Dell'Oro：2030年AI后端交换机市场将超千亿美元

讯石光通讯网02-05

ICC讯根据市场研究机构Dell'Oro Group发布的《数据中心交换机——AI后端网络报告》预测，至2030年，部署于AI后端网络的数据中心交换机支出将突破1000亿美元。这一增长主要受纵向扩展（Scale-up）、横向扩展（Scale-out）及跨域扩展（Scale-across）等多领域部署扩张所驱动。在预测期内，预计将有多种技术共存并获广泛采用，但以太网技术预计将在纵向扩展及横向扩展两个...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260205093035a6d4c7e1&s=b><strong>讯石光通讯网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ICC讯根据市场研究机构Dell'Oro Group发布的《数据中心交换机——AI后端网络报告》预测，至2030年，部署于AI后端网络的数据中心交换机支出将突破1000亿美元。这一增长主要受纵向扩展（Scale-up）、横向扩展（Scale-out）及跨域扩展（Scale-across）等多领域部署扩张所驱动。在预测期内，预计将有多种技术共存并获广泛采用，但以太网技术预计将在纵向扩展及横向扩展两个...</p>\n\n<a 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ACC","BK4612":"AI芯片","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC"},"translate_title":"Dell 'Oro: The AI back-end switch market will exceed US $100 billion in 2030","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDY":0.6,"DIPS":0.6,"NVDG":0.6,"SNVD.UK":0.6,"NVD2.UK":0.6,"NVDX":0.6,"NVIW.SI":0.6,"NVDS.UK":0.6,"3NVD.UK":0.6,"NVD":0.6,"NVDQ":0.6,"NVDA":1.87,"NVDU":0.6,"NVD3.UK":0.6,"NVDS":0.6,"2NVD.UK":0.6,"NVDD":0.6,"NVDW":0.6,"NVII":0.6},"content_text":"ICC讯根据市场研究机构Dell'Oro Group发布的《数据中心交换机——AI后端网络报告》预测，至2030年，部署于AI后端网络的数据中心交换机支出将突破1000亿美元。这一增长主要受纵向扩展（Scale-up）、横向扩展（Scale-out）及跨域扩展（Scale-across）等多领域部署扩张所驱动。在预测期内，预计将有多种技术共存并获广泛采用，但以太网技术预计将在纵向扩展及横向扩展两个细分市场占据主导地位。  计算需求驱动市场变革  Dell'Oro Group副总裁Sameh Boujelbene表示：“由自主智能体与实体AI应用驱动的下一波AI发展浪潮，正对计算需求施加前所未有的压力。为满足这一爆炸性增长的计算需求，我们已不能仅依赖横向扩展网络提供跨机架的GPU互联。这一转变正推动纵向扩展架构的兴起，该架构能在共享的高带宽环境中紧密耦合GPU与内存，从而实现分布式推理。”  以太网技术成为长期赢家  Boujelbene进一步指出：“纵向扩展计算架构历来由NVLink等专有技术主导，但正如以太网在大规模横向扩展环境中超越InfiniBand一样，我们现在看到UALink及以太网等替代技术在纵向扩展计算架构中日益受到关注。尽管我们预测UALink将获广泛采用，但以太网预计将成为纵向扩展与横向扩展架构中长期的胜出者。”  技术发展趋势与客户增长  报告其他重点内容显示：AI后端网络中部署的交换机端口已大多转向800 Gbps速率，预计至2027年将达到1600 Gbps，至2030年将进一步提升至3200 Gbps。在预测期内，共封装光学（CPO）技术应用将加速发展，其中英伟达处于引领地位。未来五年，新兴云服务提供商将成为增长最快的客户细分市场。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; 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