According to TrendForce Jibang Consulting's latest AI infrastructure industry research, as AI server clusters continue to expand and accelerator bandwidth demand rises rapidly, it is estimated that the global AI network and interconnection output value will grow from US$37.9 billion in 2024 to US$279.8 billion in 2027, and the compound annual growth rate will reach 95% from 2024 to 2027. The focus of market growth is expanding from back-end network switches and optical modules to accelerator high-speed interconnections and network cards. In the future, the shipping mix and network topology of various AI chip platforms will be the key to influencing market size and supply chain value distribution.

Zhitongcaijing · 1d ago
According to TrendForce Jibang Consulting's latest AI infrastructure industry research, as AI server clusters continue to expand and accelerator bandwidth demand rises rapidly, it is estimated that the global AI network and interconnection output value will grow from US$37.9 billion in 2024 to US$279.8 billion in 2027, and the compound annual growth rate will reach 95% from 2024 to 2027. The focus of market growth is expanding from back-end network switches and optical modules to accelerator high-speed interconnections and network cards. In the future, the shipping mix and network topology of various AI chip platforms will be the key to influencing market size and supply chain value distribution.