Workflow
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
智通财经网·2025-09-12 17:55

| | | Traditional Servers | | | Traditional Data Center Switching | | | --- | --- | --- | --- | --- | --- | --- | | | 2024 | 2029 | 5-yr CAGR | 2024 | 2029 | 5-yr CAGR | | HVDBrscaler | 22.79822.798 | 14.069 | | 6.2796.279 | 8.345 | | | Tier 2 Cloud + SP | 25.91025.910 | 28 11: | | 69586 958 | 12.744 | | | Enterprise | 32.30032.300 | 31.733 | | 7.4027.402 | 5.450 | 070 | | Total Traditional Data Center | 81,00881,008 | 73,915 | -2% | 20,63920,639 | 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 ...