Workspace

Workspace Pokedex HPC Map Portfolio Calendar Taiwan Revenue Memory

01AI Factory
02CPO Stack
03HBM Bridge
04GPU Cloud TCO
05Inference Tokens
06Power Bottleneck
07Custom ASIC
08OCS TAM
09N3 Allocation
10Optical TAM

Agent API Subscribe

Pokedex

Workspace

Workspace Pokedex HPC Map Portfolio Calendar Taiwan Revenue Memory

01AI Factory
02CPO Stack
03HBM Bridge
04GPU Cloud TCO
05Inference Tokens
06Power Bottleneck
07Custom ASIC
08OCS TAM
09N3 Allocation
10Optical TAM

Agent API Subscribe

Pokedex/Networking

Search/

Fabless65 Foundry16 Memory22 Networking59 Optics48 Semicap61 Materials81 Integration70 DC Infra106 Robotics75 AI Cloud20 AI Model5

Search/

Industry

Networking

Switching, NIC, interconnect, and network silicon or systems required to scale AI clusters.

59Companies4Segments8Shown

All Networking8 Switching5 Routing1 Security / ADC0 Other2

Market capAll caps59 > $10B35 > $100B8

8 companiesSorted by market cap

NVDANVIDIA CorporationSwitching$5.14TNASDAQ·US
AVGOBroadcom Inc.Switching$1.56TNASDAQ·US
CSCOCisco Systems, Inc.Switching$418.0BNASDAQ·US
ANETArista Networks, Inc.Switching$221.1BNYSE·US
MRVLMarvell Technology, Inc.Switching$202.5BNASDAQ·US
NETCloudflare, Inc.Other$113.6BNYSE·US
GLWCorning IncorporatedOther$108.7BNYSE·US
300308.SZZhongji Innolight Co., Ltd.Routing$102.6BSHZ·CN

< All industries