CEO Interview with Lisa Spelman of Cornelis

What happened

This is an interview with Lisa Spelman, CEO of Cornelis. She brings more than 20 years of experience across AI, cloud, enterprise infrastructure, data center operations, product strategy, and go-to-market leadership; before joining Cornelis she served as Corporate Vice President at Intel, where she led the Xeon Products and Solutions business within the Data Center & AI Group. At Cornelis she focuses on improving system utilization and reducing networking bottlenecks for AI infrastructure. The interview states: Cornelis is working on the third generation of its high-performance networking platform, with more than 50 OEM and ODM design wins; it is deployed in over 500 datacenters, including new large-scale deployments at Lawrence Livermore National Lab and the Texas Advanced Computing Center; and this month it announced the Active Compute Fabric, which adds programmable RISC-V cores at every hop across every NIC and switch to accelerate collectives, KV cache, and MoE routing, built on open standards (UALink and ESUN for scale-up, Ultra Ethernet for scale-out). The source does not state the cause; this is a background interview with no reported price, capacity, or supply-demand change.

Impact and signal

Affected components and suppliers

Source and time

Source: SemiWiki · 10/25/2026 · View original source