Theme
Interconnect
Networking, optical, and connectivity tying AI clusters together.
As models scale across thousands of accelerators, the network becomes the computer. This theme tracks the switching, optical, and connectivity vendors that move data between chips, servers, and racks at cluster scale.
Companies · 21
Arista Networks, Inc.ANET
Market cap$257B
Conviction5 / 5
InterconnectAI infrastructure
Read profileAmphenol CorporationAPH
Market cap$203B
Conviction4 / 5
InterconnectAI infrastructure
Read profileMarvell Technology, Inc.MRVL
Market cap$229B
Conviction4 / 5
InterconnectAI compute
Read profileBE Semiconductor Industries N.V.BESI
Market cap$17B
Conviction4 / 5
Semiconductor equipmentInterconnect
Read profileAstera Labs, Inc.ALAB
Market cap$63B
Conviction4 / 5
Interconnect
Read profileCredo Technology Group Holding LtdCRDO
Market cap$36B
Conviction4 / 5
Interconnect
Read profileCorning IncorporatedGLW
Market cap$133B
Conviction4 / 5
InterconnectAI infrastructure
Read profileCoherent Corp.COHR
Market cap$59B
Conviction4 / 5
InterconnectAI infrastructure
Read profileLumentum Holdings Inc.LITE
Market cap$84B
Conviction4 / 5
InterconnectAI infrastructure
Read profileTE Connectivity plcTEL
Market cap$62B
Conviction3 / 5
InterconnectAI infrastructure
Read profileCisco Systems, Inc.CSCO
Market cap$420B
Conviction3 / 5
InterconnectAI infrastructure
Read profileNokia OyjNOK
Market cap$60B
Conviction3 / 5
InterconnectAI infrastructure
Read profileCiena CorporationCIEN
Market cap$50B
Conviction3 / 5
InterconnectAI infrastructure
Read profileFabrinetFN
Market cap$14B
Conviction3 / 5
InterconnectAI infrastructure
Read profileMACOM Technology Solutions Holdings, Inc.MTSI
Market cap$21B
Conviction3 / 5
InterconnectAI infrastructure
Read profileADTRAN Holdings, Inc.ADTN
Market cap$579M
Conviction2 / 5
InterconnectAI infrastructure
Read profileApplied Optoelectronics, Inc.AAOI
Market cap$8.6B
Conviction2 / 5
InterconnectAI infrastructure
Read profilenLIGHT, Inc.LASR
Market cap$2.4B
Conviction2 / 5
InterconnectDirected energy
Read profileSyntec Optics Holdings, Inc.OPTX
Market cap$305M
Conviction2 / 5
Interconnect
Read profilePOET Technologies Inc.POET
Market cap$1.3B
Conviction2 / 5
Interconnect
Read profileLightwave Logic, Inc.LWLG
Market cap$812M
Conviction1 / 5
Interconnect
Read profile