{ "schema": "5lc-selection-review/1", "sublayer": "networking", "asOf": "2026-10-21", "status": "Researcher representative set; final editorial/integration review pending", "scope": { "activity": "Data-center switches, routers, optical transport, transceivers, fiber and high-speed interconnect assemblies. Separate system equipment, optical components and contract manufacturing; exclude general telecom/consumer revenue when no data-center boundary is supported.", "geography": "Global", "period": "Latest actual disclosures available by2026-10-21; individual periods retained" }, "eligibility": { "rule": "Current relevant commercial supply required; announcement, funding and future capacity alone are insufficient.", "missing": "Unknown is not zero; no disclosure-quality multiplier.", "parent": "One economic supplier per sublayer. Controlled operating subsidiaries consolidated. Financial-fund portfolio holdings remain separately operated suppliers unless their businesses are operationally combined." }, "predefinedFunctions": [ { "id": "switching", "description": "Ethernet and InfiniBand switching and fabrics", "minimumRepresentatives": 1, "parameterType": "Editorial coverage choice" }, { "id": "optics", "description": "Optical transceivers and photonic components", "minimumRepresentatives": 1, "parameterType": "Editorial coverage choice" }, { "id": "fiber", "description": "Fiber and cable systems", "minimumRepresentatives": 1, "parameterType": "Editorial coverage choice" }, { "id": "electrical", "description": "Electrical connectors and high-speed interconnects", "minimumRepresentatives": 1, "parameterType": "Editorial coverage choice" }, { "id": "odm", "description": "Network-equipment original design manufacturing", "minimumRepresentatives": 1, "parameterType": "Editorial coverage choice" } ], "universe": { "establishedAt": "2026-10-21T05:03:04.579497+00:00", "initialFile": "candidate-universe-preselection.json", "reconciledCandidates": [ { "entityId": "arista", "name": "Arista Networks", "economicParent": "arista", "eligible": true, "functions": [ "switching" ], "sourceIds": [ "arista:arista-10k-fy25", "arista:arista-q2-copy" ], "roleEvidence": "Arista builds Ethernet networks for cloud data centers, AI clusters, enterprise campuses and wide-area connections. Its hardware runs EOS, with CloudVision providing network management and automation. Revenue was $9.006 billion in 2025 and $3.036 billion in the quarter ended June 30, 2026. Those totals include non-AI products and services.", "reviewFile": "infrastructure/reviews/arista.json", "packetSha256": "88d549d239778772bba62f7672a146a57be7271b072ca86895f7d38aee6ac5df", "screenStatus": "Full company research; role evaluated separately", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "networking", "currentSummaryEvidence": { "tagline": "Supplies Ethernet switches, routers and network operating software.", "description": "Arista builds Ethernet networks for cloud data centers, AI clusters, enterprise campuses and wide-area connections. Its hardware runs EOS, with CloudVision providing network management and automation. Revenue was $9.006 billion in 2025 and $3.036 billion in the quarter ended June 30, 2026. Those totals include non-AI products and services.", "whyItMatters": "Large AI systems depend on links between accelerators, racks and data centers. Arista supplies switching and routing platforms for those connections, alongside the software that operates them. Its concentration in two unnamed large customers and its dependence on Broadcom switching chips are material features of its role in the supply chain.", "evidence": "filing", "sourceIds": [ "arista:arista-10k-fy25", "arista:arista-q2-copy" ], "locator": "Business, customer concentration and Q2 financial statements" }, "currentParentDisclosure": null, "currentScopeGaps": [ "The FY2025 filing leaves the two largest customers unnamed. Their shares are not mapped to Meta or Microsoft.", "The primary management page returned a client challenge and the IR host returned 403; affected requests stopped. The full April proxy supports nine directors and key executive biographies; several additional career biographies retain their October 2 source date.", "A complete current leadership roster and most internal reporting lines remain unconfirmed. No inferred reporting hierarchy is presented.", "Full Q2 financial statements were read in the syndicated issuer earnings release; the Q2 SEC filing was not freshly retrieved. The newer purchase-commitment figure is therefore excluded from the refreshed quantitative inputs.", "The 1.6T platform availability dates are forecasts; a current shipment quantity was not established. The XPO launch specification was not freshly retrieved.", "The AI-only annual revenue forecast is based on a secondary earnings-call report, not an inspected primary transcript. The article’s software growth estimate is not treated as reported data.", "Institutional ownership remains dated; the April proxy’s BlackRock entry relies on December 2023 information.", "Total company revenue includes campus, routing, software and services and cannot be interpreted as AI-only revenue." ] }, { "entityId": "cisco", "name": "Cisco", "economicParent": "cisco", "eligible": true, "functions": [ "switching", "optics" ], "sourceIds": [ "cisco:cisco-10k-fy26", "cisco:cisco-fy26-newsroom" ], "roleEvidence": "Cisco supplies switches, routers, optical interconnects and servers, alongside security, collaboration and observability software and services. Its Silicon One chips and Acacia optics support networks within and between data centers. FY2026 revenue was $63.325 billion, including $34.668 billion in its broad Networking product category. Cisco separately reported approximately $4 billion of delivered hyperscaler AI infrastructure revenue.", "reviewFile": "infrastructure/reviews/cisco.json", "packetSha256": "a03448501b281c8885b170346097f69a49df080bb114db7f261fcf029f4f39cf", "screenStatus": "Full company research; role evaluated separately", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "networking", "currentSummaryEvidence": { "tagline": "Supplies networking systems, silicon, optics, security and operational software.", "description": "Cisco supplies switches, routers, optical interconnects and servers, alongside security, collaboration and observability software and services. Its Silicon One chips and Acacia optics support networks within and between data centers. FY2026 revenue was $63.325 billion, including $34.668 billion in its broad Networking product category. Cisco separately reported approximately $4 billion of delivered hyperscaler AI infrastructure revenue.", "whyItMatters": "Cisco combines networking silicon, optical components, complete systems and management software used to connect AI infrastructure. Its contribution includes hyperscale, enterprise and public-sector deployments. Its $9.3 billion of FY2026 hyperscaler AI orders describe demand; the approximately $4 billion of delivered revenue is the measure of realized activity.", "evidence": "filing", "sourceIds": [ "cisco:cisco-10k-fy26", "cisco:cisco-fy26-newsroom" ], "locator": "Form 10-K FY2026, Item 1 Business; Item 7 MD&A — Executive Overview" }, "currentParentDisclosure": null, "currentScopeGaps": [ "Hyperscale customers, individual AI order terms, contract manufacturers and memory suppliers remain undisclosed.", "The 2025 proxy plus April and October 2026 appointments establish the reconstructed eleven-person board. A newer complete proxy was not located; historical outside-board roles retain the proxy date.", "Current executive biographies were read for all twelve people on the main leadership roster. The broader newsroom directory lists additional business-unit officers and is not a complete reporting hierarchy.", "Oliver Tuszik’s joining date differs between the annual filing (July 2013) and current biography (2014). Liz Centoni’s biography retains an older paragraph naming a former strategy role; current header, introductory text and roster identify Customer Experience.", "Current institutional holdings were not freshly verified; the proxy’s institutional data are based on older filings.", "The broad Networking category includes non-AI equipment and servers. It is not directly comparable with a pure data-center switching or optics revenue series.", "Some earlier earnings-call claims, including optical shipment totals, TSMC commentary and non-hyperscaler order figures, were not freshly rechecked; their original source dates are preserved and they are excluded from current measured selection inputs.", "G300 and the expanded rack-scale offer were announced with future availability; scheduled dates are not evidence of completed delivery. HUMAIN’s August production announcement does establish a live deployment, but not its undisclosed MW capacity." ] }, { "entityId": "nvidia", "name": "NVIDIA networking", "economicParent": "nvidia", "eligible": true, "functions": [ "switching", "optics" ], "sourceIds": [ "nvidia:annual26-full", "nvidia:n-q2pr" ], "roleEvidence": "NVIDIA designs GPUs, CPUs, networking devices and software used together in AI training, inference and other computing workloads. External foundries, memory manufacturers and assembly contractors produce its hardware. Data Center revenue reached $193.737 billion in FY2026 and a company-reported $89.0 billion in the quarter ended July 26, 2026.", "reviewFile": "chips/reviews/nvidia.json", "packetSha256": "c34894039c4178c923a102cbd554b8bbd4c5165ef7478884e94201cdd25fee73", "screenStatus": "Full company research; role evaluated separately", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "chip-design", "currentSummaryEvidence": { "tagline": "Accelerated computing systems, interconnect and software", "description": "NVIDIA designs GPUs, CPUs, networking devices and software used together in AI training, inference and other computing workloads. External foundries, memory manufacturers and assembly contractors produce its hardware. Data Center revenue reached $193.737 billion in FY2026 and a company-reported $89.0 billion in the quarter ended July 26, 2026.", "whyItMatters": "Its processors, interconnect and CUDA development environment form an integrated computing platform. Platform changes affect the required memory, advanced packaging, networking and data-center infrastructure. This role is supported by commercial activity and disclosed ecosystem relationships; it is not an investment-return or bottleneck prediction.", "evidence": "inference", "sourceIds": [ "nvidia:annual26-full", "nvidia:n-q2pr" ], "locator": "Business, Note 16 and Q2 results" }, "currentParentDisclosure": null, "currentScopeGaps": [ "GPU-only, training-only and inference-only recognized revenue are not separately disclosed in the sources used; Data Center includes networking and systems.", "The latest detailed Q2 guarantee, purchase-commitment and customer-concentration schedules were not re-read from a full quarterly filing; previously inherited precise figures are withheld pending primary reconstruction.", "Bill Dally’s research role is retained from the prior dated official profile; the current IR leadership page was blocked. Full subordinate reporting lines are not published and are null.", "Current shareholder percentages beyond dated proxy disclosures are not established.", "Hugging Face acquisition completion, individual Vera Rubin shipment volumes and benchmark comparability remain unestablished." ] }, { "entityId": "hpe", "name": "HPE/Juniper", "economicParent": "hpe", "eligible": true, "functions": [ "switching" ], "sourceIds": [ "hpe:hpe-10k", "hpe:hpe-network-day", "hpe:hpe-q3-release" ], "roleEvidence": "Hewlett Packard Enterprise combines server and supercomputing systems with storage, hybrid-cloud software and networking. Its July 2025 acquisition of Juniper broadened the networking business. In the quarter ended July 31, 2026, HPE reported $6.766 billion of Server revenue and $2.893 billion of Networking revenue. Both categories serve workloads beyond AI.", "reviewFile": "infrastructure/reviews/hpe.json", "packetSha256": "3f6c795e8ee19678250084f6070d9d43f6556545512c3850bcff16b0129986b4", "screenStatus": "Full company research; role evaluated separately", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "servers-systems", "currentSummaryEvidence": { "tagline": "Supplies enterprise servers, supercomputers, storage and networks.", "description": "Hewlett Packard Enterprise combines server and supercomputing systems with storage, hybrid-cloud software and networking. Its July 2025 acquisition of Juniper broadened the networking business. In the quarter ended July 31, 2026, HPE reported $6.766 billion of Server revenue and $2.893 billion of Networking revenue. Both categories serve workloads beyond AI.", "whyItMatters": "HPE integrates processors, accelerators, networks, cooling and software into systems that enterprises, cloud operators and public research institutions can deploy. Its contribution spans individual servers, supercomputers and the networks connecting them. Current activity is assessed from deliveries and revenue; announced Helios orders and expansion targets remain prospective.", "evidence": "company_stated", "sourceIds": [ "hpe:hpe-10k", "hpe:hpe-q3-release", "hpe:hpe-network-day" ], "locator": "Business; Q3 category revenue; September networking presentation" }, "currentParentDisclosure": null, "currentScopeGaps": [ "AI-only