Networking & Optics AI Stocks
Networking and optics AI stocks build the switches, interconnects, optical transceivers, and photonics that tie tens of thousands of GPUs into one usable machine. AI clusters move staggering volumes of data between chips, so every expansion in compute drives a matching order for the networking layer that connects it.
Market Cap
$1.18T
AI-Exposed Cap
$785.18B
24h Change
-0.41%
7d Change
+7.87%
Stocks
24
Market data as of the close on . Prices are end of day, not live.
# | Name | Price | 24h | 7d | Market Cap | Volume (24h) | 7d Chart |
|---|---|---|---|---|---|---|---|
| 1 | A ANET | $203.47 | -0.95% | +5.51% | $256.62B | $805.9M | |
| 2 | A APH | $82.19 | +1.98% | +6.01% | $202.68B | $1.1B | |
| 3 | G GLW | $154.48 | -3.26% | +7.16% | $133.07B | $852.3M | |
| 4 | L LITE | $937.00 | -0.92% | +1.91% | $84.05B | $3.1B | |
| 5 | A ALAB | $360.46 | -0.83% | +33.91% | $62.53B | $1.2B | |
| 6 | N NOK | $10.63 | -1.76% | +4.83% | $59.51B | $674.7M | |
| 7 | T TEL | $214.39 | +2.09% | +6.44% | $59.34B | $311.0M | |
| 8 | C COHR | $300.60 | -3.15% | +3.68% | $58.87B | $1.7B | |
| 9 | C CIEN | $355.91 | -2.75% | +6.45% | $50.47B | $658.3M | |
| 10 | C CLS | $361.84 | +5.06% | +14.21% | $45.63B | $822.6M | |
| 11 | C CRDO | $193.87 | +0.68% | +20.05% | $36.44B | $1.5B | |
| 12 | J JBL | $308.75 | +1.67% | +4.29% | $32.35B | $256.8M | |
| 13 | F FFIV | $455.99 | +1.31% | +5.83% | $25.82B | $219.3M | |
| 14 | F FN | $400.85 | -0.18% | +6.92% | $14.36B | $227.2M | |
| 15 | T TTMI | $125.82 | +1.45% | +11.88% | $13.24B | $166.4M | |
| 16 | A AAOI | $101.06 | -5.55% | +4.47% | $8.58B | $660.5M | |
| 17 | D DY | $280.94 | -3.64% | -0.50% | $8.47B | $154.4M | |
| 18 | M MXL | $84.32 | -1.93% | +25.63% | $7.65B | $174.1M | |
| 19 | L LUMN | $6.13 | -5.11% | -10.25% | $6.32B | $59.4M | |
| 20 | A AXTI | $72.98 | -6.18% | +13.50% | $4.79B | $386.9M | |
| 21 | B BDC | $114.13 | +3.24% | +2.56% | $4.46B | $45.1M | |
| 22 | B BELFB | $254.08 | +4.36% | +9.64% | $3.67B | $53.6M | |
| 23 | L LWLG | $5.27 | -4.53% | +9.11% | $812.46M | $11.5M | |
| 24 | A ALMU | $13.18 | -3.16% | +0.38% | $253.92M | $6.3M |
Frequently asked questions
Why does AI need so much networking equipment?
Training and running large models spreads work across thousands of processors that must exchange results constantly. The connections between chips, servers, and buildings become the performance bottleneck, so operators buy high-end switches and optical links in proportion to the compute they deploy, generation after generation.
What are optics and photonics in the AI supply chain?
Optical transceivers convert electrical signals to light to move data at speeds and distances copper cannot manage. As clusters grow, more of the network shifts to optics, and photonics companies supplying lasers, transceivers, and eventually co-packaged optics collect a growing share of each data center's budget.
New to the framework? The Start Here guide walks the whole buildout layer by layer, including where Networking & Optics fits.
Related reading
- What are AI infrastructure stocks? The 12 layers, explained · AI infrastructure stocks are the companies paid to build AI compute: chips, memory, networking, data centers, cooling and power. The 12 layers and the catch.