According to TrendForce's latest research on the AI infrastructure industry, the global output value of AI network and interconnect products is projected to surge from $37.9 billion in 2024 to $279.8 billion by 2027, representing a compound annual growth rate (CAGR) of 95%. This remarkable growth is driven by the continuous expansion of AI server clusters and the rapidly rising demand for accelerator bandwidth. The market's growth focus is shifting from back-end network switches and optical modules toward high-speed accelerator interconnects and network interface cards (NICs). Looking ahead, the shipment mix and network topology of various AI chip platforms will become key factors shaping both market size and the distribution of value across the supply chain.
