AI数据中心增长前景显著上调 高盛看好Arista(ANET.US)、戴尔(DELL.US)成赢家

| | | Traditional Servers | | | Traditional Data Center Switching | | | --- | --- | --- | --- | --- | --- | --- | | | 2024 | 2029 | 5-yr CAGR | 2024 | 2029 | 5-yr CAGR | | HVDBrscaler | 14.069 | | 8.345 | | | Tier 2 Cloud + SP | 28 11: | | 12.744 | | | Enterprise | 31.733 | | 5.450 | 070 | | Total Traditional Data Center | 73,915 | -2% | 26,539 | 5% | AI数据中心交换机市场预计将以36%的CAGR增长,到2029年达到约260亿美元(此前预测为250亿美元)。其中, 后端以太网交换机的增长尤为强 ...