04
Networking
The interconnect layer — switches, optical transceivers, fiber optic cables, connectors, and the test equipment that keeps it all working. This stitches thousands of GPUs into one coherent machine.
24companies
4sub-roles
Switches & Routers
7 companiesADTNADTRAN Holdings Inc.Networking and access equipmentANETArista Networks, Inc.Data center network switchesATENA10 Networks, Inc.Application delivery controllersCSCOCisco Systems, Inc.Network switches and routersDGIIDigi International Inc.Industrial networking devicesFFIVF5, Inc.Application delivery networkingNOKNokia OyjTelecom network equipment
Optical & Transceivers
6 companiesAAOIApplied Optoelectronics, Inc.Optical transceiver componentsCIENCiena CorporationOptical networking systemsCOHRCoherent, Inc.Optical components and lasersFNFabrinetOptical and electronic manufacturingLITELumentum Holdings Inc.Optical transceivers and lasersLWLGLightwave Logic, Inc.Electro-optic polymer modulators
Cables, Fiber & Connectors
8 companiesAPHAmphenol CorporationInterconnect and connector systemsBDCBelden Inc.Cabling and networking productsCLFDClearfield, Inc.Fiber optic cable managementGLWCorning IncOptical fiber and cableOCCOptical Cable CorporationFiber optic cablesPLPCPreformed Line Products CompanyFiber and cable hardware productsRFILRF Industries, Ltd.Cables and connectors makerTELTE Connectivity plcConnectors and sensors maker
Test & Measurement
3 companiesDeep teardownComing soon
Inside the networking layer
A full physical decomposition of this layer of the buildout — what goes where, who makes it, and where the bottlenecks are. Links here when the teardown publishes under Learn.