Servers, networking and optics
The Index · October 2026 editionThe makers of AI servers, data-centre switches, optical links and storage.
How to cite
Cognitive Coefficient Institute (2026). The Cognitive Coefficient Index, October 2026 edition: Servers, networking and optics. https://alpha.cognitivecoefficient.com/index/editions/2026-10/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.