AI Infrastructure Networking Trends and Market Analysis

This document is a research report that analyzes the emerging trends in AI infrastructure networking, focusing on the growth potential of networking configurations in AI computing. It outlines the expected advancements in networking capabilities that enhance computing power through seamless data exchange and low latency. The report details the anticipated dollar content increase across different configurations, highlighting a 16x to 45x increase in scale-out and scale-up opportunities. Additionally, it presents a 13x larger addressable market for optical modules and a 10x increase in the value market for pluggable optical modules. The report further discusses the expected aggregate dollar content per computing unit, projecting a significant rise from US$315k to US$9.4bn as new technologies are adopted. The analysis includes specific metrics related to GPU configurations and networking components, providing a comprehensive view of the market landscape for AI infrastructure.