1. Bank of America predicts the AI networking market to grow 5x to $10 billion by 2027, with the total addressable market for silicon-based chips increasing from $2 billion in 2022.
2. InfiniBand (IB) and ethernet are the communication technologies used in AI computer networks, and while InfiniBand currently leads, ethernet is expected to take the lead due to its wider range of use cases.
3. Nvidia, Broadcom, and Marvell Technology are positioned to capture market share in the booming AI networking market, with Nvidia already being a major player and Broadcom and Marvell Technology expected to join in as ethernet gains prominence.
Supplemental Information ℹ️
The article highlights the potential for significant growth in the AI networking market, particularly driven by the increasing demand for generative artificial intelligence and the need for specialized hardware. Bank of America’s analysis indicates a compound annual growth rate of 40% for silicon-based chips, with ethernet expected to dominate the market over InfiniBand. Nvidia, Broadcom, and Marvell Technology are identified as key players in this expanding market.
ELI65 💁
A report by Bank of America suggests that the AI networking market is projected to grow rapidly, reaching $10 billion by 2027. The demand for specialized hardware, driven by the emergence of generative artificial intelligence, is expected to fuel this growth. InfiniBand and ethernet are the communication technologies used in AI computer networks, with ethernet expected to dominate the market. Nvidia, Broadcom, and Marvell Technology are positioned to gain market share in this booming industry. #AI #Networking #MarketGrowth