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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.

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

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

How networking companies earn from AI

A training cluster is thousands of accelerators working as one machine, and the switches, optical transceivers, lasers and cables that link them decide how much of the compute is usable. Arista and Cisco sell the Ethernet switches; Broadcom and Marvell sell the switch and transceiver chips inside them; Coherent and Lumentum make the lasers and transceivers; Ciena makes the long-haul optics that connect one data center to another.

Inside the data center the growth has tracked accelerator shipments. Lumentum's revenue more than doubled and Coherent's data-center segment grew 58%, but several companies here also report customer concentration (two customers were 42% of Ciena's revenue last quarter), and none separates AI from other cloud networking in its reported numbers. Ratings here rest on segment mix and growth rate rather than a labelled AI line.

Editorial, written from the reported figures on each company page. Company names link to those pages: ANET, CSCO, CIEN, COHR, LITE.

The numbers right now

Reported by the companies; each line links to the release or filing it comes from.

What to watch in networking

  • Transceiver generations: 800G is shipping and 1.6T has begun at Lumentum. Each step up in speed resets who has the lead and at what margin. source
  • Customer concentration in the optics names; a single hyperscaler slowing its orders shows up here before it shows up in the chip makers' numbers. source
  • Cisco's fiscal 2027 AI revenue target of $7.5 billion, the one explicitly labelled AI figure in this category. source

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

Source: SEC EDGAR