AI growth fuels demand for data connectivity; Arista, Broadcom, and Marvell lead in Ethernet and networking silicon.

As AI infrastructure expands, the demand for data movement between chips and data centers grows, spotlighting the connectivity layer as a key profit area. Arista Networks leads in Ethernet switching with strong revenue growth and a bullish outlook, Broadcom dominates with custom silicon and networking at hyperscaler scale, and Marvell Technology shows explosive growth in interconnect and custom silicon. Each company targets different aspects of AI data connectivity, with robust revenue forecasts and strategic partnerships driving their positions in this expanding market.