A platform business
with a hardware-validated moat.
Deployed hardware. Recurring software revenue. Data network effects. The interconnect layer of AI infrastructure is unowned — and we are claiming it.
From engineering-validated foundation today to platform scale by 2030.
Anchored in a proven engineering team with shipped production hardware. De-risked by the PCIe Gen6 thermal-aware smart backplane that the entire platform is co-designed around. Built to compound.
The Datafabrix opportunity, in one page.
Platform foundation sampling
PCIe Gen6 Thermal-Aware Smart Backplane — Layer 1 of the platform.
Platform modules
Unified data plane. Common APIs.
AI infrastructure TAM
by 2030, growing >30% CAGR.
ARR target
by 2030, on a capital-efficient path.
Six reasons we will be a category-defining platform.
Hardware-enabled SaaS
Our backplane lands the account. Software compounds the value. Every deployed device extends the data plane — and the recurring revenue base.
Recurring subscription revenue
Platform modules are licensed per fleet, per site, or per device. Multi-year enterprise subscriptions with the gross-margin profile of vertical SaaS.
Data network effects
Every fleet that joins improves the underlying AI models. More telemetry → better prediction → better outcomes → more customers. A moat that strengthens with scale.
Platform expansion
Seven modules mapped today. Adjacent expansion (power, network, cooling intelligence) on the roadmap. Each module multiplies revenue per customer without multiplying go-to-market.
Massive TAM
AI infrastructure spend will exceed $200B by 2030. The intelligence layer captures a software multiple on top of a hardware market that is already running at hyper-growth.
Proven team & advisors
Founder with 22+ years and 24+ tape-outs across Broadcom, Google, Boeing. Advised by Bay Area semiconductor veterans. We have shipped before.
A capital-efficient path, anchored in field-validated hardware.
Each phase de-risks the next. Hardware revenue funds platform development. Platform revenue compounds.
Foundation
PCIe Gen6 Thermal-Aware Smart Backplane in active development as the Layer-1 foundation of the platform. Engineering team has independently demonstrated shipping production hardware (see About).
Target: $5M+ Gen6 design-win commitments
Hardware + Software
Thermal & StorageOS modules in beta. Guardian alpha. First hyperscaler design wins. Second customer signed.
Target: $15M ARR
Platform scale
Full 7-module rollout. OEM partnerships. Multi-site fleet management. International expansion begins.
Target: $45M ARR
Category leader
Data center OS integrations. International scale. Adjacent platform expansion. Path to strategic outcome.
Target: $100M+ ARR
The market is paying premium prices for AI infrastructure companies.
Datafabrix is building the intelligence layer that sits on top of these markets — capturing software multiples on a hardware foundation that is already validated.
XConn Technologies
Acquired by Marvell · CXL/PCIe switches
Celestial AI
Acquired by Marvell · Photonic fabric
Ayar Labs
2026 valuation · Photonic interconnect
Lightmatter
2025 valuation · Photonic AI interconnect
Capital-efficient. Hardware-funded.
Datafabrix is uniquely positioned to compound capital because our hardware is already revenue-generating. Investor capital accelerates platform velocity — it does not fund first-principles silicon R&D.
- 60% — Platform engineering: Layer-2 telemetry, Layer-3 AI/ML, Layer-4 control plane
- 25% — Customer acquisition: hyperscaler, cloud, and storage OEM go-to-market
- 15% — Team & operations: senior platform, security, and customer-engineering hires
Let's talk.
We are talking with strategic investors who share the conviction that AI infrastructure needs an operating system — and who can help us scale beyond the bay.