The Frontier Leaders · AI Infra 100 · By category · Networking & interconnect

Networking & interconnect in AI infrastructure: the 16 leaders on the AI Infra 100

November 2026 edition · 16 of 100 companies · rank is the position on the AI Infra 100

16 of the 100 companies on the AI Infra 100 are in the Networking & interconnect category (16% of the list), in 4 segments and from 5 countries. The highest ranked is Dongshan Precision, rank 13 of 100 with a score of 98. Ranking and scores from the November 2026 edition, the assessment by Frontier Tech Intelligence of the AI infrastructure landscape.

RankCompanyCategory / segmentCountryScore
13Dongshan PrecisionThrough Source Photonics, Dongshan Precision develops and manufactures optical chips, CW lasers, and high-speed optical transceiver modules, including 800G and 1.6T products for AI server interconnects.Networking & interconnect / Optical & photonic interconnectChina98
19CoherentCoherent develops and manufactures optical transceivers, lasers, VCSELs, silicon-photonic products and optical circuit switches for AI data-center networks.Networking & interconnect / Optical & photonic interconnectUnited States96
21Arista NetworksArista Networks builds Ethernet switching platforms for data centers and AI fabrics, including 800G and 1.6T AI networking platforms and data-center interconnects.Networking & interconnect / Switching & NICsUnited States96
24Keysight TechnologiesKeysight sells electronic design automation and semiconductor modeling software, including PathWave ADS, RFPro Circuit and IC-CAP, for RF, mmWave, GaN and power-amplifier design.Networking & interconnect / Test, measurement & validationUnited States96
26AdvantestAdvantest supplies semiconductor test systems and hardware, including RF, memory, HBM, multi-die and known-good-die testing, to validate chips for power, performance and reliability.Networking & interconnect / Test, measurement & validationJapan94
28CorningCorning manufactures optical fiber, hollow-core fiber, glass waveguides and co-packaged-optics technology for data-center interconnects, working with hyperscalers and NVIDIA.Networking & interconnect / Optical & photonic interconnectUnited States94
29InnolightInnolight develops and sells high-speed optical transceiver modules, including 800G and 1.6T, and silicon photonics chips for data-center and AI-cluster interconnects.Networking & interconnect / Optical & photonic interconnectChina94
35T&S CommunicationsT&S Communications develops and mass-produces passive and active optical devices, including 1.6T optical engines and CPO components, for data-center networking.Networking & interconnect / Optical & photonic interconnectChina93
45AmphenolAmphenol supplies high-speed electrical and fiber-optic connectors, cable assemblies and interconnect systems used in data-center, AI server and networking systems.Networking & interconnect / Cables, connectors & PCBUnited States90
51CiscoCisco's core business is building and selling enterprise, cloud-provider, carrier, and data-center networking equipment, including high-end routers, aggregation equipment, and modular switches.Networking & interconnect / Switching & NICsUnited States90
55Huagong TechHuagong Tech sells high-speed optical interconnect modules, including CPO, LPO and silicon-photonics products, and designs silicon-photonics chips.Networking & interconnect / Optical & photonic interconnectChina90
56PrysmianPrysmian manufactures optical-fiber and submarine cables, including high-density microduct cable, for telecom and data connectivity.Networking & interconnect / Optical & photonic interconnectItaly89.5
71CienaCiena supplies coherent optical networking systems, pluggable optical engines and WaveLogic technology that provide high-capacity interconnect for data centres and AI workloads.Networking & interconnect / Optical & photonic interconnectUnited States87
74AccelinkAccelink supplies optical communications products across transmission, access and datacom product lines. These products provide optical interconnect components and systems for telecom and data-center networking.Networking & interconnect / Optical & photonic interconnectChina87
75LITEON TechnologyLITEON develops optical communication modules with POET Technologies for AI data centers and supplies VCSEL arrays for optical sensing and communications.Networking & interconnect / Optical & photonic interconnectTaiwan87
85LumentumLumentum makes optical transceivers, lasers, optical circuit switches and photonic components for AI data-center, cloud and telecom networks.Networking & interconnect / Optical & photonic interconnectUnited States85

Score out of 100: traction (deployment, production, commercials, progress) and capability (technology, positioning, firepower, leverage). The full AI Infra 100 with filters →

AI Infra 100 by country

United States 46Japan 12China 7Taiwan 7Germany 5Ireland 3Netherlands 3South Korea 3Switzerland 3United Kingdom 3France 2Australia 1Canada 1Israel 1Italy 1Singapore 1Sweden 1

AI Infra 100 by region

North America 47Asia 30Europe 21Middle East 1Oceania 1

AI Infra 100 by category

Power, cooling & thermal 19Networking & interconnect 16Semiconductor equipment, materials & critical inputs 16Data center build & operate 13Fabrication, memory & packaging 12Compute demand & operators 8Chips & accelerators 6Agents & tooling 3Compute software 3Models & applications 2Safety & security 2

AI Infra 100 by segment

Optical & photonic interconnect 11Cooling & thermal 8Advanced packaging 7Deposition, etch & metrology 7Colocation & wholesale 6Hyperscalers 5Rack & server power delivery 5Servers, racks & system integration 5Grid & power equipment 4EDA & design tools 3Frontier labs as compute buyers 3Inference & serving clouds 3Lithography 3Accelerator design 2Custom silicon & IP 2Foundry 2Generation for data centers 2HBM & DRAM 2Hyperscale developers 2Security 2Switching & NICs 2Test, measurement & validation 2Wafers, chemicals & gases 2Agent platforms 1Cables, connectors & PCB 1China accelerators 1Data platforms & labeling 1Generative media 1Inference-specialist chips 1Open-weight labs 1Orchestration 1Photonic foundry & PIC platforms 1Rare earths, minerals & gases 1

Questions this page answers

Who leads in Networking & interconnect for AI infrastructure?

Dongshan Precision ranks highest (rank 13 of 100, score 98). The Networking & interconnect category holds 16 of the 100 companies on the AI Infra 100: Dongshan Precision, Coherent, Arista Networks, Keysight Technologies and Advantest and 11 more. Ranking from the AI Infra 100, November 2026 edition, by Frontier Tech Intelligence.

Which AI infrastructure companies are in the Networking & interconnect category?

Dongshan Precision, Coherent, Arista Networks, Keysight Technologies and Advantest and 11 more. Ranking from the AI Infra 100, November 2026 edition, by Frontier Tech Intelligence.

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