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06

Investors

Put it on real hardware

Seed financing puts BQNF Runtime on real hardware: paid pilots, validation, and the first recurring deployments, in a milestone plan built as a risk-reduction sequence.

The seed funds a sequence, not a promise.

It funds paid pilots, hardware validation, runtime hardening, and the first recurring deployments. Each milestone removes a specific risk before the next begins.

The opportunity

The markets converging on Runtime Intelligence.

Photonics is scaling into the largest infrastructure buildout in computing history. The figures below are independent industry forecasts for the markets BQNF Runtime operates across, hardware waves that all require a stable, self-aware operating layer.

AI data-center optical interconnects
$144B by 2030
Forecast to grow from $13.7B in 2024 at ~48% annually, with silicon photonics capturing nearly two-thirds of revenue. Every one of those links must hold its calibrated state, that is the runtime layer's job.
Digital twins
$150B by 2030
The global digital twin market, growing ~48% annually from ~$21B in 2025. The Living Twin and Light Memory are BQNF's native products in this market, twins kept current by the Awareness Loop itself.
Data-center AI accelerators
$1T by 2030
The projected total addressable market for data-center AI chips, with generative-AI chips alone approaching $500B in 2026. This is the wave that photonic compute and interconnect exist to serve.

Sources: LightCounting-based industry forecasts, TrendForce, MarketsandMarkets, and public AMD estimates. Our own bottom-up serviceable estimates for the runtime software layer itself are deliberately more conservative and are detailed in the investor package.

Qualified investors receive the full package under NDA.

The confidential memorandum, financial model, and technical data room are shared with qualified parties under a non-disclosure agreement.

Detailed materials are confidential and shared with qualified parties under NDA. Forward-looking statements are planning assumptions, not guarantees.