For two decades, Chelsio has sold a stubbornly practical idea: the network card should do more of the networking. Its seventh-generation platform now carries that bet into 400Gb Ethernet, GPU clusters and a market crowded with much larger chip companies.
The four-year-old semiconductor startup began with a card that takes chores away from CPUs. Now it is selling the whole kitchen - silicon, storage, servers and software - to make AI infrastructure cheaper to run and harder to strand.