Companies exposed to Scale-up fabric
The AI stocks the model maps to Scale-up fabric — part of the infrastructure layer, ranked by how strongly each name is exposed.
16 companies · ranked by exposure
The very fast links that join many chips into one big tightly-coupled machine.
Full explainer: what Scale-up fabric is & who makes it →It defines the size and efficiency of the tightest compute domain. When Scale-up 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-up fabric
- 1
CoreWeave, Inc.CRWVIntegrator85 - 2
NVIDIANVDAProducer82 - 3
HuaweiProducer70 - 4
Nebius Group N.V.NBISIntegrator70 - 5
Amphenol CorporationAPHSupplier60 - 6
Astera LabsALABProducer60 - 73665.TWBizLink Holding Inc.3665.TWSupplier55
- 8MCHPMicrochip TechnologyMCHPProducer50
- 9
TE Connectivity plcTELSupplier50 - 10300476.SZVictory Giant Technology Co., Ltd.300476.SZSupplier50
- 116088.HKFIT Hon Teng Limited6088.HKSupplier45
- 12
Luxshare Precision Industry002475.SZSupplier45 - 13
Molex LLCSupplier45 - 14SISamtec, Inc.Supplier45
- 15300679.SZShenzhen Electric Connector Technology (ECT)300679.SZSupplier40
- 16SEV.VSpectra7 Microsystems Inc.SEV.VSupplier30
Frequently asked
What are the top Scale-up fabric stocks?
By modeled exposure to Scale-up fabric: CoreWeave, Inc., NVIDIA, Huawei, Nebius Group N.V., Amphenol Corporation, Astera Labs. The full ranked list of 16 names is below.
Which companies make Scale-up fabric?
The names the model tags as producers or suppliers of Scale-up fabric: NVIDIA, Huawei, Amphenol Corporation, Astera Labs, BizLink Holding Inc., Microchip Technology.
What is Scale-up fabric?
The very fast links that join many chips into one big tightly-coupled machine.
What happens if Scale-up fabric runs short?
Bandwidth or reach limits cap pod size, fragmenting training and lowering efficiency.
Exposure scores are illustrative, order-of-magnitude reads from our model of the AI value chain — not investment advice.