Ethernet Switching Bucks The Server Recession Trend
The Next Platform, Wednesday, January 3rd, 2024
You might be thinking that with all of the investment in AI systems these days that the boom in InfiniBand interconnect sales would be eating into sales of high-end Ethernet interconnects in the datacenter. This is not the case.
According to the latest market research from IDC, there is enough buildout of 200 Gb/sec and 400 Gb/sec networks among hyperscalers, cloud builders, and some HPC centers and large enterprises that both the InfiniBand and Ethernet markets can grow at the same time.
Ethernet is, of course, used everywhere - edge, campus, and datacenter - unlike InfiniBand, which is used exclusively in datacenters.