Networking and interconnect hardware
BOTTLENECKNVIDIA controls GPU-to-GPU fabric and InfiniBand, and no qualified second source can match its scale-up bandwidth.
Hardware connecting AI accelerators within and between servers, racks, and pods. Bandwidth and latency here determine how large a model cluster can train as a single unit. NVIDIA controls GPU-to-GPU fabric and InfiniBand; Broadcom dominates Ethernet switch silicon.
All hardware connecting AI accelerators within and between servers, racks, and pods; includes scale-up GPU-to-GPU fabric, InfiniBand, Ethernet switching, optical transceivers, optical components, cable assemblies, and co-packaged optics.
What the evidence shows
Cisco commanded more than a quarter of the global network hardware market in 2024.
statista.com800G switches accounted for 35.8% of data center switching revenue in the quarter.
datacenterknowledge.comWho controls it
No independently verified market-size figure is published for this node yet.
Where it sits in the stack
Takes in: Switch ASICs, laser chips, PIC wafers, DSP chips, copper and fibre cable materials
Sends on: High-speed lossless interconnect fabric for AI cluster communication
Related nodes
Full scorecard, owner shares, supply edges and the full tracked roster are in the desk letter.
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