Xsight Labs
Category: AI Infrastructure
Xsight Labs is a fabless semiconductor company providing intelligent connectivity solutions — programmable DPUs and Ethernet switches — for next-generation hyperscale, edge, and AI data center networks. Xsight Labs was founded in 2017. The company is led by Yossi Meyouhas. Based in Kiryat Gat, Israel. Team size: 101-500. Total funding raised: $750M+. Latest round: Series D. Key investors include Fidelity Management & Research Company, Intel Capital, Microsoft M12, Valor Equity Partners, Atreides Management, Battery Ventures, T. Rowe Price, Xilinx, Artisan Partners, Key1 Capital, Aliya Capital Partners, Diagonal Capital.
- Founded
- 2017
- Headquarters
- Kiryat Gat, Israel
- Team size
- 101-500
- Total funding
- $750M+
Value proposition
Only semiconductor company shipping both high-end DPUs and Ethernet switches that are fully programmable and open, delivering 4x performance-per-watt over previous-gen designs while eliminating proprietary SDK lock-in through native Linux/SONiC/DPDK support.
Products and solutions
E1 Data Processing Unit (DPU) — 800 Gbps, 64 Arm Neoverse N2 cores on TSMC 5nm, sub-75W, runs Linux/DPDK/SONiC natively, X2 Programmable Ethernet Switch — 12.8 Tbps, sub-200W, sub-700ns latency, programmable data plane via XISA (Xsight Instruction Set Architecture), SONiC/P4 integration
Unique value
Open, programmable Ethernet-based AI networking silicon that breaks vendor lock-in — all 64 Arm cores sit in the data path for line-rate processing, with 40% lower power than incumbent switches and the industry's first shipping 800G DPU.
Target customer
Hyperscale cloud providers (Tier-1 hyperscalers), global network operators, service providers, OEMs, satellite communications operators (SpaceX Starlink), edge infrastructure providers
Industries served
AI/ML data centers, hyperscale cloud infrastructure, edge computing, satellite communications, telecommunications, enterprise networking
Technology advantage
TSMC 5nm process; 64 Arm Neoverse N2 cores in data path; 800 Gbps line-rate processing with inline AES-GCM/XTS crypto; 12.8 Tbps programmable switching with sub-700ns latency; XISA programmable instruction set; Ultra Ethernet Consortium (UEC) readiness; SONiC-DASH Hero 800G validated.
How they differentiate
Fully open architecture (Linux, SONiC, DPDK, P4) vs. proprietary closed systems from NVIDIA/Mellanox and Broadcom; all 64 Arm cores in the data path (no "slow path" exception handling); programmable data plane that can be updated post-deployment via software; significantly lower power consumption (sub-75W DPU, sub-200W switch); first to ship 800G DPU and first to complete SONiC-DASH Hero 800G validation.
Main competitors
NVIDIA (Mellanox) — BlueField DPUs and Spectrum switches, Broadcom — Tomahawk/Jericho switch ASICs, Marvell — Prestera switches and OCTEON DPUs
Key partnerships
SpaceX Starlink — X2 switch selected as core networking silicon for Starlink V3 satellites (Dec 2025), TSMC — 5nm process manufacturing, Ultra Ethernet Consortium (UEC) — contributing to emerging standards, SONiC ecosystem — E1 first DPU to complete SONiC-DASH Hero 800G validation
Notable customers
SpaceX (Starlink V3 satellites), multiple global network operators (undisclosed), Tier-1 hyperscalers (under evaluation)
Major milestones
2017: Company founded by ex-EZchip team, 2020: $80M round led by Intel Capital, 2021: Series D led by Valor/Atreides with Fidelity, Dec 2025: X2 switch selected by SpaceX for Starlink V3 satellites, Jul 2026: $300M+ round at $2.8B valuation led by Fidelity, First 800G DPU to ship and complete SONiC-DASH Hero 800G validation
Growth metrics
Raised $300M+ in Jul 2026 at $2.8B valuation (5.6x increase from $500M valuation in 2021); X2 switch selected by SpaceX Starlink; silicon under evaluation by Tier-1 hyperscalers; design wins across service providers and OEMs
Market positioning
Challenger to NVIDIA (Mellanox) and Broadcom in the AI data center networking silicon market, positioned as the open, programmable alternative with superior power efficiency. Valued at $2.8B post-money after 2026 round.
Geographic focus
Global — HQ in Kiryat Gat, Israel; offices in Givataim and Tirat Hacarmel (Israel), Saratoga CA, Billerica MA, Durham NC (US), Yerevan (Armenia), Wroclaw (Poland)
Patents and IP
Multiple patents assigned to XSIGHT LABS LTD. per Justia Patents database, covering networking silicon, data processing units, and switch architectures.
About Yossi Meyouhas
Ex-SVP R&D at Valens Semiconductors (2017-2021); Ex-SVP Engineering & General Manager at Marvell Technology Group Israel; Joined Xsight Labs as COO in May 2021, became CEO thereafter.
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Official website: https://xsightlabs.com
