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.
DreamBig Semiconductor is a San Jose-based chiplet company building open silicon platforms that scale AI networking from 800 Gbps to 12.8 Tbps. Founded by Marvell veterans, the team is selling chiplets, a SuperNIC, and a chiplet hub aimed at AI data centers, automotive, and edge compute.