Super Micro Computer
High riskSMCI · Public · United States
Server and rack-scale systems company with exposure to AI infrastructure integration, liquid cooling, and deployment cycles.
4/5
Industry map
AI Infrastructure Stack Map
A plain-English view of the companies and categories that sit beneath modern AI data center deployment.
Use this map to move from a GPU-only view of AI infrastructure to a full-stack view of networking, optics, power, cooling, manufacturing, and deployment.
Map Layers
The stack, top to bottom. Each company links to its profile; live badges show recent signal activity where tracked.
AI Accelerators
2 cosCompute engines are the visible center of the stack, but this layer depends on every other layer below it.
AI Networking
4 cos · 13 signalsSwitching, routing, custom silicon, and network operating platforms that connect accelerator clusters.
Optical Interconnect
5 cos · 4 signalsOptical links, modules, lasers, components, and photonics approaches for high-bandwidth data movement.
Power
5 cos · 14 signalsGrid-facing systems, power distribution, UPS, switchgear, and electrical infrastructure.
Cooling
4 cos · 12 signalsThermal management, liquid cooling, heat rejection, air cooling, and infrastructure operations.
Manufacturing
4 cosElectronics manufacturing, optical assembly, systems integration, and test capacity.
Data Center Deployment
5 cos · 5 signalsThe practical integration layer: servers, racks, services, supply chain, and on-site rollout.
Related Companies
Dell Technologies
Low riskDELL · Public · United States
Enterprise infrastructure platform company supplying servers, storage, services, and AI-ready systems for enterprise and cloud buyers.
4/5
Mature PlatformManufacturing, Testing & Infrastructure
Broadcom
Low riskAVGO · Public · United States
Large-scale semiconductor and infrastructure software platform with major relevance to AI networking silicon and custom accelerator ecosystems.
5/5
Marvell Technology
Medium riskMRVL · Public · United States
Data infrastructure semiconductor company focused on custom silicon, optical DSPs, connectivity, and cloud networking.
5/5
Arista Networks
Low riskANET · Public · United States
Cloud networking platform company with strong relevance to Ethernet-based AI data center fabrics.
5/5
Mature PlatformAI Networking & Interconnect
Cisco
Low riskCSCO · Public · United States
Networking incumbent with enterprise, service provider, and data center platforms relevant to AI network modernization.
4/5
Mature PlatformAI Networking & Interconnect
Lumentum
Medium riskLITE · Public · United States
Optical component and laser supplier with relevance to high-speed data center connectivity and photonics roadmaps.
4/5
Core SupplierOptical Interconnect & CPO
Coherent
Medium riskCOHR · Public · United States
Broad photonics and engineered materials supplier with exposure to optical communications and data center connectivity.
4/5
Applied Optoelectronics
High riskAAOI · Public · United States
Optical module and component company discussed around data center transceiver demand and high-speed connectivity cycles.
4/5
High BetaOptical Interconnect & CPO
Fabrinet
Medium riskFN · Public · Thailand / United States
Advanced manufacturing partner for optical communications and precision products used across data center infrastructure supply chains.
4/5
Corning
Low riskGLW · Public · United States
Materials and fiber infrastructure supplier with relevance to optical networking and data center connectivity.
3/5
Vertiv
Medium riskVRT · Public · United States
Data center power and thermal management supplier central to high-density AI infrastructure deployment.
5/5
Core SupplierPower & Cooling
Category Pages
Manufacturing, Testing & Infrastructure
Companies involved in manufacturing, testing, hardware integration, servers, and deployment infrastructure.
AI Networking & Interconnect
Companies involved in AI Ethernet, switching silicon, custom ASICs, retimers, connectivity chips, and high-speed data movement.
Optical Interconnect & CPO
Companies involved in optical modules, lasers, photonics, transceivers, CPO, and optical components for AI data center networking.
Next-Generation Photonics
Companies developing speculative or early-stage photonic technologies for future AI data center systems.
Power & Cooling
Companies involved in data center power systems, thermal management, liquid cooling, power distribution, and grid-facing infrastructure.
Related Articles
AI data center supply chain map
AI Data Center Supply Chain Map: From GPUs to Power and CoolingA full-stack map of the AI data center supply chain across accelerators, networking, optics, power, cooling, manufacturing, testing, and deployment.
AI networking companies
Top AI Networking Companies Building the Data Center FabricA neutral guide to AI networking companies across Ethernet, switching silicon, custom ASICs, retimers, and connectivity chips.