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Vendors
NIC
Vendor market share for every NIC part, broken down by hyperscaler and tracked by year. Fabric types are combined and configs with identical shares are merged.
5 speed classes · 22 of 22 parts · 11 hyperscalers · 196 configs · FY202625 analyst174 seeded0 reconciled
Year
Compare
Year
Hyperscaler
All hyperscalers · 2026 — one bar per speed
0%25%50%75%100%
40%
20%
20%
20%
95.3%
0.4%0.5%0.9%2.8%
43.4%
42.9%
11.2%
2.4%
47.2%
42.5%
0.2%2.2%3.5%4.4%
100%
1.6T
simple avg
800G
5.4M units
400G
2.1M units
200G
3.5M units
100G
28k units
AMDAmazonBroadcomGoogleMarvellNvidiaOthersUnassigned