AI networking market to hit $278.9B by 2027 at 95% CAGR, TrendForce forecasts

Beth_Kindig · x · 2026-11-11

TrendForce projects the AI networking and interconnect market to grow from $37.9B in 2024 to $278.9B in 2027, a 95% CAGR.

Switches remain the largest segment at 38% of the market ($105B) next year; optical transceivers follow with $84.1B forecast revenue, while NIC/DPU revenue more than doubles to $57.4B on higher deployment volumes and bandwidth upgrades.

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