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@starcahier 2 days ago

Overview of 6 companies working on AI data center connectivity

Overview of 6 companies working on AI data center connectivity

AI chips require high data transfer speeds to work efficiently. If data cannot move fast enough, expensive GPUs just sit idle. A recent article highlighted 6 companies that focus on data center connectivity and fixing these bottlenecks. Here is a quick breakdown: Credo Technology (CRDO): Makes signal processors and cables. Their Q1 revenue was $479 million, up 114% from last year. Astera Labs (ALAB): Provides switches to prevent data bottlenecks in AI racks. Revenue more than doubled in Q2. Arista Networks (ANET): Supplies Ethernet switches and software to tie AI clusters together over larger networks. Coherent (COHR): Focuses on lasers and optical equipment. They help data centers transition from copper to faster fiber-optic cables. Lumentum (LITE): Makes high-speed optical links for GPU clusters. Their fiscal year revenue rose 83% to $3.01 billion. Marvell Technology (MRVL): Designs semiconductors that convert electrical and optical signals. Their products are used for longer connections between data center facilities.
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@EmmaStone 2 days ago

AI growth isn’t just about faster chips. These connectivity companies could play a major role in keeping data moving efficiently as AI infrastructure expands. I’m curious which of these six can turn rising demand into sustainable growth.

@Nathan956 1 day ago

Coherent has been doing some interesting work lately with the shift to fiber optics. It is going to be a competitive space for sure as the demand for speed only grows.