Baya Systems, a chip technology company that wants accelerate intelligent computing, raised $36 million in funding.
Maverick Silicon led the round, which also included strategic investment from Synopsys and current investors including Matrix Partners and Intel Capital reinvesting into the company.
The funding will support operational growth, accelerating the development and deployment of the company’s software-driven system IP technology portfolio for system-on-chip (SoC) designs and the emerging chiplet economy.
As intelligent computing continues to grow, its demands for AI capabilities, more efficient data movement and compute density are driving the evolution of SoCs into “system-of-chips” models. By using chiplets, this new approach offers scalable performance, optimized power and reduced costs without relying solely on traditional approaches, where further advances have been slow in coming and are growing more expensive.
Baya delivers modular solutions designed to adapt to changing needs and take advantage of these benefits for next-gen designs for AI, automotive and data center infrastructure—while also complying with emerging standards like Ultra Accelerator Link (UALink) die-to-die interconnect for further accelerated AI scaling.
“Generative AI and multimodal compute have clearly shown that the real challenge has transitioned from compute engines to data movement and connectivity to truly deliver on the performance and efficiency needs of AI acceleration and scale compute infrastructure and communications,” said Andrew Homan, managing director at Maverick Silicon, in a statement. “The team at Baya Systems is uniquely positioned to fill this critical gap in the industry with its WeaverPro, WeaveIP and other solutions.”
To better support AI and other compute-heavy and data-intensive applications, Baya offers a holistic approach to design, analyze and build complex, highly performant multi-die systems that overcome traditional semiconductors’ bottlenecks of data movement and scalability.
Baya’s foundational WeaverPro software enables continuous refinement of data-driven architecture and micro-architecture development from initial specification through post-silicon tuning, with built-in simulation and workload analysis that ensures the design delivers on KPIs.
The comprehensive WeaveIP advanced system IP portfolio, with its unique transport, supports custom and standard protocols, maximizes performance and throughput while minimizing latency, silicon footprint and power, rapidly delivering complex solutions.
“Baya Systems has executed ahead of schedule on building the team, the technology and the products that deliver on its vision to solve the high-performance system design challenge for the semiconductor industry,” said Stan Reiss, general partner at Matrix Partners, in a statement. “This has uncovered a much larger scope for the company, and in our view, this new infusion of capital is necessary to extend leadership and capitalize on that opportunity.”
With a high-power team of entrepreneurial leaders and engineers from companies like Apple, AMD, Arm, Intel, Qualcomm, and legendary microprocessor architect Jim Keller as chairman, Baya has rapidly emerged out of stealth, delivered its flagship product to market and is now positioned to grow its market share.
“Designing increasingly complex combinations of CPUs, GPUs, neural network accelerators and other processors is a brute-force solution that the industry cannot rely on forever. It simply comes with too many risks: high re-engineering costs, difficulty scaling and potentially hitting the market with sub-par metrics,” said Sailesh Kumar, founder and CEO, Baya Systems. “Baya’s performance-focused, software-based approach, coupled with our unique transport and modular fabric IP, is designed from the ground up to produce complex multi-die solutions that are correct by construction with a simplified design process.”
Early Baya customers and partners include Tenstorrent, which has licensed Baya technology for its AI and RISC-V chiplet solutions, and some yet to be announced partnerships, signaling Baya’s growing traction and global reach.
Baya Systems’ tech is chiplet ready, meaning it can be built into a system where a bunch of chips sit atop a silicon substrate in a solution that maximize processing power, energy efficiency and networking speed.
The company said it has grown in a targeted, judicious way. Nine months after inception, Baya completed its first license and product delivery. Baya’s growth accelerated after it emerged from stealth: the company secured multiple customers and partnerships.
The company is close to 50 employees, and its goal is to quadruple bookings and revenue by the end of 2025.
As for the inspiration, Baya Systems started with a vision to enable semiconductor system design to efficiently transition to the chiplet era and match the exponentially increasing demands of intelligent compute (the tight integration of different compute elements such as CPUs, GPUs and accelerators that enable the diverse computational requirements of AI).
Origins
The cofounders — Sailesh Kumar, Eric Norige and Joji Philip — previously worked together at NetSpeed and later at Intel following its acquisition. At Intel, they particularly focused on the Xeon family of processors, creating a SoC builder and other tools to address then-present challenges of scaling computational capabilities.
Baya Systems was incorporated in March 2023 and came out of stealth in June 2024. Baya is headquartered in Santa Clara, California.
With their unique perspective, they recognized that communication bandwidth between compute, memory, and input/output (IO) was becoming a critical bottleneck to the advancement of AI and other data-intensive compute functions, one that existing system architectures could not effectively address.
Adding Nandan Nayampally as our CCO allowed the company to think bigger. Nayampally’s background at Arm involved helped drive the leadership of Arm’s iconic Cortex CPU product line beyond the traditional mobile phone, consumer, and microcontroller worlds. But he also championed Arm’s coherent interconnect product lines, which are now the foundation for the data center and automotive businesses. Like the founding team, he clearly saw the need for the emerging AI scale needing specialized high performance solutions.
Modern architectures require massively parallel and high-bandwidth data movement, as well as low-latency coherent communication within large CPU clusters. The Baya Systems team is determined to enable seamless and efficient communication within computing systems to unlock their full potential, the company said.
The company has a legendary chip design executive as its chairman in Keller. He’s technologist with vision, and he shares the belief that the foundation of scale for the AI era is not just about specialized compute elements, but also taking a big-picture view of any given system and enabling hyper-efficient data movement. The cofounders originally met Jim during their overlapping time at Intel. Keller also played pivotal roles in companies such as Apple, Tesla, AMD and a variety of chip startups.
A phone call between Keller, Tanuja Rao and Kumar set everything in motion. Keller shared his unwavering belief in the unique skillset of the core team as uniquely capable of solving this massive problem. Within a short span, the firm managed to secure investment, build a world-class team, acquire our first customer, and deliver a high-performance and unique solution.
“[Keller’s] keen eye for innovation and understanding of market developments have been and will continue to be crucial to us as a company,” the company said.
As for competition, Arteris is the current incumbent in the pure-play on-chip SoC fabric arena, and companies like Arm and some EDA vendors have products which compete with parts of Baya’s portfolio.
However, Baya Systems has a unique focus on building chiplet-ready fabric from the ground up that unifies transactions from different protocols over the same transport. Baya’s solutions complement Arm and EDA vendor offerings as well as existing EDA tool flows.
Some of the large semiconductor leaders have built technologies in-house that are similar to our fabric platform, but these technologies are customized to their system architectures and are not productized for broader market use. Baya view these companies as potential partners, not competitors, because the Baya platform offers a more cost-effective, faster time-to-market solution suited for a number of custom or ASIC projects.
The company seeks to partner with organizations that share its philosophy of breaking down the barriers to developing innovative, highly scalable and reliable SoC and chiplet systems. Current partners include Tenstorrent, Intel, Blue Cheetah, the Open Compute Project and UCle (Universal Chiplet Interconnect Express), and the firm actively contributes to and participate in their ecosystems.
In the same vein, Baya is also growing its own ecosystem with partners like processor vendors for CPUs, GPUs and NPUs; EDA companies; DHD and PHY vendors; and foundries and design service houses, all of whom can benefit from Baya’s portfolio.
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