Dell’Oro Group reports on AI infrastructure, forecasts 800 Gbps port shipments

Feb. 2, 2024
The group’s new report says a focus on building AI infrastructure is delaying general-purpose infrastructure expansions. 

Dell’Oro Group reported in a Jan. 31 press release that AI infrastructure build-outs (back-end networks) are causing budget cuts and project delays in general-purpose infrastructure (front-end networks). The group also reports that budget cuts and project delays are affecting 800 Gbps port shipments but expects increased shipments in 2024.

Sameh Boujelbene, vice president at Dell’oro Group, said in the press release, “Recent interviews with major Cloud service providers (SPs) unveiled multiple projects experiencing delays or being put on hold due to a shift in focus to AI infrastructure build-outs. Project delays and budget cuts have led to a shift of the 800 Gbps adoption timeline by approximately a year for certain major Cloud SPs. Consequently, our forecast for sales of switches deployed in front-end networks has been revised downward compared to our July 2023 report.”

In addition to forecasting increased Linear Drive optics traction and accelerated SONiC adoption, Dell’Oro’s “Ethernet Switch—Data Center 5-Year January 2024 Forecast” reports that 1600 Gbps is expected to start shipping in 2025/2026 and that, together with 800 Gbps, is expected to comprise nearly 40 percent of data center switch ports by 2028.

Boujelbene added, “Despite project delays, 800 Gbps port shipments are expected to quadruple in 2024, driven mainly by the anticipated adoption by a major Cloud service provider, specifically Amazon, and propelled by the availability of 51.2 Tbps chips in the market. 800 Gbps will be adopted in both back-end as well as front-end networks. While our traditional data center switch report focuses on front-end networks, we delve into back-end network deployment in our recently published advanced research report ‘AI Networks for AI Workloads.’”

For related articles, visit the Business Topic Center.

For more information on high-speed transmission systems and suppliers, visit the Lightwave Buyer’s Guide.

To stay abreast of fiber network deployments, subscribe to Lightwave’s Service Providers and Datacom/Data Center newsletters.

About the Author

Hayden Beeson

Hayden Beeson is a writer and editor with over seven years of experience in a variety of industries. Prior to joining Lightwave and Broadband Technology Report, he was the associate editor of Architectural SSL and LEDs Magazine. 

Sponsored Recommendations

New Optical Wavelength Service Trends

July 1, 2024
Discover how optical wavelength services are reshaping the telecom landscape, driven by rapid expansion and adoption of high-speed connections exceeding 100 Gbps, championed by...

The Pluggable Transceiver Revolution

May 30, 2024
Discover the revolution of pluggable transceivers in our upcoming webinar, where we delve into the advancements propelling 400G and 800G coherent optics. Learn how these innovations...

Data Center Interconnection

June 18, 2024
Join us for an interactive discussion on the growing data center interconnection market. Learn about the role of coherent pluggable optics, new connectivity technologies, and ...

The Perils of Using a Broadband Power Meter in a PON World

Nov. 7, 2023
Learn about the potential significant problems for multi-service PON activation and troubleshooting when using a broadband power meter.