacles, ensuring traffic safety by managing right-of-way traffic flow, or identifying objects on the tracks to enhance next-generation rail safety,” said Matt Fisch, CEO of AEye. “With an estimated addressable market of over $50 billion, OPTIS™ is unlocking a significant opportunity for us to expand into high-value applications. I’m proud to share that we already have multiple deployments underway in varied applications like airport safety and security, perimeter monitoring, and transportation logistics.”

“OPTIS™ is the natural evolution of our technology,” Fisch added. “It builds on the strengths of Apollo to deliver something more powerful: a system that can be tailored to customer needs without requiring costly or time-intensive hardware changes. Powered by NVIDIA’s Jetson Orin, OPTIS™ stands out as a best-in-class solution that drives rapid decision making where speed and precision matter most. This gives AEye, and our customers, a meaningful edge. As AEye continues to redefine what lidar can do, OPTIS™ marks a leap forward for the future of intelligent sensing and mobility.”

We’re excited to officially launch and showcase OPTIS™ at the upcoming ITS World Congress in Atlanta, taking place from August 24 - 28, 2025. Visitors to our booth will get a firsthand look at how OPTIS™ is redefining intelligent infrastructure through high-resolution 3D perception and real-time responsiveness. This marks a major milestone for AEye as we bring our next-generation solution to the global stage and engage directly with industry leaders, partners, and customers.

About AEye

AEye offers unique software-defined lidar solutions that enable advanced driver-assistance, vehicle autonomy, smart infrastructure, security, and logistics applications that save lives and propel the future of transportation and mobility. AEye’s flagship product, Apollo, has been widely recognized for its small form factor and its ability to detect objects at up to one kilometer. In addition to Apollo as a stand-alone sensor, AEye also offers a full-stack solution through its OPTIS™ platform. OPTIS™ provides a complete system that captures a high-resolution 3D image of the world, interprets it, and provides direction to act upon what it sees in real-time.

Forward-Looking Statements

Certain statements included in this press release that are not historical facts are forward-looking statements within the meaning of the federal securities laws, including the safe harbor provisions under the United States Private Securities Litigation Reform Act of 1995. Forward-looking statements are sometimes accompanied by words such as “believe,” “continue,” “project,” “expect,” “anticipate,” “estimate,” “intend,” “strategy,” “future,” “opportunity,” “predict,” “plan,” “may,” “should,” “will,” “would,” “potential,” “seem,” “seek,” “outlook,” and similar expressions that predict or indicate future events or trends, or that are not statements of historical matters. Forward-looking statements are predictions, projections, and other statements about future events that are based on current expectations and assumptions and, as a result, are subject to risks and uncertainties. Forward-looking statements in this press release include, without limitation, statements about the features and abilities of the OPTIS™ product, the market need for the OPTIS™ solution, the ability to incorporate a variety of third-party physical AI solutions as a part of OPTIS™, the total addressable market of more than $50 billion for the OPTIS™ product, among others. These statements are based on various assumptions, whether or not identified in this press release. These forward-looking statements are provided for illustrative purposes only and are not intended to serve as and must not be relied on by an investor as a guarantee, an assurance, a prediction, or a definitive statement of fact or probability. Actual events and circumstances are very difficult or impossible to predict and will differ from the assumptions. Many actual events and circumstances are beyond the control of AEye. Many factors could cause actual future events to differ from the forward-looking statements in this press release, including but not limited to: (i) the risks that OPTIS™ may not meet the need for smarter, integrated sensing solutions to the extent anticipated, or at all; (ii) the risks that developers may not incorporate their innovative AI solutions in OPTIS™ to the extent anticipated, or at all; (iii) the risks that OPTIS™ may not allow AEye to deliver an integrated solution that unlocks new revenue streams or enhances the operational efficiency of our customers to the extent anticipated, or at all; (iv) the risks that OPTIS™ may not deliver high-resolution 3D perception of the physical world nor enable real-time interpretation and responsive action to the extent anticipated by the marketplace, or at all; (v) the risks that OPTIS™ may not enhance legacy infrastructure to the extent anticipated, or at all; (vi) the risks that the customer benefits from faster updates, lower total cost of ownership, and easier integration, may not be realized by customers to the extent anticipated, or at all; (vii) the risks that OPTIS™ may not deliver the tailored solutions to customers to the extent anticipated, or at all; (viii) the risks that the estimated addressable market for OPTIS™ may be significantly less than $50 billion; (xi) the risks that lidar adoption may occur slower than anticipated or fail to occur at all; (x) the risks that AEye’s products may not meet the diverse range of performance and functional requirements of target markets and customers; (xi) the risks that AEye’s products may not function as anticipated by AEye, or by target markets and customers; (xii) the risks that AEye may not be in a position to adequately or timely address either the near or long-term opportunities that may or may not exist in the evolving autonomous transportation industry; (xiii) the risks that laws and regulations are adopted impacting the use of lidar that AEye is unable to comply with, in whole or in part; (xiv) the risks associated with changes in competitive and regulated industries in which AEye operates, variations in operating performance across competitors, and changes in laws and regulations affecting AEye’s business; (xv) the risks that AEye is unable to adequately implement its business plans, forecasts, and other expectations, and identify and realize additional opportunities; and (xvi) the risks of economic downturns and a changing regulatory landscape in the highly competitive and evolving industry in which AEye operates. These risks and uncertainties may be amplified by current or future global conflicts and current and potential trade restrictions, trade tensions, and tariffs, all of which continue to cause economic uncertainty. You should carefully consider the foregoing factors and the other risks and uncertainties described in the “Risk Factors” section of the periodic report that AEye has most recently filed with the U.S. Securities and Exchange Commission, or the SEC, and other documents filed by us or that will be filed by us from time to time with the SEC. These filings identify and address other important risks and uncertainties that could cause actual events and results to differ materially from those contained in the forward-looking statements. Forward-looking statements speak only as of the date they are made.

Investors are cautioned not to put undue reliance on forward-looking statements; AEye assumes no obligation and does not intend to update or revise these forward-looking statements, whether as a result of new information, future events, or otherwise. AEye gives no assurance that AEye will achieve any of its expectations.

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