DIVISION · AI chips and networking
AI chips and networking
The processors and memory that run AI.
Healthy
On 26 Aug NVIDIA said its quarterly revenue reached $96.2 billion, and its boss said "compute is revenue". NVIDIA also said its new Vera Rubin system is ramping into full production and already running at big cloud companies.
These chips do the heavy lifting behind every chatbot, so their makers show how fast AI is growing.
Latest news
- NVIDIA: second quarter fiscal 2027 results announcement
AI has reached its inflection point. It’s doing useful work. Its tokens are productive and profitable. Now, compute is revenue
- NVIDIA: second quarter fiscal 2027 results announcement
Announced the NVIDIA Vera Rubin platform is ramping into full production with racks running at partners including CoreWeave, Google Cloud, Microsoft Azure, Oracle Cloud Infrastructure and Nebius.
Latest news
- Marvell raises its fiscal 2028 revenue target to about $20B and sets a $70B to $90B range for fiscal 2031
- HPE discloses a 1.2 billion dollar Vultr order for AMD Helios AI racks, its first Helios order
- Broadcom-TOPPAN joint venture AST opens Singapore's first high-end FC-BGA substrate facility; production targeted for December 2026
- AMD agrees to acquire World Labs for about 8.2 billion dollars in stock; Fei-Fei Li to join as chief scientist
- Adtran
- Aeluma
- AMD
- Amphenol
- Applied Optoelectronics
- Arista Networks
- Arm Holdings
- Astera Labs
- Broadcom
- Browave
- Cerebras Systems
- Ciena
- Cisco Systems
- Coherent
- Corning
- Credo
- Eoptolink
- Fujikura
- Furukawa Electric
- Groq
- Horizon Robotics
- Intel Corporation
- Lattice Semiconductor
- Lightwave Logic
- Lumentum
- MACOM
- Marvell Technology
- MPS (Monolithic Power Systems)
- Nokia
- NVIDIA
- Qualcomm
- Rambus
- SambaNova Systems
- Semtech
- Sivers Semiconductors
- Sumitomo Electric
- TE Connectivity
- Tenstorrent
- TFC Optical Communication
- VIAVI
- YOFC
- Zhongji Innolight
The table
| Place | Company |
|---|---|
| 1 | NVIDIA Latest news: NVIDIA puts $3.5 billion into MediaTek convertible bonds as the two chip designers expand their AI partnership |
| 2 | Broadcom Latest news: Broadcom-TOPPAN joint venture AST opens Singapore's first high-end FC-BGA substrate facility. Production is targeted for December 2026 |
| 3 | AMD Latest news: AMD designed the Helios AI rack in HPE's first Helios order, 1.2 billion dollars from Vultr |
| 4 | Cisco Systems Latest news: Cisco says hyperscaler AI infrastructure orders reached $9.3 billion in fiscal 2026 |
| 5 | Intel Corporation Latest news: Intel says AI is driving unprecedented demand for compute as second-quarter revenue rises 25% |
| 6 | Qualcomm Latest news: Qualcomm and Amazon agree to build custom AI data-center chips, and Qualcomm gives Amazon a warrant tied to up to $60 billion of purchases |
| 7 | Amphenol Latest news: Amphenol reports record sales of $8.8 billion and says its IT datacom growth came from AI products |
| 8 | Arista Networks Latest news: Arista raises its 2026 sales outlook to $12.6 billion, with an AI fabrics goal |
| 9 | Marvell Technology Latest news: Marvell says it now targets $20 billion of fiscal 2028 revenue |
| 10 | Corning Latest news: Corning reports optical sales of $2.07 billion, with Gen AI product sales growing much faster |
| 11 | Sumitomo Electric Latest news: Sumitomo Electric's infocommunications operating profit rises 19.1 billion yen, citing data center optical connectors for generative AI |
| 12 | Nokia Latest news: Nokia reports AI and cloud sales more than doubled to EUR 446 million in the quarter |
| 13 | Arm Holdings Latest news: Arm reports record revenue of $1.29 billion and reports demand for its first own chip |
| 14 | TE Connectivity Latest news: TE Connectivity is placed mainly on its size in AI chips and networking |
| 15 | Zhongji Innolight Latest news: Zhongji Innolight raises HK$53.4 billion in Hong Kong, with part of it planned for production capacity |
| 16 | Fujikura Latest news: Fujikura is placed mainly on its size in AI chips and networking |
| 17 | Coherent Latest news: Coherent reports record quarterly revenue of $2.05 billion and ties growth to AI datacenter optics |
