Companies

Fiber optic cable, connectivity and equipment manufacturer

Major telecom deploying extensive fiber-to-the-home networks

Amazon's cloud arm — largest hyperscale data center operator globally

Networking systems, services and software for telecom and cloud

Network infrastructure solutions including fiber connectivity

World's largest fiber optic cable manufacturer

Major fiber and small cell infrastructure provider

Google's fiber-to-the-home internet service

Intelligent transport networking solutions

Major fiber network operator and enterprise connectivity

Building massive subsea fiber and data center interconnects

Leading US manufacturer of DRAM, NAND, and HBM memory chips critical to AI compute. Micron's HBM3E memory ships inside NVIDIA GPUs powering data centers that require massive fiber interconnect buildout

Azure cloud infrastructure driving fiber demand

Leading GPU and AI infrastructure company, building TeraFab facilities

Global telecom equipment and optical networking manufacturer

World leader in energy and telecom cable systems

Global semiconductor and electronics giant producing memory (HBM, LPDDR), OLED panels, and fiber optic transceiver components. Samsung's foundry and component divisions supply critical parts to AI infrastructure builders

EV and energy company running Gigafactories with AI-automated manufacturing — TeraFab vision applies AI and robotics to factory-scale production, creating new demand for precision fiber sensors and automation optics

Telecom giant with massive fiber network buildout (Fios)

Global fiber network operator

Elon Musk's AI company operating the Colossus supercluster

Elon Musk's AI company xAI operating the Colossus supercluster in Memphis, TN — the world's largest GPU cluster, driving unprecedented demand for high-density fiber interconnects and precision optical components