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Upscale AI’s mission is pure-play AI networking: a networking infrastructure company that designs, builds, and engineers systems in-house. The company emerged from stealth mode in Q3 2025, having secured $50 million in funding and achieving a valuation of $2 billion, which enables it to hire top talent. Its 300-strong team comprises experts across silicon, systems, software, operations, and manufacturing, drawing experience from leading networking vendors, ASIC builders, and hyperscalers, all dedicated to solving AI challenges. The presentation agenda includes an introduction to Upscale by Mayuresh, followed by Aninda detailing the evolution of data center designs from class fabric to AI clusters and the role of inference, and finally, Nicholas will demonstrate SkyD, an in-house tool for designing network fabrics from scratch.
Upscale offers two primary product lines tailored for AI use cases: “scale up” and “scale out.” The “scale up” product line involves in-house designed and built silicon for systems, complemented by an operating system and orchestration software. For “scale out” applications, Upscale has a strong partnership with Nvidia, using Spectrum X to build systems suited to backend and front-end requirements. A core tenet of their development is adherence to open standards, demonstrated by their participation in organizations like UEC and OCP forums, and their role as a premium member of the SONiC technical committee, with their operating system built on SONiC.
Personnel: Mayuresh Gangal
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