Arrcus develops the Arrcus Connected Edge (ACE) networking platform, a distributed microservices routing and switching solution designed for core, edge, and multi-cloud environments. ACE is modular, fully programmable, high-performance and scalable, and is deployable on DPUs, merchant silicon, and general compute. The platform leverages NVIDIA BlueField DPUs to offload, accelerate, and isolate compute-intensive networking applications such as security and traffic engineering, which the company says helps improve utilization and power efficiency for GenAI and other workloads. Arrcus reports success with leading Fortune 500 and Global 2000 customers and targets use cases across datacenter, 5G/telecom access and transport, edge deployments, and hybrid multi-cloud connectivity. The company highlights traction in telecom, financial services, and industrial verticals and says it will expand platform support and accelerate growth with new investment. Arrcus is headquartered in San Jose, Calif. Arrcus builds software-driven networking solutions, including the Arrcus Connected Edge (ACE) platform, the ArcOS network operating system, and the ArcIQ analytics solution. Its products target core, 5G/edge and multi-cloud routing and switching for enterprise and service-provider use cases, with adoption by Fortune 500 and Global 2000 customers. The company says its solutions deliver cost-effective, scalable and reliable networks and aims to accelerate growth and expand market reach through strategic partnerships. Recent messaging highlights positioning as foundational infrastructure for the AI era and enabling new network service creation. Arrcus reports 100%+ CAGR business growth and previously raised $50M in a round led by Prosperity7 Ventures. The company is headquartered in San Jose, Calif. Arrcus offers a software alternative (ArcOS) that runs on generic routers to deliver routing, switching and programmability without incumbent hardware. Its ArcOS platform targets carriers and large enterprises seeking lower-cost, more flexible network architectures. The company plans to expand into 5G, multi-cloud networking and data center switching and to add more customers. Arrcus says its approach can deliver roughly 30–40% cost reductions versus legacy equipment. CEO Shekar Ayyar said the business grew strongly last year, with revenues up 100%. The company has raised $126 million to date and is now valued at $400 million. Arrcus develops ArcOS, a networking operating system designed to run on unbranded white-box switches and provide flexible, software-driven networking management. The company partners with white-box manufacturers and offers combinations of hardware and software depending on customer requirements. Arrcus launched in 2016 and has grown to 50 employees. It reports double-digit paying customers and more than 20 prospects in various stages of proofs of concept. With the new funding the company expects to double headcount in the next six to nine months. Arrcus has raised a total of $49M to date and says its goal is to compete with incumbents such as Cisco, Arista and Juniper. Arrcus launched from stealth and released ArcOS, an independent, hardware-agnostic network operating system designed to run across physical, virtual and cloud network environments. ArcOS emphasizes a modular microservices architecture, a hyper-performance resilient control plane, a Dataplane Adaptation Layer (DPAL), data-model driven telemetry, and consistent YANG/OpenConfig APIs for programmability. The product targets use cases including spine-leaf Clos fabrics for data centers, internet peering for CDNs and ISPs, resilient host routing, and massively scalable route-reflector clusters. Arrcus has positioned ArcOS to be ported to leading merchant silicon, including Broadcom’s StrataDNX Jericho+ and StrataXGS Trident 3, and with Jericho+ supports the full BGP internet routing table. The company cites partnerships and OEM engagement with firms such as Broadcom, StackPath, Celestica, Delta Electronics, Quanta/QCT and Edgecore to enable deployment and go-to-market. Financially, Arrcus announced a $15 million Series A financing as it brings its first product to market and scales commercial adoption.

Total raised

$125M

Funding rounds

5

Latest round

Equity

Latest activity

Jul 2024