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Atlasresearch

Workspace

WorkspacePokedexHPC MapPortfolioCalendarTaiwan RevenueMemory
Calculators
  • 01AI Factory
  • 02CPO Stack
  • 03HBM Bridge
  • 04GPU Cloud TCO
  • 05Inference Tokens
  • 06Power Bottleneck
  • 07Custom ASIC
  • 08OCS TAM
  • 09N3 Allocation
  • 10Optical TAM
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Pokedex/Networking
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Fabless65Foundry16Memory22Networking59Optics48Semicap61Materials81Integration70DC Infra106Robotics75AI Cloud20AI Model5
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Industry

Networking

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

59Companies4Segments8Shown
All Networking8Switching5Routing1Security / ADC0Other2
Market capAll caps59> $10B36> $100B8
8 companiesSorted by market cap
  • NVDANVIDIA CorporationSwitching$5.21TNASDAQ·US›
  • AVGOBroadcom Inc.Switching$1.75TNASDAQ·US›
  • CSCOCisco Systems, Inc.Switching$439.1BNASDAQ·US›
  • ANETArista Networks, Inc.Switching$237.6BNYSE·US›
  • MRVLMarvell Technology, Inc.Switching$207.6BNASDAQ·US›
  • 300308.SZZhongji Innolight Co., Ltd.Routing$156.3BSHZ·CN›
  • GLWCorning IncorporatedOther$129.2BNYSE·US›
  • NETCloudflare, Inc.Other$104.0BNYSE·US›
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