Apr. 30 at 9:45 PM
$FABC They just unveiled Neural I/o — a MicroLED-based optical interconnect chip built with
$KOPN Corporation. Replaces copper interconnects between AI compute nodes with optical links. Ultra-high bandwidth, lower latency, better energy efficiency.
Jensen Huang coined the term "AI factory." Fabric.AI is building the semiconductor plumbing inside those factories. The
$138B interconnect market is dominated by copper today. Optical is where it needs to go.
$KOPN is the only company making programmable MicroLEDs — and they are now taking a 19.9% stake in Fabric.AI as part of the deal. That is skin in the game from the technology partner.
$21.5M raise from existing shareholders closes tomorrow. Convertible preferred at
$2.51.
Ticker changes to
$FABC at open tomorrow. Watch for a move on the rebrand.
Early stage. Pre-revenue. But the tech stack and the partner are both real.