AI Back-End Networks to Drive $80 B of Data Center Switch Spending Over the Next Five Years, According to Dell’Oro Group

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“As predicted, growth in AI workloads and the associated data center infrastructure continues to track well ahead of market expectations. We therefore raised our forecast for the AI back-end networks compared to our prior December 2023 forecast, though the latter was initially considered very aggressive by a number of industry players,” said Sameh Boujelbene, Vice President at Dell’Oro Group.

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