Upscale AI
by Upscale AI
The pure-play AI networking company building the full-stack fabric for GPU and XPU clusters
Upscale AI is a full-stack AI networking company building silicon, systems, and software—including its SkyHammer scale-up switch ASIC and open Ethernet scale-out fabrics—to connect GPUs, XPUs, memory, and storage inside the largest AI training and inference clusters. It is aimed at hyperscalers and neocloud providers who need deterministic, low-latency interconnects for AI infrastructure.
Upscale AI is a Santa Clara-based, pure-play AI networking infrastructure startup founded in 2025 by CEO Barun Kar and executive chairman Rajiv Khemani (former Innovium co-founder and CEO). Positioned as 'the network AI was waiting for,' Upscale is building a full-stack platform spanning silicon, systems, and software to remove the interconnect bottlenecks that constrain large AI clusters. Its flagship scale-up product, SkyHammer, is a clean-slate switch ASIC purpose-built to link accelerators, memory, and storage within a rack at very high speed with deterministic latency and predictable performance at scale; scale-up products are slated for release in 2026. For scale-out, Upscale ships open Ethernet fabrics built on NVIDIA Spectrum-X switch silicon paired with a SONiC-based network operating system, and the company backs open standards including UltraEthernet, UALink, and OCP SAI/ESUN. In June 2026 Upscale added a $190 million Series A-1 extension led by Premji Invest, with strategic backing from NVIDIA and Salesforce Ventures, bringing total funding to roughly $500 million at a $2 billion valuation.
At a Glance
- Category
- Infrastructure & Cloud
- Pricing
- Contact for pricing
- Target Market
- CTOs, CIOs, Infrastructure Architects, Cloud/Data Center Operators
- Founded
- 2025
- Headquarters
- Santa Clara, California, United States
Key Features
- ✓SkyHammer scale-up ASIC
A clean-slate switch silicon purpose-built to interconnect accelerators, memory, and storage within a rack at high bandwidth with deterministic, low latency.
- ✓Open Ethernet scale-out fabrics
Scale-out networking built on NVIDIA Spectrum-X switch silicon with a SONiC-based NOS to connect heterogeneous AI clusters.
- ✓Full-stack silicon, systems, and software
An end-to-end platform spanning custom silicon through systems and software optimized for AI workload economics and token efficiency.
- ✓Open-standards architecture
Supports heterogeneous compute on open standards including UltraEthernet, UALink, and OCP SAI/ESUN to avoid proprietary lock-in.
Use Cases
- •Frontier-model training clusters
Provide deterministic, high-bandwidth interconnect for synchronized multi-accelerator training at scale.
- •Large-scale inference serving
Reduce communication bottlenecks between accelerators to improve token efficiency and predictable performance for inference.
- •Neocloud AI data centers
Give emerging GPU-cloud providers an open, purpose-built AI fabric spanning single racks to large distributed clusters.
Ideal For
Best For
- ✓Building deterministic scale-up networks inside rack-scale AI clusters
- ✓Connecting GPUs, XPUs, memory, and storage for large-scale training and inference
- ✓Hyperscalers and neoclouds standardizing on open AI networking fabrics
Deployment
Market Analysis
Pros
- ✓Purpose-built for AI scale-up/scale-out interconnect bottlenecks
- ✓Strong strategic backing from NVIDIA and Salesforce Ventures
- ✓Founding team with prior networking-silicon exit (Innovium)
Cons
- ✗Scale-up SkyHammer products not yet generally available (2026 release)
- ✗Competing against entrenched networking incumbents
Pricing
Enterprise
Contact for pricing
- ✓SkyHammer scale-up switching (coming 2026)
- ✓Open Ethernet scale-out fabrics
- ✓Full-stack silicon, systems, and software
Pricing is not publicly listed; scale-up products based on the SkyHammer architecture are announced for release in 2026.
Sources
This page was written from 3 sources, 2 on domains other than upscale.com.
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