full-year revenue and current GPU-system shipment quantities remain undisclosed. Server and networking category revenue include non-AI workloads.", "The current presentation’s recast Server history differs from the former external segment total. The calculated $20.966 billion LTM uses all four quarters from one consistent table, rather than splicing incompatible series.", "The current IR page identifies all 14 directors, including David Goulden and Christopher Hsu; their exact appointment dates were not established. Older boilerplate on that page is not treated as current governance evidence.", "The indexed official leadership roster identifies 11 executives. Full biographies for Mark Bakker, Phil Mottram and Jennifer Temple remain unavailable after the main corporate host returned a transport error. No reporting lines are inferred.", "The 2026 proxy’s institutional figures rely on 2023 records, contain share/percentage inconsistencies and do not establish current holdings. A reconciled October 2026 ownership snapshot is unavailable.", "The unnamed hyperscale customer, distributor and memory or manufacturing suppliers are not inferred. The announced Oracle and Vultr relationships do not reveal delivered volumes.", "Q3 financial figures were inspected in the earnings release and presentation, not in a freshly retrieved Q3 SEC filing.", "Cooling and token-cost comparisons are vendor claims with workload-specific assumptions, not independent performance measurements." ] }, { "entityId": "huawei", "name": "Huawei", "economicParent": "huawei", "eligible": true, "functions": [ "switching", "optics" ], "sourceIds": [ "huawei:hw-annual-pdf" ], "roleEvidence": "Huawei combines telecom equipment, computing, consumer devices, cloud services and digital power. In AI infrastructure, it designs Ascend accelerators and Kunpeng processors, supplies Atlas systems and develops the CANN software stack. Its 2025 report describes commercial deployments of 384-NPU SuperPoDs. Huawei reported CNY 880.941 billion of group revenue, including CNY 375.014 billion from the broad ICT Infrastructure segment; neither figure measures Ascend revenue.", "reviewFile": "infrastructure/reviews/huawei.json", "packetSha256": "4f4cd362d0ab3cf1854370cfc8529aedc7f0e95bb30119e67fbf7b717d3099bb", "screenStatus": "Full company research; role evaluated separately", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "chip-design", "currentSummaryEvidence": { "tagline": "Designs Ascend AI processors and the systems and software that make them usable.", "description": "Huawei combines telecom equipment, computing, consumer devices, cloud services and digital power. In AI infrastructure, it designs Ascend accelerators and Kunpeng processors, supplies Atlas systems and develops the CANN software stack. Its 2025 report describes commercial deployments of 384-NPU SuperPoDs. Huawei reported CNY 880.941 billion of group revenue, including CNY 375.014 billion from the broad ICT Infrastructure segment; neither figure measures Ascend revenue.", "whyItMatters": "Ascend provides another accelerator architecture, supported by Huawei’s systems, interconnects and developer software. Its role is therefore assessed through demonstrated deployment and product capability. Group size, developer registrations and planned cluster specifications do not establish AI chip market share.", "evidence": "company_stated", "sourceIds": [ "huawei:hw-annual-pdf" ], "locator": "Business segments; computing review pp. 47–48; business highlights" }, "currentParentDisclosure": null, "currentScopeGaps": [ "Ascend and Kunpeng revenue, accelerator shipments, AI-only margins and operational fleet capacity are not separately available in the reviewed disclosures.", "Current manufacturing and HBM supply relationships were not established with primary evidence in this review.", "Cloud unit and parent are related records: selection calculations must consolidate their economic group within a category and avoid adding overlapping revenue.", "Customer and partner examples in this dossier relate to Huawei Cloud unless explicitly stated; they do not prove purchases of standalone Ascend chips.", "The roster covers all 17 current directors and their disclosed executive roles. Huawei also has a separate 15-member Supervisory Board; no single rotating chair is inferred to be the active chair on the review date.", "Private ownership figures are dated to December 31, 2025; subsequent exact stakes were not confirmed." ] }, { "entityId": "zte", "name": "ZTE", "economicParent": "zte", "eligible": null, "functions": [], "sourceIds": [], "screenStatus": "Discovery candidate; comparable commercial role/scale not fully resolved", "roleEvidence": "Retained in the universe. No missing value is set to zero and no claim of quantified inferiority is made." }, { "entityId": "nokia", "name": "Nokia", "economicParent": "nokia", "eligible": true, "functions": [ "switching", "optics" ], "sourceIds": [ "nokia:nk-annual-full", "nokia:nk-q2-full" ], "roleEvidence": "Nokia supplies the equipment and software that carry traffic within data centres, between campuses and across fixed and mobile networks. Its optical business includes Infinera, acquired in February 2025, while Bell Labs supports the group’s research and standards work. Since January 2026, the principal reporting businesses are Network Infrastructure and Mobile Infrastructure.", "reviewFile": "applications/reviews/nokia.json", "packetSha256": "b309248f084ebbb81462e4b885b90aac08df725e83792a1b59b551dfface9502", "screenStatus": "Full company research; role evaluated separately", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "networking", "currentSummaryEvidence": { "tagline": "Optical transport, IP networking and radio infrastructure", "description": "Nokia supplies the equipment and software that carry traffic within data centres, between campuses and across fixed and mobile networks. Its optical business includes Infinera, acquired in February 2025, while Bell Labs supports the group’s research and standards work. Since January 2026, the principal reporting businesses are Network Infrastructure and Mobile Infrastructure.", "whyItMatters": "AI infrastructure requires both connections between accelerators and high-capacity transport between sites. Nokia participates through optical systems, coherent components, routing, switching and network automation. Revenue from AI and cloud customers demonstrates commercial activity, but the company does not identify a separate AI-only revenue line.", "evidence": "filing", "sourceIds": [ "nokia:nk-annual-full", "nokia:nk-q2-full" ] }, "currentParentDisclosure": null, "currentScopeGaps": [ "AI-only revenue, data-centre switching revenue and customer-specific AI spending are not separately disclosed.", "No paid-production volume was established for AI-RAN; operator trials and product launch are different evidence.", "Beneficial ownership disclosures have differing dates and do not provide a complete October 2026 cap table.", "The further Inseego cash payment expected by October 15 and the disposition of Enterprise Campus Edge were not independently established after the latest inspected announcements.", "Nokia web and IR hosts were blocked earlier in this run. Full issuer reports and independently distributed announcements were inspected; remaining blocked product updates were not silently assumed current." ] }, { "entityId": "ciena", "name": "Ciena", "economicParent": "ciena", "screenStatus": "Independent challenger screen", "eligible": true, "functions": [ "optics", "switching" ], "sourceIds": [ "ciena-q3" ], "evidence": "Current optical networking and routing/switching products. Q3 FY2026 optical networking revenue USD1191.3m; routing/switching USD164.4m. Includes telecom and inter-data-center activity, not AI-only revenue." }, { "entityId": "extreme-networks", "name": "Extreme Networks", "economicParent": "extreme-networks", "eligible": null, "functions": [], "sourceIds": [], "screenStatus": "Discovery candidate; comparable commercial role/scale not fully resolved", "roleEvidence": "Retained in the universe. No missing value is set to zero and no claim of quantified inferiority is made." }, { "entityId": "coherent", "name": "Coherent", "economicParent": "coherent", "eligible": true, "functions": [ "optics" ], "sourceIds": [ "coherent:co-10k", "coherent:co-nvda" ], "roleEvidence": "Coherent manufactures optical components, transceivers, lasers and engineered materials. Its Datacenter & Communications segment supplies optical links within computing clusters and across communications networks; Industrial supplies lasers and materials for manufacturing and semiconductor equipment. Revenue was $7.118 billion in the year ended June 2026, including $5.275 billion from Datacenter & Communications. The latter includes telecommunications as well as data centers.", "reviewFile": "infrastructure/reviews/coherent.json", "packetSha256": "c131a21a33b9cea5e7b83b390f1a50d163f19fbad3fc36122e619225e9a296f0", "screenStatus": "Full company research; role evaluated separately", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "networking", "currentSummaryEvidence": { "tagline": "Vertically integrated photonics maker of lasers and transceivers for AI networks.", "description": "Coherent manufactures optical components, transceivers, lasers and engineered materials. Its Datacenter & Communications segment supplies optical links within computing clusters and across communications networks; Industrial supplies lasers and materials for manufacturing and semiconductor equipment. Revenue was $7.118 billion in the year ended June 2026, including $5.275 billion from Datacenter & Communications. The latter includes telecommunications as well as data centers.", "whyItMatters": "Coherent integrates semiconductor light sources, optical components and complete transceivers. That breadth allows it to supply different parts of the connection between computing systems. NVIDIA’s March 2026 agreement provides an example of a documented customer relationship, while its purchase commitments and Coherent’s planned capacity expansions remain distinct from delivered products and current revenue.", "evidence": "filing", "sourceIds": [ "coherent:co-10k", "coherent:co-nvda" ], "locator": "10-K FY2026 Item 1 Business; Item 7 MD&A — Consolidated Revenues" }, "currentParentDisclosure": null, "currentScopeGaps": [ "The two largest FY2026 customers remain unnamed. NVIDIA’s disclosed commitment cannot be assigned to either anonymous concentration figure.", "Datacenter & Communications includes telecom and optical components; a comparable AI-only revenue amount is unavailable.", "Purchase commitments, proposed CHIPS support, expanded capacity and PhotonLink’s expected Q4 calendar revenue ramp do not establish current deliveries.", "Current official pages cover all twelve executives and fourteen directors, with CEO overlap. Reporting lines and some appointment dates are not published.", "The October proxy’s ownership percentages use August shares outstanding and earlier 13G positions. Subsequent trades and NVIDIA’s current retained interest are not fully established.", "The investor-relations host returned 403; the current proxy was read as a complete independent filing reproduction and the annual filing was re-read from its original October 2 local capture." ] }, { "entityId": "lumentum", "name": "Lumentum", "economicParent": "lumentum", "eligible": true, "functions": [ "optics" ], "sourceIds": [ "lumentum:lite-annual" ], "roleEvidence": "Lumentum manufactures photonic components and systems for cloud networks, telecommunications, industrial processing and sensing. Its AI infrastructure products include high-speed transceiver modules, laser sources and optical circuit switches. FY2026 revenue was USD 3.014 billion. The company reports Components and Systems product categories within one operating segment; neither category isolates AI revenue. Optical circuit switch revenue exceeded USD 90 million during the year.", "reviewFile": "infrastructure/reviews/lumentum.json", "packetSha256": "db3a6d21b7b851cd707e86f07d3e2560ae89624dfc5fd0065c63603a47509d7a", "screenStatus": "Full company research; role evaluated separately", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "networking", "currentSummaryEvidence": { "tagline": "Supplies the lasers, optical modules and circuit switches that carry data between processors and data centres.", "description": "Lumentum manufactures photonic components and systems for cloud networks, telecommunications, industrial processing and sensing. Its AI infrastructure products include high-speed transceiver modules, laser sources and optical circuit switches. FY2026 revenue was USD 3.014 billion. The company reports Components and Systems product categories within one operating segment; neither category isolates AI revenue. Optical circuit switch revenue exceeded USD 90 million during the year.", "whyItMatters": "AI clusters need both optical signals and the components that generate, transmit and switch them. Lumentum participates at several of these stages, including laser supply to other module makers and finished modules. These roles establish current commercial relevance without treating total revenue or planned production capacity as an AI market-share measure.", "evidence": "filing", "sourceIds": [ "lumentum:lite-annual" ], "locator": "Business pp. 2–7; MD&A pp. 49–50; product-category