The chips that wire GPUs together are the new prize. Xsight raised $300m to sell an open one.
THE SO WHAT
Interconnect silicon is becoming as strategic as the GPUs themselves—Xsight’s $300M raise at a $2.8B valuation is a bet that open, high-bandwidth networking is now a primary AI bottleneck. If you’re planning large clusters, topology and switch silicon choices are now first-order architecture decisions, not something you leave to the default cloud config.
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