Companies exposed to Scale-out fabric
The AI stocks the model maps to Scale-out fabric — part of the infrastructure layer, ranked by how strongly each name is exposed.
15 companies · ranked by exposure
The network that connects many machines across a data center into a giant cluster.
Full explainer: what Scale-out fabric is & who makes it →It binds the whole facility into a single usable compute resource. When Scale-out fabric tightens, the companies below are the ones in its path — which is why the model tracks their exposure to it.
The companies, ranked by exposure to Scale-out fabric
- 1
Arista NetworksANETProducer80 - 2
Oracle CorporationORCLProducer72 - 3
CiscoCSCOProducer70 - 4
Accton Technology2345.TWProducer65 - 5300502.SZEoptolink Technology Inc., Ltd.300502.SZSupplier65
- 6
Hewlett Packard EnterpriseHPEProducer65 - 7002281.SZAccelink Technologies Co., Ltd.002281.SZSupplier55
- 8
Nokia CorporationNOKSupplier55 - 9
CredoCRDOSupplier50 - 10POETPOET Technologies Inc.POETSupplier50
- 11ENEnfabricaProducer45
- 12
Volex plcVLX.LSupplier40 - 131729.HKTime Interconnect Technology Holdings1729.HKSupplier35
- 14CNCornelis NetworksCompetitor32
- 153023.TWSinbon Electronics Co., Ltd.3023.TWSupplier30
Frequently asked
What are the top Scale-out fabric stocks?
By modeled exposure to Scale-out fabric: Arista Networks, Oracle Corporation, Cisco, Accton Technology, Eoptolink Technology Inc., Ltd., Hewlett Packard Enterprise. The full ranked list of 15 names is below.
Which companies make Scale-out fabric?
The names the model tags as producers or suppliers of Scale-out fabric: Arista Networks, Oracle Corporation, Cisco, Accton Technology, Eoptolink Technology Inc., Ltd., Hewlett Packard Enterprise.
What is Scale-out fabric?
The network that connects many machines across a data center into a giant cluster.
What happens if Scale-out fabric runs short?
Insufficient fabric bandwidth bottlenecks distributed training and inference at scale.
Exposure scores are illustrative, order-of-magnitude reads from our model of the AI value chain — not investment advice.