Is This The Year 100GE NICs Go Mainstream? If You're Into AI, It Might Be
The Register, March 10th, 2023
The growing popularity of generative AI and availability of smart features in virtualization platforms like VMware's vSphere will help to drive faster networking into enterprise servers in 2023.
Dell'Oro Group analyst Barron Fung predicts that by the end of 2023, 100Gbps-or-faster Ethernet NICs will be responsible for nearly half all revenues in the segment, despite amounting to less than 20 percent of cards sold.
Today, hyperscalers and cloud providers are the largest customers of this class of NIC, because they routinely deal with massive data flows while serving customer workloads. This is changing to an extent, Fung said, adding that in the enterprise, 25Gbps NICs would likely remain the sweet spot through 2023, except in the case of certain, targeted applications.