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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 | $22.798 | $14.069 | | $6.279 | $8.345 | | | Tier 2 Cloud + SP | $25.910 | $28 11: | | $6 958 | $12.744 | | | Enterprise | $32.300 | $31.733 | | $7.402 | $5.450 | 070 | | Total Traditional Data Center | $81,008 | $73,915 | -2% | $20,639 | $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 ...