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TrendForce has released a forecast stating that the output value of AI networks and interconnects will reach $279.8 billion in 2027, with a compound annual growth rate of 95% from 2024 to 2027. The institution also expects that switches will remain the largest source of output value, contributing 38% ($105 billion) next year; pluggable optical modules will reach $84.1 billion; and revenue from NICs and DPUs will double to $57.4 billion by 2027, with the three categories combined accounting for 88%. In addition, Scale-up high-speed interconnects between AI chips will grow the fastest, accounting for 24% of AI network output value. There are currently no further developments.
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TrendForce: AI network and interconnect output value to reach US$279.8 billion in 2027, CAGR 95%Developments
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Nov 4
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TrendForce: AI network and interconnect output value to reach US$279.8 billion in 2027, CAGR 95%
TrendForce forecasts that AI network and interconnect output value will reach US$279.8 billion in 2027, with a compound annual growth rate of 95% from 2024 to 2027. Switches remain the largest source of output value, contributing 38% (US$105 billion) next year; pluggable optical modules will reach US$84.1 billion; NIC and DPU revenue will double to US$57.4 billion by 2027; the three categories combined will account for 88%. Scale-up high-speed interconnects between AI chips are growing fastest and will account for 24% of AI network output value.