Today for AI
HOT RADAR
computeHEAT 11.6°

AI CURATED HOT STORY · 11/3/2026

TrendForce: AI Network Revenue to Double by 2027

1 reports archived1 independent sourcesupdated 11/3/2026, 20:00:15
Synthesis & Latest Updates
1 Sources Cross-Validated

TrendForce forecasts the AI network and interconnect market will grow at a 95% CAGR from 2024 to 2027, reaching $279.8 billion. Switches, optical modules, and NICs/DPUs dominate revenue, while Scale-up interconnects show the fastest growth, rising to 24% of the total.

LATEST/TrendForce forecasts the AI network and interconnect market will grow at a 95% CAGR from 2024 to 2027, reaching $279.8 billion. Switches, optical modules, and NICs/DPUs dominate revenue, while Scale-up interconnects show the fastest growth, rising to 24% of the total.

Hourly heat curve

2 fully observed hours
Fewer than 3 fully observed hours; trend not plotted yet.

Coverage timeline

Total 1 reports · Latest first
  1. IT之家 · 智能时代T2·68 pts

    TrendForce: AI Network Revenue to Double by 2027

    • The AI network and interconnect market is projected to grow at a 95% CAGR from 2024 to 2027, nearly doubling annually.
    • Switches (38%), pluggable optical modules, and NICs/DPUs are the primary revenue drivers, accounting for 88% of the total.
    • Scale-up interconnects (high-speed links between AI chips) will be the fastest-growing segment, expected to hold a 24% share.