InfiniBand switches and routers
BOTTLENECKNVIDIA controls the full InfiniBand stack post-Mellanox and ships nearly every switch, making a qualified second source hard to stand up.
InfiniBand and Ethernet fabric switches for AI clusters with native RDMA support. These determine scale-out cluster size and training job scheduling efficiency. NVIDIA holds near-monopoly post-Mellanox, controlling NIC, switch, cable, and management software.
High-performance lossless fabric switches for AI scale-out cluster networking; RDMA-native; NVIDIA controls the full stack post-Mellanox acquisition.
What the evidence shows
Broadcom's G200 switch ASIC launched June 2023 to take on InfiniBand and started gaining traction in scale-out AI networks by May 2025.
nextplatform.comInfiniBand's SHARP offloads collective operations like reductions common in MPI and AI training to the switch hardware itself.
network-switch.comWho controls it
No named supplier is publicly confirmed for this node yet.
Where it sits in the stack
Takes in: Switch ASICs (Quantum-3/X), transceivers, management processors, chassis
Sends on: Lossless AI training fabric for scale-out cluster communication
Related nodes
Full scorecard, owner shares, supply edges and the full tracked roster are in the desk letter.
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