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Nokia suddenly has a growth story again – and it's all about AI
AI data center investments in the UK and other countries could pay off handsomely for the Finnish vendor.
800 Gbit/s port shipments to quadruple in 2024, despite project delays. #pressrelease
January 31, 2024
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REDWOOD CITY, Calif. – According to a recently published report by Dell'Oro Group, the trusted source for information about the telecommunications, networks, and data center industries, AI infrastructure build-outs, also known as 'Back-End Networks', are causing budget cuts and project delays in general-purpose infrastructure, or 'Front-End Networks'. Despite these project delays, 800 Gbps port shipments are forecast to quadruple in 2024.
Additional highlights from the Ethernet Switch—Data Center 5-Year January 2024 Forecast Report:
1600 Gbps is expected to start shipping in 2025/2026. Together with 800 Gbps, these high speeds are expected to comprise nearly 40 percent of the data center switch ports by 2028.
Linear Drive Optics, an alternative to Co-packaged optics, are expected to gain material traction during our forecast horizon.
SONiC adoption is expected to accelerate, achieving a 10-20 percent penetration rate in Tier 2/3 Cloud SPs and large enterprises by 2028.
Read the full press release here.
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