Layer L3
Optical & Networking — Leaderboard
Ranked companies in the Optical & Networking layer of the AI infrastructure stack. Share figures carry an explicit provenance label (official, filing-derived, third-party, or site-estimate). Methodology →
| # | Company | Product | Share | Source | Customers |
|---|---|---|---|---|---|
| 1 | Astera Labs | PCIe Gen5/Gen6 Retimer | – | site-estimate | Multiple hyperscalers |
| 2 | Credo Technology | PCIe Gen5/Gen6 Retimer | – | site-estimate | Amazon Web Services |
| 3 | Celestica | 800G/1.6T Pluggable Optical Transceiver (PAM4 DSP) | – | site-estimate | – |
| 4 | Enfabrica | PCIe Gen5/Gen6 Retimer | – | site-estimate | – |
| 5 | Arista Networks | Ultra Ethernet / Lossless RoCEv2 AI Fabric Switch | – | site-estimate | Meta |
| 6 | Cisco | Ultra Ethernet / Lossless RoCEv2 AI Fabric Switch | – | site-estimate | – |
| 7 | HPE | Ultra Ethernet / Lossless RoCEv2 AI Fabric Switch | – | site-estimate | Multiple research clusters |
| 8 | Juniper Networks | Ultra Ethernet / Lossless RoCEv2 AI Fabric Switch | – | site-estimate | – |
| 9 | Meta Platforms | Ultra Ethernet / Lossless RoCEv2 AI Fabric Switch | – | site-estimate | – |
| 10 | Broadcom Inc. | Co-Packaged Optics (CPO) Switch | – | site-estimate | |
| 11 | Innolight Technology | 800G/1.6T Pluggable Optical Transceiver (PAM4 DSP) | – | site-estimate | NVIDIA |
| 12 | Lumentum Holdings Inc. | 800G/1.6T Pluggable Optical Transceiver (PAM4 DSP) | – | site-estimate | NVIDIA |
| 13 | Ayar Labs | Optical I/O Chiplet (in-package optics for ASIC interconnect) | – | site-estimate | – |