Overview
Programmable dpu and Ethernet switch silicon race for AI cluster fabrics — open/UEC-aligned alternatives vs closed vendor stacks.
Timeline
- 2026-07-30: xsight-labs 2.8B round (2026-08-01-xsight-labs-300m-2-8b-valuation)
Key Players
Analysis
Distinct from inference-chip funding (e.g. Etched): this is networking/DPU layer capital.