Chief Executive Officer, President & Chairman, Kopin
Search every verified Michael Murray interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Michael Murray, CEO of Kopin Corporation, has been discussing the company's progress in defense, AI infrastructure, and microdisplay technologies. In a July 2026 interview, Murray stated that Kopin surpassed three milestones in its IBASS award with the U.S. Army, exceeding brightness and other technical specifications. He described the company's microLED production line as a key asset, noting that it would support programs such as Soldier Borne Mission Command, which he said could represent a $350 million to $500 million contract for Kopin if the company is selected. Murray also highlighted the company's first-person viewer, Sentinel FPV, and said he was "staggeringly surprised by the speed that the Pentagon is moving" on drone supply. In separate interviews, Murray said Kopin expects to be profitable by the end of 2026 and that the U.S. government is investing in the company. He projected that the AI infrastructure market could account for 25% to 50% of Kopin's revenue in the next year and potentially match its defense revenue by 2028. Murray described Kopin as the only U.S. company with LCD, OLED, microLED, and LCoS manufacturing under one roof, and he characterized the AI interconnect market as a $23 billion opportunity where Kopin is "the only ones in that lane."
“I think the AI infrastructure market for Kopin could be, you know, 25 to 50% of our revenue next year and the year after it could be as much as our defense revenue in 2028 based on some of the opportunity levels that we're seeing.”
“Our expectation is that at the end of this year, the company will be profitable. We're growing into our capex structure. The United States government is investing in the company.”
“The United States government, Department of War, is the second largest consumer of AI GPUs. Second largest, only behind the big hyperscalers. That is a 23 billion with a B market for Copen that we're the only ones in that lane.”
“We'll be the only United States company that I'm aware of that has a fully operational microLED production line by the end of this year. And Robert, that's to support programs like Soldier Bore Mission Command, which would be a $350 million to $500 million contract to Copen if and when we are inserted into that program...”
“I am staggeringly surprised by the speed that the Pentagon is moving when it comes to supplying drones to the United States and our allies. And Copen announced our first person viewer this year called Sentinel FPV. And what Sentinel is is basically an off the visor, off the helmet swing down full HD first-person viewer...”
“Together, Copen and Fabric AI are joining development of a new product family we call Neural IO that is designed to dramatically increase bandwidth speeds, decrease power consumption, and importantly lower overall operational costs of currently operating data centers and new data centers alike.”
“Neural IO is designed to break through those limits by using each microLED pixel as a high-speed optical transmitter. We are designing chip to chip, board to board, and rack to rack communications that target the same functional outcome as copper while consuming a fraction of the power.”
“We believe this collaboration dramatically expands Copen's market opportunity and positions us as a strategic enabler in the next wave of AI acceleration. And it fits very well within our core skill sets and capabilities leading microLED development and manufacturing here in the United States.”
“The numbers that we're seeing as congressional line items of record are 1 million drones in the budget this year and a third of those will be first-person view. 3 million in 2027-28 time frame. A third of those will be first person viewers and out of the drone dominance competition. We can confidently say that we're in...”
“I think this chipset could be larger than our entire defense business. That's my personal opinion. So very large opportunity set for us. We have unique skill set to deliver it and we're here in the United States focused on the number two consumer of AI infrastructure which is the department of war in the US government.”
“Copen just received a $15 million purchase order to develop what we call our neural IO solution. Essentially what that is, Martin, is the convergence between a microLEDD and a bidirectional transceiver. We're coupling that with our microLEDD technology which is ultra bright, efficient, and low power. And we put those t...”
“From a copper standpoint, it's tapping out at around 800 Gbits. With multiple channels, we're able to achieve about 1.6 terabits, which we want to demonstrate this year. Next year we think we can get to 3.6 terabits, which is going to enable multiple new AI GPU transceivers.”
“For the greater AI infrastructure, there are significant headwinds around growth, meaning firstly the bandwidth issue. It's just not working. And obviously the power consumption and cooling. But for the greenfield applications where processing speeds are reaching well beyond Moore's law, that's where I think there's go...”
