Fabric.AI
Developing MicroLED optical interconnects for AI data-center hardware.
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Profile
Develops Neural I/o, a MicroLED optical interconnect for short-reach links among GPUs, accelerators, memory and servers. Intended product revenue rests on exclusive commercial selling rights outside Kopin's retained markets, while manufacturing, background technology and part of the project IP remain tied to Kopin.
Develops Neural I/o, a MicroLED optical interconnect intended for short-reach links among GPUs, accelerators, memory and servers in AI data centers. The program repurposes MicroLED pixels as optical transceivers and is designed to consolidate high-rate copper or laser channels into parallel optical connections. Fabric.AI focuses on system design, development, commercial rights and prospective-customer engagement while external parties handle manufacturing.
Plans to sell covered products in commercial markets worldwide outside sanctioned jurisdictions and fields retained by Kopin, including automotive, military, defense and government end users. Commercial execution depends on Kopin, which supplies background MicroLED technology, co-owns new project IP, controls covered manufacturing and retains reserved markets. Covered products must be made by or for Kopin, and Fabric.AI must buy its full requirements from Kopin except after defined supply failures.
Company facts
Key statistics
Year to date +1.9% · Average volume (30d) 213.3K
Analysts
No analyst consensus on record.
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026Q2 FY26 | −$43.52 | −$1.63 | +96.3% | $2.4M | — | — | +2.91% |
| May 15, 2026Q1 FY26 | −$43.52 | −$2.00 | +95.4% | $2.4M | — | — | +11.26% |
| Nov 14, 2025Q3 FY25 | −$20.32 | −$3.84 | +81.1% | $5.7M | — | — | −20.00% |
| Nov 20, 2023 | −$13.44 | −$47.84 | −256.0% | $100.0K | $88.4K | −11.6% | +2.81% |
Financial highlights
| 5 quarters | — | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | — | $0 | $0 | $0 | $0 | $0 | |
| Gross profit | — | −$239.0K | −$717.1K | −$58.0K | −$54.3K | −$55.9K | |
| Operating income | — | −$1.8M | −$3.5M | −$3.2M | −$1.7M | −$3.3M | |
| Net income | — | −$14.1M | −$2.8M | −$5.0M | −$2.4M | −$12.5M | |
| Diluted EPS | — | −$29.87 | −$3.84 | −$4.35 | −$2.42 | −$3.52 | |
| Gross margin | — | — | — | — | — | — | |
| Operating margin | — | — | — | — | — | — |
Balance sheet, Jun 30, 2026Cash & short-term investments $26.8M · Total debt $162.3K · Total assets $49.7M · Shareholders' equity $28.3M
Dividends
No dividends on record.
Ownership
Shares outstanding 6.65M · Float 5.36M
This issuer lists more than one class and the share count spans them all, so a stake here reads as a share of the whole company, not of this class.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % of company | Form | Filed |
|---|---|---|---|---|
| Joshua Silverman · director, officer: Chief Executive Officer | 280.8K | 4.22% | Form 4 | Aug 14, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
View detailsPeers
- Marvell Technology
Closest listed optical-engine rival for AI scale-up fabrics.
- Broadcom
Full-stack CPO, copper and switching alternative for AI clusters.
- Nvidia
Integrated GPU-fabric alternative with NVLink and production CPO.
- Credo Technology Group
Optical and electrical interconnect supplier for AI data centers.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Fabric.AI | $2.68 | 0.00% | $17.9M | — | — | — | — |
| Marvell Technology | $216.40 | −0.10% | $189.71B | 71.8 | 42.3 | 20.1 | +36.6% |
| Broadcom | $369.12 | +0.12% | $1.75T | 61.5 | 23.5 | 23.2 | +47.9% |
| Nvidia | $217.88 | +0.15% | $5.27T | 27.5 | 19.6 | 17.4 | +105.9% |
| Credo Technology Group | $233.00 | +0.07% | $43.40B | 93.9 | 37.6 | 32.5 | +157.0% |
| Median | 66.6 | 30.5 | 21.7 | +76.9% |