Arrcus
Arrcus provides hyperscale networking software via the ACE platform, ArcOS operating system, and AINF for AI inference routing. It serves Tier-1 telecom operators, hyperscale cloud providers, and Fortune 100 enterprises globally through direct sales and the PACE partner program.
- Company typePrivate
- Founded2016
- HeadquartersSan Jose, United States
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
What Arrcus does
Arrcus is a hyperscale networking software company founded in 2016 and headquartered in San Jose, California, that builds the Arrcus Connected Edge (ACE) platform — an open, hardware-agnostic software stack for routing, switching, AI fabric, and analytics across data center, edge, and multi-cloud environments. The company's core technology is ArcOS, an internet-scale, microservices-based network operating system that supports physical, virtual, and container deployments, BGP Link State Vector Routing, RPKI-based route origin validation, and open APIs (OpenConfig, YANG, RESTCONF). On top of ArcOS, Arrcus has assembled a portfolio including AINF (Arrcus Inference Network Fabric) for policy-driven AI inference routing, ACE-AI for distributed AI workloads, ArcRR for route reflection, ArcIQ for analytics, VDR for virtualized distributed routing, FlexMCN for multi-cloud networking, and the TGAX Telco Grade AI Ethernet Switch built on NVIDIA Spectrum-4 silicon. Customers include Tier-1 telecom operators such as SoftBank, Liberty Global, NTT, and TELUS, hyperscale and colocation providers such as CoreSite and AWS, and large enterprises such as LinkedIn.
Arrcus firmographics
Firmographics- Name
- Arrcus
- Legal name
- Arrcus Inc.
- Website
- https://arrcus.com
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Arrcus provides hyperscale networking software via the ACE platform, ArcOS operating system, and AINF for AI inference routing. It serves Tier-1 telecom operators, hyperscale cloud providers, and Fortune 100 enterprises globally through direct sales and the PACE partner program.
- Ownership category
- akta.pro rank
Arrcus industry classification
Industry- Product category
- Network Infrastructure Software
- NAICS
- Computer Systems Design and Related Services (54151), Computer and Peripheral Equipment Manufacturing (33411)
- SIC
- Services-Computer Integrated Systems Design (7373), Computer Communications Equipment (3576)
- akta.pro primary industry
- Data Center Ethernet Switching (ToR/Leaf-Spine) (HDABAFAA)
- akta.pro secondary industries
- Edge Networking & SD-WAN/uCPE for Edge Sites (HDABAOAE), Carrier Ethernet Services (E-Line/E-LAN/E-Tree) (HDAIAFAC)
Keywords
Where Arrcus is headquartered
LocationHeadquarters
- HQ city
- San Jose
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Arrcus business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Software Subscription and Licensing: Arrcus generates revenue primarily through software subscriptions for its ACE platform, ArcOS network operating system, and related modules. Software is sold as annual or multi-year licenses with tiered support levels (SW only, Return-to-Factory HW+SW, Next-Business-Day HW+SW). Flexible consumption and pay-as-you-grow models are offered.
- Hardware Product Sales: Sale of Arrcus hardware products including the TGAX (Telco Grade AI Ethernet Switch) based on NVIDIA Spectrum-4, along with white-box networking hardware through partner ecosystem. Hardware sales include limited warranty and optional Arrcus Care support services.
- Professional Services: Implementation, deployment, and technical support services including 24x7x365 TAC support, training through Arrcus Academy, onboarding, and professional services for enterprise and telco customers.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | SW only — Software subscription with unlimited 24x7 TAC access, online resources, and support portal. No hardware repair/replacement included. |
| Subscription | Annual | Return-to-Factory (HW + SW) — Software subscription with hardware repair/replacement service returning components to factory within 10 business days. |
| Subscription | Annual | Next-Business-Day (HW + SW) — Advanced hardware replacement with next business day delivery, plus software subscription. |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels7 records
Arrcus product offering
Product offeringCore offering
Arrcus develops and sells the Arrcus Connected Edge (ACE) platform, a hyperscale, software-defined networking fabric powered by its proprietary ArcOS network operating system. The platform unifies routing, switching, analytics, and AI inference networking in a single disaggregated software stack that runs on any merchant silicon or white-box hardware, eliminating vendor lock-in. Specialized offerings built on ArcOS include AINF for AI inference traffic routing, ACE-AI for distributed AI workloads, ArcRR for BGP route reflection, ArcIQ for network analytics, and the TGAX telco-grade AI Ethernet switch hardware product.