“We're trending right now to be entering a $69 billion market in AI infrastructure, communications by 2030. So very exciting part of our new look and feel here at Copen.”
“Our mission, our goal, what I focus the company around and our passion is really around improving Human Performance and insights to the human and their environment and ultimately save lives.”
Kopin's transformation just hit a whole new gear — and what Michael says in this conversation is staggering. Three milestones hit.
This video is produced on behalf of the presenting company. Kopin Corporation (NASDAQ: KOPN): a leading provider of ...
In this interview, Michael Andrew Murray, CEO of Kopin Corporation (NASDAQ: KOPN), discusses the company's micro display technologies, defense applications, and strategic growth in AI infrastructure. He also highlights Kopin's capabilities, recent advancements, and key value catalysts for 2026. Chapters 00:00 Introduction to Kopin Corporation 07:02 Kopin Corporation's Unique Position in the Market 07:19 Michael Andrew Murray's Background and Vision 09:01 Key Value Catalysts for Kopin in 2026 Kopin Corporation will be presenting at the upcoming Planet MicroCap Las Vegas 2026 powered by Micro…
A recording from Hidden Gems Research LLC's live video https://hiddengemsresearchllc.com/p/k...
Kopin Corporation (NASDAQ: KOPN) CEO Michael Murray joins The Watchlist to discuss a newly secured $15 million development order with fabric.ai and how the company’s Neural IO microLED-based optical interconnect technology aims to address critical bottlenecks in AI infrastructure, including bandwidth and power consumption. This collaboration highlights Kopin’s positioning at the intersection of advanced photonics and next-generation AI hardware, with a focus on scalable, energy-efficient data transmission. This discussion covers: The $15M development order with fabric.ai and its strategic i…
This video is produced on behalf of the presenting company. Kopin Corporation (NASDAQ: KOPN) Martin Gagel and Market Radius Capital, Inc. are not registered or licensed to provide investment advice. Content is for information purposes only and may include incomplete or incorrect information and is not advice or a recommendation. Communications and content from Radius Research or Market Radius Research are productions of Market Radius Capital, Inc. Martin Gagel may own shares of any of the companies mentioned. Market Radius Capital, Inc. may be compensated and may have commercial arrangement…
This week Charlie and Ted are joined by Michael Murray, CEO of Kopin (NASDQ: KOPN), a leading developer of microdisplay ...
In this Alpha Wolf interview, CEO Michael Murray addresses why Kopin Corporation's $KOPN stock price has seen recent pressure to the downside. Michael Murray was well on the way to pulling off an impressive turnaround in Kopin as the rebranding and the change in corporate culture took hold. On the way to cash flow positive, this would be an easy feather in the cap for Michael. Adversity has struck, and it has already impacted the stock's performance. Things that were beyond Michaels's control have put a cloud over the achievements, and uncertainty is here for the near term. Michael is using th…
Michael Murray was well on the way to pulling off an impressive turnaround in Kopin as the rebranding and the change in corporate culture taking hold. On the way to cash flow positive, it seemed this was going to be an easy feather in the cap for Michael. Adversity has struck and it has alrteady impacted the performance of the stock. Things that were beyond Michaels control has put a cloud over the achievments and uncertainty is here for the near term. Miachael is using this experience as an opportunity to learn and grow, He if faceing the challenge head on and he is getting creative in how he…
05/14/2024 Q&A: 21:05 Kopin Corporation, together with its subsidiaries, invents, develops, manufactures, and sells microdisplays, subassemblies, and related components for defense, enterprise, industrial, and consumer products in the United States, the Asia-Pacific, Europe, and internationally. It offers miniature active-matrix liquid crystal displays, liquid crystal on silicon displays/spatial light modulators, organic light emitting diode displays, microLED display technologies, application specific integrated circuits, backlights, and optical lenses; and head-mounted and hand-held VR produ…
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