Companies in AI Networking
6 active companies tracked.
L3
Arista Networks
Cloud-networking incumbent. AI-spine + leaf switch deployments at the top hyperscalers. EOS software the named differentiator vs Cisco / Juniper. NVIDIA Spectrum-X partnership.
L3
Celestica
EMS / ODM whitebox networking supplier. Hyperscaler 400G / 800G switch builds — direct sole-source disclosed in earnings. AI-driven networking revenue the named growth segment 2024-2026.
L3
Cisco
Networking incumbent. Silicon One ASIC family the AI-fabric play vs Broadcom Tomahawk. Splunk acquisition closed 2024 added observability. Strong enterprise-AI on-prem narrative.
L3
Credo Technology
Active electrical cables (AECs) + retimer + serdes ICs. AEC adoption inside racks the cheaper alternative to optical for sub-7m runs. 800G / 1.6T product cycle.
L3
Juniper Networks
Networking incumbent under pending HPE acquisition (regulatory review ongoing 2026). AI-Native Networking + Mist AIOps positioning. Apstra Intent-Based for AI fabric.
L3
Semtech
PMDs (physical medium devices), copper + optical short-reach SerDes. AI cluster intra-rack copper interconnect product line. Sienna acquisition gave LoRa IoT.