Networking
Switching, NIC, interconnect, and network silicon or systems required to scale AI clusters.
Mapped companies
57
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NVDA
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Silicon
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Company Universe
Networking names above $1B
57 shown, sorted by approximate USD market cap
NVDA
NVIDIA Corporation
Core merchant AI accelerator and cluster platform.
Market cap
$5.06T
AVGO
Broadcom Inc.
Custom accelerator and AI networking control point.
Market cap
$2.00T
CSCO
Cisco Systems, Inc.
Major Ethernet, routing, switching, and systems supplier for AI data center and enterprise network buildouts.
Market cap
$351.6B
ANET
Arista Networks, Inc.
Core AI cluster scale-out Ethernet switching and cloud data center networking platform.
Market cap
$222.8B
GLW
Corning Incorporated
Optical fiber and connectivity supplier for data center and network infrastructure capacity expansion.
Market cap
$151.1B
300308.SZ
Zhongji Innolight Co., Ltd.
Major China-listed supplier of optical modules used to connect GPUs and switches in AI clusters.
Market cap
$144.8B
MRVL
Marvell Technology, Inc.
Custom ASIC and optical/networking silicon for AI clusters.
Market cap
$143.7B
300502.SZ
Eoptolink Technology Inc., Ltd.
High-speed transceiver supplier tied to AI data center and cloud networking demand.
Market cap
$78.3B
9432.T
NTT, Inc.
Regional AI cloud and edge infrastructure provider building GPU-as-a-service and AI factory capacity.
Market cap
$77.8B
CIEN
Ciena Corporation
High-capacity optical transport and DCI layer for AI data center interconnect and cloud backbone growth.
Market cap
$73.7B
NET
Cloudflare, Inc.
Edge AI inference cloud with GPU capacity exposed through developer APIs rather than traditional VM rentals.
Market cap
$72.9B
9434.T
SoftBank Corp.
Sovereign AI cloud provider with large NVIDIA GPU deployments and planned customer-facing accelerated compute services.
Market cap
$66.0B
5803.T
Fujikura Ltd.
Fiber optic cable and interconnect exposure for hyperscale and AI data center network expansion.
Market cap
$62.8B
NOKIA.HE
Nokia Oyj
IP routing and optical network portfolio supports AI data center interconnect, service-provider backbone, and cloud network capacity.
Market cap
$58.5B
CLS
Celestica Inc.
Manufactures and integrates hyperscale data center networking and AI infrastructure hardware.
Market cap
$47.2B
601869.SS
Yangtze Optical Fibre And Cable Joint Stock Limited Company
Fiber and cable infrastructure supplier for expanding cloud, telecom, and data center optical networks.
Market cap
$41.0B
2345.TW
Accton Technology Corporation
Key hyperscale switch and network appliance manufacturing layer for AI data center Ethernet buildouts.
Market cap
$38.0B
HPE
Hewlett Packard Enterprise Company
Public parent for Juniper and Aruba switching, routing, wireless, and AI-driven network operations.
Market cap
$37.4B
300394.SZ
Suzhou TFC Optical Communication Co., Ltd.
Optical engine and fiber component exposure for high-speed AI data center interconnect supply chains.
Market cap
$36.9B
ALAB
Astera Labs, Inc.
PCIe/CXL connectivity silicon for AI servers.
Market cap
$36.2B
CRDO
Credo Technology Group Holding Ltd
AEC and high-speed interconnect silicon for AI scale-out.
Market cap
$36.0B
000063.SZ
ZTE Corporation
China-listed network equipment supplier with routing, switching, optical transport, and data center infrastructure exposure.
Market cap
$25.4B
600487.SS
Hengtong Optic-Electric Co., Ltd.
Optical fiber and network infrastructure exposure tied to bandwidth growth from AI workloads.
Market cap
$24.9B
MTSI
MACOM Technology Solutions Holdings, Inc.
High-speed optical and connectivity silicon for data center networks.
Market cap
$21.6B
5801.T
Furukawa Electric Co., Ltd.
Optical fiber and communications cable exposure supporting high-bandwidth data center and telecom networks.
Market cap
$19.0B
FFIV
F5, Inc.
Data center traffic management and application delivery layer for high-scale AI services and enterprise AI applications.
Market cap
$17.1B
600522.SS
Jiangsu Zhongtian Technology Co., Ltd.
Optical cable and communications infrastructure exposure supporting large-scale bandwidth buildouts.
