COMPANIES · AI CHIPS & NETWORKING
Adtran
Adtran makes fiber broadband access, metro optical transport and data-center interconnect equipment, plus network-management software, mainly for telecom and internet service providers; it controls Germany-based Adtran Networks (formerly ADVA).
Adtran makes fiber broadband access, metro optical transport and data-center interconnect equipment, plus network-management software, mainly for telecom and internet service providers; it controls Germany-based Adtran Networks (formerly ADVA).
Its optical transport gear links data centers, and the company says revenue from cloud providers, hyperscalers and enterprises grew 47% year over year in Q2 2026. Most of its business still comes from service providers building broadband networks, so AI is a secondary driver.
Telecom and broadband service providers, cloud and data-center companies, and enterprises pay it for networking equipment, software and services.
United States (Huntsville, Alabama)
AI chips and networking. The companies designing the processors, accelerators and networking equipment that do the actual computing behind AI, including GPUs like NVIDIA's, and the high-speed connections that link thousands of them together.
Connections (1)
Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.
Comparisons (1)
Source: 2026-02-26 · reviewed 2026-09-26
Evidence: Analytical comparison · Product/market overlap
Limits: Adtran's own competitor list; does not establish relative market share, head-to-head wins, or overlap specifically in AI data-center networking.
ADTRAN Holdings, Inc. Form 10-K for fiscal year 2025 ↗ADTRAN Holdings, Inc. reports second quarter 2026 financial results ↗
Reviewed
Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.24, released .