Database section · 165 companies
Companies
Every layer of the ecosystem — designers, foundries, memory, equipment, servers, networking, power, cooling, data centers, clouds, labs and the capital behind them.
Field notes
One hundred sixty-five companies, and almost every one is a chokepoint somebody worries about. Browse by layer and notice how often the answer to 'who else makes this?' is nobody — that concentration is the single most important fact about this industry.
Start with these three
TSMC
Where nearly everything on this site is physically made.
ASML
A literal monopoly at the very bottom of the stack.
NVIDIA
The company the whole build-out is denominated in.
Networking
14
AM
AmphenolConnectors and cable assemblies in every server, switch and rack.
AN
Arista NetworksThe Ethernet switch leader of the AI back-end network.
AL
Astera LabsPCIe retimers and CXL connectivity inside nearly every AI server.
CA
Celestial AIThe Photonic Fabric: optical links from any chip to any memory.
CI
CienaCoherent optics linking AI data centers across cities and oceans.
CiscoThe networking incumbent pushing its own silicon into AI fabrics.
CO
CoherentOne of the largest makers of the optical transceivers AI clusters consume by the million.
CO
CorningThe fiber-optic cable itself — glass demand doubled by AI campuses.
CT
Credo TechnologyActive electrical cables — the copper that wires racks together.
FA
FabrinetThe contract manufacturer behind NVIDIA's optical transceivers.
LI
LightmatterPhotonic interconnect — moving light into the chip package itself.
LU
LumentumLasers and photonics for the optical layer of AI networks.
NokiaOptical transport and data-center routing — with NVIDIA as a 2025 investor.
TC
TE ConnectivityThe other connector giant wiring AI racks and power paths.
CiscoThe networking incumbent pushing its own silicon into AI fabrics.
CO
CoherentOne of the largest makers of the optical transceivers AI clusters consume by the million.
CO
CorningThe fiber-optic cable itself — glass demand doubled by AI campuses.
CT
Credo TechnologyActive electrical cables — the copper that wires racks together.
FA
FabrinetThe contract manufacturer behind NVIDIA's optical transceivers.
LI
LightmatterPhotonic interconnect — moving light into the chip package itself.
LU
LumentumLasers and photonics for the optical layer of AI networks.
NokiaOptical transport and data-center routing — with NVIDIA as a 2025 investor.
TC
TE ConnectivityThe other connector giant wiring AI racks and power paths.
Public companies link through to the Stocks page. Download: companies.csv