revenue" }, "currentParentDisclosure": null, "currentScopeGaps": [ "AI-only revenue, transceiver revenue by speed, installed optical-switch capacity and a comparable worldwide market denominator are not disclosed in the inspected filings.", "Major customer identities and named critical component suppliers remain undisclosed; concentration is retained without guessing counterparties.", "Investor-site requests returned HTTP 403 and stopped. Complete annual and proxy filings were read from a separate public filing mirror; recent release headlines were inspected on the accessible main company newsroom, without treating titles as full technical evidence.", "The latest proxy provides no full career biography for outgoing director Julia Johnson. Current role and planned transition are supported.", "No post-year-end preferred-share conversion is assumed; the current beneficial ownership register would require a newer reconciled filing." ] }, { "entityId": "innolight", "name": "Innolight", "economicParent": "innolight", "eligible": true, "functions": [ "optics" ], "sourceIds": [ "innolight:in-final", "innolight:in-interim" ], "roleEvidence": "Zhongji InnoLight designs and manufactures modules that convert electrical signals into light and back for fiber networks. It supplies cloud and AI infrastructure, alongside telecom products, optical components and automotive optical links. Optical-transceiver revenue was RMB 41.355 billion in the first half of 2026, including both high-speed and lower-speed products. Its H shares began trading in Hong Kong in July 2026 alongside its existing Shenzhen listing.", "reviewFile": "infrastructure/reviews/innolight.json", "packetSha256": "def6686db1b26ff89ed8b4567daa57685f3fdfe7325b1a720d368bec61685ccb", "screenStatus": "Full company research; role evaluated separately", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "networking", "currentSummaryEvidence": { "tagline": "High-speed optical transceivers connecting servers, switches and data centers.", "description": "Zhongji InnoLight designs and manufactures modules that convert electrical signals into light and back for fiber networks. It supplies cloud and AI infrastructure, alongside telecom products, optical components and automotive optical links. Optical-transceiver revenue was RMB 41.355 billion in the first half of 2026, including both high-speed and lower-speed products. Its H shares began trading in Hong Kong in July 2026 alongside its existing Shenzhen listing.", "whyItMatters": "Large computing networks need connections between servers, switches and sites. InnoLight supplies the optical modules at these interfaces and reported volume shipments of 800G and 1.6T products in the first half of 2026. Revenue and reported product adoption support its inclusion; no fixed relationship between GPU shipments and optical-module demand is assumed.", "evidence": "inference", "sourceIds": [ "innolight:in-interim", "innolight:in-final" ], "locator": "Interim pp.6–15,17; final prospectus product revenue p.233" }, "currentParentDisclosure": null, "currentScopeGaps": [ "Named customers and major suppliers remain undisclosed; anonymous identities are not guessed.", "First-half revenue is not divided by 800G versus 1.6T, nor cleanly into AI-only versus other network demand.", "Market-share estimates are attributed to LightCounting/CIC as reproduced in the issuer prospectus; they are estimates with a defined market boundary, not a company-wide importance score.", "Ownership positions are dated at listing. September share capital and repurchases are separately recorded without assuming current beneficial-holder percentages.", "The final Chinese prospectus was inspected for finances, governance, concentration and regulatory disclosure; English PHIP biographies were cross-checked against it.", "Complete legal consequences and subsequent changes to the reported U.S. listing require a separate current legal review.", "No independently confirmed commercial revenue is assigned to NPO, XPO, CPO demonstrations or future capacity plans." ] }, { "entityId": "eoptolink", "name": "Eoptolink", "economicParent": "eoptolink", "eligible": true, "functions": [ "optics" ], "sourceIds": [ "eoptolink:eo-annual", "eoptolink:eo-h1" ], "roleEvidence": "Eoptolink designs and manufactures optical interconnect products that convert electrical data into light and back again. Its portfolio spans 100G through 1.6T modules, with newer near-packaged optics and optical circuit switches. Optical-interconnect products generated CNY 24.771 billion in 2025 and CNY 20.883 billion in the first half of 2026. Those reported sales include AI, cloud and telecommunications applications; the company does not disclose an AI-only revenue figure.", "reviewFile": "infrastructure/reviews/eoptolink.json", "packetSha256": "9ab3c0c3721c9db14c503f35f4b288815f1390928fcb645f3a72e5a4e554e786", "screenStatus": "Full company research; role evaluated separately", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "networking", "currentSummaryEvidence": { "tagline": "Optical modules connecting AI processors, cloud networks and telecommunications systems", "description": "Eoptolink designs and manufactures optical interconnect products that convert electrical data into light and back again. Its portfolio spans 100G through 1.6T modules, with newer near-packaged optics and optical circuit switches. Optical-interconnect products generated CNY 24.771 billion in 2025 and CNY 20.883 billion in the first half of 2026. Those reported sales include AI, cloud and telecommunications applications; the company does not disclose an AI-only revenue figure.", "whyItMatters": "A large AI cluster must exchange data between processors and servers. Eoptolink supplies the optical links used to carry that traffic, and reports volume production and delivery of 800G and 1.6T modules. This establishes a current operating role without relying on a stock valuation, future capacity or an anonymous competitor in another company’s market study.", "evidence": "filing", "sourceIds": [ "eoptolink:eo-annual", "eoptolink:eo-h1" ], "locator": "Annual pp. 15–18; half-year pp. 9–14" }, "currentParentDisclosure": null, "currentScopeGaps": [ "No audited AI-only revenue, speed-level sales, installed AI bandwidth or common market denominator was disclosed in the inspected filings. H1 financial statements are explicitly unaudited.", "Major customer and supplier names remain undisclosed. Industry rumors and the anonymous peer in InnoLight’s prospectus are not used to infer identities or market share.", "No named current commercial partner was established beyond the general collaboration language in the filings.", "The current board is based on the August half-year report and the October chairman notice. Chen Hongmei’s fuller biography and subsequent governance changes require additional evidence; conditional H-share appointments are excluded.", "The official www.eoptolink.com homepage returned unrelated gambling content on October 21. Requests stopped immediately; no content from that page was used. Exchange-hosted PDFs and the independent issuer-notice mirror supply this dossier.", "Full latest ownership after the June 30 register is not established. Percentage changes from subsequent incentive shares should not be inferred without reconciliation." ] }, { "entityId": "accelink", "name": "Accelink", "economicParent": "accelink", "eligible": null, "functions": [], "sourceIds": [], "screenStatus": "Discovery candidate; comparable commercial role/scale not fully resolved", "roleEvidence": "Retained in the universe. No missing value is set to zero and no claim of quantified inferiority is made." }, { "entityId": "fabrinet", "name": "Fabrinet", "economicParent": "fabrinet", "eligible": null, "functions": [], "sourceIds": [], "screenStatus": "Discovery candidate; comparable commercial role/scale not fully resolved", "roleEvidence": "Retained in the universe. No missing value is set to zero and no claim of quantified inferiority is made." }, { "entityId": "sumitomo-electric", "name": "Sumitomo Electric", "economicParent": "sumitomo-electric", "eligible": null, "functions": [], "sourceIds": [], "screenStatus": "Discovery candidate; comparable commercial role/scale not fully resolved", "roleEvidence": "Retained in the universe. No missing value is set to zero and no claim of quantified inferiority is made." }, { "entityId": "fujikura", "name": "Fujikura", "economicParent": "fujikura", "eligible": true, "functions": [ "fiber", "optics" ], "sourceIds": [ "fujikura:fj-annual-actual", "fujikura:fj-integrated-full", "fujikura:fj-q1-actual", "fujikura:fj-swr4000" ], "roleEvidence": "Fujikura manufactures optical fiber and cable, connectors and fusion splicers, alongside electronic components, automotive wire harnesses, power cables and superconducting tape. Information & Communications generated JPY 652.977 billion of external revenue in the year ended March 2026 and JPY 264.402 billion in the following June quarter. These reported segment totals include telecom and other applications; they are not a measure of AI-only sales.", "reviewFile": "infrastructure/reviews/fujikura.json", "packetSha256": "c36c4b0c0cae6307bcd574afea76b385ef3d7f846befa43c34a21d2c89629b7b", "screenStatus": "Full company research; role evaluated separately", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "networking", "currentSummaryEvidence": { "tagline": "Optical cable, connectors and installation equipment for dense data-center networks.", "description": "Fujikura manufactures optical fiber and cable, connectors and fusion splicers, alongside electronic components, automotive wire harnesses, power cables and superconducting tape. Information & Communications generated JPY 652.977 billion of external revenue in the year ended March 2026 and JPY 264.402 billion in the following June quarter. These reported segment totals include telecom and other applications; they are not a measure of AI-only sales.", "whyItMatters": "Its cable and connector systems carry data between equipment, buildings and campuses. Intermittently bonded ribbon fibers pack many connections into a small cable, while splicers and installation services help turn those components into operating networks. This makes Fujikura relevant to the physical connectivity of AI infrastructure; future plant expansion and fusion contracts are assessed separately from current networking activity.", "evidence": "inference", "sourceIds": [ "fujikura:fj-annual-actual", "fujikura:fj-q1-actual", "fujikura:fj-integrated-full", "fujikura:fj-swr4000" ], "locator": "Annual segment note pp.22–24; quarterly segment note p.9; Integrated Report pp.16,42" }, "currentParentDisclosure": null, "currentScopeGaps": [ "No AI-only or data-center-only revenue amount is separately disclosed. Information & Communications includes other network markets.", "Data-center customers and major raw-material suppliers are not named in the inspected financial reporting; relationships are not guessed.", "The five executive officers who are not directors have published titles but no detailed career biographies on the current roster.", "Ownership is dated March 31, 2026 and largely consists of nominee or trust accounts; ultimate beneficial interests and later changes are not established.", "The Japanese annual and quarterly reports were read and translated for this review; financial units are millions of yen.", "Future capacity, announced contracts and planned subsidiary transfers are not counted as completed current activity." ] }, { "entityId": "corning", "name": "Corning", "economicParent": "corning", "eligible": true, "functions": [ "fiber" ], "sourceIds": [ "corning:glw-10k-2025", "corning:glw-nvda-primary", "corning:glw-pr-q2-2026" ], "roleEvidence": "Corning is a materials-science manufacturer that invented low-loss optical fiber in 1970 and today makes optical fiber, cable and connectivity, display glass, Gorilla cover glass, automotive emissions and glass products, polysilicon and solar products, and life-science labware. Since 2026 it reports Optical Communications, Glass Innovations, Automotive and Solar segments plus Life Sciences and Emerging Growth Businesses. Optical Communications is the largest segment (about 44% of Q2 2026 segment sales), and its enterprise-network sales, which include hyperscale data-center products, rose 61% in 2025 and 65% in Q2 2026.", "reviewFile": "infrastructure/reviews/corning.json", "packetSha256": "d69be1c9d92e22aa4769e9e3c4c89e0b643fd3497829f725de24aa3cd5563976", "screenStatus": "Full company research; role evaluated separately", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "networking", "currentSummaryEvidence": { "tagline": "Optical fiber, cable and connectors for data centers and communications networks.", "description": "Corning is a materials-science manufacturer that invented low-loss optical fiber in 1970 and today makes optical fiber, cable and connectivity, display glass, Gorilla cover glass, automotive emissions and glass products, polysilicon and solar products, and life-science labware. Since 2026 it reports Optical Communications, Glass Innovations, Automotive and Solar segments plus Life Sciences and Emerging Growth Businesses. Optical Communications is the largest segment (about 44% of Q2 2026 segment sales), and its enterprise-network sales, which include hyperscale data-center products, rose 61% in 2025 and 65% in Q2 2026.", "whyItMatters": "Corning