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The high-speed ethernet (HSE) industry is experiencing a significant transformation driven by AI advancements. With millions of GPUs being deployed, data center investments are soaring, and shipments of 400G and 800G ethernet ports are surpassing expectations. This shift is set to redefine the ethernet ecosystem and its infrastructure technologies.
The demand for high-speed ethernet is increasing as hyperscalers and enterprises seek efficient networks to handle the growing cloud and AI traffic. Ethernet is becoming the preferred choice for AI clusters, projected to surpass InfiniBand by 2028. The evolution of ethernet port speeds and the need for rigorous testing highlight the critical role of network performance in optimizing AI workloads.
• AI is driving unprecedented growth in the high-speed ethernet market.
• Ethernet is projected to surpass InfiniBand in AI cluster deployments by 2028.
HSE refers to ethernet technologies that support high data transfer rates, essential for AI workloads.
GPUs are specialized processors that accelerate AI computations, crucial for data center performance.
RoCEv2 is a protocol that enables efficient data transfer in AI networks, minimizing latency.
Spirent Communications provides testing solutions that help optimize network performance for AI infrastructures.
DellOro Group conducts research on the HSE market, providing insights into ethernet port shipments and trends.
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