AI networking startup Eridu just emerged from stealth with a massive $200M Series A to tackle what's...
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Eridu introduces a new hardware-level approach to the 'network wall' bottleneck, updating the AI infrastructure player map and signaling a structural shift toward specialized networking silicon.
AI networking startup Eridu just emerged from stealth with a massive $200M Series A to tackle what's become AI's most critical bottleneck: the 'network wall.' While GPU performance improves 10x annually, traditional data center switches only advance 2-3x every 2-3 years, creating a fundamental mismatch that starves AI workloads. Founded by networking pioneer Drew Perkins (who helped create the PPP protocol underlying today's internet), Eridu is redesigning networking silicon from scratch to replace tiered optical connections with on-chip communications. This targets a $200B market opportunity and signals that AI infrastructure is being rebuilt from the ground up. With backing from TSMC, MediaTek, and legendary VC John Doerr, this oversubscribed round confirms that networking has emerged as the decisive constraint in AI's next scaling phase.