supplies the glass fiber, protective cable and connectors that carry optical signals within and between data centers. Its disclosed agreements with Amazon, Meta and NVIDIA document demand for these components, although contract ceilings and future manufacturing plans are not current revenue. The Optical Communications segment also serves carrier networks and therefore exceeds the scope of AI infrastructure.", "evidence": "filing", "sourceIds": [ "corning:glw-10k-2025", "corning:glw-pr-q2-2026", "corning:glw-nvda-primary" ], "locator": "Form 10-K FY2025, Item 1 Business — General; Optical Communications Segment; Note 18; Q2 2026 release" }, "currentParentDisclosure": null, "currentScopeGaps": [ "A comparable AI-only revenue figure is not disclosed. Enterprise network revenue includes non-AI applications, while total Optical Communications also includes carrier networks.", "The complete Q2 filing reports optical product sales but does not split enterprise from carrier revenue. The latest twelve-month calculation therefore uses the broader optical total.", "Current main-site and investor-site pages returned 403. Executive biographies come from the annual filing; the ten-person board is covered by the 2026 proxy. Later unannounced leadership changes cannot be excluded.", "The full September AT&T release and several product-specific press releases could not be freshly inspected; their previously dated evidence remains qualified. Unsupported numerical marketing comparisons were removed from product explanations.", "Proxy ownership is historical and the warrant exercise status has not been established.", "The customer behind the $1 billion Q2 deposit is not named in the filing narrative. No allocation to NVIDIA is asserted.", "An announced manufacturing expansion is not installed capacity, and contract ceilings do not establish annual revenue." ] }, { "entityId": "prysmian", "name": "Prysmian", "economicParent": "prysmian", "eligible": null, "functions": [], "sourceIds": [ "prysmian:pry-atkore-closed", "prysmian:pry-fy25", "prysmian:pry-q2" ], "roleEvidence": "Prysmian manufactures power and telecommunications cables and installs high-voltage links. Transmission and Power Grid generated EUR 7.073 billion of its EUR 19.650 billion revenue in 2025. The remaining businesses include building and industrial wire, specialty cables and digital connectivity. Atkore became wholly owned on October 19, 2026; Prysmian states that financial consolidation begins in November.", "reviewFile": "energy/reviews/prysmian.json", "packetSha256": "2d626bab51cef3d78ca7bae87e1e2c8684643e52adb0d48c1f4205128646e2f7", "screenStatus": "Full company record available; precise role comparison unresolved", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "grid", "currentSummaryEvidence": { "tagline": "Power cable systems and optical connectivity", "description": "Prysmian manufactures power and telecommunications cables and installs high-voltage links. Transmission and Power Grid generated EUR 7.073 billion of its EUR 19.650 billion revenue in 2025. The remaining businesses include building and industrial wire, specialty cables and digital connectivity. Atkore became wholly owned on October 19, 2026; Prysmian states that financial consolidation begins in November.", "whyItMatters": "Grid expansion depends on conductors, submarine and underground cable systems, joints and installation capacity. Prysmian also supplies electrical wiring and optical cable used within data centers. These activities have different customers and economic measures: power-cable sales, optical-cable sales and the value of future interconnector orders are kept separate.", "evidence": "company_stated", "sourceIds": [ "prysmian:pry-fy25", "prysmian:pry-q2", "prysmian:pry-atkore-closed" ], "locator": "Financial tables; October 19 closing release" }, "currentParentDisclosure": null, "currentScopeGaps": [ "Pure data-center and grid-only activity within Electrification is not disclosed. Transmission includes a submarine telecom activity; its entire revenue is not perfectly pure electrical cable revenue.", "The shareholder table has no clear economic date. Board biographies retain prior dates; the organizational chart itself is labeled January 2025 even though several individual biographies are newer.", "Amazon Ohio installation completion and volumes supplied are not disclosed. Molex contract value and prospective capacity are not current sales.", "The post-Atkore consolidated balance sheet was not available at the review date; November financial consolidation is the issuer’s stated treatment." ] }, { "entityId": "commscope-reconciliation", "name": "CommScope/Amphenol", "economicParent": "commscope-reconciliation", "screenStatus": "Independent challenger screen", "eligible": false, "functions": [], "sourceIds": [ "amphenol:aph-pr-ccs-close" ], "evidence": "Historical combined name is not a standalone economic supplier. Amphenol acquired the CCS business, not every remaining CommScope operation. The acquired CCS activity is counted only within Amphenol; remaining businesses require separate scope assessment." }, { "entityId": "amphenol", "name": "Amphenol", "economicParent": "amphenol", "eligible": true, "functions": [ "electrical", "fiber" ], "sourceIds": [ "amphenol:aph-10k-2025", "amphenol:aph-call-new", "amphenol:aph-pr-q2-2026" ], "roleEvidence": "Amphenol designs and makes connectors and interconnect systems, cable assemblies, specialty and fiber optic cable, antennas and sensors, sold to thousands of equipment makers, contract manufacturers and network operators. It reports three segments (Communications Solutions, Harsh Environment Solutions, Interconnect and Sensor Systems) and runs a decentralized model of more than 140 general managers. The IT datacom end market, driven by AI systems, was about 36% of 2025 net sales, and the January 2026 purchase of CommScope's Connectivity and Cable Solutions business added a large fiber optic connectivity portfolio.", "reviewFile": "infrastructure/reviews/amphenol.json", "packetSha256": "af082ca2c0c9df9b8f3be69781863aa49ac14b188c4c0134a6064d7b058822e9", "screenStatus": "Full company research; role evaluated separately", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "networking", "currentSummaryEvidence": { "tagline": "Copper, optical and power connections for servers and networks.", "description": "Amphenol designs and makes connectors and interconnect systems, cable assemblies, specialty and fiber optic cable, antennas and sensors, sold to thousands of equipment makers, contract manufacturers and network operators. It reports three segments (Communications Solutions, Harsh Environment Solutions, Interconnect and Sensor Systems) and runs a decentralized model of more than 140 general managers. The IT datacom end market, driven by AI systems, was about 36% of 2025 net sales, and the January 2026 purchase of CommScope's Connectivity and Cable Solutions business added a large fiber optic connectivity portfolio.", "whyItMatters": "Amphenol supplies the connections that carry data and power within and between computing systems. Its copper assemblies, optical connectivity and power interconnect serve different distances and electrical requirements. Reported IT datacom sales include traditional servers and networks as well as AI systems, so that end market is a broad activity proxy rather than a separate measure of AI revenue.", "evidence": "filing", "sourceIds": [ "amphenol:aph-10k-2025", "amphenol:aph-pr-q2-2026", "amphenol:aph-call-new" ], "locator": "Form 10-K FY2025, Item 1 Business — General; Markets; Human Capital Management" }, "currentParentDisclosure": null, "currentScopeGaps": [ "AI-only revenue and customer-level IT datacom revenue are not separately disclosed. End-market estimates include non-AI infrastructure.", "Named hyperscaler or accelerator customer design wins were not independently documented; anonymous relationships remain anonymous.", "Current issuer website and investor pages returned 403. Official CDN financial reports and proxy were readable; the previously captured full annual filing retains its October 2 access date.", "Current beneficial ownership after Vanguard’s reporting realignment was not established. Historical proxy positions retain the dates of their underlying filings.", "The independent quarterly filing reproduction was inspected in full for statements and notes; its segment table is broader than AI or data-center connectivity.", "The next issuer-confirmed earnings date and the ADC India open-offer outcome remain unconfirmed." ] }, { "entityId": "te-connectivity", "name": "TE Connectivity", "economicParent": "te-connectivity", "eligible": null, "functions": [], "sourceIds": [], "screenStatus": "Discovery candidate; comparable commercial role/scale not fully resolved", "roleEvidence": "Retained in the universe. No missing value is set to zero and no claim of quantified inferiority is made." }, { "entityId": "molex", "name": "Molex", "economicParent": "molex", "eligible": null, "functions": [], "sourceIds": [], "screenStatus": "Discovery candidate; comparable commercial role/scale not fully resolved", "roleEvidence": "Retained in the universe. No missing value is set to zero and no claim of quantified inferiority is made." }, { "entityId": "rosenberger", "name": "Rosenberger", "economicParent": "rosenberger", "eligible": null, "functions": [], "sourceIds": [], "screenStatus": "Discovery candidate; comparable commercial role/scale not fully resolved", "roleEvidence": "Retained in the universe. No missing value is set to zero and no claim of quantified inferiority is made." }, { "entityId": "accton", "name": "Accton/Edgecore", "economicParent": "accton", "eligible": true, "functions": [ "odm", "switching" ], "sourceIds": [ "accton:ac-edge102", "accton:ac-hyperverge", "accton:twse-h1", "accton:twse-monthly" ], "roleEvidence": "Accton designs and manufactures networking equipment and sells open-networking products through its wholly owned Edgecore subsidiary. The current portfolio includes 800G and 1.6T Ethernet switches, optical networking and integrated AI infrastructure. Taiwan Stock Exchange records report TWD 165.658 billion of consolidated revenue for the first half of 2026 and TWD 286.402 billion for January–September. These are group figures; AI-networking sales are not separately established.", "reviewFile": "infrastructure/reviews/accton.json", "packetSha256": "a59cc84787ddc08d9b46b2d526874bf078bcac859c385f60832bc7389b7cdd60", "screenStatus": "Full company research; role evaluated separately", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "networking", "currentSummaryEvidence": { "tagline": "Network design and manufacturing for cloud and AI infrastructure", "description": "Accton designs and manufactures networking equipment and sells open-networking products through its wholly owned Edgecore subsidiary. The current portfolio includes 800G and 1.6T Ethernet switches, optical networking and integrated AI infrastructure. Taiwan Stock Exchange records report TWD 165.658 billion of consolidated revenue for the first half of 2026 and TWD 286.402 billion for January–September. These are group figures; AI-networking sales are not separately established.", "whyItMatters": "The company provides an alternative to fully integrated branded networking: customers can combine switch hardware with open or commercial network software. A June customer case confirms deployed equipment supporting HyperVerge’s AI training and storage workloads. Neither aggregate revenue growth nor port-speed specifications establish the volume of AI switches installed.", "evidence": "company_stated", "sourceIds": [ "accton:twse-h1", "accton:twse-monthly", "accton:ac-edge102", "accton:ac-hyperverge" ] }, "currentParentDisclosure": null, "currentScopeGaps": [ "The Accton main site returned HTTP 402 and was not retried. The full annual-report product and customer tables were not obtained through accessible independent sources; the blocked MOPS document host was not retried.", "AI-only revenue, current customer concentration, switch shipment volumes, installed ports and subsidiary revenue remain unavailable.", "Detailed current leadership biographies and a complete beneficial-ownership register remain incomplete. Registered officer roles are supported by exchange disclosures; older English aliases are explicitly identified.", "Product specifications and customer anecdotes do not establish aggregate AI-market share.", "The exchange income-statement extract does not include a full audit/review opinion or complete cash-flow notes." ] }, { "entityId": "celestica", "name": "Celestica", "economicParent": "celestica", "screenStatus": "Independent challenger screen", "eligible": true, "functions": [ "odm" ], "sourceIds": [ "celestica" ], "evidence": "Q2 filing confirms current hyperscale hardware manufacturing; HPS revenue of about USD1.9bn includes more than network equipment." }, { "entityId": "hon-hai", "name": "Hon Hai/Fii", "economicParent": "hon-hai", "eligible": null, "functions": [], "sourceIds": [ "hon-hai:arista-10k-2025", "hon-hai:broadcom-10k-fy25", "hon-hai:fii-annual-2025", "hon-hai:hh-fs-h1", "hon-hai:nvidia-10k-fy26" ], "roleEvidence": "Hon Hai, known as Foxconn, is a diversified electronics manufacturer with substantial AI-server and networking operations. Its listed Fii subsidiary alone reported CNY 602.679 billion of cloud-hardware revenue in 