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65
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16
Memory
22
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59
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48
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61
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81
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70
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106
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75
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20
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Industry
Networking
Switching, NIC, interconnect, and network silicon or systems required to scale AI clusters.
59
Companies
4
Segments
10
Shown
All Networking
59
Switching
10
Routing
11
Security / ADC
3
Other
35
Market cap
All caps
10
> $10B
9
> $100B
5
Switching - 10 companies
Sorted by market cap
NVDA
NVIDIA Corporation
Switching
$5.27T
NASDAQ·US
›
AVGO
Broadcom Inc.
Switching
$1.75T
NASDAQ·US
›
CSCO
Cisco Systems, Inc.
Switching
$433.3B
NASDAQ·US
›
ANET
Arista Networks, Inc.
Switching
$246.0B
NYSE·US
›
MRVL
Marvell Technology, Inc.
Switching
$189.7B
NASDAQ·US
›
HPE
Hewlett Packard Enterprise Company
Switching
$69.3B
NYSE·US
›
2345.TW
Accton Technology Corporation
Switching
$37.5B
TAI·TW
›
301165.SZ
Ruijie Networks Co., Ltd.
Switching
$19.8B
SHZ·CN
›
000938.SZ
Unisplendour Corporation Limited
Switching
$15.3B
SHZ·CN
›
EXTR
Extreme Networks, Inc.
Switching
$3.0B
NASDAQ·US
›
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