The Register: AI gives the sleeping network switch market a good kick

Jun 20, 2025

—

Source URL: https://www.theregister.com/2025/06/20/idc_switch_wlan_sales/
Source: The Register
Title: AI gives the sleeping network switch market a good kick

Feedly Summary: Q1 revenue jumps to $11.7B, with 400 and 800 GbE driving the spike
The long-dormant market for datacenter network switches is booming thanks to AI.…

AI Summary and Description: Yes

Summary: The text highlights a significant revenue increase in the datacenter network switch market, attributed to the rise of AI technologies. This is pertinent for professionals in cloud computing and infrastructure security as it underscores the growing integration of AI in networking hardware, which may impact security and compliance strategies.

Detailed Description: The passage discusses the recent surge in Q1 revenue to $11.7 billion within the datacenter network switch market, noting that high-speed Ethernet technologies (400 GbE and 800 GbE) are driving this growth. This increase is closely linked to the burgeoning demand for AI resources and capabilities, indicating a vital trend for security and compliance professionals.

– Key Insights:
– **Market Growth**: The datacenter network switch market is experiencing a revival, showing a direct correlation to advancements and investments in AI.
– **Technological Evolution**: The rise of high-speed Ethernet (400 and 800 GbE) is a critical factor, as these technologies cater to the bandwidth needs of AI applications, which often require significant data throughput.
– **Implications for Security and Compliance**:
– As networks become faster and more complex, security measures must evolve to protect data in transit and at rest within these environments.
– Increased reliance on AI may necessitate updated compliance frameworks to address new risks associated with AI data processing and networking technologies.

This development suggests that security professionals must stay abreast of these changes to effectively manage the risks and opportunities presented by advanced network technologies within AI-driven infrastructures.

1 2 2025 4 5 7 800 a Act advanced advanced network technologies advancement advancements AI AI applications AI technologies and app Application applications as attribute bandwidth Bi by C capabilities CI CIA Cloud cloud computing co compliance compliance framework compliance frameworks compliance professionals compliance strategies Computing core critical D data data processing datacenter datacenter network switches de demand development drive driven Driving e effective end environment Ethernet exp fact fast for framework frameworks g geo GIS Go growth H hardware high high-speed Highlight HP HR http HTTPS implications implications for security in infrastructure infrastructure security infrastructures insights integration investment Investments io Iron J k Key l led Lee Li Link linked logic long M man market market growth measures N needs network Networking networking hardware networking technologies networks new no o of on OPM oS pre pro process processing professionals ps Q R rate RCE resource resources revenue Risk risks Ro RoT row s sales sec security security and compliance security measure security measures security professionals Sig SoC source speed speed Ethernet SSE SSO strategies structures T tech technological technological evolution technologies ted text the throughput to Tor TP two UI under up update US V val Ware Wi x