▶ 27:40 · $FABRIC-AI · Fabric AI partnering with Kopin on neural IO chip for AI infrastructure

episode briefing

The $800M Stock Behind Military AR Headsets (KOPN)

2026-09-08 · 5 company · 4 thematic

sentiment

3 bull0 bear2 neu

speakers

Michael Murray is an engineer by training who spent over a decade at Analog Devices and ran the cyber business at UK defense firm Ultra Electronics. He took over as CEO of Kopin in 2022 as a turnaround CEO, owns ~1.5% of the company, and has guided the stock from under $1 to over $4 while pivoting the 40-year-old MIT spinout from consumer AR/VR to defense microdisplays and AI infrastructure.

michael sikand

Founder of Our Future, a business-media brand focused on the next generation of founders and operators. He also hosts interviews with entrepreneurs and executives.

quote

“We're getting paid by Fabric AI to develop neural IO right now. They're great partners of ours. We have a tremendous amount of interest in this chip from the belts and suspenders types of AI companies that are building the shelves, buildin…”

—michael murray

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