Upscale Artificial Intelligence partners with NVIDIA on scale-out AI networking

Upscale Artificial Intelligence (AI) and NVIDIA announced a partnership to combine Spectrum-X switch silicon with Upscale’s SONiC-based networking software to enable interoperable, low-latency Ethernet fabrics for scale-out AI clusters.

Market Overview

Enterprises and neocloud providers expanding AI clusters face networking bottlenecks as clusters grow across racks and data centers.

The partnership targets scalable, low-latency networking systems that support heterogeneous compute, accelerators, memory, and storage.

Key Findings

The collaboration pairs NVIDIA Spectrum-X Ethernet switch silicon with Upscale AI’s AI-optimized, SONiC-based networking software to deliver interoperable Ethernet fabrics for large-scale AI workloads.

Upscale AI joined the NVIDIA Partner Network to give customers flexibility in designing and procuring Ethernet switching in multi-vendor environments.

Segment or Supplier Performance

“At Dell’Oro Group, we expect SONiC adoption in AI back-end networks to accelerate much faster than what we have historically observed in front-end networks,” said Sameh Boujelbene.

Dell'Oro projects SONiC-based switch sales in AI scale-out networks will grow at more than 50 % Compound Annual Growth rate (CAGR) (2025-2030), exceeding $10 B by 2030.

Technology or Trend Analysis

A core element of Upscale AI’s approach is its AI-optimized implementation of SONiC, the open-source network Operating System (OS) used in hyperscale environments.

Deploying and operating SONiC requires in-house engineering and integration effort, and Upscale AI plans to offer integrated hardware, software, and lifecycle services for medium and large-scale AI environments.

Forecast or Analyst Outlook

Dell'Oro expects SONiC adoption in AI back-end networks to accelerate and forecasts SONiC-based switch sales will exceed $10 B by 2030 at more than a 50 % CAGR from 2025 to 2030.

Conclusion

The analyst note frames the Upscale AI–NVIDIA partnership as a move to deliver interoperable, scale-out Ethernet fabrics combining Spectrum-X silicon and Upscale’s SONiC implementation for enterprise and neocloud customers. This Analyst Signals brief reflects a neutral, fact-based summary of the original research note.