This week at AMD Advancing AI Day in San Francisco (July 22–23, 2026), Arrcus and UfiSpace announced an integrated networking solution for AMD-powered AI infrastructure, shown alongside GIGABYTE’s GIGAPOD rack from Giga Computing built on AMD EPYC and AMD Instinct platforms. Arrcus is a leading networking software company; its ArcOS network operating system is co-validated and performance-tuned on UfiSpace’s open switches based on Broadcom merchant silicon, so operators building AMD Instinct clusters can deploy a full-featured Ethernet fabric as a tested unit rather than an open-ended integration project. ArcOS contributes scalable multi-tenant lossless Ethernet (RoCEv2), congestion management, advanced load balancing, and deep telemetry; UfiSpace supplies the high-density, power-efficient hardware, including direct liquid-cooled, OCP ORv3-ready platforms.
The hardware span matches the performance tiers we track in data center Ethernet and AI server designs. Leaf and AI-fabric roles use UfiSpace Tomahawk 6 platforms (S9331-64HO and S9331-64HO3L) at up to 102.4 Tbps, including direct liquid-cooled variants; spine roles use Tomahawk 5 (S9321-64EO) at up to 51.2 Tbps; storage, aggregation, server access platforms. We think the combination is a clear example of how high-performance AMD Instinct clusters are being paired with cutting-edge Broadcom switch silicon and open NOS software rather than closed proprietary fabrics. 650 Group has the industry’s most in-depth data center networking market research, which includes InfiniBand, NVLink, Data Center Ethernet Switching, Merchant Silicon Data Center Switching technology, and AI servers, to name a few of our segments.