target audience: TECH SUPPLIER  Publication date: Jul 2024 - Document type: Market Forecast - Doc  Document number: # US52399523

Worldwide Generative AI Datacenter Ethernet Switching Forecast, 2024–2028: Asserting Our Bullish View

By: 

  • Vijay Bhagavath
  • Petr Jirovsky Loading
  • Rohit Mehra Loading

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Abstract


This IDC study forecasts and analyzes key trends impacting the buildouts of GenAI models on the worldwide market for datacenter networking for the 2024–2028 period. This document also summarizes actionable insights from our primary research with hyperscale cloud and enterprise IT decision-makers on their buying journeys relating to the buildouts of datacenter network infrastructures for running the GenAI workflow.

"2024 and beyond could see an inflection point in the rollouts of GenAI network fabrics–enabled switch routers at cloud providers and in enterprise datacenters that are cost and performance optimized for implementing generative AI workloads. GenAI network infrastructure buildouts are attractive multiyear monetization opportunities for the datacenter networking systems and silicon vendors." — Vijay Bhagavath, research VP, Cloud and Datacenter Networks at IDC



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