Product overview
Arrcus is a hyperscale networking software company offering the Arrcus Connected Edge (ACE) platform—a unified, software-defined networking fabric. The core platform comprises ArcOS network operating system, which provides internet-scale routing and switching capabilities across physical, virtual, and cloud environments. On top of ArcOS, Arrcus offers specialized solutions including AINF (Arrcus Inference Network Fabric) for AI inference workload routing, ACE-AI for distributed AI networking, ArcRR for route reflection, ArcIQ for analytics, VDR for virtualized distributed routing, and TGAX as a hardware AI switch product. Additional modules include FlexMCN for multi-cloud networking, ArcEdge for edge connectivity, ArcOrchestrator for automation, and ArcAPI for programmatic access. The portfolio addresses data center, 5G transport, and multi-cloud networking markets with a hardware-agnostic, disaggregated approach.
Differentiator
Problem solved
Functional benefit
Brands
- ACE (Arrcus Connected Edge): Unified networking platform that unifies routing, switching, and analytics in one software-defined platform
- AINF (Arrcus Inference Network Fabric)
- ArcOS
- ArcRR
- ArcIQ
- TGAX
- VDR (Virtual Distributed Router)
- FlexMCN
Products and services
- ArcOS Network Operating System ArcOS is Arrcus's proprietary independent network operating system enabling internet-scale routing, switching, and AI fabric across physical, virtual, and cloud network environments. It features a microservices-based architecture with BGP Link State Vector Routing, RPKI-based route origin validation, Zero Touch Provisioning, and open APIs (OpenConfig, YANG, RESTCONF, REST APIs).
- Arrcus Inference Network Fabric (AINF) AINF is a policy-driven AI inference networking fabric that dynamically routes AI inference traffic across edge, datacenter, and cloud environments based on operator-defined policies including latency targets, data sovereignty boundaries, model availability, and power grid capacity. Integrates natively with NVIDIA Dynamo, vLLM, SGLang, and Triton, and secures inference traffic with NVIDIA BlueField DPUs at line-rate encryption.
- ACE-AI (Connected Edge for AI) ACE-AI is a unified fabric for distributed AI from data center to edge to multi-cloud, supporting distributed model training, federated learning, edge inferencing, and lossless Ethernet connectivity with RoCEv2, Priority Flow Control, and DPU integration built on IP CLOS and VDR architectures for GPU cluster connectivity.
- ACE (Arrcus Connected Edge) Platform ACE is Arrcus's hyperscale networking platform unifying routing, switching, and analytics in one software-defined platform. It powers one simple network, one scalable architecture, and one seamless experience connecting billions across data center, edge, and multi-cloud environments, replacing legacy silo-based systems.
- ArcRR Route Reflector ArcRR is a high-performance, composable route reflector built on ArcOS with a 64-bit multi-threaded architecture supporting up to 16 exabytes per process and 100M+ BGP paths. It offers fast convergence during BGP failures, RPKI-based route origin validation, and deployment flexibility as VM, container, or bare metal.
- ArcIQ Analytics Platform ArcIQ is Arrcus's continuous intelligence platform delivering deep network visibility, proactive alerting, AI/ML-driven security analytics for route hijack prevention, and real-time device-level monitoring across data center, cloud, and edge environments.
