Astera Labs
High riskALAB · Public · United States
Connectivity semiconductor company focused on high-speed data movement inside AI and cloud infrastructure systems.
4/5
High BetaAI Networking & Interconnect
Credo Technology
CRDO · NASDAQ · Public · United States
High-speed connectivity company associated with SerDes, active electrical cables, optical DSPs, and data center interconnect.
High riskHigh Beta
4/5
Why It Matters
AI racks need cost-effective high-speed links across short and medium distances. Credo is relevant to the copper-to-optical boundary and the debate over where electrical links remain competitive.
What They Sell
- SerDes IP
- Active electrical cables
- Optical DSPs
- Connectivity chips
Key Technologies
SerDesActive electrical cablesOptical DSPsEthernet connectivity
Category Links
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.
Related Companies
Marvell Technology
Medium riskMRVL · Public · United States
Data infrastructure semiconductor company focused on custom silicon, optical DSPs, connectivity, and cloud networking.
5/5
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
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
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Top AI Optical Interconnect Companies to KnowA neutral guide to optical interconnect companies that help move data through AI data centers.
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Top CPO and Silicon Photonics Companies for AI Data CentersA practical map of companies and technologies tied to co-packaged optics, silicon photonics, and future AI data center interconnect.
AI networking companies
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Broadcom vs Marvell AI
Broadcom vs Marvell: AI Infrastructure Exposure ExplainedA neutral explanation of how Broadcom and Marvell differ across AI networking, custom silicon, optical DSPs, and data infrastructure.
Source Notes
- Verify current product mix, customer exposure, and segment reporting from company filings, investor presentations, and primary technical materials.
- This profile is written for industry mapping and does not make investment recommendations.