Rochan Sankar is the founder and CEO of Enfabrica, a Silicon Valley startup building networking silicon to move data between the GPUs, CPUs and memory that power large-scale AI. A 26-year semiconductor veteran who ran Broadcom's data center Ethernet switching business before striking out on his own in 2019, he bet the company on a single idea: that AI's real bottleneck is not compute but the plumbing that feeds it. In September 2025, Nvidia paid more than $900 million to license Enfabrica's technology and bring Sankar and much of his team in-house.
Enfabrica is a Silicon Valley chip startup building the networking and memory plumbing that lets tens of thousands of GPUs behave like one giant computer. Its Accelerated Compute Fabric SuperNIC (ACF-S) moves data at 3.2 terabits per second, and its EMFASYS memory fabric lets AI clusters borrow cheap DDR5 DRAM over Ethernet instead of buying more GPUs for capacity. Founded in 2019 by ex-Broadcom and Google networking engineers, the company raised roughly $290M before Nvidia paid over $900M in September 2025 to license its technology and hire CEO Rochan Sankar and much of his team.

Nicholas Harris is the founder and CEO of Lightmatter, the photonic computing company rewriting the rules of AI infrastructure by replacing copper wires with light. A PhD from MIT's Quantum Photonics Lab, he grew up in the redwood forests of Gasquet, California, and turned years of academic research on programmable nanophotonic processors into a $4.4 billion company that has raised over $850 million from investors including Google Ventures and T. Rowe Price. With 87+ patents, 82 publications in Nature and its family of journals, and recognition as an Optica Fellow and MIT TR35 Innovator, Harris is building what he calls the next Moore's Law - not in transistors, but in optical interconnects.