- TGAX Telco Grade AI Ethernet Switch TGAX is the industry's first telco-grade AI Ethernet switch built on the NVIDIA Spectrum-4 platform. It provides programmable, flexible networking for end-to-end AI and RAN applications, supporting training, inferencing, fine tuning, and AI-RAN integration with precise timing support for Open RAN environments.
- VDR (Virtual Distributed Router) VDR is Arrcus's massively scalable, virtualized, distributed routing platform that transforms legacy chassis into scalable, open systems supporting thousands of 100G/400G ports and scaling from 4Tbps to 768Tbps capacity.
- FlexMCN (Multi-Cloud Networking) FlexMCN is a flexible, secure, and automated multi-cloud networking solution available in the AWS Marketplace that eliminates complexities in traditional networking, enabling quick and secure setup, deployment, and management of cloud environments with flexible interconnect, cloud-native security, and automated orchestration.
Quantifiable outcome
- 3x bookings growth in 2025, driven by production deployments of ArcOS and ACE platform
- +6 more outcomes
Companies that use Arrcus
Customer profileNamed customers10 records
Segments4 records
Ideal customer profiles3 records
Arrcus technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration15 records
AI capability8 records
Feature7 records
Arrcus partnerships and signals
Strategic signalPartnerships
19 partnerships are on record, tiered core and minor.
- Fujitsu (FUJITSU-MONAKA)coreArrcus collaborated with Fujitsu and 1Finity to develop Secure Sovereign AI Infrastructure powered by Fujitsu's next-generation FUJITSU-MONAKA Arm-based CPU, integrated with Arrcus ArcOS network operating system and 1Finity's optical interconnect technology. The joint solution supports highly distributed AI workloads from edge inference to scalable AI training, addressing performance, energy efficiency, data sovereignty, and security requirements. Announced March 2026 at MWC Barcelona.
- LightstormcoreLightstorm and Arrcus formed a strategic partnership to deliver AI-optimized networking across the Asia-Pacific region, combining Arrcus's intelligent routing capabilities with Lightstorm's Polarin network-as-a-service platform. The integrated solution addresses latency consistency, deterministic bandwidth for distributed training, and programmable provisioning through API-driven orchestration. Available across Lightstorm's fiber network spanning India and key Asia-Pacific markets. Announced March 2026.
- UfiSpacecoreArrcus and UfiSpace announced collaboration at Mobile World Congress to deliver AI-optimized networking platforms combining Arrcus ArcOS software with UfiSpace's next-generation routing and switching hardware for carrier-grade data center, edge, and cloud environments. The integrated solution supports multi-terabit throughput, 800GE interfaces, native line-rate MACSec and IPSec encryption, and ultra-low latency switching (250 ns). Also part of PACE partner program. Announced March 2026.
- NVIDIA (Technology Integration)coreArrcus integrates ArcOS and AINF with NVIDIA BlueField-4 DPUs and Spectrum-4 Ethernet switches for gigascale AI factory networking, and NVIDIA BlueField-3 DPUs for sovereign AI inference (TELUS PoC). AINF also integrates with NVIDIA Dynamo framework for AI inference routing, NVIDIA Triton inference server, SGLang, and vLLM. NVIDIA ecosystem support provides Arrcus with AI infrastructure credibility and co-development opportunities.
- RNP (Brazil's National Education and Research Network)minorArrcus and OpenGlobe partnered with Brazil's RNP to deliver advanced programmable networking infrastructure for the OpenRAN@Brasil program. The initiative deploys Arrcus-powered routers across five regions of Brazil to connect universities and scientific institutions, modernize existing MPLS architecture, and introduce next-generation protocols such as SRv6 for 5G and 6G research. Announced December 2025.
- Red HatcoreArrcus collaborated with Red Hat on multi-cloud networking solutions and validated ACE platform interoperability with Red Hat OpenShift and Red Hat's vLLM semantic routing for AI inference. Red Hat integration enables Arrcus to offer certified solutions for enterprise AI and multi-cloud environments.
