{"city":"Mountain View","name":"Enfabrica","slug":"enfabrica","facts":[{"date":"2026-09-01","type":"revenue","value":"No verified external AI-networking revenue","source":"enfabrica.net"},{"date":"2026-09-01","type":"revenue_band","value":"Undisclosed","source":"enfabrica.net"},{"date":"2026-08-10","type":"senior_hire","value":"NVIDIA hired Enfabrica's CEO","source":"Enfabrica"},{"date":"2026-08-10","type":"funding_round","value":"NVIDIA investment in Enfabrica technology","source":"Enfabrica"},{"date":"2025-09-18","type":"ownership_change","value":"Reverse-acquisition transaction involving Enfabrica technology, CEO and team; reported at more than $900 million in cash and stock","source":"CNBC, Reuters"},{"date":"2025-09-18","type":"partnership","value":"NVIDIA licensed Enfabrica ACF-S technology","source":"CNBC, Reuters"}],"peers":[],"stage":null,"state":"California","aliases":[],"country":"United States","domains":[{"why":"Enfabrica developed ACF-S, a 3.2 Tbps SuperNIC and networked-memory interconnect product for AI infrastructure. Its technology was tested in customer pilots and licensed by NVIDIA.","list":null,"rank":null,"tier":"watchlist","layer":null,"total":59,"domain":"AI Core","scores":{"gate_ne":["firepower"],"leverage":6,"position":6,"progress":6,"firepower":8,"commercial":4,"deployment":4,"production":6,"technology":6},"edition":null,"segment":null}],"founded":null,"signals":[],"website":"enfabrica.net","category":"AI Infra · Networking & interconnect","categories":[{"name":"Switching & NICs","domain":"AI Core","parent":"AI Infra · Networking & interconnect"}],"last_round":null,"updated_at":"2026-10-25T23:17:49.578217+00:00","facts_total":24,"positioning":"Enfabrica is a U.S. AI-networking semiconductor company developing ACF-S SuperNICs and EMFASYS memory-fabric systems for connecting GPUs, CPUs, CXL memory and Ethernet fabrics. It raised a reported $115M Series C in Nov-24, shipped initial ACF-S customer platforms in Apr-25 after stating Q1-25 availability, launched EMFASYS in Jul-25, and then transferred its CEO and part of its team to NVIDIA while licensing technology in Sep-25 for more than $900M. NVIDIA is the strategic investor and licensee; TSMC is the disclosed fabrication partner, while customer names and independent production revenue remain undisclosed.","sub_category":"Switching & NICs","signals_total":0,"url":"https://www.frontiertechintelligence.com/companies/enfabrica","title":"Enfabrica · ai core, Mountain View, California, United States · scores, facts and signals · Frontier Tech Intelligence","description":"Enfabrica developed ACF-S, a 3.2 Tbps SuperNIC and networked-memory interconnect product for AI infrastructure. Its technology was tested in customer pilots and licensed by NVIDIA. AI Core watchlist (score 59)","publisher":"Frontier Tech Intelligence (Future Frontiers, a trade name of Essential Cognition Inc.)","note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}