May. 15 at 10:35 PM
AI Data Center Bottleneck Map and Key Players: Note that this is only an overview of the most important companies in each sub-segment.
Layer 3 - In-rack connectivity:
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$AVGO
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$ALAB
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$CRDO
In AI clusters, scaling means nothing without zero-latency in-rack connectivity.
$AVGO rules high-bandwidth switching, while
$ALAB is exploding with its new 320-lane Scorpio switch riding the UALink open-standard wave. Meanwhile,
$CRDO dominates the premium market for Active Electrical Cables (AEC).
Who wins the battle for the AI rack—Broadcom's proprietary moat or Astera Labs' open-standard scale-up ecosystem? Which stock are you holding? Drop your thoughts below!
