AI continues to fuel demand for new networking technology and the vendors that build it.

Upscale AI, which emerged from stealth in September 2025 with a $100 million seed round, has raised an additional $190 million in a Series A-1 extension. Total funding now stands at $500 million, and its current valuation is $2 billion. The round was led by Premji Invest and includes new investors Nvidia,…

Why the bottleneck always moves, why economics is an equal partner, and why capital recovery in AI infrastructure now depends on workload liquidity. Every infrastructure supercycle has two engines, not one. The technical engine is bottleneck migration. Workloads expose a…

Another startup is emerging to take on the challenge of AI networking. This time, it has a name taken from the mists of history.

AI networking startup Eridu came out of stealth on Tuesday with more than $200 million in funding. The company is targeting what it says is a fundamental architectural mismatch between the scale demands of AI data centers and what current switching technology can…