Xsight Labs привлекла $300 млн на открытые чипы для соединения GPU в AI-кластерах

Israeli chipmaker Xsight Labs announced on July 31, 2026, the raising of more than $300 million at a valuation of $2.8 billion — a more than fivefold increase compared to the company's previous valuation. The round was led by investment firm Fidelity.

What Xsight Labs Produces

Xsight Labs develops open networking chips that connect thousands of GPUs into unified compute clusters for AI. While global attention has been focused on accelerator manufacturers, the inconspicuous components of the networking fabric — high-speed switches and interconnects — have been becoming equally critical and costly infrastructure for AI data centers.

Key facts about the round:

• $300M+ — amount of funding raised
• $2.8B — current company valuation
• More than 5x — valuation growth relative to the previous round
• Fidelity — lead investor
• Israel — country of development and company founding

Why Networking Chips Have Become a Strategic Asset?

Without high-speed networking chips, thousands of GPUs cannot operate as a single supercomputer: data transfer between accelerators creates a bottleneck that negates the computational potential of expensive hardware. This is exactly the problem Xsight Labs solves.

"The boring chips that connect thousands of GPUs to each other are quietly becoming just as valuable as the accelerators themselves," states

The Next Web, describing the shift in the AI infrastructure market.

The word "open" in the company's positioning is strategically key. The AI networking chip market today is largely controlled by NVIDIA with its proprietary InfiniBand technology. Xsight's open architecture allows cloud providers and AI labs to build clusters without tight vendor lock-in. For hyperscalers — Amazon, Google, Microsoft, and emerging AI companies — this is a real opportunity to diversify infrastructure procurement and reduce dependence on NVIDIA.

As data centers increase GPU density from thousands to tens of thousands of accelerators, the cost of the networking fabric in a project budget becomes comparable to the cost of the GPUs themselves — which explains the sharp growth in investor interest in this segment.

In an environment where GPU export restrictions and periodic accelerator shortages have become permanent market factors, suppliers of open networking solutions gain an additional strategic advantage.

Israel as a Chip Engineering Hub

Xsight Labs is part of a growing wave of Israeli semiconductor startups in the AI infrastructure segment. Israel has long been one of the world's centers of chip engineering: Intel, NVIDIA, and Qualcomm maintain large R&D divisions there, creating a dense ecosystem of engineering talent for semiconductor startups.

A valuation of $2.8 billion makes Xsight Labs one of the most highly valued independent players in the AI networking infrastructure segment. The fivefold valuation growth compared to the previous round signals that institutional investors are betting on a sharp scaling of demand for precisely this class of components.

What This Means

The Xsight Labs round confirms: the AI infrastructure race has gone far beyond GPUs. Networking chips, which long remained in the shadow of accelerators, are becoming an independent strategic asset with multi-billion-dollar valuations. Xsight's open architecture is a direct challenge to NVIDIA's dominance in the interconnect segment, and major providers are actively seeking alternatives to proprietary solutions.

Frequently Asked Questions

What are open networking chips?

Open networking chips are components for connecting GPUs in a cluster, built on open standards. Unlike NVIDIA's proprietary InfiniBand technology, they allow companies to build high-speed networks without being tied to a single manufacturer's hardware.

What is Xsight Labs worth after the round?

According to The Next Web, following the round completed on July 31, 2026, the company is valued at $2.8 billion — a more than fivefold increase from the previous valuation. Fidelity acted as the lead investor.