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Market Share & Vendor Analysis

Company Analysis

Pick a company to see where it plays across the networking model: effective (demand-weighted) share overall, by device type, speed class and hyperscaler, the share trend across years, and every part it supplies. Same Effective Share math as the Vendors page, read from the company's side.

32 companies · 5446 share rows · FY2026 · demand-weighted

Year

Effective share FY2026

60.3%

demand-weighted

Demand behind weighting

701M

units

Device types

Parts supplied

Config tabs

144

Hyperscalers

By device type

Scale-Up Switch81.1%

5 parts · 134 configs

Backplane71.8%

16 parts · 92 configs

NIC55.1%

5 parts · 135 configs

Switch27.6%

17 parts · 105 configs

Transceiver20.0%

10 parts · 78 configs

Midplane3.6%

4 parts · 60 configs

By speed class

409.6T100%

1 parts · 7 configs · simple avg

102.4T0%

3 parts · 53 configs

51.2T35.8%

3 parts · 50 configs

28.8T100%

1 parts · 23 configs · simple avg

25.6T0%

2 parts · 48 configs

12.8T0.1%

2 parts · 96 configs

6.4T34.2%

2 parts · 81 configs

1.6T81.8%

2 parts · 46 configs

800G21.7%

5 parts · 117 configs

400G12.0%

3 parts · 54 configs

200G0%

4 parts · 47 configs

100G22.1%

1 parts · 35 configs

No speed68.2%

28 parts · 143 configs

By hyperscaler

Neocloud Giant90.5%

50 parts · 37 configs

X AI88.3%

31 parts · 9 configs

Oracle86.7%

37 parts · 15 configs

Microsoft80.9%

33 parts · 17 configs

Meta72.1%

36 parts · 22 configs

Default Hyperscaler64.8%

33 parts · 22 configs · simple avg

Google49.3%

32 parts · 9 configs

Amazon19.8%

21 parts · 8 configs

Neoclouds/AI Lab/SovAI7.1%

22 parts · 5 configs

Share trend by year

FY202428.0%

69.3M demand units

FY202554.1%

249.5M demand units

FY202660.3%

701M demand units

FY202739.2%

858.3M demand units

Part footprint

effective share of each part across every config carrying it (FY2026)

