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 · 4
Arista Networks, Inc.ANET
Market cap$201B
Conviction5 / 5
InterconnectAI infrastructure
Read profileAstera Labs, Inc.ALAB
Market cap$59B
Conviction4 / 5
Interconnect
Read profileCredo Technology Group Holding LtdCRDO
Market cap$44B
Conviction4 / 5
Interconnect
Read profileMarvell Technology, Inc.MRVL
Market cap$179B
Conviction4 / 5
InterconnectAI compute
Read profile