Boujelbene estimates that AI systems currently account for "significantly less than 10 percent" of the total addressable market for network switching, and, of that, about 90 percent of deployments are using Nvidia/Mellanox's InfiniBand - not Ethernet.
AI Clusters, meanwhile, are a different beast entirely. The average AI node comes equipped with one 400 Gb/s NIC per GPU. Such nodes can pack four or eight GPUs - so do the math for NICs - and they're all needed to handle the immense data flows AI workloads generate.
[
add
]
[
|
|
...
]