Part	Device Type	Speed	Hyperscalers	Configs	Demand Units	Effective Share
Spectrum-6 409.6T CPO (SN6800)	Switch	409.6T	Default Hyperscaler, Neocloud Giant	7	—	100%simple avg
Spectrum-6 102.4T CPO (SN6810)	Switch	102.4T	Default Hyperscaler, Neocloud Giant	6	—	100%simple avg
Spectrum-6 102.4T x1600 (SN6600)	Switch	102.4T	Default Hyperscaler, Meta, Microsoft, Neocloud Giant, Neoclouds/AI Lab/SovAI, Oracle, X AI	52	—	100%simple avg
Spectrum-4 51.2T (SN5600)	Switch	51.2T	Google, Meta, Microsoft, Neocloud Giant, Neoclouds/AI Lab/SovAI, Oracle, X AI	48	38.9K	100%
Spectrum-4 51.2T (SN5610)	Switch	51.2T	Neocloud Giant, X AI	6	84.8K	100%
Spectrum-5 51.2T (SN56XX) 512 Radix	Switch	51.2T	Microsoft, Oracle	4	22.1K	100%
Nvidia NVSwitch 7.0 (NVLink 7) - 28.8T	Scale-Up Switch	28.8T	Default Hyperscaler, Neocloud Giant	23	—	100%simple avg
Spectrum-4 25.6T (SN5400)	Switch	25.6T	Default Hyperscaler, Microsoft, Neocloud Giant, Neoclouds/AI Lab/SovAI, Oracle	47	—	100%simple avg
Spectrum-3 12.8T (SN4700)	Switch	12.8T	Default Hyperscaler, Google, Meta, Microsoft, Neocloud Giant, Neoclouds/AI Lab/SovAI, Oracle, X AI	95	153.9	100%
Spectrum-2 6.4T (SN3700)	Switch	6.4T	Default Hyperscaler, Google, Meta, Microsoft, Neocloud Giant, Neoclouds/AI Lab/SovAI, Oracle, X AI	80	5.5K	100%
ConnectX-10 NIC - 1.6T	NIC	1.6T	Default Hyperscaler, Neoclouds/AI Lab/SovAI	2	—	100%simple avg
Nvidia LinkX 1.6T DR8 (SiPho)	Transceiver	1.6T	Default Hyperscaler, Neocloud Giant, Neoclouds/AI Lab/SovAI	45	2.5M	100%
ConnectX-8 NIC - 800G	NIC	800G	Amazon, Google, Meta, Microsoft, Neocloud Giant, Oracle, X AI	29	4.8M	100%
ConnectX-9 NIC - 800G	NIC	800G	Default Hyperscaler, Google, Meta, Microsoft, Neocloud Giant, Neoclouds/AI Lab/SovAI, Oracle, X AI	59	413.5K	100%
Nvidia LinkX 800G DR4	Transceiver	800G	Default Hyperscaler, Neocloud Giant, Neoclouds/AI Lab/SovAI	44	1.6M	100%
Nvidia LinkX 800G DR8	Transceiver	800G	Meta, Neocloud Giant, Oracle	12	877.7K	100%
Nvidia LinkX 800G SR8	Transceiver	800G	Google, Meta, Neocloud Giant, Neoclouds/AI Lab/SovAI, Oracle, X AI	35	3.1M	100%
ConnectX-7 NIC - 400G	NIC	400G	Google, Meta, Microsoft, Neocloud Giant, Neoclouds/AI Lab/SovAI, Oracle, X AI	37	906.4K	100%
Nvidia LinkX 400G DR4	Transceiver	400G	Meta, Neocloud Giant, Oracle	7	47.2K	100%
Nvidia LinkX 400G SR4	Transceiver	400G	Google, Meta, Neocloud Giant, Neoclouds/AI Lab/SovAI, Oracle, X AI	35	2.2M	100%
ConnectX-6 NIC - 200G	NIC	200G	Google, Meta, Microsoft, Neocloud Giant, Oracle	8	—	100%simple avg
Nvidia LinkX 200G DR4 QSFP56	Transceiver	200G	Meta	1	—	100%simple avg
Nvidia LinkX 200G SR4	Transceiver	200G	Default Hyperscaler, Neocloud Giant, Neoclouds/AI Lab/SovAI	39	—	100%simple avg
Nvidia LinkX 200G SR4 QSFP56	Transceiver	200G	Google, Neocloud Giant, Oracle	6	—	100%simple avg
Nvidia LinkX 100G SR4 QSFP28	Transceiver	100G	Google, Meta, Neocloud Giant, Neoclouds/AI Lab/SovAI, Oracle, X AI	35	661.2K	100%
NV 1 UltraPass OverPass 72 DP 224Gb/s	Backplane	Other	Amazon, Google, Meta, Microsoft, Neocloud Giant	6	132.8K	100%
NV 2 UltraPass OverPass 144 DP 224Gb/s	Backplane	Other	Amazon, Google, Meta, Microsoft, Neocloud Giant, Oracle, X AI	32	2.6M	100%
NV 224Gb/s SkewClear EXD Gen 2 Bidi Cable	Backplane	Other	Amazon, Default Hyperscaler, Meta, Microsoft, Neocloud Giant, Oracle, X AI	49	1M	100%
NV 224Gb/s SkewClear EXD Gen 2 Cable	Backplane	Other	Amazon, Google, Meta, Microsoft, Neocloud Giant, Oracle, X AI	39	381.6M	100%
NV Paladin Board to Board 32 Pin 4p8c (Female)	Midplane	Other	Amazon, Default Hyperscaler, Google, Meta, Microsoft, Neocloud Giant, Neoclouds/AI Lab/SovAI, Oracle, X AI	60	14.4K	100%