2025, including general-purpose equipment. Hon Hai’s consolidated revenue was TWD 4.645 trillion in the first half of 2026. That group total also includes consumer electronics and other businesses, and is not a measure of AI manufacturing.", "reviewFile": "infrastructure/reviews/hon-hai.json", "packetSha256": "944fc8b1021b96e02ba74787cb0f98cfe52371bbc1ce23d8b8de3ca1194019df", "screenStatus": "Full company record available; precise role comparison unresolved", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "servers-systems", "currentSummaryEvidence": { "tagline": "Manufactures the servers, racks and components that turn chip designs into working systems.", "description": "Hon Hai, known as Foxconn, is a diversified electronics manufacturer with substantial AI-server and networking operations. Its listed Fii subsidiary alone reported CNY 602.679 billion of cloud-hardware revenue in 2025, including general-purpose equipment. Hon Hai’s consolidated revenue was TWD 4.645 trillion in the first half of 2026. That group total also includes consumer electronics and other businesses, and is not a measure of AI manufacturing.", "whyItMatters": "The group supplies industrial-scale assembly, system integration, testing and component production between chip designers and data-center operators. NVIDIA, Arista and Broadcom identify Foxconn entities in their manufacturing disclosures. Selection therefore rests on demonstrated supply-chain activity, with Fii consolidated into the same group and announced production plans kept separate from completed output.", "evidence": "filing", "sourceIds": [ "hon-hai:hh-fs-h1", "hon-hai:fii-annual-2025", "hon-hai:nvidia-10k-fy26", "hon-hai:arista-10k-2025", "hon-hai:broadcom-10k-fy25" ], "locator": "Hon Hai H1 statements and segment note; Fii annual p. 18; customer manufacturing disclosures" }, "currentParentDisclosure": null, "currentScopeGaps": [ "Comparable AI-only revenue, absolute rack shipments and independently measured global AI-server share were not established. Group revenue and subsidiary totals are not substitutes.", "The management product-category mix and financial-statement legal-subgroup segments have different boundaries. No undisclosed product revenue split is estimated.", "Current end-customer spending by named cloud operators and the precise entity receiving each group manufacturing contract remain undisclosed.", "The board page says three-year terms but displays May 29, 2024 to May 28, 2028, an internal inconsistency. Current members and individually stated election dates are retained; the term is not silently corrected.", "The public roster confirms all seven directors. Some operating executives have only dated announcement biographies; their complete career histories and named reporting lines were not established.", "Shareholder counts are directly reported September positions, not a complete current beneficial-ownership register.", "Visionbay’s 5 MW and utilization are company statements without a separately specified gross-power versus IT-load boundary.", "The October automotive transaction is signed but not closed. Subsequent completion of the Q3 rack/CPO production outlook and other announced partnerships remains unconfirmed." ] }, { "entityId": "wistron-neweb", "name": "Wistron NeWeb", "economicParent": "wistron-neweb", "eligible": null, "functions": [], "sourceIds": [], "screenStatus": "Discovery candidate; comparable commercial role/scale not fully resolved", "roleEvidence": "Retained in the universe. No missing value is set to zero and no claim of quantified inferiority is made." }, { "entityId": "h3c", "name": "H3C", "economicParent": "h3c", "eligible": null, "functions": [], "sourceIds": [], "screenStatus": "Discovery candidate; comparable commercial role/scale not fully resolved", "roleEvidence": "Retained in the universe. No missing value is set to zero and no claim of quantified inferiority is made." }, { "entityId": "ruijie", "name": "Ruijie", "economicParent": "ruijie", "eligible": null, "functions": [], "sourceIds": [], "screenStatus": "Discovery candidate; comparable commercial role/scale not fully resolved", "roleEvidence": "Retained in the universe. No missing value is set to zero and no claim of quantified inferiority is made." }, { "entityId": "broadcom", "name": "Broadcom", "economicParent": "broadcom", "eligible": null, "functions": [], "sourceIds": [ "broadcom:avgo-10k-fy25", "broadcom:avgo-q326-full", "broadcom:avgo-q326-release-current", "broadcom:avgo-q3fy26-call-sa" ], "roleEvidence": "Broadcom designs custom accelerators, Ethernet switches, connectivity and optical components, alongside wireless, storage and broadband semiconductors. Its second reporting segment supplies infrastructure software, including VMware Cloud Foundation. Manufacturing combines outsourced CMOS wafers and assembly with selected internal compound-semiconductor processes. TSMC produced approximately 95% of outsourced wafers in fiscal 2025.", "reviewFile": "chips/reviews/broadcom.json", "packetSha256": "4a126fb8a88e1fefa2ce715c432518ead850c632ade992765d38228d65d23c51", "screenStatus": "Full company record available; precise role comparison unresolved", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "chip-design", "currentSummaryEvidence": { "tagline": "Custom accelerators, Ethernet networking and enterprise infrastructure software.", "description": "Broadcom designs custom accelerators, Ethernet switches, connectivity and optical components, alongside wireless, storage and broadband semiconductors. Its second reporting segment supplies infrastructure software, including VMware Cloud Foundation. Manufacturing combines outsourced CMOS wafers and assembly with selected internal compound-semiconductor processes. TSMC produced approximately 95% of outsourced wafers in fiscal 2025.", "whyItMatters": "Broadcom supplies both customer-specific processors and the networks connecting AI systems. In its September 2026 results, management reported $16.7 billion of quarterly AI semiconductor revenue and described production deliveries for Google, Anthropic and OpenAI. Those commercial relationships establish current activity; subsequent gigawatt targets and customer financing commitments describe future exposure rather than completed deployments.", "evidence": "company_stated", "sourceIds": [ "broadcom:avgo-10k-fy25", "broadcom:avgo-q326-full", "broadcom:avgo-q326-release-current", "broadcom:avgo-q3fy26-call-sa" ], "locator": "Annual Item 1 Manufacturing; Q3 release; September 2 call" }, "currentParentDisclosure": null, "currentScopeGaps": [ "Current complete beneficial ownership is unavailable; proxy institutional positions are based on older filings, and reporting-entity reorganizations prevent a simple forward extrapolation.", "Customer-specific revenue, installed capacity and AI semiconductor accounting reconciliation are not separately audited disclosures. XPU and networking mix is management stated.", "The unnamed customer in the conditional $42 billion note facility is not identified in the filing. Do not equate a facility cap with a funded loan or equity position.", "Apple-specificJuly 2026 filing and Rich Nelson current role could not be independently reopened from accessible primary material; unsupported current claims were removed.", "Full internal reporting lines and biographies for every corporate or division executive are not disclosed. Current corporate roles and the full eight-person board are represented.", "The investor host and several news hosts returned 403; retained successful reads and independent issuer publications were used without retries." ] }, { "entityId": "marvell", "name": "Marvell", "economicParent": "marvell", "eligible": null, "functions": [], "sourceIds": [ "marvell:mv-10k", "marvell:mv-full-q227" ], "roleEvidence": "Marvell supplies custom accelerators and the networking, optical, storage and memory-connectivity chips around them. Data Center revenue was $2.1715 billion in the quarter ended August 1, 2026, or 79% of consolidated revenue. This category includes AI and conventional infrastructure. Celestial AI and XConn have been consolidated since their February acquisitions; their technology roadmaps are distinct from current material revenue.", "reviewFile": "chips/reviews/marvell.json", "packetSha256": "2a4275353205183a7a4da5efade6953ba89afa137b6bbcf58e1119c3e533e37e", "screenStatus": "Full company record available; precise role comparison unresolved", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "chip-design", "currentSummaryEvidence": { "tagline": "Custom compute, interconnect and storage silicon", "description": "Marvell supplies custom accelerators and the networking, optical, storage and memory-connectivity chips around them. Data Center revenue was $2.1715 billion in the quarter ended August 1, 2026, or 79% of consolidated revenue. This category includes AI and conventional infrastructure. Celestial AI and XConn have been consolidated since their February acquisitions; their technology roadmaps are distinct from current material revenue.", "whyItMatters": "Marvell’s role spans accelerator design and movement of data between processors, memory and networks. Its products enable custom infrastructure across several customers, but customer identities, AI-only revenue and specific installed volumes are incompletely disclosed. End-market revenue provides a broad measured scale rather than a precise AI-accelerator market share.", "evidence": "inference", "sourceIds": [ "marvell:mv-10k", "marvell:mv-full-q227" ], "locator": "Business description, end markets and acquisitions" }, "currentParentDisclosure": null, "currentScopeGaps": [ "AI-only and individual product revenue, deployed capacity and named major customers remain undisclosed.", "The latest full corporate biographies could not be retrieved after the corporate host returned 403; available current roles and filing-backed histories are retained.", "The next issuer-confirmed financial-results date was not established.", "A complete named manufacturing-supplier roster is absent from the inspected annual filing." ] }, { "entityId": "ayar-labs", "name": "Ayar Labs", "economicParent": "ayar-labs", "eligible": null, "functions": [], "sourceIds": [], "screenStatus": "Discovery candidate; comparable commercial role/scale not fully resolved", "roleEvidence": "Retained in the universe. No missing value is set to zero and no claim of quantified inferiority is made." }, { "entityId": "lightmatter", "name": "Lightmatter", "economicParent": "lightmatter", "eligible": null, "functions": [], "sourceIds": [], "screenStatus": "Discovery candidate; comparable commercial role/scale not fully resolved", "roleEvidence": "Retained in the universe. No missing value is set to zero and no claim of quantified inferiority is made." } ] }, "parameters": { "maxEntities": 10, "marketCoverageTarget": null, "activityWeights": null, "normalization": "None across incomparable functions. Raw units, periods and business boundaries retained.", "ordering": "Unordered representative set; alphabetical display is not an importance rank.", "choice": "All material predefined functions represented; within-function relevance and actual commercial evidence guide the declared set. Coverage constraints alone do not uniquely choose ten." }, "rawObservations": [ { "id": "arista:metric:0", "entityId": "arista", "label": "Revenue", "value": "9005.7", "unit": "USD millions", "period": "FY2025", "asOf": "2025-12-31", "evidence": "company_stated", "sourceIds": [ "arista:arista-10k-fy25" ], "locator": "Consolidated income statement", "use": "Raw context. Compare only within matching period, product, accounting and ownership boundaries; do not add overlapping metrics into a score.", "packetSha256": "88d549d239778772bba62f7672a146a57be7271b072ca86895f7d38aee6ac5df", "packetField": "keyMetrics[0]" }, { "id": "arista:metric:1", "entityId": "arista", "label": "Revenue", "value": "3035.7", "unit": "USD millions", "period": "Q2 2026", "asOf": "2026-06-30", "evidence": "company_stated", "sourceIds": [ "arista:arista-q2-copy" ], "locator": "Condensed income statement", "use": "Raw context. 