The AI infrastructure trade has shifted toward the connectivity layer: the switches, optics, and interconnects that move data between GPUs, racks, and data centers. August is shaping up as the month that thesis pays off in earnings and guidance, with hyperscaler capex funneling into the networking stack surrounding every AI cluster.
Three names sit at the center of that shift. Each dominates a specific niche within AI networking, each delivered a quarter validating the thesis, and each trades with a different setup heading into the back half of 2026.
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