Companies exposed to Spine-leaf network
The AI stocks the model maps to Spine-leaf network — part of the infrastructure layer, ranked by how strongly each name is exposed.
11 companies · ranked by exposure
A common way of wiring a data center so every machine can reach every other quickly.
Full explainer: what Spine-leaf network is & who makes it →It is the concrete structure of most scale-out fabrics. When Spine-leaf network 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 Spine-leaf network
- 1
Accton Technology2345.TWProducer80 - 2
Celestica Inc.CLSProducer80 - 3
Arista NetworksANETProducer78 - 4
Hewlett Packard EnterpriseHPEProducer58 - 5
CiscoCSCOProducer55 - 6301165.SZRuijie Networks Co., Ltd.301165.SZProducer55
- 72383.TWElite Material Co., Ltd.2383.TWSupplier50
- 8
Panasonic Holdings Corporation6752.TSupplier50 - 9002463.SZWUS Printed Circuit (Kunshan)002463.SZSupplier50
- 10
Unisplendour Corporation (UNIS)000938.SZProducer45 - 11
ZTE Corporation000063.SZProducer35
Frequently asked
What are the top Spine-leaf network stocks?
By modeled exposure to Spine-leaf network: Accton Technology, Celestica Inc., Arista Networks, Hewlett Packard Enterprise, Cisco, Ruijie Networks Co., Ltd.. The full ranked list of 11 names is below.
Which companies make Spine-leaf network?
The names the model tags as producers or suppliers of Spine-leaf network: Accton Technology, Celestica Inc., Arista Networks, Hewlett Packard Enterprise, Cisco, Ruijie Networks Co., Ltd..
What is Spine-leaf network?
A common way of wiring a data center so every machine can reach every other quickly.
What happens if Spine-leaf network runs short?
Topology limits create congestion or force costly rewiring.
Exposure scores are illustrative, order-of-magnitude reads from our model of the AI value chain — not investment advice.