Enfabrica

Enfabrica is a fast-growing silicon and software company building high-performance and elastic networking solutions for parallel, heterogeneous, and accelerated computing infrastructure. Founded in 2020 by Rochan Sankar (ex Broadcom) and Shrijeet Mukherjee (ex SGI, Cisco, Google), the company was first to architect a grounds-up "AI system NIC" for backend scale-up and scale-out networking-- which has since taped out in 5nm as the Accelerated Compute Fabric SuperNIC (ACF-S) chip. Along with its modular, open standards based, low-friction software stack design, the ACF-S chip is designed to scale supercomputing clusters of GPUs, CPUs, and memory/flash devices with greater resource elasticity and efficiency (e.g. measured in FLOPS Utilization over effective job time),  as well as superior system resiliency and availability, versus any other existing backend fabric solution today. The ACF-S solution enables AI system disaggregation and delivers full control of the network transport stack to the customer. The product is on track to pilot at several noteworthy customers in 1H 2025 with high-volume production to follow, and the company is already executing on an expanded line of ACF devices in 2025-26 to address emerging AI cluster networking needs in scale-up (e.g. test-time compute, expert routing in reasoning models) and scale-out (memory-tiered inference).