ethernet
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Marvell Technology
Marvell Technology is a Santa Clara-based fabless semiconductor company that designs the chips underpinning modern data infrastructure. Founded in 1995, it has pivoted under CEO Matt Murphy from consumer and mobile silicon into custom AI accelerators (XPUs), electro-optics, high-speed Ethernet switching, DSPs and storage controllers. Its parts move data inside and between the hyperscale data centers run by companies like Amazon, Microsoft and Alphabet, making it one of the key merchant and custom silicon suppliers powering the AI buildout.
Enfabrica
Enfabrica is a Silicon Valley chip startup building the networking and memory plumbing that lets tens of thousands of GPUs behave like one giant computer. Its Accelerated Compute Fabric SuperNIC (ACF-S) moves data at 3.2 terabits per second, and its EMFASYS memory fabric lets AI clusters borrow cheap DDR5 DRAM over Ethernet instead of buying more GPUs for capacity. Founded in 2019 by ex-Broadcom and Google networking engineers, the company raised roughly $290M before Nvidia paid over $900M in September 2025 to license its technology and hire CEO Rochan Sankar and much of his team.
Zayo Group
Zayo Group is a Denver-based communications infrastructure company that owns and operates one of North America and Europe's largest fiber-optic networks - over 150,000 route miles after its 2026 acquisition of Crown Castle's fiber business. It sells the physical layer of the internet: dark fiber, wavelengths, Ethernet, IP transit, dedicated internet access, colocation and managed edge services to wireless carriers, hyperscalers, enterprises, governments and ISPs. Founded in 2007 on a contrarian bet that bandwidth demand would only explode, Zayo has spent its life buying and building fiber, and is now positioning that network as the backbone for AI workloads moving data between data centers.
Allied Telesis
Allied Telesis is a global networking infrastructure company that designs, manufactures, and supports wired and wireless products - switches, routers, firewalls, wireless access points, transceivers, and the software that manages them. Founded in Japan in 1987, it builds resilient, standards-based networks for governments, schools, hospitals, transportation systems, and smart cities, with a focus on automation (its Autonomous Management Framework), reliability, and supply-chain security.