“We recently raised our revenue forecast on accelerators because AI-related data center capex for hyperscale Cloud SP and Enterprise markets has surged since last year, and is expected to remain elevated during our forecast horizon,” said Baron Fung, Senior Research Director at Dell’Oro Group.

“AI has the potential to generate more than a trillion dollars in AI-related infrastructure spending in cloud and enterprise data centers over the next five years,” said Baron Fung, Senior Research Director at Dell’Oro Group.

“The advent of generative AI applications is driving the demand to interconnect accelerated servers with a back-end Ethernet network necessary for the training of large language models. This is a new market opportunity for Ethernet adapters, with significantly higher growth compared to the traditional front-end Ethernet adapter market”, said Baron Fung, Senior Research Director at Dell’Oro Group