Stack role
Networking & optics
Links between chips, racks, and sites: switches plus optical interconnect. Training clusters are network-bound as well as compute-bound.
Covered names
- CSCO Cisco Systems 7.67 strong
- APH Amphenol 7.45 watch
- GLW Corning 7.22 watch
- NVDA NVIDIA 7.09 watch
- AVGO Broadcom 6.91 watch
- ANET Arista Networks 6.73 watch
- FN Fabrinet 6.28 watch
- CIEN Ciena Corporation 6.19 watch
- COHR Coherent Corp 5.72 watch
- ALAB Astera Labs 5.58 watch
- LITE Lumentum 5.54 watch
- MRVL Marvell Technology 5.45 caution
Other roles
Analog / power ICs
Cooling / thermal
Data-center infra
Earth observation
EDA / design
Foundry
GPU / AI accelerators
Ground systems
HBM / memory
Hyperscaler
Lithography
Materials
Networking & optics
Packaging / OSAT
Power & energy
Quantum compute
Satellite communications
Security software
Solar power
Space launch
Spacecraft
Storage
Test / metrology
Wafer equipment