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Moving bits between tens of thousands of GPUs - optical is non-negotiable.
ALAB | CRDO | AAOI | AAOI | AAOI | AAOI | AAOI | AAOI | CIEN | COHR | FN | LITE | ANET | SIVE | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALAB | · | 0.67 | 0.43 | 0.43 | 0.43 | 0.43 | 0.43 | 0.43 | 0.48 | 0.52 | 0.52 | 0.42 | 0.45 | - |
| CRDO | 0.67 | · | 0.39 | 0.39 | 0.39 | 0.39 | 0.39 | 0.39 | 0.44 | 0.49 | 0.50 | 0.44 | 0.45 | - |
| AAOI | 0.43 | 0.39 | · | · | · | · | · | · | 0.52 | 0.65 | 0.56 | 0.63 | 0.38 | - |
| AAOI | 0.43 | 0.39 | · | · | · | · | · | · | 0.52 | 0.65 | 0.56 | 0.63 | 0.38 | - |
| AAOI | 0.43 | 0.39 | · | · | · | · | · | · | 0.52 | 0.65 | 0.56 | 0.63 | 0.38 | - |
| AAOI | 0.43 | 0.39 | · | · | · | · | · | · | 0.52 | 0.65 | 0.56 | 0.63 | 0.38 | - |
| AAOI | 0.43 | 0.39 | · | · | · | · | · | · | 0.52 | 0.65 | 0.56 | 0.63 | 0.38 | - |
| AAOI | 0.43 | 0.39 | · | · | · | · | · | · | 0.52 | 0.65 | 0.56 | 0.63 | 0.38 | - |
| CIEN | 0.48 | 0.44 | 0.52 | 0.52 | 0.52 | 0.52 | 0.52 | 0.52 | · | 0.71 | 0.68 | 0.69 | 0.47 | - |
| COHR | 0.52 | 0.49 | 0.65 | 0.65 | 0.65 | 0.65 | 0.65 | 0.65 | 0.71 | · | 0.74 | 0.78 | 0.44 | - |
| FN | 0.52 | 0.50 | 0.56 | 0.56 | 0.56 | 0.56 | 0.56 | 0.56 | 0.68 | 0.74 | · | 0.67 | 0.42 | - |
| LITE | 0.42 | 0.44 | 0.63 | 0.63 | 0.63 | 0.63 | 0.63 | 0.63 | 0.69 | 0.78 | 0.67 | · | 0.37 | - |
| ANET | 0.45 | 0.45 | 0.38 | 0.38 | 0.38 | 0.38 | 0.38 | 0.38 | 0.47 | 0.44 | 0.42 | 0.37 | · | - |
| SIVE | - | - | - | - | - | - | - | - | - | - | - | - | - | · |
Ticker order reflects hierarchical clustering assignment. Tighter green blocks on the diagonal = stronger sub-clusters within the bubble.