The brief

Analyst view

• Q1 2026 revenue of $308.4 million, up 93% year-over-year, as demand for AI connectivity accelerates.
• Scorpio X-Series 320-lane fabric switch is the industry's largest open, memory-semantic switch for AI clusters.
• Collaborating with the UALink Consortium on GPU interconnect standards that support in-network compute and multi-path routing.

Technical approach

As reported

Fabric Switches

Scorpio family

Scorpio switches route data between GPUs in AI clusters. Config from 32 to 320 lanes, minimal latency, support PCIe and memory-semantic interconnects.

Signal Conditioning

Aries and Taurus signal conditioners

Retimers and redrivers clean up electrical signals on high-speed connections between accelerators and switches, needed as link speeds increase.

Memory Expansion

Leo memory controllers

CXL controllers allow GPUs to use far more memory than on-card capacity by linking to external memory pools, lowering cost per GPU.

Software

COSMOS fleet management

Management software for data center teams to configure and monitor fabric at scale, abstracting hardware complexity.

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