smartnic
(3)
The Little Card That Gave the CPU Its Job Back
AMD Pensando made a specialized processor for the invisible chores that steal time from expensive CPUs and GPUs. The wager turned a repeat Cisco founding team, roughly $313 million in funding and one well-timed piece of silicon into a $1.9 billion chapter of AMD's data-center strategy.
Accton
Accton spent decades building the switches behind other companies’ brands. Now AI has turned that quiet Taiwanese manufacturing playbook into an $8 billion open-infrastructure business - and pulled it from the rack into optics, cooling and compute.
DreamBig Semiconductor Inc.
DreamBig Semiconductor is a San Jose-based chiplet company building open silicon platforms that scale AI networking from 800 Gbps to 12.8 Tbps. Founded by Marvell veterans, the team is selling chiplets, a SuperNIC, and a chiplet hub aimed at AI data centers, automotive, and edge compute.