NV Paladin Board to Board 32 Pin 4p8c (Male)	Midplane	Other	Amazon, Default Hyperscaler, Google, Meta, Microsoft, Neocloud Giant, Neoclouds/AI Lab/SovAI, Oracle, X AI	60	14.4K	100%
NV Paladin Board to Board 64 Pin 4p16c (Female)	Midplane	Other	Amazon, Default Hyperscaler, Google, Meta, Microsoft, Neocloud Giant, Neoclouds/AI Lab/SovAI, Oracle, X AI	60	57.6K	100%
NV Paladin Board to Board 64 Pin 4p16c (Male)	Midplane	Other	Amazon, Default Hyperscaler, Google, Meta, Microsoft, Neocloud Giant, Neoclouds/AI Lab/SovAI, Oracle, X AI	60	57.6K	100%
NV Paladin HD2 224Gb/s 144 Bidi (Female)	Backplane	Other	Amazon, Default Hyperscaler, Google, Meta, Microsoft, Neocloud Giant, Oracle, X AI	31	7.2K	100%
NV Paladin HD2 224Gb/s 144 Bidi (Male)	Backplane	Other	Amazon, Default Hyperscaler, Google, Meta, Microsoft, Neocloud Giant, Oracle, X AI	31	7.2K	100%
NV Paladin HD2 224Gb/s 144 DP (Female)	Backplane	Other	Amazon, Google, Meta, Microsoft, Neocloud Giant, Oracle, X AI	32	2.6M	100%
NV Paladin HD2 224Gb/s 144 DP (Male)	Backplane	Other	Amazon, Google, Meta, Microsoft, Neocloud Giant, Oracle, X AI	32	2.6M	100%
NV Paladin HD2 224Gb/s 72 Bidi (Female)	Backplane	Other	Amazon, Default Hyperscaler, Google, Meta, Microsoft, Neocloud Giant, Oracle, X AI	31	1M	100%
NV Paladin HD2 224Gb/s 72 Bidi (Male)	Backplane	Other	Amazon, Default Hyperscaler, Google, Meta, Microsoft, Neocloud Giant, Oracle, X AI	31	14.4K	100%
NV Paladin HD2 224Gb/s 72 DP (Female)	Backplane	Other	Amazon, Google, Meta, Microsoft, Neocloud Giant, Oracle, X AI	38	5.6M	100%
NV Paladin HD2 224Gb/s 72 DP (Male)	Backplane	Other	Amazon, Google, Meta, Microsoft, Neocloud Giant, Oracle, X AI	38	5.6M	100%
NV Sentry HD 448Gb/s 144DP (Female)	Backplane	Other	Default Hyperscaler, Neocloud Giant	12	—	100%simple avg
NV Sentry HD 448Gb/s 144DP (Male)	Backplane	Other	Default Hyperscaler, Neocloud Giant	12	—	100%simple avg
NV Sentry HD 448Gb/s 72DP (Female)	Backplane	Other	Default Hyperscaler, Neocloud Giant	23	—	100%simple avg
NV Sentry HD 448Gb/s 72DP (Male)	Backplane	Other	Default Hyperscaler, Neocloud Giant	23	—	100%simple avg
Nvidia NVSwitch 2.0 (NVLink 3)	Scale-Up Switch	Other	Amazon, Google, Meta, Microsoft, Neocloud Giant, Oracle	9	—	100%simple avg
Nvidia NVSwitch 3.0 (NVLink 4)	Scale-Up Switch	Other	Amazon, Google, Meta, Microsoft, Neocloud Giant, Neoclouds/AI Lab/SovAI, Oracle, X AI	18	749.5K	100%
Nvidia NVSwitch 5.0 (NVLink 5)	Scale-Up Switch	Other	Amazon, Google, Meta, Microsoft, Neocloud Giant, Oracle, X AI	49	1.5M	100%
Nvidia NVSwitch 6.0 (NVLink 6)	Scale-Up Switch	Other	Amazon, Default Hyperscaler, Google, Meta, Microsoft, Neocloud Giant, Oracle, X AI	35	7.2K	100%
Quantum-2 InfiniBand (QM9700)	Switch	Other	Google, Meta, Microsoft, Neocloud Giant, Neoclouds/AI Lab/SovAI, Oracle, X AI	24	46.2K	100%
Quantum-X800-Q3400-RA (Air Cooled)	Switch	Other	Default Hyperscaler, Microsoft, Neocloud Giant, Neoclouds/AI Lab/SovAI	16	35.1K	100%
Quantum-X800-Q3450 CPO	Switch	Other	Default Hyperscaler, Neocloud Giant	10	—	100%simple avg
Spectrum-2 1GbE (SN2201)	Switch	Other	Default Hyperscaler, Google, Meta, Microsoft, Neocloud Giant, Neoclouds/AI Lab/SovAI, Oracle, X AI	61	45.1K	100%
BlackBox Tomahawk 6 102.4T	Switch	102.4T	Default Hyperscaler	1	—	51%simple avg
BlackBox Tomahawk 4 25.6T	Switch	25.6T	Default Hyperscaler	1	56.2K	0%
BlackBox Tomahawk 3 12.8T	Switch	12.8T	Default Hyperscaler	1	72.9	0%
BlackBox Tomahawk 2 6.4T	Switch	6.4T	Default Hyperscaler	1	2.6K	0%