| 18 | Eoptolink Latest news: Eoptolink reports first-half revenue of RMB20.91 billion and credits AI computing spending |
| 19 | Ciena Latest news: Ciena is placed mainly on its size in AI chips and networking |
| 20 | Lumentum Latest news: Lumentum reports quarterly revenue of $1.01 billion and guides higher on AI demand |
| 21 | MPS (Monolithic Power Systems) Latest news: MPS reports record revenue of $980.6 million and says AI and server power lifted Enterprise Data |
| 22 | Furukawa Electric Latest news: Furukawa Electric is placed mainly on its size in AI chips and networking |
| 23 | YOFC Latest news: YOFC reports first-half profit up about 889.0%, citing intelligent computing center construction |
| 24 | Astera Labs Latest news: Astera Labs reports record revenue of $392.4 million and guides higher for next quarter |
| 25 | Credo Latest news: Credo reports first-quarter revenue of $479.0 million and ties its connectivity products to AI infrastructure |
| 26 | TFC Optical Communication Latest news: TFC Optical Communication reports first-half net profit up 33.92%, citing AI computing centers |
| 27 | MACOM Latest news: MACOM is placed mainly on its size in AI chips and networking |
| 28 | Cerebras Systems Latest news: Cerebras reports $25.4 billion of contracted future revenue and plans to grow sales sharply in 2027 |
| 29 | Semtech Latest news: Semtech reports record net sales of $341.9 million and guides higher |
| 30 | VIAVI Latest news: VIAVI is placed mainly on its size in AI chips and networking |
| 31 | Lattice Semiconductor Latest news: Lattice reports record revenue of $201.1 million and ties new-product growth to AI server demand |
| 32 | Adtran Latest news: Adtran is placed mainly on its size in AI chips and networking |
| 33 | Rambus Latest news: Rambus is placed mainly on its size in AI chips and networking |
| 34 | SambaNova Systems Latest news: SambaNova Systems is placed mainly on its size in AI chips and networking Placed on value only. No published revenue. |
| 35 | Horizon Robotics Latest news: Horizon Robotics reports first-half revenue up 32.9% and an operating loss |
| 36 | Applied Optoelectronics Latest news: Applied Optoelectronics reports record revenue of $191.9 million and guides higher |
| 37 | Groq Latest news: Groq announces a $350 million Series A led by Disruptive Placed on value only. No published revenue. |
| 38 | Browave Latest news: Browave is placed mainly on its size in AI chips and networking |
| 39 | Sivers Semiconductors Latest news: Sivers Semiconductors moves to hybrid manufacturing, citing AI datacenters' need for laser capacity, as sales fall and the loss widens |
| 40 | Aeluma Latest news: Aeluma is placed mainly on its size in AI chips and networking |
| 41 | Lightwave Logic Latest news: Lightwave Logic is placed mainly on its size in AI chips and networking |
| Tenstorrent Not enough evidence to place yet. |
In the other seven divisions, each company's place comes mainly from its size, measured by stock market value or latest private valuation and by revenue, with a small capped nudge from its sourced news. Revenue is taken from the company's own filings or results. Revenue in other currencies is converted to US dollars at the Federal Reserve rate on the last day of each company's financial year.
A company with a value but no published revenue is placed on its value alone and says so. A company with published revenue but no published value is placed on its revenue alone and says so. A company with no sourced size figure is not given a place yet. Large companies with many businesses are placed on their whole size and say so.
Rankings place a company within its division by fixed factors and the sourced news. They are not a forecast or a recommendation about any security.
Rankings show where a company stands in the AI economy. They say nothing about its shares.
Private companies are placed on their latest sourced valuation, and where that valuation is about a year old or more, the line says when it was set.
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This is general information, not investment advice.