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Compare only within matching period, product, accounting and ownership boundaries; do not add overlapping metrics into a score.", "packetSha256": "af082ca2c0c9df9b8f3be69781863aa49ac14b188c4c0134a6064d7b058822e9", "packetField": "keyMetrics[1]" }, { "id": "amphenol:metric:2", "entityId": "amphenol", "label": "IT datacom sales", "value": "About 3.8 billion, about 43% of total sales (+89% USD, +63% organic YoY)", "unit": "USD", "period": "Q2 2026", "asOf": "2026-06-30", "evidence": "company_stated", "sourceIds": [ "amphenol:aph-call-new" ], "locator": "Q2 2026 earnings call (July 29, 2026)", "use": "Raw context. Compare only within matching period, product, accounting and ownership boundaries; do not add overlapping metrics into a score.", "packetSha256": "af082ca2c0c9df9b8f3be69781863aa49ac14b188c4c0134a6064d7b058822e9", "packetField": "keyMetrics[2]" }, { "id": "amphenol:metric:3", "entityId": "amphenol", "label": "IT datacom share of net sales", "value": "About 36%", "unit": "% of net sales", "period": "FY2025", "asOf": "2025-12-31", "evidence": "filing", "sourceIds": [ "amphenol:aph-10k-2025" ], "locator": "Form 10-K FY2025, Item 1 — Markets (IT datacom)", "use": "Raw context. Compare only within matching period, product, accounting and ownership boundaries; do not add overlapping metrics into a score.", "packetSha256": "af082ca2c0c9df9b8f3be69781863aa49ac14b188c4c0134a6064d7b058822e9", "packetField": "keyMetrics[3]" }, { "id": "amphenol:metric:6", "entityId": "amphenol", "label": "Q3 2026 sales guidance", "value": "9.3–9.4 billion (+50% to +52% YoY)", "unit": "USD", "period": "Q3 2026 (forward guidance)", "asOf": "2026-07-29", "evidence": "company_stated", "sourceIds": [ "amphenol:aph-pr-q2-2026" ], "locator": "Q2 2026 release — Third Quarter 2026 Outlook", "use": "Context only: forward, committed or uncompleted activity is excluded from current delivered-supply comparisons.", "packetSha256": "af082ca2c0c9df9b8f3be69781863aa49ac14b188c4c0134a6064d7b058822e9", "packetField": "keyMetrics[6]" }, { "id": "amphenol:metric:9", "entityId": "amphenol", "label": "IT datacom revenue, derived broad proxy", "value": "Approximately 8.3", "unit": "USD billion", "period": "FY2025", "asOf": "2025-12-31", "evidence": "inference", "sourceIds": [ "amphenol:aph-10k-2025" ], "locator": "23094.7 × approximately 36%; rounded end-market share, not separately reported AI revenue", "use": "Raw context. Compare only within matching period, product, accounting and ownership boundaries; do not add overlapping metrics into a score.", "packetSha256": "af082ca2c0c9df9b8f3be69781863aa49ac14b188c4c0134a6064d7b058822e9", "packetField": "keyMetrics[9]" }, { "id": "amphenol:metric:10", "entityId": "amphenol", "label": "IT datacom revenue, derived quarterly proxy", "value": "Approximately 3.8", "unit": "USD billion", "period": "Q2 2026", "asOf": "2026-06-30", "evidence": "inference", "sourceIds": [ "amphenol:aph-pr-q2-2026", "amphenol:aph-call-new" ], "locator": "8758.1 × approximately 43%; management end-market share; includes non-AI activity", "use": "Raw context. 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Compare only within matching period, product, accounting and ownership boundaries; do not add overlapping metrics into a score.", "packetSha256": "a59cc84787ddc08d9b46b2d526874bf078bcac859c385f60832bc7389b7cdd60", "packetField": "keyMetrics[3]" }, { "id": "accton:metric:4", "entityId": "accton", "label": "Revenue", "value": "286,402.145", "unit": "TWD millions", "period": "January–September 2026", "asOf": "2026-09-30", "evidence": "filing", "sourceIds": [ "accton:twse-monthly" ], "locator": "Company 2345; originally TWD thousands", "use": "Raw context. Compare only within matching period, product, accounting and ownership boundaries; do not add overlapping metrics into a score.", "packetSha256": "a59cc84787ddc08d9b46b2d526874bf078bcac859c385f60832bc7389b7cdd60", "packetField": "keyMetrics[4]" }, { "id": "accton:metric:6", "entityId": "accton", "label": "Third-quarter revenue from monthly disclosures", "value": "120,743.710", "unit": "TWD millions; calculated", "period": "July–September 2026", "asOf": "2026-09-30", "evidence": "inference", "sourceIds": [ "accton:twse-monthly", "accton:twse-h1" ], "locator": "January–September revenue minus H1 revenue; not a complete Q3 earnings release", "use": "Raw context. 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Compare only within matching period, product, accounting and ownership boundaries; do not add overlapping metrics into a score.", "packetSha256": "944fc8b1021b96e02ba74787cb0f98cfe52371bbc1ce23d8b8de3ca1194019df", "packetField": "keyMetrics[0]" }, { "id": "hon-hai:metric:3", "entityId": "hon-hai", "label": "Revenue", "value": "1,158,633.235", "unit": "TWD millions", "period": "September 2026", "asOf": "2026-09-30", "evidence": "filing", "sourceIds": [ "hon-hai:twse-monthly" ], "locator": "Company 2317; originally TWD thousands", "use": "Raw context. Compare only within matching period, product, accounting and ownership boundaries; do not add overlapping metrics into a score.", "packetSha256": "944fc8b1021b96e02ba74787cb0f98cfe52371bbc1ce23d8b8de3ca1194019df", "packetField": "keyMetrics[3]" }, { "id": "hon-hai:metric:4", "entityId": "hon-hai", "label": "Revenue", "value": "7,669,772.510", "unit": "TWD millions", "period": "January–September 2026", "asOf": "2026-09-30", "evidence": "filing", "sourceIds": [ "hon-hai:twse-monthly" ], "locator": "Company 2317; originally TWD thousands", "use": "Raw context. Compare only within matching period, product, accounting and ownership boundaries; do not add overlapping metrics into a score.", "packetSha256": "944fc8b1021b96e02ba74787cb0f98cfe52371bbc1ce23d8b8de3ca1194019df", "packetField": "keyMetrics[4]" }, { "id": "hon-hai:metric:5", "entityId": "hon-hai", "label": "Consolidated revenue", "value": "8,103,105", "unit": "TWD millions", "period": "FY2025", "asOf": "2025-12-31", "evidence": "filing", "sourceIds": [ "hon-hai:hh-fs-2025" ], "locator": "p. 128; rounded segment reconciliation", "use": "Raw context. Compare only within matching period, product, accounting and ownership boundaries; do not add overlapping metrics into a score.", "packetSha256": "944fc8b1021b96e02ba74787cb0f98cfe52371bbc1ce23d8b8de3ca1194019df", "packetField": "keyMetrics[5]" }, { "id": "hon-hai:metric:6", "entityId": "hon-hai", "label": "Fii subgroup external revenue, included in group total", "value": "2,550,258", "unit": "TWD millions", "period": "H1 2026", "asOf": "2026-06-30", "evidence": "filing", "sourceIds": [ "hon-hai:hh-fs-h1" ], "locator": "p. 132; excludes separately stated internal subgroup revenue; do not add to group revenue", "use": "Raw context. 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Compare only within matching period, product, accounting and ownership boundaries; do not add overlapping metrics into a score.", "packetSha256": "4a126fb8a88e1fefa2ce715c432518ead850c632ade992765d38228d65d23c51", "packetField": "keyMetrics[2]" }, { "id": "broadcom:metric:6", "entityId": "broadcom", "label": "Debt carrying amount", "value": "59419", "unit": "USD million; principal 61079 less discount/fees 1660", "period": "At 2026-08-02", "asOf": "2026-08-02", "evidence": "filing", "sourceIds": [ "broadcom:avgo-q326-full" ], "locator": "Note 6", "use": "Raw context. Compare only within matching period, product, accounting and ownership boundaries; do not add overlapping metrics into a score.", "packetSha256": "4a126fb8a88e1fefa2ce715c432518ead850c632ade992765d38228d65d23c51", "packetField": "keyMetrics[6]" }, { "id": "broadcom:metric:9", "entityId": "broadcom", "label": "Revenue, trailing 12 months", "value": "89104", "unit": "USD million;63887+71089−45872", "period": "TTM ended 2026-08-02", "asOf": "2026-08-02", "evidence": "inference", "sourceIds": [ "broadcom:avgo-q326-full", "broadcom:avgo-10k-fy25" ], "locator": "Annual and Q3 revenue tables", "use": "Raw context. Compare only within matching period, product, accounting and ownership boundaries; do not add overlapping metrics into a score.", "packetSha256": "4a126fb8a88e1fefa2ce715c432518ead850c632ade992765d38228d65d23c51", "packetField": "keyMetrics[9]" }, { "id": "broadcom:metric:10", "entityId": "broadcom", "label": "Semiconductor revenue, trailing 12 months", "value": "59435", "unit": "USD million;36858+48363−25786", "period": "TTM ended 2026-08-02", "asOf": "2026-08-02", "evidence": "inference", "sourceIds": [ "broadcom:avgo-q326-full", "broadcom:avgo-10k-fy25" ], "locator": "Annual and Q3 segment tables", "use": "Raw context. Compare only within matching period, product, accounting and ownership boundaries; do not add overlapping metrics into a score.", "packetSha256": "4a126fb8a88e1fefa2ce715c432518ead850c632ade992765d38228d65d23c51", "packetField": "keyMetrics[10]" }, { "id": "broadcom:segment:0", "entityId": "broadcom", "measure": "Semiconductor solutions", "value": "$20,839 million,70.42% of Q3 revenue; trailing 12-month revenue $59,435 million", "unit": "as originally reported", "period": "Q3 and TTM ended 2026-08-02", "sourceIds": [ "broadcom:avgo-q326-full", "broadcom:avgo-10k-fy25" ], "locator": "Note 9; FY 2025 segment table", "use": "Reported segment scope retained; no AI-only allocation or additional score is inferred.", "packetSha256": "4a126fb8a88e1fefa2ce715c432518ead850c632ade992765d38228d65d23c51", "packetField": "segments[0]" }, { "id": "broadcom:segment:1", "entityId": "broadcom", "measure": "Infrastructure software", "value": "$8,752 million,29.58% of Q3 revenue; trailing 12-month revenue $29,669 million", "unit": "as originally reported", "period": "Q3 and TTM ended 2026-08-02", "sourceIds": [ "broadcom:avgo-q326-full", "broadcom:avgo-10k-fy25" ], "locator": "Note 9; FY 2025 segment table", "use": "Reported segment scope retained; no AI-only allocation or additional score is inferred.", "packetSha256": "4a126fb8a88e1fefa2ce715c432518ead850c632ade992765d38228d65d23c51", "packetField": "segments[1]" }, { "id": "marvell:metric:0", "entityId": "marvell", "label": "FY2026 revenue; Data Center revenue", "value": "8,194.6; 6,100.3", "unit": "USD million", "period": "Year ended January 31, 2026", "asOf": "2026-01-31", "evidence": "filing", "sourceIds": [ "marvell:mv-10k" ], "locator": "Annual end-market table", "use": "Raw context. Compare only within matching period, product, accounting and ownership boundaries; do not add overlapping metrics into a score.", "packetSha256": "2a4275353205183a7a4da5efade6953ba89afa137b6bbcf58e1119c3e533e37e", "packetField": "keyMetrics[0]" }, { "id": "marvell:metric:1", "entityId": "marvell", "label": "Q2 FY2027 revenue; operating income; net income", "value": "2,739.3; 459.7; 308.0", "unit": "USD million", "period": "Quarter ended August 1, 2026", "asOf": "2026-08-01", "evidence": "filing", "sourceIds": [ "marvell:mv-full-q227" ], "locator": "GAAP statements", "use": "Raw context. Compare only within matching period, product, accounting and ownership boundaries; do not add overlapping metrics into a score.", "packetSha256": "2a4275353205183a7a4da5efade6953ba89afa137b6bbcf58e1119c3e533e37e", "packetField": "keyMetrics[1]" }, { "id": "marvell:metric:2", "entityId": "marvell", "label": "Q2 Data Center revenue", "value": "2,171.5", "unit": "USD million", "period": "Quarter ended August 1, 2026", "asOf": "2026-08-01", "evidence": "filing", "sourceIds": [ "marvell:mv-full-q227" ], "locator": "Note 3", "use": "Raw context. Compare only within matching period, product, accounting and ownership boundaries; do not add overlapping metrics into a score.", "packetSha256": "2a4275353205183a7a4da5efade6953ba89afa137b6bbcf58e1119c3e533e37e", "packetField": "keyMetrics[2]" }, { "id": "marvell:metric:3", "entityId": "marvell", "label": "Trailing Data Center revenue", "value": "7,173.4", "unit": "USD million", "period": "Twelve months ended August 1, 2026", "asOf": "2026-08-01", "evidence": "inference", "sourceIds": [ "marvell:mv-10k", "marvell:mv-full-q227" ], "locator": "6100.3 + 4004.2 − 2931.1; includes AI and non-AI", "use": "Raw context. Compare only within matching period, product, accounting and ownership boundaries; do not add overlapping metrics into a score.", "packetSha256": "2a4275353205183a7a4da5efade6953ba89afa137b6bbcf58e1119c3e533e37e", "packetField": "keyMetrics[3]" }, { "id": "marvell:metric:4", "entityId": "marvell", "label": "Trailing consolidated revenue", "value": "9,450.3", "unit": "USD million", "period": "Twelve months ended August 1, 2026", "asOf": "2026-08-01", "evidence": "inference", "sourceIds": [ "marvell:mv-10k", "marvell:mv-full-q227" ], "locator": "8194.6 + 5157.1 − 3901.4", "use": "Raw context. Compare only within matching period, product, accounting and ownership boundaries; do not add overlapping metrics into a score.", "packetSha256": "2a4275353205183a7a4da5efade6953ba89afa137b6bbcf58e1119c3e533e37e", "packetField": "keyMetrics[4]" }, { "id": "marvell:segment:0", "entityId": "marvell", "measure": "Data Center", "value": "$2,171.5 million; 79% of revenue", "unit": "as originally reported", "period": "Q2 FY2027", "sourceIds": [ "marvell:mv-full-q227" ], "locator": "Note 3", "use": "Reported segment scope retained; no AI-only allocation or additional score is inferred.", "packetSha256": "2a4275353205183a7a4da5efade6953ba89afa137b6bbcf58e1119c3e533e37e", "packetField": "segments[0]" }, { "id": "marvell:segment:1", "entityId": "marvell", "measure": "Communications and Other", "value": "$567.8 million; 21% of revenue", "unit": "as originally reported", "period": "Q2 FY2027", "sourceIds": [ "marvell:mv-full-q227" ], "locator": "Note 3 and MD&A", "use": "Reported segment scope retained; no AI-only allocation or additional score is inferred.", "packetSha256": "2a4275353205183a7a4da5efade6953ba89afa137b6bbcf58e1119c3e533e37e", "packetField": "segments[1]" } ], "sources": [ { "id": "idc-switch", "url": "https://www.idc.com/resource-center/blog/ethernet-switch-market-surges-43-4-to-18-9b-in-2q26-as-ai-infrastructure-demand-drives-record-datacenter-spending/", "title": "Q2 2026 Ethernet switches and routers", "publisher": "IDC", "publishedDate": "2026-09-11", "accessedDate": "2026-10-21", "inspection": "Full primary page or filing inspected" }, { "id": "ciena-q3", "url": "https://d18rn0p25nwr6d.cloudfront.net/CIK-0000936395/d0e850a6-1253-4d2e-ab30-f22bb3728a4f.html", "title": "Q3 FY2026 earnings release furnished with Form 8-K", "publisher": "Ciena", "publishedDate": "2026-09-03", "accessedDate": "2026-10-21", "inspection": "Full primary page or filing inspected" }, { "id": "hpe-networking", "url": "https://www.hpe.com/us/en/newsroom/press-release/2026/09/hpe-reports-fiscal-2026-third-quarter-results.html", "title": "Q3 FY2026 results: Networking product categories", "publisher": "HPE", "publishedDate": "2026-09-02", "accessedDate": "2026-10-21", "inspection": "Full primary page or filing inspected" }, { "id": "celestica", "url": "https://corporate.celestica.com/node/17621/html", "title": "Q2 2026 filing: Communications and Enterprise revenue", "publisher": "Celestica", "publishedDate": "2026-07-27", "accessedDate": "2026-10-21", "inspection": "Managed indexed issuer filing text; later local host request returned403 and stopped" }, { "id": "arista:arista-10k-fy25", "url": "https://www.sec.gov/Archives/edgar/data/1596532/000159653226000013/anet-20251231.htm", "title": "Arista Networks, Inc. 