Enfabrica

Enfabrica Corporation is a silicon and software company that developed high-performance networking products for AI and accelerated computing infrastructure. Its core product line is the Accelerated Compute Fabric SuperNIC (ACF-S), a chip class the company describes as a ground-up redesign of the network interface controller socket in accelerated compute systems. The flagship ACF-S device, codenamed "Millennium," was unveiled at HotChips 2024 and delivers 3.2 Tbps of bandwidth across up to 32 load-balanced Ethernet ports with multi-port 800-Gigabit-Ethernet connectivity to GPU servers, versus conventional two-port 400Gbps NICs. It integrates up to 160 lanes of PCIe and CXL interfaces, software-defined/programmable RDMA transport, global memory translation and 40,000 copy engines, functioning as a converged scale-up/scale-out I/O bridge for GPUs, local memory and storage.

A second product, EMFASYS (Elastic AI Memory Fabric System), applies the ACF-S chip to inference offload, connecting GPU farms to racks of memory over Ethernet and CXL; Enfabrica announced it as delivering multi-800GB/s read/write throughput and up to 50% lower cost per token per user in AI inference workloads. The company's architectural premise is to replace point-to-point GPU attachment with a multipath fabric providing any-to-any connectivity across CPUs, GPUs and CXL memory endpoints, so load can be distributed and traffic rerouted around link failures; the device radix is described as enabling over 500,000 accelerators to be interconnected in a two-tier Ethernet fabric.

Enfabrica participated in the Ultra Ethernet Consortium and the Ultra Accelerator Link (UALink) Consortium. Its public site now states that the company completed a transaction with NVIDIA in September 2025 and that IP assets related to its technology are available to license for a limited time.

Founding story

According to StorageNewsletter, Enfabrica was founded in 2019 by Rochan Sankar (co-founder, president and CEO) and Shrijeet Mukherjee (co-founder and CDO), whose prior experience spans Broadcom, Cypress Semiconductor, Google, Cumulus Networks, Cisco and SGI. The CEO describes the company as starting from the premise that data center networking fabrics had to change because compute was becoming more parallel, accelerated, heterogeneous and data-movement intensive, with the GPU displacing the CPU as the core resource.

Business model

Fabless semiconductor and systems model: Enfabrica sold ACF-S SuperNIC silicon together with an accompanying software stack and partner-enabled pilot systems (the Thames pilot system) to AI data center operators and system partners. Following the September 2025 NVIDIA transaction, the company's stated activity is licensing IP assets related to its technology for a limited time.

Sales of networking silicon and pilot systems, with chips and pilot systems described as commercially orderable from Enfabrica and select partners from calendar Q1 2025; subsequently, licensing of IP assets. One third-party aggregator estimates revenue in a $19M–$50M range, which is a model-based estimate rather than a disclosed figure.

Traction

ACF-S Millennium silicon and the Thames pilot system were announced as commercially orderable with initial quantities in calendar Q1 2025, and the Series C was raised to fund a volume production ramp. An aggregator lists roughly 126 employees. No customer names or shipment volumes are disclosed in the available sources.

Latest developments

In September 2025 Enfabrica announced EMFASYS, an Ethernet-based elastic AI memory fabric for LLM inference offload, and completed a transaction with NVIDIA. Press reporting characterizes the NVIDIA deal as a $900 million cash-and-stock talent-and-IP acquisition in which NVIDIA hired the CEO and several key employees and licensed the technology, without a formal acquisition announcement. Enfabrica's site now offers its technology-related IP assets for license for a limited time.