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Switches, optics, interconnect

AI training runs across thousands of chips at once. The switches, optical transceivers and cabling that link them into one machine decide how much of that compute is actually usable.

Company	Ticker	AI connection
Arista Networks Networking Ethernet switches for AI clusters at the largest cloud providers.	ANET	Ethernet switches for AI clusters at the largest cloud providers.
Cisco Systems Networking Software Networking, security and observability (Splunk) for AI data centers.	CSCO	Networking, security and observability (Splunk) for AI data centers.
Ciena Networking Optical transport that connects data centers to each other.	CIEN	Optical transport that connects data centers to each other.
Coherent Networking Optical transceivers and lasers used inside AI clusters.	COHR	Optical transceivers and lasers used inside AI clusters.
Lumentum Networking Lasers and optical transceivers for data-center interconnect.	LITE	Lasers and optical transceivers for data-center interconnect.
NVIDIA Chips Networking Primary: Chips & Compute Designs the GPUs and systems most AI models are trained and run on.	NVDA	Designs the GPUs and systems most AI models are trained and run on.
Broadcom Chips Networking Primary: Chips & Compute Custom AI accelerators for hyperscalers and the Ethernet switch silicon that connects them.	AVGO	Custom AI accelerators for hyperscalers and the Ethernet switch silicon that connects them.
Marvell Technology Chips Networking Primary: Chips & Compute Custom silicon for cloud customers and the optical/interconnect chips inside AI data centers.	MRVL	Custom silicon for cloud customers and the optical/interconnect chips inside AI data centers.

Companies whose primary category is elsewhere but that also belong here are listed with their primary tag.

Quotes

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Latest 10-K, 10-Q and 8-K filings in Networking

Source: SEC EDGAR

CIEN8-KEarnings release · items 2.02,9.012026-09-03document folder
CIEN10-QQuarterly report2026-09-03document folder
CSCO10-KAnnual report2026-09-02document folder
COHR8-KCurrent report · items 5.02,8.012026-08-31document folder
LITE10-KAnnual report2026-08-17document folder
COHR10-KAnnual report2026-08-14document folder
COHR8-KEarnings release · items 2.02,7.01,9.012026-08-12document folder
CSCO8-KEarnings release · items 2.02,9.012026-08-12document folder
LITE8-KEarnings release · items 2.02,9.012026-08-11document folder
ANET10-QQuarterly report2026-08-05document folder
ANET8-KEarnings release · items 2.02,9.012026-08-04document folder
LITE8-KCurrent report · items 5.022026-07-30document folder
CIEN8-KCurrent report · items 1.01,2.03,3.02,8.01,9.012026-06-11document folder
CIEN8-KCurrent report · items 8.01,9.012026-06-08document folder
CIEN10-QQuarterly report2026-06-04document folder