@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.

www.fool.com
| Data Centers Need Faster Connections. These 6 Optical and Networking Stocks Could Benefit. | The Motley Fool
@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.