- VMware (Broadcom)coreArrcus ArcOC integrates with VMware Telco Cloud Platform to support SoftBank's SRv6 MUP deployment in a live 5G commercial network. The combined solution leverages Broadcom's Jericho2 routing chipset and VMware's telco cloud platform for low-latency 5G services. Arrcus also supports VMware Telco Cloud Platform for next-generation network architecture from edge to data center.
- Quanta Cloud Technology (QCT)minorArrcus and Quanta Cloud Technology announced a strategic collaboration to deliver AI-optimized rack solutions at the OCP Global Summit 2025. The partnership combines Arrcus's networking software with QCT's rack-scale hardware platforms for high-bandwidth AI infrastructure.
- BroadcomcoreBroadcom's Jericho2 routing chipset is used in SoftBank's SRv6 MUP deployment powered by Arrcus ArcOC, and Arrcus ArcOS supports Broadcom merchant silicon across switching and routing platforms. Broadcom is also listed as a strategic investor in Arrcus.
- EdgeCore NetworksminorEdgeCore Networks is a PACE partner, offering Arrcus-validated networking hardware platforms. Also collaborated on delivering a seamless turnkey networking solution for high-performance AI infrastructure announced in May 2025.
- UfiSpace (PACE Partner)minorUfiSpace is a PACE program partner offering Arrcus-validated routing and switching platforms. Beyond the PACE relationship, Arrcus and UfiSpace have a deeper strategic collaboration on AI-optimized networking platforms (announced March 2026 at MWC).
- QCT (Quanta Cloud Technology) (PACE Partner)minorQCT is a PACE partner offering Arrcus-validated solutions. Additionally, Arrcus and QCT announced a broader strategic collaboration for AI-optimized rack solutions at OCP Global Summit 2025.
- Celestica (PACE Partner)minorCelestica is a PACE program partner providing Arrcus-validated networking hardware platforms and services.
- Viavi Solutions (PACE Partner)minorViavi Solutions is a PACE program partner offering Arrcus-integrated network testing and validation solutions.
- Frinx (PACE Partner)minorFrinx is a PACE program partner providing Arrcus-integrated network automation and orchestration solutions.
- Netcube (PACE Partner)minorNetcube is a PACE program partner offering Arrcus-integrated network management and automation services.
- Xoriant (PACE Partner)minorXoriant is a PACE program partner providing Arrcus implementation, system integration, and consulting services.
- Tata GroupminorArrcus is in early-stage discussions with Tata Group to explore onboarding them as a white box vendor for networking hardware (switches and routers) in India, potentially shifting production away from Taiwan-based ODMs.
- Larsen & Toubro (L&T)minorArrcus is in early-stage discussions with L&T to explore onboarding them as a white box vendor for networking hardware in India as part of the company's strategy to diversify supply bottlenecks away from Taiwan-based original design manufacturers.
Scale indicators16 records
Recent moves9 records
Expansion highlights8 records
Arrcus competitors and assessment
Company assessmentDirect peers
- Arista Networks: Arista Networks is a leading provider of data center and cloud networking switching/routing hardware and software, directly competing with Arrcus in hyperscale switching fabrics, AI networking, and IP Clos data center architectures.
- DriveNets: DriveNets offers a disaggregated, software-based routing solution that runs on white-box hardware, closely mirroring Arrcus's ArcOS model. Both target Tier-1 service providers seeking Cisco/Juniper alternatives and have raised from strategic investors.
- IP Infusion: IP Infusion provides OcNOS, a carrier-grade network operating system supporting routing and switching across disaggregated hardware. Directly comparable to ArcOS in targeting service providers and enterprises seeking vendor-neutral network OS alternatives.
Broad incumbents
- Juniper Networks (HPE): Now owned by HPE, Juniper provides end-to-end networking (routing, switching, Mist AI for operations) serving the same enterprise and service provider customers as Arrcus, but as part of a much broader incumbent portfolio.
