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$219B
Conviction5 / 5
InterconnectAI infrastructure
Read profileAmphenol CorporationAPH
Market cap$188B
Conviction4 / 5
InterconnectAI infrastructure
Read profileMarvell Technology, Inc.MRVL
Market cap$170B
Conviction4 / 5
InterconnectAI compute
Read profileBE Semiconductor Industries N.V.BESI
Market cap$21B
Conviction4 / 5
Semiconductor equipmentInterconnect
Read profileAstera Labs, Inc.ALAB
Market cap$50B
Conviction4 / 5
Interconnect
Read profileCredo Technology Group Holding LtdCRDO
Market cap$40B
Conviction4 / 5
Interconnect
Read profileCorning IncorporatedGLW
Market cap$126B
Conviction4 / 5
InterconnectAI infrastructure
Read profileCoherent Corp.COHR
Market cap$55B
Conviction4 / 5
InterconnectAI infrastructure
Read profileLumentum Holdings Inc.LITE
Market cap$59B
Conviction4 / 5
InterconnectAI infrastructure
Read profileTE Connectivity plcTEL
Market cap$59B
Conviction3 / 5
InterconnectAI infrastructure
Read profileCisco Systems, Inc.CSCO
Market cap$450B
Conviction3 / 5
InterconnectAI infrastructure
Read profileNokia OyjNOK
Market cap$51B
Conviction3 / 5
InterconnectAI infrastructure
Read profileCiena CorporationCIEN
Market cap$55B
Conviction3 / 5
InterconnectAI infrastructure
Read profileFabrinetFN
Market cap$17B
Conviction3 / 5
InterconnectAI infrastructure
Read profileMACOM Technology Solutions Holdings, Inc.MTSI
Market cap$20B
Conviction3 / 5
InterconnectAI infrastructure
Read profileADTRAN Holdings, Inc.ADTN
Market cap$798M
Conviction2 / 5
InterconnectAI infrastructure
Read profileApplied Optoelectronics, Inc.AAOI
Market cap$8.0B
Conviction2 / 5
InterconnectAI infrastructure
Read profilenLIGHT, Inc.LASR
Market cap$3.9B
Conviction2 / 5
InterconnectDirected energy
Read profileSyntec Optics Holdings, Inc.OPTX
Market cap$284M
Conviction2 / 5
Interconnect
Read profilePOET Technologies Inc.POET
Market cap$1.2B
Conviction2 / 5
Interconnect
Read profileLightwave Logic, Inc.LWLG
Market cap$932M
Conviction1 / 5
Interconnect
Read profile