Market cap
$16.5B
SITM
SiTime Corporation
Timing silicon for data center, networking, and high-performance systems.
Market cap
$15.0B
002281.SZ
Accelink Technologies Co,Ltd.
Optoelectronic component and optical module exposure for high-speed datacenter and telecom networks.
Market cap
$14.5B
AKAM
Akamai Technologies, Inc.
Edge AI inference cloud with NVIDIA-backed accelerated compute capacity for latency-sensitive AI applications.
Market cap
$14.0B
000938.SZ
Unisplendour Corporation Limited
Public exposure to H3C switching, routing, and data center networking platforms in China.
Market cap
$13.1B
AAOI
Applied Optoelectronics, Inc.
Datacenter optical module and laser supplier leveraged to high-speed AI networking builds.
Market cap
$12.2B
301165.SZ
Ruijie Networks Co., Ltd.
Domestic China data center and campus networking supplier with AI infrastructure adjacency.
Market cap
$11.7B
300548.SZ
EverProX Technologies Co., Ltd. Class A
Optoelectronic component exposure for datacenter optical module supply chains.
Market cap
$11.1B
VIAV
Viavi Solutions Inc.
Testing and assurance exposure for optical networks that support AI data center bandwidth growth.
Market cap
$11.0B
SMTC
Semtech Corporation
Signal integrity and connectivity exposure in data center systems.
Market cap
$10.2B
2379.TW
Realtek Semiconductor Corp.
Connectivity silicon exposure around edge and client AI systems.
Market cap
$8.8B
600498.SS
Fiberhome Telecommunication Technologies Co., Ltd.
Optical and packet transport systems support data center interconnect and network capacity expansion.
Market cap
$8.8B
300620.SZ
Advanced Fiber Resources (Zhuhai), Ltd.
Passive optical component exposure for high-speed datacenter and telecom optical networks.
Market cap
$8.7B
MXL
MaxLinear, Inc.
Network access and connectivity silicon adjacent to AI infrastructure.
Market cap
$5.4B
BDC
Belden Inc.
Cabling and connectivity layer supporting high-density data center electrical and network infrastructure.
Market cap
$5.2B
6442.TW
EZconn Corporation
Optical fiber component and connector exposure for high-speed network infrastructure.
Market cap
$4.6B
300570.SZ
T&S Communications Co.,Ltd.
Component supplier for optical modules and fiber interconnects used in high-speed network builds.
Market cap
$4.4B
688018.SS
Espressif Systems (Shanghai) Co., Ltd.
Edge AI and connected-device silicon exposure.
Market cap
$4.2B
301205.SZ
Linktel Technologies Co., Ltd.
Datacenter optical transceiver exposure as AI clusters require denser high-speed links.
Market cap
$3.6B
6526.TW
Airoha Technology Corp.
Edge and access-network connectivity exposure.
Market cap
$3.2B
5269.TW
ASMedia Technology Inc.
PCIe, USB, and platform connectivity exposure around compute systems.
Market cap
$3.1B
3163.TWO
Browave Corporation
Fiber optic component exposure for high-density optical networking and datacenter interconnects.
Market cap
$3.0B
3363.TWO
FOCI Fiber Optic Communications, Inc.
Fiber interconnect and module component exposure for optical communications supply chains.
Market cap
$2.9B
4979.TWO
LuxNet Corporation
Optical chip and component exposure for 400G and higher-speed AI data center optical links.
Market cap
$2.7B
EXTR
Extreme Networks, Inc.
Enterprise network infrastructure and fabric automation exposure for AI-enabled campuses and edge environments.
Market cap
$2.4B
AWE.L
Alphawave IP Group plc
SerDes/connectivity IP for AI infrastructure silicon.
Market cap
$2.0B
ATEN
A10 Networks, Inc.
Traffic management and secure application delivery layer for high-scale data center and service-provider networks.
Market cap
$2.0B
4966.TWO
Parade Technologies, Ltd.
Connectivity and display/interface silicon exposure around high-performance platforms.
Market cap
$1.6B
ADTN
ADTRAN Holdings, Inc.
Optical transport and fiber networking exposure where AI traffic increases metro and edge bandwidth demand.
Market cap
$1.4B
RDWR
Radware Ltd.
Application delivery and network protection layer adjacent to AI service delivery infrastructure.
Market cap
$1.1B
SIFY
Sify Technologies Limited
Regional public AI cloud provider with enterprise GPU-as-a-service and data center infrastructure exposure.
Market cap
$1.1B