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Form 8-K: expanded technology collaboration with Apple through 2031", "publisher": "Broadcom Inc. via SEC EDGAR", "publishedDate": "2026-07-06", "accessedDate": "2026-10-02", "type": "filing" }, { "id": "broadcom:avgo-8k-cfo", "url": "https://www.sec.gov/Archives/edgar/data/1730168/000119312526140574/d109450d8k.htm", "title": "Broadcom Inc. Form 8-K: Chief Financial Officer transition (Item 5.02)", "publisher": "Broadcom Inc. via SEC EDGAR", "publishedDate": "2026-04-02", "accessedDate": "2026-10-02", "type": "filing" }, { "id": "broadcom:avgo-8k-board", "url": "https://www.sec.gov/Archives/edgar/data/1730168/000119312526085656/d305325d8k.htm", "title": "Broadcom Inc. Form 8-K: retirement of director Eddy W. 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(AVGO) quote, profile and holders", "publisher": "Yahoo Finance", "publishedDate": null, "accessedDate": "2026-10-02", "type": "data_provider" }, { "id": "broadcom:avgo-q326-full", "url": "https://barchart.websol.barchart.com/?accession_num=0001730168-26-000080&cik=1730168&module=secFilings&override=1&popup=1&symbol=AVGO&type=CONVPDF", "title": "Form 10-Q, quarter ended August 2, 2026", "publisher": "Broadcom; Barchart filing mirror", "publishedDate": "2026-09-10", "accessedDate": "2026-10-21", "type": "filing" }, { "id": "broadcom:avgo-2026-proxy-full", "url": "https://barchart.websol.barchart.com/?accession_num=0001193125-26-085691&cik=1730168&module=secFilings&override=1&popup=1&symbol=AVGO&type=CONVPDF", "title": "2026 proxy statement", "publisher": "Broadcom; Barchart filing mirror", "publishedDate": "2026-03-02", "accessedDate": "2026-10-21", "type": "filing" }, { "id": "broadcom:avgo-q326-release-current", "url": "https://www.prnewswire.com/news-releases/broadcom-inc-announces-third-quarter-fiscal-year-2026-financial-results-and-quarterly-dividend-302868129.html", "title": "Third quarter fiscal 2026 results", "publisher": "Broadcom via PR Newswire", "publishedDate": "2026-09-02", "accessedDate": "2026-10-21", "type": "press_release" }, { "id": "broadcom:avgo-cfo-transition-current", "url": "https://www.prnewswire.com/news-releases/broadcom-announces-planned-chief-financial-officer-transition-302733215.html", "title": "Planned CFO transition", "publisher": "Broadcom via PR Newswire", "publishedDate": "2026-04-02", "accessedDate": "2026-10-21", "type": "press_release" }, { "id": "broadcom:avgo-executive-directory-current", "url": "https://www.broadcom.com/company/about-us/executives?tab=%2523corporate-executives", "title": "Corporate executives", "publisher": "Broadcom", "publishedDate": null, "accessedDate": "2026-10-21", "type": "company" }, { "id": "broadcom:avgo-june-s4", "url": "https://www.streetinsider.com/dr/news.php?id=26621744", "title": "June 9, 2026 Form S-4", "publisher": "Broadcom; StreetInsider filing mirror", "publishedDate": "2026-06-09", "accessedDate": "2026-10-21", "type": "filing" }, { "id": "broadcom:avgo-anthropic-primary", "url": "https://www.anthropic.com/news/google-broadcom-partnership-compute", "title": "Expanded Google and Broadcom compute partnership", "publisher": "Anthropic", "publishedDate": "2026-04-06", "accessedDate": "2026-10-21", "type": "press_release" }, { "id": "broadcom:avgo-apollo-xpv", "url": "https://ir.apollo.com/_assets/_02cc8029b19b051d903c9c36e176b216/apollo/news/2026-06-09_Apollo_Leads_35_Billion_Capital_Solution_for_629.pdf", "title": "Apollo leads $35bn capital solution for AI XPV", "publisher": "Apollo", "publishedDate": "2026-06-09", "accessedDate": "2026-10-21", "type": "press_release" }, { "id": "broadcom:avgo-ast-opening", "url": "https://www.broadcom.com/company/news/product-releases/64741", "title": "AST opens Singapore FC-BGA substrate facility", "publisher": "Broadcom / AST", "publishedDate": "2026-09-29", "accessedDate": "2026-10-21", "type": "press_release" }, { "id": "broadcom:avgo-ocp26", "url": "https://investors.broadcom.com/news-releases/news-release-details/broadcom-redefines-ai-infrastructure-industry-leading-networking", "title": "Networking portfolio at OCP 2026", "publisher": "Broadcom", "publishedDate": "2026-10-08", "accessedDate": "2026-10-21", "type": "press_release" }, { "id": "broadcom:avgo-bio-ram-velaga", "url": "https://www.broadcom.com/company/about-us/executives/ram-velaga", "title": "Ram Velaga biography", "publisher": "Broadcom", "publishedDate": null, "accessedDate": "2026-10-21", "type": "company" }, { "id": "broadcom:avgo-bio-frank-ostojic", "url": "https://www.broadcom.com/company/about-us/executives/frank-ostojic", "title": "Frank Ostojic biography", "publisher": "Broadcom", "publishedDate": null, "accessedDate": "2026-10-21", "type": "company" }, { "id": "broadcom:avgo-bio-alan-davidson", "url": "https://www.broadcom.com/company/about-us/executives/alan-davidson", "title": "Alan Davidson biography", "publisher": "Broadcom", "publishedDate": null, "accessedDate": "2026-10-21", "type": "company" }, { "id": "broadcom:avgo-bio-yuan-xing-lee", "url": "https://www.broadcom.com/company/about-us/executives/yuan-xing-lee", "title": "Yuan Xing Lee biography", "publisher": "Broadcom", "publishedDate": null, "accessedDate": "2026-10-21", "type": "company" }, { "id": "marvell:mv-yahoo", "url": "https://finance.yahoo.com/quote/MRVL/", "title": "Marvell Technology, Inc. (MRVL) quote, profile, officers and holders", "publisher": "Yahoo Finance", "publishedDate": null, "accessedDate": "2026-10-03", "type": "data_provider" }, { "id": "marvell:mv-10k", "url": "https://www.sec.gov/Archives/edgar/data/1835632/000183563226000011/mrvl-20260131.htm", "title": "Marvell Technology Form 10-K for fiscal year ended January 31, 2026 (via local SEC extract)", "publisher": "Marvell Technology, Inc. (SEC EDGAR)", "publishedDate": "2026-03-11", "accessedDate": "2026-10-03", "type": "filing" }, { "id": "marvell:mv-proxy", "url": "https://investor.marvell.com/sec-filings/all-sec-filings/content/0001104659-26-060253/tm261486-1_def14a.htm", "title": "Marvell Technology 2026 Proxy Statement (DEF 14A)", "publisher": "Marvell Technology, Inc. (investor relations)", "publishedDate": "2026-05-13", "accessedDate": "2026-10-21", "type": "filing" }, { "id": "marvell:mv-q2pr", "url": "https://investor.marvell.com/news-events/press-releases/detail/1031/marvell-technology-inc-reports-second-quarter-of-fiscal-year-2027-financial-results", "title": "Marvell Technology, Inc. Reports Second Quarter of Fiscal Year 2027 Financial Results", "publisher": "Marvell Technology, Inc.", "publishedDate": "2026-08-27", "accessedDate": "2026-10-21", "type": "press_release" }, { "id": "marvell:mv-q1pr", "url": "https://investor.marvell.com/news-events/press-releases/detail/1023/marvell-technology-inc-reports-first-quarter-of-fiscal-year-2027-financial-results", "title": "Marvell Technology, Inc. Reports First Quarter of Fiscal Year 2027 Financial Results", "publisher": "Marvell Technology, Inc.", "publishedDate": "2026-05-27", "accessedDate": "2026-10-03", "type": "press_release" }, { "id": "marvell:mv-pr-cfo", "url": "https://investor.marvell.com/news-events/press-releases/detail/1025/marvell-announces-cfo-transition", "title": "Marvell Announces CFO Transition", "publisher": "Marvell Technology, Inc.", "publishedDate": "2026-06-11", "accessedDate": "2026-10-03", "type": "press_release" }, { "id": "marvell:mv-pr-nvidia", "url": "https://investor.marvell.com/news-events/press-releases/detail/1019/nvidia-ai-ecosystem-expands-as-marvell-joins-forces-through-nvlink-fusion", "title": "NVIDIA AI Ecosystem Expands as Marvell Joins Forces Through NVLink Fusion", "publisher": "Marvell Technology, Inc.", "publishedDate": "2026-03-31", "accessedDate": "2026-10-21", "type": "press_release" }, { "id": "marvell:mv-pr-t100", "url": "https://investor.marvell.com/news-events/press-releases/detail/1024/marvell-announces-availability-of-industrys-first-102-4-tbps-switch-purpose-built-for-ai-and-cloud-data-center-infrastructure", "title": "Marvell Announces Availability of Industry's First 102.4 Tbps Switch Purpose-Built for AI and Cloud Data Center Infrastructure", "publisher": "Marvell Technology, Inc.", "publishedDate": "2026-06-01", "accessedDate": "2026-10-21", "type": "press_release" }, { "id": "marvell:mv-pr-ecoc", "url": "https://investor.marvell.com/news-events/press-releases/detail/1034/marvell-to-showcase-industry-first-2nm-optical-technology-demos-for-ai-data-center-infrastructure-at-ecoc-2026", "title": "Marvell to Showcase Industry-First 2nm Optical Technology Demos for AI Data Center Infrastructure at ECOC 2026", "publisher": "Marvell Technology, Inc.", "publishedDate": "2026-09-21", "accessedDate": "2026-10-03", "type": "press_release" }, { "id": "marvell:mv-pr-polariton", "url": "https://investor.marvell.com/news-events/press-releases/detail/1020/marvell-announces-acquisition-of-polariton-technologies-advancing-optical-performance-scaling-to-3-2t-and-beyond", "title": "Marvell Announces Acquisition of Polariton Technologies, Advancing Optical Performance Scaling to 3.2T and Beyond", "publisher": "Marvell Technology, Inc.", "publishedDate": "2026-04-22", "accessedDate": "2026-10-03", "type": "press_release" }, { "id": "marvell:mv-pr-msft", "url": "https://investor.marvell.com/news-events/press-releases/detail/1033/microsoft-marvell-and-utimaco-to-deliver-industry-first-secure-cloud-scale-payments-solution", "title": "Microsoft, Marvell and Utimaco to Deliver Industry-first Secure, Cloud-scale Payments Solution", "publisher": "Marvell Technology, Inc.", "publishedDate": "2026-09-17", "accessedDate": "2026-10-03", "type": "press_release" }, { "id": "marvell:mv-gov", "url": "https://investor.marvell.com/governance/management", "title": "Marvell Investor Relations 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"publisher": "Wikipedia", "publishedDate": null, "accessedDate": "2026-10-03", "type": "other" }, { "id": "marvell:mv-full-q227", "url": "https://investor.marvell.com/sec-filings/all-sec-filings/content/0001835632-26-000025/0001835632-26-000025.pdf", "title": "Second-quarter FY2027 Form 10-Q", "publisher": "Marvell", "publishedDate": "2026-08-28", "accessedDate": "2026-10-21", "type": "filing" }, { "id": "marvell:mv-durn8k", "url": "https://investor.marvell.com/sec-filings/all-sec-filings/content/0001193125-26-267688/0001193125-26-267688.pdf", "title": "CFO appointment and director departure Form 8-K", "publisher": "Marvell", "publishedDate": "2026-06-11", "accessedDate": "2026-10-21", "type": "filing" }, { "id": "marvell:mv-alaska26", "url": "https://investor.marvell.com/news-events/press-releases/detail/1039/marvell-bolsters-connectivity-portfolio-with-new-3-2t-protocol-aware-retimer-and-second-generation-1-6t-aec-dsp", "title": "Alaska retimer and AEC DSP sampling announcement", "publisher": "Marvell", "publishedDate": "2026-10-13", "accessedDate": "2026-10-21", "type": "press_release" }, { "id": "marvell:mv-structera26", "url": "https://investor.marvell.com/news-events/press-releases/detail/1037/adding-and-replacing-marvell-unveils-second-generation-structera-x-industry-first-six-channel-cxl-3-2-memory-expanders-for-ai-inference", "title": "Second-generation Structera X; Q1 2027 sample plan", "publisher": "Marvell", "publishedDate": "2026-10-12", "accessedDate": "2026-10-21", "type": "press_release" }, { "id": "marvell:mv-ocp-security", "url": "https://investor.marvell.com/news-events/press-releases/detail/1038/marvell-microsoft-and-oracle-establish-ocp-working-group-to-standardize-data-center-hardware-security", "title": "Marvell, Microsoft and Oracle establish OCP security working group", "publisher": "Marvell", "publishedDate": "2026-10-13", "accessedDate": "2026-10-21", "type": "press_release" }, { "id": "marvell:mv-current-team", "url": "https://www.marvell.com/company/leadership.html", "title": "Current executive directory, successfully read before corporate-host stop", "publisher": "Marvell", "publishedDate": null, "accessedDate": "2026-10-21", "type": "company" } ], "calculations": [ { "name": "Optical product revenue comparison", "expression": "41355.212 / 20882.641 = 1.98036", "result": 1.98036, "unit": "InnoLight / Eoptolink H1 2026 optical-product revenue ratio; both CNY million", "sourceIds": [ "innolight:in-interim", "eoptolink:eo-h1" ], "limitation": "Product definitions overlap but are not identical. This is not AI-only market share or a whole-sublayer score." }, { "name": "Non-additive market contexts", "expression": "NVIDIA USD2.5bn / data-center Ethernet USD12.3bn ≈20.3%; IDC published share20.4% uses unrounded inputs. Cisco28.7% is the wider Ethernet market.", "result": "Do not compare Cisco28.7% directly with NVIDIA20.4% or add component sales to system revenue.", "sourceIds": [ "idc-switch" ] }, { "name": "HPE scope