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Layer 4 of 7

Networking & Interconnect

Speed of light isn't fast enough. AI clusters need next-gen networking.

$85B
Market Size
22% CAGR
Growth Rate
5
Companies

Why Money Flows Here

AI training across thousands of GPUs demands ultra-low latency networking.

Investor Angle

Networking spend per GPU rack is accelerating. Arista's AI-driven orders doubled.

Companies in This Layer

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