- Cisco Systems: Cisco is the dominant incumbent in enterprise and service provider routing/switching (IOS-XR, Nexus, SiliconOne). Arrcus explicitly positions ArcOS and ACE as a Cisco replacement, but Cisco's scale, sales reach, and installed base represent the most significant competitive moat against Arrcus.
- Nokia (Network Infrastructure): Nokia provides carrier-grade routing, optical, and fixed network infrastructure for telecom operators globally. Competes with Arrcus in 5G transport and IP core modernization deals, though Nokia's portfolio spans much broader hardware and software categories.
- Extreme Networks: Extreme Networks delivers enterprise networking fabric, switching, and AI-driven operations to enterprises and mid-market service providers. Adjacent incumbent competitor to Arrcus in enterprise routing/switching and AI-driven networking.
Emerging players
- Volta Networks: Volta Networks is a venture-backed provider of cloud-native routing software for service providers and enterprises. Comparable to Arrcus as an emerging disaggregated networking software player, though at an earlier commercial stage.
- Aviz Networks: Aviz Networks provides AI-driven, SONiC-based open networking software for data centers and telecom operators. Comparable to Arrcus in targeting disaggregated networking with an emphasis on SONiC ecosystems and AI operations.
Others
- Edgecore Networks: Edgecore Networks is a leading white-box and disaggregated networking hardware ODM that is both an Arrcus PACE partner and broader ecosystem supplier. Comparable as part of the disaggregated networking stack alongside ArcOS, but operates as a hardware supplier rather than software competitor.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks7 records
Key highlights6 records
Customer concentration
Arrcus social profiles
Digital presenceArrcus financial estimates
Financial estimateRevenue estimate
Valuation estimate
Arrcus leadership team
Management profileNumber of profiles
Profiles3 records
Arrcus funding detail
Funding detailFunding overview
Funding rounds7 records
Investors10 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Arrcus M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Arrcus
What does Arrcus do?
Arrcus develops and sells the Arrcus Connected Edge (ACE) platform, a hyperscale, software-defined networking fabric powered by its proprietary ArcOS network operating system. The platform unifies routing, switching, analytics, and AI inference networking in a single disaggregated software stack that runs on any merchant silicon or white-box hardware, eliminating vendor lock-in. Specialized offerings built on ArcOS include AINF for AI inference traffic routing, ACE-AI for distributed AI workloads, ArcRR for BGP route reflection, ArcIQ for network analytics, and the TGAX telco-grade AI Ethernet switch hardware product.
Is Arrcus a public or private company?
Arrcus is a private company. It is classified as venture growth investor backed and is currently operating.
When was Arrcus founded?
Arrcus was founded in 2016. It employs 101 to 250 people.
Where is Arrcus based?
Arrcus is headquartered in San Jose, United States, in the North America region.
How does Arrcus make money?
Three revenue lines are on record. Software Subscription and Licensing is the primary driver. The others are hardware Product Sales and professional Services.
Who are Arrcus's main competitors?
Direct peers on record are Arista Networks, DriveNets and IP Infusion. Broad incumbents are Juniper Networks (HPE), Cisco Systems, Nokia (Network Infrastructure) and Extreme Networks. Emerging players are Volta Networks and Aviz Networks. Edgecore Networks is listed as an others.
Does Arrcus have an API?
Yes. Arrcus ArcOS network operating system supports open APIs including YANG, OpenConfig, REST APIs, and RESTCONF/NETCONF for programmatic access. It includes Zero Touch Provisioning (ZTP) over IPv4/IPv6 and is described as fully programmable. The ArcAPI provides automation capabilities including Ansible playbooks and various models for network automation.
What industry is Arrcus in?
Arrcus's product category is Network Infrastructure Software. Its primary akta.pro industry code is HDABAFAA, Data Center Ethernet Switching (ToR/Leaf-Spine), with a secondary code of HDABAOAE, Edge Networking & SD-WAN/uCPE for Edge Sites. Its NAICS code is 54151 and its SIC code is 7373.