boundary", "expression": "USD382m Data Center Networking is not USD2.9bn total Networking", "result": "Campus/branch, security and routing are separately disclosed. No assumption that all routing is AI-related.", "sourceIds": [ "hpe-networking" ] }, { "name": "Actual optical switching", "expression": "Lumentum FY2026 OCS revenue >USD90m", "result": "Realized commercial activity; future CPO or laser capacity is not counted as present revenue.", "sourceIds": [ "lumentum:lite-annual" ] } ], "baselineComparisons": [ { "method": "Relevant revenue baseline", "result": "Useful within like roles, but a single ranking would mix switches, modules, fiber, connectors and manufacturing fees. Parent telecom revenue and announced capacity are excluded." }, { "method": "Market-share baseline", "result": "IDC reports different total-Ethernet and data-center denominators. Supplier estimates are retained with those boundaries; there is no global Networking denominator covering all five functions." }, { "method": "Coverage-constrained representative set", "result": "Five functions established before selection are represented. Multiple feasible tens remain, so membership choices and alternatives are explicit rather than encoded as an invented score." } ], "selectedIds": [ "arista", "cisco", "nvidia", "coherent", "innolight", "eoptolink", "lumentum", "corning", "amphenol", "accton" ], "selectedReasons": { "arista": "Commercial data-center Ethernet fabrics with a substantial current networking business.", "cisco": "Data-center switches, routing and optical connectivity, including recognized hyperscaler AI infrastructure sales.", "nvidia": "Current InfiniBand and Spectrum Ethernet fabrics; networking revenue is separated from accelerator revenue.", "coherent": "Optical components and transceivers used in data-center and communications networks.", "innolight": "Large current optical-transceiver sales, including high-speed data-center modules.", "eoptolink": "Current high-speed optical-module production and disclosed optical-interconnect product sales.", "lumentum": "Optical components and systems, including disclosed realized optical-circuit-switch revenue.", "corning": "Optical fiber, cable and connectivity for hyperscale and enterprise networks.", "amphenol": "Electrical and optical interconnect assemblies, including its reported IT datacom business.", "accton": "Commercial network-equipment manufacturing and Edgecore systems, supported by current deployments." }, "functionCoverage": { "switching": 4, "optics": 6, "fiber": 2, "electrical": 1, "odm": 1 }, "alternativeCutoffSets": [ { "name": "fiber-emphasis", "selectedIds": [ "arista", "cisco", "nvidia", "coherent", "innolight", "eoptolink", "lumentum", "fujikura", "amphenol", "accton" ], "coverage": { "switching": 4, "optics": 7, "fiber": 2, "electrical": 1, "odm": 1 }, "change": "Interchange the fiber representative; incomparable product mixes do not prove one supplier uniquely belongs at the cutoff.", "removed": "corning", "added": "fujikura" }, { "name": "transport-emphasis", "selectedIds": [ "arista", "cisco", "nvidia", "coherent", "innolight", "eoptolink", "ciena", "corning", "amphenol", "accton" ], "coverage": { "switching": 5, "optics": 6, "fiber": 2, "electrical": 1, "odm": 1 }, "change": "Greater representation of inter-data-center optical transport rather than optical-circuit-switch components.", "removed": "lumentum", "added": "ciena" }, { "name": "regional-network-platform", "selectedIds": [ "arista", "cisco", "nvidia", "coherent", "innolight", "huawei", "lumentum", "corning", "amphenol", "accton" ], "coverage": { "switching": 5, "optics": 6, "fiber": 2, "electrical": 1, "odm": 1 }, "change": "Greater representation of a regional integrated network ecosystem; optical-module coverage remains.", "removed": "eoptolink", "added": "huawei" }, { "name": "enterprise-network-platform", "selectedIds": [ "arista", "cisco", "nvidia", "coherent", "innolight", "eoptolink", "hpe", "corning", "amphenol", "accton" ], "coverage": { "switching": 5, "optics": 5, "fiber": 2, "electrical": 1, "odm": 1 }, "change": "Include HPE/Juniper while preserving optical components through the other suppliers.", "removed": "lumentum", "added": "hpe" }, { "name": "network-ODM-alternative", "selectedIds": [ "arista", "cisco", "nvidia", "coherent", "innolight", "eoptolink", "lumentum", "corning", "amphenol", "celestica" ], "coverage": { "switching": 3, "optics": 6, "fiber": 2, "electrical": 1, "odm": 1 }, "change": "Select another operating manufacturing supplier without equating OEM sales with ODM sales.", "removed": "accton", "added": "celestica" }, { "name": "broader-transport", "selectedIds": [ "arista", "cisco", "nvidia", "coherent", "innolight", "nokia", "lumentum", "corning", "amphenol", "accton" ], "coverage": { "switching": 5, "optics": 6, "fiber": 2, "electrical": 1, "odm": 1 }, "change": "Represent Nokia/Infinera optical transport and networking; controlled Infinera is not counted separately.", "removed": "eoptolink", "added": "nokia" } ], "sensitivity": { "stableWithinDeclaredScenarios": [ "amphenol", "arista", "cisco", "coherent", "innolight", "nvidia" ], "scenarios": [ { "name": "declared-base", "selectedIds": [ "arista", "cisco", "nvidia", "coherent", "innolight", "eoptolink", "lumentum", "corning", "amphenol", "accton" ], "coverage": { "switching": 4, "optics": 6, "fiber": 2, "electrical": 1, "odm": 1 }, "change": "Current representative set" }, { "name": "fiber-emphasis", "selectedIds": [ "arista", "cisco", "nvidia", "coherent", "innolight", "eoptolink", "lumentum", "fujikura", "amphenol", "accton" ], "coverage": { "switching": 4, "optics": 7, "fiber": 2, "electrical": 1, "odm": 1 }, "change": "Interchange the fiber representative; incomparable product mixes do not prove one supplier uniquely belongs at the cutoff.", "removed": "corning", "added": "fujikura" }, { "name": "transport-emphasis", "selectedIds": [ "arista", "cisco", "nvidia", "coherent", "innolight", "eoptolink", "ciena", "corning", "amphenol", "accton" ], "coverage": { "switching": 5, "optics": 6, "fiber": 2, "electrical": 1, "odm": 1 }, "change": "Greater representation of inter-data-center optical transport rather than optical-circuit-switch components.", "removed": "lumentum", "added": "ciena" }, { "name": "regional-network-platform", "selectedIds": [ "arista", "cisco", "nvidia", "coherent", "innolight", "huawei", "lumentum", "corning", "amphenol", "accton" ], "coverage": { "switching": 5, "optics": 6, "fiber": 2, "electrical": 1, "odm": 1 }, "change": "Greater representation of a regional integrated network ecosystem; optical-module coverage remains.", "removed": "eoptolink", "added": "huawei" }, { "name": "enterprise-network-platform", "selectedIds": [ "arista", "cisco", "nvidia", "coherent", "innolight", "eoptolink", "hpe", "corning", "amphenol", "accton" ], "coverage": { "switching": 5, "optics": 5, "fiber": 2, "electrical": 1, "odm": 1 }, "change": "Include HPE/Juniper while preserving optical components through the other suppliers.", "removed": "lumentum", "added": "hpe" }, { "name": "network-ODM-alternative", "selectedIds": [ "arista", "cisco", "nvidia", "coherent", "innolight", "eoptolink", "lumentum", "corning", "amphenol", "celestica" ], "coverage": { "switching": 3, "optics": 6, "fiber": 2, "electrical": 1, "odm": 1 }, "change": "Select another operating manufacturing supplier without equating OEM sales with ODM sales.", "removed": "accton", "added": "celestica" }, { "name": "broader-transport", "selectedIds": [ "arista", "cisco", "nvidia", "coherent", "innolight", "nokia", "lumentum", "corning", "amphenol", "accton" ], "coverage": { "switching": 5, "optics": 6, "fiber": 2, "electrical": 1, "odm": 1 }, "change": "Represent Nokia/Infinera optical transport and networking; controlled Infinera is not counted separately.", "removed": "eoptolink", "added": "nokia" } ], "numberOfRolePreservingSingleSwaps": 49, "rolePreservingSingleSwaps": [ { "removed": "arista", "added": "hpe" }, { "removed": "arista", "added": "huawei" }, { "removed": "arista", "added": "nokia" }, { "removed": "arista", "added": "ciena" }, { "removed": "arista", "added": "fujikura" }, { "removed": "arista", "added": "celestica" }, { "removed": "cisco", "added": "hpe" }, { "removed": "cisco", "added": "huawei" }, { "removed": "cisco", "added": "nokia" }, { "removed": "cisco", "added": "ciena" }, { "removed": "cisco", "added": "fujikura" }, { "removed": "cisco", "added": "celestica" }, { "removed": "nvidia", "added": "hpe" }, { "removed": "nvidia", "added": "huawei" }, { "removed": "nvidia", "added": "nokia" }, { "removed": "nvidia", "added": "ciena" }, { "removed": "nvidia", "added": "fujikura" }, { "removed": "nvidia", "added": "celestica" }, { "removed": "coherent", "added": "hpe" }, { "removed": "coherent", "added": "huawei" }, { "removed": "coherent", "added": "nokia" }, { "removed": "coherent", "added": "ciena" }, { "removed": "coherent", "added": "fujikura" }, { "removed": "coherent", "added": "celestica" }, { "removed": "innolight", "added": "hpe" }, { "removed": "innolight", "added": "huawei" }, { "removed": "innolight", "added": "nokia" }, { "removed": "innolight", "added": "ciena" }, { "removed": "innolight", "added": "fujikura" }, { "removed": "innolight", "added": "celestica" }, { "removed": "eoptolink", "added": "hpe" }, { "removed": "eoptolink", "added": "huawei" }, { "removed": "eoptolink", "added": "nokia" }, { "removed": "eoptolink", "added": "ciena" }, { "removed": "eoptolink", "added": "fujikura" }, { "removed": "eoptolink", "added": "celestica" }, { "removed": "lumentum", "added": "hpe" }, { "removed": "lumentum", "added": "huawei" }, { "removed": "lumentum", "added": "nokia" }, { "removed": "lumentum", "added": "ciena" }, { "removed": "lumentum", "added": "fujikura" }, { "removed": "lumentum", "added": "celestica" }, { "removed": "corning", "added": "hpe" }, { "removed": "corning", "added": "huawei" }, { "removed": "corning", "added": "nokia" }, { "removed": "corning", "added": "ciena" }, { "removed": "corning", "added": "fujikura" }, { "removed": "corning", "added": "celestica" }, { "removed": "accton", "added": "celestica" } ], "weightTests": "No additive activity score is identified. Function emphasis is varied through the explicit alternative sets.", "estimateTests": "Remove broad corporate totals and forward capacity: eligibility rests on operating products and actual activity; the evidence still does not identify a strict global ordinal rank.", "missingDataTests": "Private-supplier alternatives are included without assigning zero or a disclosure penalty. Further unknowns can widen the boundary.", "interpretation": "Scenario inclusion is not a probability or proof of uniqueness. Function coverage counts suppliers, not market share." }, "changesVersusPrior": { "priorIds": [ "cisco", "nvidia-networking", "amphenol", "arista", "nokia", "accton", "fujikura", "corning", "innolight", "coherent" ], "removedPlacements": [ "fujikura", "nokia", "nvidia-networking" ], "addedCanonicalPlacements": [ "eoptolink", "lumentum", "nvidia" ], "note": "Some changes rename business-unit aliases to canonical groups rather than add new economic suppliers. Off-selection dossiers remain in the directory." }, "limitations": [ "Four optical suppliers in the base set reflect both module manufacturing and photonic components. This allocation is an editorial choice, tested against network-platform and transport alternatives.", "Corning and Fujikura are credible alternatives; global relevant fiber-market shares are not established here.", "Nokia, HPE/Juniper, Huawei, Ciena and Celestica remain serious challengers. The ten-company limit does not imply the eleventh supplier is measurably less important.", "Major packet/fabric platforms and each current commercial function are represented, but no market-coverage percentage is claimed across the combined supply chain.", "Merchant switch/optical silicon and pre-commercial photonic-compute suppliers remain in the discovery pool; semiconductor design activity is compared principally in Chips.", "Discovery candidates without completed role measurements remain visible. A ten-name presentation does not claim exhaustive measurement of every eligible supplier." ], "refresh": { "daily": "Monitor sources and material events; maintain actual check dates and unresolved access.", "quarterly": "Reopen candidate universe, measurements and alternative selections.", "replacement": "Two consecutive quarterly observations for ordinary close calls; immediate review for factual corrections, exits and completed control changes." }, "packetCalculations": [ { "entityId": "arista", "calculation": { "calculation": "LTM revenue", "formula": "9005.7+5744.7-4209.6", "result": 10540.8, "unit": "USD millions" }, "sourceReviewFile": "infrastructure/reviews/arista.json", "sourceReviewCalculationIndex": 0, "packetSha256": "88d549d239778772bba62f7672a146a57be7271b072ca86895f7d38aee6ac5df", "selectionUse": "Fact reconstruction only; not an additional importance weight." }, { "entityId": "arista", "calculation": { "calculation": "Deferred revenue", "formula": "5100.7+1765.2", "result": 6865.9, "unit": "USD millions" }, "sourceReviewFile": "infrastructure/reviews/arista.json", "sourceReviewCalculationIndex": 1, "packetSha256": "88d549d239778772bba62f7672a146a57be7271b072ca86895f7d38aee6ac5df", "selectionUse": "Fact reconstruction only; 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