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L2 · Optical & Networking

Optical & Networking — Companies & Commitments

The optical and network fabric that moves data inside and between AI datacenters. Companies are grouped by what they build, each with the latest verified signal from the engine. Methodology →

Optical Transceivers (800G / 1.6T)

5
CompanyCommitmentLatest signal
Coherent Corp.COHR800G/1.6T silicon-photonics transceiversCoherent referenced a preliminary, non-binding agreement with the CHIPS Program announced January 14, 2025 (per signal dated February 5, 2026).
Lumentum Holdings Inc.LITEEML/DFB lasers + 800G modulesLumentum entered into agreements to exchange approximately $650.4 million principal amount of convertible senior notes on or around June 1, 2026.
MACOM Technology Solutions Holdings, Inc.MTSILasers, TIAs & optical componentsMACOM's fiscal Q2 2026 filing (mtsi-20260403) covers the period ended April 3, 2026.
Eoptolink TechnologySZSE:300502800G/1.6T transceiversInnolight and Eoptolink together account for approximately 60% of NVIDIA's 800G SFP optical module supply for H100/H200 GPU platforms (as characterized as of March 15, 2026).
Innolight TechnologySZSE:300308800G/1.6T transceivers (high-volume)Innolight and Eoptolink together account for approximately 60% of NVIDIA's 800G SFP optical module supply for H100/H200 GPU platforms (as characterized as of March 15, 2026).

Switch & Networking Silicon

3
CompanyCommitmentLatest signal
Arista NetworksANETEthernet AI-fabric switchesArista posted 'Product Manager, AI Data Center Platforms' on 2026-05-06.
CiscoCSCOSilicon One / AI networkingCisco posted 'Solutions Architect, AI/ML Infrastructure Networking' on 2026-04-09.
Juniper NetworksJNPRAI-optimized EthernetJuniper posted 'Product Manager, AI-Native Data Center Fabric' covering RoCEv2 and GPU fabric on 2026-05-06.

AEC, Retimers & Cables

2
CompanyCommitmentLatest signal
Astera LabsALABPCIe/CXL retimers & smart cable modulesAstera Labs' Q1 2026 filing (alab-20260331) covers fiscal Q1 2026 ending March 31, 2026.
Credo TechnologyCRDOActive Electrical Cables (AEC) & retimersCredo fiscal Q1 2026 revenue was approximately $222.8M, up roughly 274% YoY.

CPO & Silicon Photonics

1
CompanyCommitmentLatest signal
Ayar LabsIn-package optical I/O (TeraPHY)Ayar Labs is valued at >$1 billion post the December 2024 Series C.

High-Performance Interconnect

2
CompanyCommitmentLatest signal
Cornelis NetworksOmni-Path high-performance fabricCornelis Networks committed to a CN6000 product at 800 Gbps in 2026 and a CN7000 at approximately 1.6 Tbps in its published multi-generation roadmap.
EnfabricaACF SuperNIC / accelerated fabricEnfabrica raised approximately $290 million across rounds, including ~$125M Series B in 2023.

Coherent DCI

1
CompanyCommitmentLatest signal
CienaCIENCoherent optical / DCICiena announced its fiscal Q2 2026 financial results for the quarter ended 2026-05-02.

Other companies in this layer

12
CompanyCommitmentLatest signal
Amphenol CorporationNYSE:APH——
Microchip TechnologyNASDAQ:MCHP——
TE ConnectivityNYSE:TEL——
Celestial AI——
Effect Photonics——
Lightmatter——
Molex——
Nubis——
OpenLight——
Ranovus——
Scintil——
Xscape Photonics——

How this page is built

The roster is sourced from the engine's canonical company registry (primary_layer = L2, V15.1 taxonomy) and grouped by product sub-segment. The “latest signal” is the most relevant verified fact for each company from the layer's topics — sourced, English, and machine-verified. This is a landscape of who builds what, not a subjective ranking. For the full roster and an activity index, see /indices.

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