AI networking stocks

A modern training cluster is thousands of accelerators that have to behave like one computer, and the wiring between them has become its own frontier. Scale-up and scale-out fabrics, spine-leaf networks, the switch ASICs and SerDes that move the bits, and — above all — the optics carrying traffic between racks (transceivers stepping from 400G to 800G to 1.6T, plus co-packaged and linear optics and the silicon photonics behind them) are all scaling faster than almost anything else in the build-out. Even subsea bandwidth matters once clusters span regions. This theme groups the companies most exposed to the networking and optical parts of the AI value chain.