Navitrace's Vision Statement

A seismic shift is underway in the global technology infrastructure: an unprecedented investment surge into data centers, high-performance computing, and AI acceleration. The world is racing to meet the surging demand for Generative AI, autonomous driving, and next-generation digital experiences. Yet, at the core of this transformation lies an overlooked bottleneck—the circuit board.

Circuit boards are the fundamental building blocks of modern computing, yet their advancement has historically been constrained by manual labor creating a ceiling for modern circuit board layout. As the world enters an era of trillion-dollar AI-driven transformation, we are simultaneously facing an acute engineering labor shortage in circuit board layout. The traditional approaches can no longer scale to meet the demands of companies like Apple, Nvidia, and hyperscalers fueling this next AI megatrend.

The looming engineering labor crisis in circuit board layout is exacerbating these challenges. The complexity of modern semiconductor and PCB design requires deep expertise and has always been propped up by overseas engineering labor which was already failing to keep up. As a result, major OEMs and semiconductor firms are now being forced to rethink their approach—embracing AI-driven automation to bridge this gap and ensure they will not be technologically left behind.

Navitrace is born from this one-of-a-kind intersection of domain expertise, client access, and AI prowess. We see the writing on the wall: circuit board layout must evolve. AI-driven automation will transform this industry from a labor-intensive engineering iterative process into a high-velocity, intelligent system—reducing design cycles, eliminating human error, and unlocking exponential scalability with a single click.

​The status quo cannot keep pace with the future. Manual circuit board layout is slow, error-prone, and deeply dependent on a shrinking pool of highly specialized engineers. Meanwhile, the demand for more efficient, high-density, and complex boards is exploding. The industry’s largest players are already seeking scalable solutions, and Navitrace is uniquely positioned to deliver them.

Machine learning-powered physics engines, or what is dubbed Physical AI, are the game-changers for circuit board layout, enabling hardware iteration at software speeds. By processing signal integrity constraints and manufacturing properties in real-time, these AI-driven models allow for rapid prototyping and validation, dramatically reducing design cycles. This shift means engineers can explore and refine new architectures with unprecedented speed, unlocking a level of agility previously only seen in software development. As AI continues to refine these simulations, the boundary between digital modeling and physical production will blur, accelerating hardware innovation across industries. Our technology will enable companies to move faster, build better, and scale their hardware ecosystems in ways previously unimaginable.

Navitrace is built for this moment. With deep expertise in AI, circuit board design, and enterprise-scale automation, we are not just responding to demand—we are shaping the future of high-performance computing from the ground up. This is a $20B opportunity, and we are the right people to build it.