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Ring 1
Ring 2
Ring 3
Ring 4
Ring 5
Cloud networking s.. | GM 64%
GM 47%
GM 52%
GM 37%
GM 88%
GM 97%
GM 77%
GM 18%
GM 42%
GM 71%
GM 38%
GM 36%
GM 60%
GM 60%
GM 71%
GM 52%
GM 60%
GM 77%
GM 60%
GM 82%
GM 82%
GM 82%
GM 82%
GM 82%
GM 52%
GM 73%
GM 45%
GM 62%
GM 15%
GM 35%
GM 39%
GM 79%
GM 36%
GM 33%
META
ANET
▲ supplier
AMD
▲ supplier
APH
▲ supplier
ARM
▲ supplier
AVGO
▲ supplier
ETN
▲ supplier
GLW
▲ supplier
GOOG
▲ supplier
MU
▲ supplier
NVDA
▲ supplier
PWR
▲ supplier
TSM
▲ supplier
VRT
▲ supplier
AAPL
◆ competitor
APP
◆ competitor
GOOGL
◆ competitor
AMZN
◆ competitor
?
?
UPSTREAM
DOWNSTREAM
PEERS
Gross Margin
0%
50%
100%
Low
Mid
High
Edge Quality
Core
Soft
Contextual
128
nodes
.
616
connections
.
centered on
META
?