Servers, networking and optics
The Index · September 2026 editionThe makers of AI servers, data-centre switches, optical links and storage.
Revised edition. First published 2026-09-27; revised as follows:
- 2026-09-28 The Open models table was withdrawn: its dataset contained unsourced and implausible entries and omitted models released in 2026. It will return after a sourced rebuild.
- 2026-09-28 The Frontier labs, Semiconductors and Cloud tables were withdrawn after a review found errors in their data introduced by an automated research process (inflated assessment scores; quarterly revenue recorded as annual; a unit error in data-centre capacity). They will return after the data is restored from sourced values.
How to cite
Cognitive Coefficient Institute (2026). The Cognitive Coefficient Index, September 2026 edition: Servers, networking and optics. https://alpha.cognitivecoefficient.com/index/editions/2026-09/servers. Licensed CC BY 4.0.
| # | Name | Segment | SCX · Stack Capacity Index | AIX · AI exposure |
|---|---|---|---|---|
| 01 | Foxconn | AI servers & ODMs | 83.5 | 50.0 |
| 02 | Quanta Computer | AI servers & ODMs | 79.4 | 75.0 |
| 03 | Supermicro | AI servers & ODMs | 76.5 | 90.0 |
| 04 | Wistron | AI servers & ODMs | 74.9 | 55.0 |
| 05 | Wiwynn | AI servers & ODMs | 73.1 | 90.0 |
| 06 | Dell Technologies | AI servers & ODMs | 66.1 | 25.0 |
| 07 | Inspur | AI servers & ODMs | 64.9 | 70.0 |
| 08 | Arista Networks | Data-centre networking | 60.2 | 80.0 |
| 09 | Western Digital | AI storage | 59.6 | 75.0 |
| 10 | Lenovo | AI servers & ODMs | 57.3 | 20.0 |
Stack Capacity Index: components and weights in this edition
Licensed CC BY 4.0: reuse freely, credit “Cognitive Coefficient Institute”. Scores are model outputs, not predictions. Terms.