AI Infrastructure Drives Massive Switch Investment Forecast


AI Infrastructure Drives Massive Switch Investment Forecast

📅 - Spending on networking switches for AI back-end infrastructure is projected to approach $1 trillion between 2026 and 2030, according to Dell'Oro Group, reflecting accelerating investment in accelerated computing as hyperscalers, cloud providers and enterprise operators expand increasingly complex AI environments. The research also points to a rapidly changing competitive landscape for networking technologies serving next-generation AI clusters worldwide.

The race to build AI infrastructure has largely revolved around GPUs. Networking has often been treated as the supporting cast. That distinction is becoming harder to defend.

As AI clusters grow from thousands to hundreds of thousands of [...][... Check source for end of article ...]
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