According to the most recent Data Center Switch Long-Range Forecast Report from Crehan Research, 800 gigabit Ethernet (GbE) switches will see rapid customer adoption and will surpass 20 million ports in annual shipments within four years – equating to the fastest ever data center Ethernet switch speed ramp.
An expected key driver of the fast adoption is generative AI, which requires much higher networking bandwidth than other workloads.
“Generative AI is potentially the biggest killer application to emerge in decades,” said Seamus Crehan, president of Crehan Research. “As the de facto data center networking technology, with an installed base of over 400 million switch ports as well as the proven ability to incorporate additional features to handle the requirements of new applications, we expect Ethernet to be the main enabler of these workloads,” he said. “Already, Ethernet networking is seeing generative AI enabling deployments in five of the top seven hyperscale cloud service providers, as well as the world’s fastest supercomputers including the Frontier exascale system and the Aurora system.”
In conjunction with strong adoption of high-speed Ethernet switches to handle generative AI applications, Crehan’s report also predicts rapid growth in 100-Gbps SerDes shipments. The company expects this technology to surpass 50-Gbps SerDes shipments to become the most-deployed data center Ethernet switch SerDes speed within three years.
